$ 250-300 per hour
Marshal S. Grant
About Marshal
Biography
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).
Practice Areas
2
Practice Areas
Fees and Rates
Cost
Hourly Rates
Retainer
Sometimes
Payment Methods
- Cash
- Check
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Chat withLicenses
Licensed in New Hampshire for 13 years
State: New Hampshire
Acquired: 2013
No misconduct found
Licensed in Massachusetts for 29 years
State: Massachusetts
Acquired: 1996
No misconduct found
Location
Law Office of Marshal S. Grant
800 Turnpike Street., Suite 300, North Andover, MA, 01845
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Marshal S. Grant's Reviews
Avvo Review Score
5 Client Reviews
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Practice Areas
What Clients Mention
Showing 1 - 1 of 1 review | Practice Area Knowledge
Posted by John | May 15, 2015 | Estate Planning
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 ra...
Marshal S. Grant's Lawyer Endorsements
"Marshal has provided some great responses in his practice area and it truly shows his experience and knowledge. I endorse this lawyer."
"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."
"I highly regard Attorney Grant's contributions to this site, and his insightful responses to inquiries. I endorse this lawyer."
"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."
"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."
"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."
Michael Twohig
Litigation lawyer
Lynn Buskey
Estate planning lawyer
Experience
Work Experience
2014 - Present
Owner, Law Office of Marshal S. Grant
2012 - 2014
Associate, Pierce Atwood
2006 - 2011
Associate, Burns & Levinson, LLP
Associations
2015 - Present
Merrimack Valley Estate Planning CouncilMember
2006 - Present
Massachusetts Bar AssociationMember
2004 - Present
Boston Bar AssociationMember
Sample of Legal Cases
Estate Tax Audit and Protest
Settled
Education
2004
Boston University School of Law
LL.M - Master of Laws
1996
Cornell University Law School
JD - Juris Doctor cum laude
1990
Yale University
PhD - Doctorate
1980
Dartmouth College
BA - Bachelor of Arts
Speaking Engagements
2014
Trust Planning and Drafting Techniques
Trusts for Spouses, Trusts for Minors & Trusts for Elderly and Disabled Persons
2011
Estate Planning: MCLE BasicsPlus!
Estate Planning for Business Owners
2010
CPE Seminar
Estate Planning with Retirement Benefits
2010
CPE Seminar
GRATs, QPRTs, and CLATs in 2010
2009
Trusts & Estates Section Mid-Year Review
Obama Proposals, Recent FLP Cases, Taxation of Retained Interests, and New Taxation of Expatriates
Publications
2012
The Massachusetts Divorce Law Practice Manual (MCLE, 3rd Ed.)
Basic Estate Planning for Divorce Lawyers
2010
Burns & Levinson LLP
New Federal Tax Law Includes Significant Estate, Gift, and Generation-Skipping Transfer Tax Changes
2009
The New Massachusetts Uniform Probate Code: Overview (MCLE)
How Marriage Divorce, Intestacy, and Litigations May be Impacted by the Massachusetts Uniform Probate Code
Languages
English
Dutch
Activity
Legal Answers
Legal Answers
Q&A
Should NRA file form 709? Does he owe taxes if gift to US person less than $100K?
06 Oct 2015
Q&A
Can you disinherit a handicapped child who is an adult in Louisiana?
03 Oct 2015
Q&A
Can someone destroy my irrevocable trust once it is created. My parents created one for me. My siblings have been stealing
03 Sep 2015