Marshal S. Grant

Tax Attorney at North Andover, MA

About
Contact
Reviews
Cost
Resume

Thoughtful personal attention

I have had several years of experience with Marshal, not as my attorney, but as the executor for an estate of which I was an inheritor. Another inheritor contested the will and when unsuccessful with that then challenged the distribution. The final settlement took time and patience and a bevy of lawyers. I had no experience with these legal maneuverings and was sometimes confused and dismayed. Throughout it all Marshal provided an amazing source of calm and clarity for which I was very grateful. His very balanced and straightforward explanations were enormously helpful. Without his rock-solid integrity I would have been much more uneasy with the whole process. And indeed it all worked out as I had hoped for in the end.

Wills - Marshal Grant

About Marshal

Learn Marshal’s areas of practice.

Practice areas

I am an estate and tax planning attorney with an LL.M. in Taxation and approximately 15 years of experience representing individuals, executors, trustees, and beneficiaries. This includes basic estate planning as well as sophisticated plans that address clients' concern for the orderly disposition of their wealth, the minimization of taxes, business succession planning, creditor protection, and the special needs of disabled children. I love working with families and guiding them through the maze of tax and property law issues in search of a plan that achieves their substantive goals and minimizes taxes without letting the tax tail wag the dog.

Specialties: Preparation of wills, revocable trusts, health care proxies, durable powers of attorney, buy-sell agreements, asset protection trusts, special needs trusts (SNTs), personal residence trusts (QPRTs), family limited partnerships (FLPs), grantor retained annuity trusts (GRATs), irrevocable life insurance trusts (ILITs), installment sales to irrevocable grantor trusts, and self-cancelling installment notes (SCINs).

Licensed for 26 years

State NH

Status Active

Acquired 2013

Updated 09/11/2014

State MA

Status Active

Acquired 1996

Updated 03/17/2023

We have not found any instances of professional misconduct for this lawyer.

Contact Marshal

Law Office of Marshal S. Grant

800 Turnpike Street.

Suite 300

North Andover, MA, 01845

Message Get Directions

Reviews

Write A Review

5.0 / 5.0

5 customer reviews

5 Star

100%

4 Star

3 Star

2 Star

1 Star

Posted by George | June 4, 2015

Thoughtful personal attention

Read less

Posted by Evelyn | May 21, 2015

Wills - Marshal Grant

Marshal was very helpful to my husband and me and we accomplished several of the many items we have to finish up for our estate planning. We will be contacting him soon to continue because we were very pleased with his help.

Posted by John | May 14, 2015

Excellent service with a personal touch

I have worked with Marshall for over 2 years on family Trust matters. He is very knowledgeable on Trust issues and has provided excellent guidance and advice in the establishment of an irrevocable trust. Marshall also has a very good manner and communicates clearly in terms a layman can understand rather than the confusing and arcane language of the legal profession. I would strongly recommend Marshall based on my personal experience.

Read less

Posted by Gilbert | May 14, 2015

Highly Recommend - Extremely knowledgeable

I used Marshal Services for 2 years in a row and found him extremely knowledgeable, very responsive and takes the time to address issues or concerns. Will certainly use his services again if need is. Will highly recommend.

Posted by Bill | May 14, 2015

Senator

I am pleased with the work of Attorney Marshal S. Grant. He has offered and assisted me with the protection of myself and my family in financial terms. I recommend him highly. He has a great personality and you will feel comfortable talking with him about your plan for the future. Senator Bill Owens, (retired)

Cost

Resume

AVVO RATING 8.9 (Excellent)

Work Experience

Owner
Law Office of Marshal S. Grant
2014 - Present

Associate
Pierce Atwood
2012 - 2014

Associate
Burns & Levinson, LLP
2006 - 2011

Education

Boston University School of Law
LL.M - Master of Laws
2004

Cornell University Law School
JD - Juris Doctor cum laude
1996

Yale University
PhD - Doctorate
1990

Dartmouth College
BA - Bachelor of Arts
1980

View all education

Legal Cases

Estate Tax Audit and Protest
Settled

Associations

Merrimack Valley Estate Planning Council
Member
2015 - Present

Massachusetts Bar Association
Member
2006 - Present

Boston Bar Association
Member
2004 - Present

Languages Spoken

English

Dutch

Publications

The Massachusetts Divorce Law Practice Manual (MCLE, 3rd Ed.)
Basic Estate Planning for Divorce Lawyers
2012

Burns & Levinson LLP
New Federal Tax Law Includes Significant Estate, Gift, and Generation-Skipping Transfer Tax Changes
2010

The New Massachusetts Uniform Probate Code: Overview (MCLE)
How Marriage Divorce, Intestacy, and Litigations May be Impacted by the Massachusetts Uniform Probate Code
2009

Speaking Engagements

Trust Planning and Drafting Techniques
Trusts for Spouses, Trusts for Minors & Trusts for Elderly and Disabled Persons
2014

Estate Planning: MCLE BasicsPlus!
Estate Planning for Business Owners
2011

CPE Seminar
GRATs, QPRTs, and CLATs in 2010
2010

CPE Seminar
Estate Planning with Retirement Benefits
2010

Trusts & Estates Section Mid-Year Review
Obama Proposals, Recent FLP Cases, Taxation of Retained Interests, and New Taxation of Expatriates
2009

View all speaking engagements

Attorney endorsements

Received (6)

Given (2)

Endorse Marshal

Francis Younes

Unknown Attorney | Jul 27
Relationship: Other

"Marshal has provided some great responses in his practice area and it truly shows his experience and knowledge. I endorse this lawyer."

Michael Potter

Estate planning Attorney | Jun 22
Relationship: Fellow lawyer in community

"Mr. Grant is an experienced and respected member of the Bar who gives of his time and talent in planning for one of the most important aspects of life. As a fellow Estate Planning attorney I am proud to say he is a credit to the legal profession. I proudly endorse him."

Monty Donohew

Estate planning Attorney | Jun 21
Relationship: Fellow lawyer in community

"I highly regard Attorney Grant's contributions to this site, and his insightful responses to inquiries. I endorse this lawyer."

Jeffrey Soilson

Estate planning Attorney | May 14
Relationship: Worked together on matter

"Marshal has provided me with expert litigation support with respect to trust and estate issues that have arisen in various divorce and probate litigation matters I've litigated. He has provided me with analysis and strategic input that has made a huge impact in highly-contested litigation, and, as a direct result, on more than one occasion, I've been able to settle matters with the information that Marshal has brought to the table. In terms of his estate planning expertise, I have referred clients to Marshal, who have all expressed how happy they are with the service he has provided them. I wouldn't hesitate to have Marshal prepare my own estate plan or that of a family member. I endorse Marshal without hesitation."

Joshua Dowling

Estate planning Attorney | May 14
Relationship: Other

"Marshal Grant is an excellent attorney. First, his attention to detail is second to none. Second, he has a remarkeable ability to boil down complex issues into simple concepts. Third and most importantly, he is fully committed to ensuring that his clients receive the best possible legal representation."

Lynn Buskey

Estate planning Attorney | May 14
Relationship: Fellow lawyer in community

"I have worked with Marshal and have known him over 10 years. He is a very careful and competent attorney who cares about his clients and his work. Marshal's work ethic is impeccable. I would highly recommend Marshal to anyone."

View more endorsements