Margaret Elizabeth Wood

Our family has used Ms. Woods Law Firm of McCarty, Summers for approximately 30 years. Our late father had this firm draft a "Q-Tip" trust for execution many years ago, and when he passed away in 2017, Ms.Wood was responsible for all phases of this tax plan being followed. Since some family member...s lived out of state, had different circumstances with children, etc since this draft was written, it required different details & accounting to make sure all that were involved were indeed dealt with fairly. As you can imagine some families like ours tend to be "high maintenance", but Ms. Wood was able to navigate through this, keep the flow of documents moving between everyone, working with Morgan Stanley to make sure proper distributions were made and constantly kept all family members "in the loop" ! Further, as the fiduciary of this trust I wanted to make sure that every last detail was followed per my fathers requests and Ms. Wood made my responsibility to the family a smooth transition. Now, the reason I highly recommend Ms. Wood is that she was able to make this all happen in a very timely manner. In closing, believe me when I say if Ms. Wood can handle my family and still keep peace with those involved and most important kept her fee's to "exactly" what we talked about when the exercise began, you have no choice but to use her for your estate planning. In short "she's a rock star" and no I'm not related to her ! Gary