I am a frequent speaker on a variety of estate planning topics, regularly presenting educational seminars for the public as well as charitable organizations, employers, associations, special interest groups, support groups, and financial advisors in our community. I always do my best to try and reduce complex legal principles into understandable concepts.
I feel grateful to have had the opportunity to be of service to so many families. I enjoy making a difference in the lives of people I work with. While protecting financial assets is often why someone often seeks my help, strengthening and maintaining family unity is my primary goal and probably the number one reason why clients refer their friends and family to us.
Practice areas
Living Trusts, Revocable and Irrevocable Trusts to avoid Guardianships(living probate), Death Probate, reduce & eliminate death taxes, and protect families from nursing home expense.
27 years
Living Trusts, Revocable and Irrevocable Trusts to avoid Guardianships(living probate), Death Probate, reduce & eliminate death taxes, and protect families from nursing home expense.
24 years
Living Trusts, Revocable and Irrevocable Trusts to avoid Guardianships(living probate), Death Probate, reduce & eliminate death taxes, and protect families from nursing home expense.
30 years
Languages spoken
English
McGrath Law
162 Prospect Hill Road
Suite 100
Brewster, NY, 10509
State | Status | Acquired | Updated |
---|---|---|---|
NY | Currently registered | 1988 | 07/14/2022 |
Legal answers | 11 |
Legal guides | 0 |
Award name | Grantor | Date Granted |
---|---|---|
BV Rated | Martindale-Hubbell | 2016 |
20 Years of Community Service | Police Officer Christopher Hoban Run Committee | 2015 |
BV Rated | Martindale-Hubbell | 2014 |
Client Satisfaction Award | Hudson Valley | 2014 |
Recognition of Community Service | Tarrytown Fire Department | 2013 |
BV Rated | Martindale-Hubbell | 2013 |
25 Years of Community Service | Martindale-Hubbell | 2013 |
Client Satisfaction Award | Hudson Valley | 2013 |
BV Rated | Martindale-Hubbell | 2012 |
Client Satisfaction Award | Hudson Valley | 2012 |
Moot Court Award | Pace University School of Law | 1985 |
Title | Company name | Duration |
---|---|---|
Principal | McGrath Law Firm | 1996 - Present |
Trial Attorney | Wilson Bave Conboy & Bave | 1991 - 1995 |
Associate | J.Russell Clune PC | 1987 - 1991 |
Association name | Position name | Duration |
---|---|---|
American Academy of Estate Planning Attorneys | Board of Governors | 2011 - Present |
National Academy of Elder Law Attorneys | Member | 2007 - Present |
American Academy of Estate Planning Attorneys | Member | 2007 - Present |
New York State Bar Association, Trusts and Estates Law Section | Member | 2001 - Present |
New York State Bar Association, Elder Law Section | Member | 2001 - Present |
American Bar Association | Member | 1988 - Present |
New York State Bar Association | Member | 1988 - Present |
Putnam County Bar Association | Member | N/A |
New York State Trial Lawyers Association | Member | 1987 - 2004 |
Publication name | Title | Date |
---|---|---|
Coauthor Michael Bonfrisco | The Modern Investor | 2016 |
School name | Degree | Graduated |
---|---|---|
Pace University School of Law | JD - Juris Doctor | 1987 |
Manhattanville College | BA - Bachelor of Arts | 1984 |
Conference name | Title | Date |
---|---|---|
FDNY Retired Firefighters | Estate Planning | 2016 |
Estate Planning Seminars | Protect Your Spouse and Life Savings | 2016 |
Estate Planning Seminars | Why Wills are Obsolete for Seniors | 2015 |
FDNY Retired Firefighters | Estate Planning | 2014 |
TEG Federal Credit Union | Proper Estate Planning with a Living Trust | 2010 |
Omni Financial Members | The Death Tax is Back | 2010 |
Sarah Hull Hallock Free Library | Why Powers of Attorney (POA) have Lost their Powers | 2009 |
Pawling Free Library | ABCs of Living Trusts | 2009 |
Town of Carmel School Teachers Association | Avoid Probate; Living Probate & Death Probate | 2009 |
East Fishkill CommunityLibrary | Are You Protected from Nursing Home Costs? | 2009 |
Bethel Missionary Baptist Church | Charitable Giving Estate Planning | 2009 |
Milbrook Public Library | Why your Will is Not Enough | 2008 |
Rockland County Health Department Employees | Five Myths of Estate Planning | 2008 |
Desmond-Fish Library | Nursing Home -Medicaid Planning | 2007 |
Kent Public Library | Will vs Living Trust; To Plan or Not to Plan | 2007 |
Mahopac Public Library | Proper Planning with a Living Trust | 2007 |
Case name | Outcome |
---|---|
Estate Plan of the Jones Family | Typical Family client receives Peace of Mind |
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November 2, 2018
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Roy Litherland, Estate planning Attorney on Jan 10, 2018
Relationship: Fellow lawyer in community
I endorse this attorney. Leo is a fellow member of the American Academy of Estate Planning Attorneys. He has consistently provided insightful advise and has shared his legal knowledge.
Mark Eghrari, Estate planning Attorney on Apr 23, 2016
Relationship: Worked together on matter
I endorse attorney Leo McGrath without reservation. I have worked with Leo on a number of matters over the past 10 years. He has great technical expertise in the areas of estate planning, elder law and investing, yet he can explain these topics in a way that is always easy to understand - a rare combination. Leo is a person of integrity and compassion. He is totally committed to his clients. Leo provides a comprehensive solution to the problems that many middle class families face. Again I recommend and endorse Leo McGrath
David Rosen, Estate planning Attorney on Apr 1, 2016
Relationship: Fellow lawyer in community
I know Leo in his capacity as an estate planning attorney and financial adviser. Leo provide's his clients a holistic approach to planning. What's more, he provides the one-key relationship to help clients make money and keep it.
Michelle Biddinger, Estate planning Attorney on Aug 7, 2013
Relationship: Fellow lawyer in community
I endorse this lawyer. They are an expert in the field of estate planning.
Jeffrey Barnes, Unknown Attorney on May 16, 2012
Relationship: Other
Leo is an outstanding attorney with an amazing understanding of estate planning and elder law. He is also highly committed to providing excellent service for his clients. There is no question that he is the go to lawyer for estate planning services.
Cheryl David, Estate planning Attorney on May 1, 2011
Relationship: Other
I endorse this lawyer. I've had the pleasure of working with Leo through the American Academy of Estate Planning Attorneys. Leo is an excellent estate planning attorney and a very caring, family oriented person.
Gerald Dunworth, Trusts Attorney on Mar 9, 2010
Relationship: Fellow lawyer in community
I endorse this lawyer's work. Leo and I are members of the same organization of estate planning attorneys. We have discussed issues relating to trusts and tax planning matters common in our practices. I respect Leo's knowledge and professionalism.
Michael Bonfrisco, Estate planning Attorney on Feb 4, 2010
Relationship: Fellow lawyer in community
I endorse this lawyer's work.
William Mcgrath, Estate planning Attorney on Dec 22, 2009
Relationship: Worked together on matter
Leo is an exceptional lawyer and person. His knowledge and expertise in estate planning allows him to provide a high level of service to all of his clients. I recommend Leo to anyone looking for quality estate planning representation.
Steven Waldinger, Estate planning Attorney on Dec 21, 2009
Relationship: Fellow lawyer in community
I endorse this lawyer's work.
Colin Quinn, Estate planning Attorney on Dec 21, 2009
Relationship: Fellow lawyer in community
Leo is an outstanding attorney and person. His caring and skill is invaluable. He can guide anyone through the complex field of estate planning in a comprehensive, yet understandable, manner.
Michael Robinson, Estate planning Attorney on Dec 16, 2009
Relationship: Fellow lawyer in community
I endorse this lawyer's work. Leo is a dedicated attorney focused on delivering the highest quality estate planning and elder law services to his clients. I recommend Leo to anyone in the Brewster area looking for quality estate planning and elder law representation.
Dennis Duffy, Estate planning Attorney on Dec 16, 2009
Relationship: Worked together on matter
I endorse this lawyer's work. Leo is a talented and capable estate planning attorney. He has the experience and knowledge to solve and resolve complex as well as simple estate planning issues. I have known Leo as a member of the American Academy of Estate Planning Attorneys. I would not hesitate to refer a client to him for estate and financial planning.