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Jon S. McCarty

Estate planning Attorney at Great Falls, MT

5.0   4 reviews

About Jon

Learn Jon’s areas of practice.

5
Practice areas

Jon was born in Missoula, Montana, and he attended the University of Montana, receiving his B.S. with honors in 1986 and his J.D. with honors in 1990.  After law school, Jon served as a law clerk at the Montana Supreme Court.  Since joining the firm in 1992, Jon's practice has focused on estate planning, estate and trust administration, tax planning and special needs planning.  Jon is a member of WealthCounsel and the National Academy of Elder Law Attorneys.  He chaired the State Bar of Montana's Elderly Assistance Committee, co-authoring the Handbook for Guardians and Conservators.  He has been active in the community as a member and served as president of both the Great Falls Lions Club and Children's Museum of Montana.  He has also served as President of the Cascade County Estate Planning Council.  He has served as a Commissioner for the Great Falls Housing Authority and as a member of the Board of Directors of the Montana School for the Deaf and Blind Foundation.  He currently serves a member of Great Falls Public Schools Foundation.

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Licensed for 32 years
State MT
Status Active
Acquired 1990
Updated 11/14/2022

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

Contact Jon

Jon S. McCarty
PO Box 1484
8 3rd Street N. Suite 507
Great Falls, MT, 59403-1484

Reviews

5.0 / 5.0
  4 customer reviews
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Posted by K and K | March 3, 2016
This review is from a person who hired this attorney.
| Hired Attorney
One Stop For Excellence
Jon came highly recommended to our family. We had no knowledge of what Estate Planning involved. Our first meeting with Jon was nothing but informative. He took as long as we needed to explain in great detail everything we needed to know to make our decision on doing an Estate Plan. There was no pressure to sign up with his firm simply honest answers to our questions. Even as the office was closing for the day Jon stayed focused on our needs. As we left that first meeting we were confident that Jon was honest and sincere. We were provided packages to bring home to review at our own leisure and told to get back to him if we had any further questions. There were no daily calls to see if we were ready to sign a contract. It was totally our decision at our time. It didn't take us long to commit. We sent in some information and at our next meeting there was Jon with a 90% product ready to brief us. Documents were ready for our signatures and a notary was standing by to finalize the paperwork. Then we threw Jon a curveball. We have a family member with a possible life threatening health issue. Without hesitation Jon began to explain several options for addressing this within our Estate Plan. Again this was totally our choice on how to proceed. No issue we presented was a challenge to Jon. His 20+ years of experience was a true blessing. What we believed were insurmountable problems Jon seemed to have either dealt with before or knew a way to overcome them. Every meeting we had dealing with our Estate Plan and Family Trust Jon was present for. There was no passing the buck to someone else within the firm. There may have been one time Jon wasn't available when we tried to set up a meeting and we were asked to reschedule because he insisted on being present. There are few people in this world that we would trust with our lives and even fewer that we would trust with our plans after we die. Jon McCarty has proven he is that man.
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Posted by Mark Finnicum | March 1, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Estate Attorney review
Jon McCarty and his team have completed several tasks for myself and my family. From simple will work to full on trust building, I have found Jon and his team to be very thorough and complete in what and how they approach their profession. The team has a proven methodology in how they keep a time line to keep projects moving ahead. I will certainly recommend Jon and his office if you have any estate needs!!
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Posted by Karen | February 18, 2016
This review is from a person who hired this attorney.
| Hired Attorney
client
Jon is such a knowledge attorney and always willing to find the answer for you and work with you to make sure everything is handled correctly.
Posted by KayKarol | February 17, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Excellence In Action
Jon McCarty is the only estate planning lawyer I have ever used. This is by choice and I interviewed two other attorneys before deciding on Jon. He is honest, easy to talk to and very helpful. Once all our needs were made know to Jon he put in place all the necessary papers and documents to keep our wishes safe and secure. My late husband was not an easy person to please and he passed from this earth knowing that all things were in order, thanks to Jon.
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Contact for Details

Resume

AVVO RATING 8.6 (Excellent)

Work Experience

  • Attorney/Partner
  • Scott, Tokerud & McCarty, P.C.
  • 1998 - Present
  • Associate Attorney
  • Scott & Tokerud
  • 1992 - 1998
  • Law Clerk
  • Montana Supreme Court
  • 1990 - 1992

Education

  • University of Montana School of Law
  • JD - Juris Doctor
  • 1990
  • University of Montana-Missoula
  • BS - Bachelor of Science
  • 1986

Associations

  • Benefis Health System Foundation
  • Board Member
  • 2021 - Present
  • Great Falls Public Schools Foundation
  • Board Member
  • 2015 - Present
  • State Bar of Montana, BETTR Law Section
  • Member
  • 2014 - Present
  • ElderCounsel
  • Attorney Member
  • 2010 - Present
  • Cascade County Estate Planning Council
  • Member
  • 2006 - Present
  • WealthCounsel
  • Member
  • 2004 - Present
  • National Academy of Elder Law Attorneys
  • Member
  • 2003 - Present
  • Cascade County Bar Association
  • Member
  • 1992 - Present
  • Montana State Bar
  • Member
  • 1990 - Present
  • Beta Gamma Sigma
  • Member
  • 1986 - Present
  • Great Falls Housing Authority
  • Commissioner
  • 2011 - 2016
  • Montana School for the Deaf and Blind Foundation
  • Board Member
  • 2011 - 2016
  • State Bar of Montana, Elder Assistance Committee
  • Member
  • 2001 - 2006
  • Lions Club
  • Member
  • 1995 - 2015
View all associations

Languages Spoken

  • English

Awards

  • AV Preeminent Rated
  • Martindale-Hubbell
  • 2014
  • Distinguished Service Award
  • State Bar of Montana
  • 2006
  • American Jurisprudence Award - Criminal Law
  • University of Montana School of Law
  • 1989

Publications

  • Helena Independent Record
  • Planning With Special Needs Trusts
  • 2009

Speaking Engagements

  • D.A. Davidson Trust Company Employee Training
  • Charitable Planning Strategies
  • 2016
  • Special Olympics Montana Fall Leadership Conference
  • Use of Special Needs Trusts
  • 2015
  • Presentation for Clients of Thrivent Financial
  • Wills, Trusts and Powers of Attorney
  • 2015
  • Presentation for Highgate Senior Living Residents
  • Capacity and Legal Decision Making In Montana
  • 2014
  • Quality Life Concepts Employee Training
  • Guardianships and Conservatorships
  • 2013
  • NAIFA Regular Meeting
  • Medicaid Planning
  • 2013
  • Farmers Union Annual Women's Conference
  • Fundamentals of Estate Planning
  • 2012
  • Great Falls Public Schools Financial Wellness Fair
  • Planning Your Estate
  • 2008
  • PESI - Continuing Legal Education Seminar
  • Elder Law & Special Needs Trusts
  • 2006
  • NBI - Continuing Legal Education Seminar
  • Nuts and Bolts of Medicaid Planning
  • 2004
  • Montana Governor's Conference on Aging
  • Tiptoeing Through Elder Law: Incapacity - Powers of Attorney, Guardianships and Conservatorships
  • 2004
  • Montana Gerontology Society Conference
  • Competency Panel Discussion
  • 2001
  • Mental Health Association of Great Falls Workshop on Depression and Aging
  • Law and the Elderly
  • 2000
  • Mental Health Association of Great Falls Workshop on Treatment and Protection of the Elderly
  • Surrogate Decision-Making and Related Issues
  • 1999
  • Central Montana Elder Care Conference
  • Legal Challenges and Considerations Faced by Seniors and their Families
  • 1998
View all speaking engagements

Attorney endorsements

Received (6)
Given (12)
Estate planning Attorney | Apr 21
Relationship: Fellow lawyer in community
"I wholeheartedly endorse this lawyer. Jon is a well-regarded and driven attorney who has provided exceptional legal representation to numerous clients throughout the years. With his extensive knowledge, broad experience and impressive professional skills, he will invest his time and energy into achieving the best outcome for each client matter, regardless of its level of complexity"
Estate planning Attorney | Jul 14
Relationship: Other
"Jon McCarty is an honest, sincere, trustworthy attorney with integrity. His 20+ years of experience show in how thorough and efficient he is in executing estate plans. He handles any curveball that may be thrown with creativity and grace. His work ethic is insurmountable. I proudly endorse this attorney."
Trusts Attorney | May 11
Relationship: Other
"Jon is a very knowledgeable attorney and his attention to detail is very impressive. He takes a very collegial approach to working with his peers to find the best ways to serve his clients. Jon is an excellent attorney to help you with a loved one's Probate or your own Will, Living Trust or Retirement Trust."
Elder law Attorney | May 26
Relationship: Other
"Jon is a knowledgeable and caring lawyer who can communicate with folks without being intimidating. As an elder law practitioner Jon's ability to work with his clients and explain complex issues in a down to earth format is invaluable. If you are looking for a lawyer to work with you, and your family, on an elder law matter I can't imagine a better attorney to talk with than Jon."
Estate planning Attorney | Feb 24
Relationship: Worked together on matter
"Mr. McCarty and I are both members of the National Academy of Elder Law Attorneys (NAELA), and we both had the opportunity to attend the annual NAELA Summit this year, held over the course of several days. During this time, I was able to see Mr. McCarty in action. Discussing and working through complex estate planning, elder law, and special needs issues, Mr. McCarty displayed a level of expertise that I believe most elder law and estate planning lawyers aspire to attain. His knowledge and understanding of issues proved unquestionable, and his ability to foresee issues before they were presented solidified in my mind that Mr. McCarty is a great attorney. Aside from being a leader in our discussions of these complex matters, Mr. McCarty also proved to be a great listener-- hearing the points of view of others and always being respectful. I will happily and confidently refer my clients to Mr. McCarty in the future, because I know they will be in excellent hands."
Elder law Attorney | Jan 01
Relationship: Worked together on matter
"Jon McCarty is an outstanding lawyer in the areas of elder law, trusts and estate planning. I have known Jon for many years, and his knowledge and expertise in these areas is second to none."
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Great Falls Estate planning Lawyer Jon S. McCarty
Jon S. McCarty
Estate planning Attorney
Great Falls, MT
Licensed for 32 years