Leo T. McGrath

PRO

Leo T. McGrath

4.5
23 reviews
This is an aggregated review score of Avvo and Lawyers.com reviews.
Rating: 10.0

Licensed for 38 years

Trusts Lawyer at Brewster, NY
Practice Areas: Trusts, Estate Planning, Elder Law

162 Prospect Hill Road, Suite 100, Brewster, NY

Virtual Consultation Available

About Leo

Biography

Practice Areas

3

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.

31 years

34%
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.

28 years

33%
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.

34 years

33%

Fees and Rates

We have not found any cost information for this lawyer

Awards

Client's Choice
Client's Choice
2018 2015

Licenses

Licensed in New York for 38 years

State: New York

Acquired: 1988

Due to Reregister within 30 days of Birthday

No misconduct found

Location

McGrath Law

162 Prospect Hill Road, Suite 100, Brewster, NY, 10509

nylivingtrusts.com

Leo T. McGrath's Reviews

Filter Avvo Reviews (22) Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.

Showing 1 - 5 of 11 reviews | Practice Area Knowledge

Posted by Diane | November 04, 2018 | Trusts

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 Paul | November 03, 2017 | Hired Attorney | Estate Planning

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 ov...er our financial future. Leo had my wife and I attend seminars. We are more secure with our future. Our account is growing

Posted by rick | January 11, 2017 | Hired Attorney | Estate Planning

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 Vin | December 20, 2016 | Hired Attorney | Estate Planning

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.

Posted by Annammarie | December 16, 2016 | Hired Attorney | Elder Law

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. H...is 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.

See All Client Reviews

Leo T. McGrath's Lawyer Endorsements

Endorse Leo
Roy Wayne Litherland headshot
Roy Litherland

Estate planning lawyer | 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 Shaban Eghrari headshot
Mark Eghrari

Estate planning lawyer | 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 Emmanuel Rosen headshot
David Rosen

Estate planning lawyer | 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 P. Biddinger headshot
Michelle Biddinger

Estate planning lawyer | Aug 07

Relationship: Fellow lawyer in community

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

Jeffrey Paul Barnes headshot
Jeffrey Barnes

Unknown lawyer | 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 K. David headshot
Cheryl David

Estate planning lawyer | 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 Joseph Dunworth headshot
Gerald Dunworth

Trusts lawyer | 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 Dominick Bonfrisco headshot
Michael Bonfrisco

Estate planning lawyer | Feb 04

Relationship: Fellow lawyer in community

"I endorse this lawyer's work."

William Arthur Mcgrath headshot
William Mcgrath

Estate planning lawyer | 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 E. Waldinger headshot
Steven Waldinger

Estate planning lawyer | Dec 21

Relationship: Fellow lawyer in community

"I endorse this lawyer's work."

Colin C Quinn headshot
Colin Quinn

Estate planning lawyer | 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 P. Robinson headshot
Michael Robinson

Estate planning lawyer | 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 Daniel Duffy headshot
Dennis Duffy

Estate planning lawyer | 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 All Endorsements
Jeffrey Paul Barnes headshot
Jeffrey Barnes

Estate planning lawyer

Roy Wayne Litherland headshot
Roy Litherland

Estate planning lawyer

Stephen Michael Waltar headshot
Stephen Waltar

Estate planning lawyer

Michael Dominick Bonfrisco headshot
Michael Bonfrisco

Estate planning lawyer

Colin C Quinn headshot
Colin Quinn

Estate planning lawyer

Dennis Daniel Duffy headshot
Dennis Duffy

Estate planning lawyer

Michael P. Robinson headshot
Michael Robinson

Estate planning lawyer

Michael Davidov headshot
Michael Davidov

Estate planning lawyer

Gerald Joseph Dunworth headshot
Gerald Dunworth

Estate planning lawyer

Steven E. Waldinger headshot
Steven Waldinger

Real estate lawyer

Experience

Rating:  10.0 (Superb)

Honors

2016

BV Rated, Martindale-Hubbell

2015

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

2014

Client Satisfaction Award, Hudson Valley

2014

BV Rated, Martindale-Hubbell

2013

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

2012

Client Satisfaction Award, Hudson Valley

2012

BV Rated, Martindale-Hubbell

1985

Moot Court Award, Pace University School of Law

Work Experience

1996 - Present

Principal, McGrath Law Firm

1991 - 1995

Trial Attorney, Wilson Bave Conboy & Bave

1987 - 1991

Associate, J.Russell Clune PC

Associations

2011 - Present

American Academy of Estate Planning Attorneys

Board of Governors

2007 - Present

National Academy of Elder Law Attorneys

Member

2007 - Present

American Academy of Estate Planning Attorneys

Member

2001 - Present

New York State Bar Association, Trusts and Estates Law Section

Member

2001 - Present

New York State Bar Association, Elder Law Section

Member

1988 - Present

American Bar Association

Member

1988 - Present

New York State Bar Association

Member

Putnam County Bar Association

Member

1987 - 2004

New York State Trial Lawyers Association

Member

Sample of Legal Cases

Estate Plan of the Jones Family

Typical Family client receives Peace of Mind

See More Legal Cases

Education

1987

Pace University School of Law

JD - Juris Doctor

1984

Manhattanville College

BA - Bachelor of Arts

Speaking Engagements

2016

FDNY Retired Firefighters

Estate Planning

2016

Estate Planning Seminars

Protect Your Spouse and Life Savings

2015

Estate Planning Seminars Why Wills are Obsolete for Seniors

2014

FDNY Retired Firefighters

Estate Planning

2010

2010

Omni Financial Members The Death Tax is Back

2009

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

2008

Rockland County Health Department Employees Five Myths of Estate Planning

2008

Milbrook Public Library Why your Will is Not Enough

2007

Mahopac Public Library Proper Planning with a Living Trust

2007

Desmond-Fish Library Nursing Home -Medicaid Planning

Publications

2016

Coauthor Michael Bonfrisco The Modern Investor

Languages

English

Activity

Avvo Rating

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