Licensed for 35 years

State NY

Acquired 1988

Status
Currently Registered No misconduct found

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

Leo T. McGrath

Trusts Attorney at Brewster, NY

About
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Resume

MCGRATH LAW REVIEW BY THE O'CONNOR'S

LEO & HIS STAFF PROVIDED MY WIFE & I, A COMPREHENSIVE ESTATE PLAN. HE REQUESTED & RECEIVED ALL PERTINENT INFO REGARDING ALL OF OUR - ASSETS, HEALTH CARE WISHES, MEDICAL COVERAGE,FINANCIAL DATA, FAMILY INFO., ETC. LEO'S ESTATE PLAN COVERS ALL OF THE LEGAL & FINANCIAL BASES,OUR WISHES REGARDING HOW WE WANTED OUR ESTATE TO BE HANDLED & BY WHOM. WE HAVE GREAT CONFIDENCE IN LEO THAT HE PROVIDED US WITH THE BEST ESTATE PLAN POSSIBLE. IT GIVES US SPECIAL COMFORT KNOWING THAT LEO HAS OUR BEST INTERESTS AT HEART & THAT COMMUNICATION LINES WITH HIM & HIS STAFF ARE ALWAYS OPEN & WORKING!! BONUS IS THAT LEO & HIS STAFF ARE A PLEASURE TO WORK WITH!!!!

The Gods were with me that day!

Though my husband refused to believe he was very ill, we both heard the doctors tell us he had a cancer he had probably gotten while serving in VietNam. We had nothing in place...no will, no trust, nothing even on paper! I looked on line for a nearby lawyer/estate planner and the God's were on my side that day! I phoned and made an appointment for us to visit with Leo McGrath. I believe we were there for about 2 hours, and by the time we left his office, we were in total agreement that we were on the right track to securing and entrusting our estate, and the investment and distrubution of our funds, to this firm. It is now 5 years later, my husband has passed, our money is secure in trust accounts, and I have invested my funds, with much success, thanks to the Leo McGrath Law Firm and Wealthcare LLC.

About Leo

Learn Leo’s areas of practice.

Practice areas

Trusts

34%

Living Trusts, Revocable and Irrevocable Trusts to avoid Guardianships(living probate), Death Probate, reduce & eliminate death taxes, and protect families from nursing home expense.

28 years
Elder law

33%

Living Trusts, Revocable and Irrevocable Trusts to avoid Guardianships(living probate), Death Probate, reduce & eliminate death taxes, and protect families from nursing home expense.

25 years
Estate planning

33%

Living Trusts, Revocable and Irrevocable Trusts to avoid Guardianships(living probate), Death Probate, reduce & eliminate death taxes, and protect families from nursing home expense.

31 years

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.

Awards

Client's Choice

2018 2015

Contact Leo

McGrath Law

(845) 582-3069 Office

162 Prospect Hill Road

Suite 100

Brewster, NY, 10509

nylivingtrusts.com

Message Get Directions

Reviews

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5.0 / 5.0

22 customer reviews

5 Star

100%

4 Star

3 Star

2 Star

1 Star

Client's Choice

Client's Choice is an Avvo award granted to attorneys with a significant number of client reviews over 4 stars in a given year.

Posted by JOHN O'CONNOR | November 2, 2018

MCGRATH LAW REVIEW BY THE O'CONNOR'S

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Posted by Marjorie | November 2, 2018

The Gods were with me that day!

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Posted by Cathy Ann | November 2, 2018

Trust my attorney

I went to a seminar, was impressed and met with him one on one. I do not have "a lot" of money..that didn't matter... He listened to me and made me feel safe and secure in what he could do for me. I trust him and love his staff.

Posted by Diane | November 2, 2018

McGrath Law is the Best!

The whole office is very cheerful and helpful. We planned our trust with them, and we are very confident in our decisions. They answered our many questions with extreme patience. A big thanks to Karen!!! She’s the best!

Posted by Lois | November 2, 2018

A Person Who Truly Cares

Leo knew how to deal with the mess I came to him with. As I widow I needed to protect my assets & it was all done in a timely fashion. I appreciate the fact that he frequently educates his clients & his paralegal staff is always available & knows your name!!! I was so happy with my experience and he is a cut above the others!!

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Posted by Paul | November 3, 2017

Leo T McGrath

Leo was my Parent's financial attorney. My Father died. My mother had dementia/alz. Leo had everything of my mother's financially under control. Leo had my wife and I attend seminars. We learned. My mothers account was growing. My account with another firm was NOT growing. Leo agreed to take over our financial future. Leo had my wife and I attend seminars. We are more secure with our future. Our account is growing

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Posted by rick | January 10, 2017

Leo McGrath gets it done!

Leo and his staff took excellent care of us in Estate Planning and as an investment coach. Care is the operative word, Leo's firm has a totally caring family feel.

Posted by Wayne | January 10, 2017

Awesome firm, Awesome staff

My wife and I have been clients of Leo and his staff for about eight months. So far he and the staff have been wonderful and very attentive to our needs. Thank goodness they have been few and far between We are so grateful we came on board and our confidence level is very high. Wayne And Fran

Posted by Vin | December 20, 2016

McGrath WealthCare

A few years ago, we went to Leo for advice on estate planning. While building our estate plan, we spoke with Leo about our investments and how they were allocated. He reviewed our retirement assets and made recommendations on reducing our risk and securing a decent rate of return. We decided to move some of our assets to McGrath WealthCare. Leo and his staff are available for consultations and have regular review presentations that educate us in safe investing. We are comfortable with our risk vs. reward (Standard Deviation) portfolio and have no hesitation that we made an excellent choice in investing with McGrath WealthCare.

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Posted by Marylyn | December 16, 2016

Estate planning

I have been to several elder law attorneys but I was most impressed with Leo McGrath. I felt comfortable with the way he explained estate planning and Trust information.I signed on with Leo 5 years ago and am very satisfied knowing that he and his team are always available for questions and concerns of mine. He offers one on one meetings, as well as group get together's and is very professional.I feel that Leo and his team genuinely care about their clients and they offer updates and e- mails regularly as an ongoing service. I appreciate the warm family atmosphere that they consistently provide. Thank you Leo for your dedication!

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Posted by Annammarie | December 16, 2016

True Professional

Mr McGrath is extremely knowledge in elder law, investments, and financial planning. He enjoys teaching his clients in a fun and enjoyable way through regularly scheduled seminaries in his modern office and conference center. He has an outstanding staff who provide a warm and welcoming environment. His assistants are always available to answer questions and address any concerns you may have. We have total trust and confidence in the McGrath Law Firm.

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Posted by Anthony | December 3, 2015

A satisfied client

My wife and I consulted with Leo and subsequently hired him to set up trusts for the both of us. He and his staff guided us through the process in a very professional manner, their management of expectations made the whole process very comfortable.

Posted by Deb | November 21, 2015

Honest, Professional, and Courteous

Mr. McGrath and his entire staff have been wonderful, and extremely knowledgeable in my wealth care/financial planning since hired them over a year ago. All my questions and concerns are always answered, and rectified promptly, and professionally. The firm goes above and beyond in taking care of my needs. I would highly recommend Mr. McGrath to anyone in need of a true professional, and personable attorney.

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Posted by Monica | November 13, 2015

The Best of the Best

We were looking to set up a living trust and knew very little about the process, how fortunate for us McGrath law was recommended. What a pleasure to deal with a professional team that are truly committed to helping there clients thru each process. I highly recommend McGrath law.

Posted by Bev | November 10, 2015

Comprehensive care of his clients

Leo and his staff streamlined the process of making a living trust. My husband and I are recently married and have a many adult children between us. Leo' classes, consultations, available staff help and advice made the process easy and so future updates will also be simple to accomplish. His staff are available and kind.

Posted by Kathy | November 6, 2015

Highly Recommended

Leo, Karen, Susan and Amy are quite a team. They are professional, kind and efficient. They helped my husband and I develop our living trust several years ago and are now helping me after my husbands death. They are patient and I feel I can call them anytime. Leo is also a financial planner and can also help you in that area. It's great that he offers classes to educate you about money issues.

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Posted by Gayle & Bill | November 6, 2015

Professional, courteous and caring

Many years ago we attended a luncheon hosted by Leo, which opened our eyes to the need for an estate plan that would protect ourselves as well as our children. Leo set up our family trust back then and we remain grateful for his advice, his fantastic staff and the interest they all place on our well being. We feel blessed to have found Leo when we did. The chocolate nuggets and elfin smiles are an added delight!

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Posted by Elaine | November 6, 2015

Great Experience

We worked with Leo for estate planning and were very happy with our experience. Leo and his staff are top notch. They are responsive and supportive. We totally recommend McGrath Law.

Posted by Deb | September 1, 2015

Top Gun

Leo is a leader in his field and the staff is excellent. They all give you their best no matter what you ask of them. Leo always provides prompt and quality service to assist in the goals of client objectives and offers financial education to all clientele. Knowing Leo and his team has been a great experience in my life with many fond memories and friendships. I hope the contributions they have all made along the way add up to many successes we all deserve professionally and personally. Looking forward to the future years ahead as we all continue to work together.

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Posted by Anne | July 14, 2015

Stupendous!

We felt at ease the moment we met Leo AND his staff. All questions were answered in terms that we understood, without be talked down-to. We love the team effort and the community that is built with other investors. It's getting to be like a family. To know that we are in good hands financially and have a trust that will take good care of our needs is very reassuring. And...it doesn't hurt that Leo is Irish. Erin Go Bragh! Anne and Matty

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Cost

Resume

AVVO RATING 10.0 (Superb)

Work Experience

Principal
McGrath Law Firm
1996 - Present

Trial Attorney
Wilson Bave Conboy & Bave
1991 - 1995

Associate
J.Russell Clune PC
1987 - 1991

Education

Pace University School of Law
JD - Juris Doctor
1987

Manhattanville College
BA - Bachelor of Arts
1984

Legal Cases

Estate Plan of the Jones Family
Typical Family client receives Peace of Mind

Associations

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

View all associations

Languages Spoken

English

Honors and Awards

BV Rated
Martindale-Hubbell
2016

20 Years of Community Service
Police Officer Christopher Hoban Run Committee
2015

Client Satisfaction Award
Hudson Valley
2014

BV Rated
Martindale-Hubbell
2014

Client Satisfaction Award
Hudson Valley
2013

25 Years of Community Service
Martindale-Hubbell
2013

Recognition of Community Service
Tarrytown Fire Department
2013

BV Rated
Martindale-Hubbell
2013

Client Satisfaction Award
Hudson Valley
2012

BV Rated
Martindale-Hubbell
2012

Moot Court Award
Pace University School of Law
1985

View all awards

Publications

Coauthor Michael Bonfrisco
The Modern Investor
2016

Speaking Engagements

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

Town of Carmel School Teachers Association
Avoid Probate; Living Probate & Death Probate
2009

Sarah Hull Hallock Free Library
Why Powers of Attorney (POA) have Lost their Powers
2009

Pawling Free Library
ABCs of Living Trusts
2009

East Fishkill CommunityLibrary
Are You Protected from Nursing Home Costs?
2009

Bethel Missionary Baptist Church
Charitable Giving Estate Planning
2009

Rockland County Health Department Employees
Five Myths of Estate Planning
2008

Milbrook Public Library
Why your Will is Not Enough
2008

Mahopac Public Library
Proper Planning with a Living Trust
2007

Kent Public Library
Will vs Living Trust; To Plan or Not to Plan
2007

Desmond-Fish Library
Nursing Home -Medicaid Planning
2007

View all speaking engagements

Attorney endorsements

Received (13)

Given (10)

Endorse Leo

Roy Litherland

Estate planning Attorney | Jan 10
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 | Apr 23
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 | Apr 01
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 | Aug 07
Relationship: Fellow lawyer in community

"I endorse this lawyer. They are an expert in the field of estate planning."

Jeffrey Barnes

Unknown Attorney | May 16
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 | May 01
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 | Mar 09
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 | Feb 04
Relationship: Fellow lawyer in community

"I endorse this lawyer's work."

William Mcgrath

Estate planning Attorney | Dec 22
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 | Dec 21
Relationship: Fellow lawyer in community

"I endorse this lawyer's work."

Colin Quinn

Estate planning Attorney | Dec 21
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 | Dec 16
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 | Dec 16
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."

View more endorsements

Jeffrey Barnes

Estate planning

Roy Litherland

Estate planning