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Marshal S. Grant

Tax Attorney at North Andover, MA

5.0   5 reviews
  • State Years
    New Hampshire - NH 11 years
    Massachusetts - MA 27 years
  • Licensed for 11 years
    State NH
    Acquired 2013
    Status
    Active No misconduct found
  • Licensed for 27 years
    State MA
    Acquired 1996
    Status
    Active No misconduct found

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

About Marshal

Learn Marshal’s areas of practice.

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).

Location

Law Office of Marshal S. Grant
800 Turnpike Street.
Suite 300
North Andover, MA, 01845

Reviews

5.0 / 5.0
  5 customer reviews
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Posted by George | June 4, 2015
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.
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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.
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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

Rates
  • Hourly Rates $ 250-300 per hour
  • Retainer Sometimes
Payment methods
Cash, Check

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

Sample of 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
  • Estate Planning with Retirement Benefits
  • 2010
  • CPE Seminar
  • GRATs, QPRTs, and CLATs in 2010
  • 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
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."
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."
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."
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."
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."
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
Estate planning