Jon S. McCarty

Jon S. McCarty

5.0
Rating: 8.5

Licensed for 35 years

Estate planning Lawyer at Great Falls, MT
Practice Areas: Estate Planning, Probate, Trusts ... +2 more

PO Box 1484, 8 3rd Street N. Suite 507, Great Falls, MT

About Jon

Biography

Practice Areas

5

Practice Areas

Probate 25%

33 years

25%
Trusts 20%

33 years

20%
Elder Law 10%

33 years

10%
Guardianship 5%

33 years

5%

Fees and Rates

We have not found any cost information for this lawyer


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Licenses

Licensed in Montana for 35 years

State: Montana

Acquired: 1990

Active

No misconduct found

Location

Law Offices of Jon S. McCarty

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

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Jon S. McCarty's Reviews

Avvo Review Score

5.0 /5.0

4 Client Reviews

5 star (4)
4 star (0)
3 star (0)
2 star (0)
1 star (0)

Posted by K and K | March 3, 2016 | Hired Attorney

This review is from a person who hired this 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.

Posted by Mark Finnicum | March 1, 2016 | Hired Attorney

This review is from a person who hired this 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 li...ne to keep projects moving ahead. I will certainly recommend Jon and his office if you have any estate needs!!

Posted by Karen | February 18, 2016 | Hired Attorney

This review is from a person who hired this 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 | Hired Attorney

This review is from a person who hired this 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 o...ur 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.

See All Client Reviews

Jon S. McCarty's Lawyer Endorsements

Endorse Jon
Nelson Donovan headshot
Nelson Donovan

Estate planning lawyer | 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"

Thomas Michael Fafinski headshot
Thomas Fafinski

Estate planning lawyer | 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."

James D McVittie headshot
James McVittie

Trusts lawyer | 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."

Lora Michele-Foley Howard headshot
Lora Howard

Elder law lawyer | 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."

Daniel Joseph Mazza headshot
Daniel Mazza

Estate planning lawyer | 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."

Jeffrey G. Winter headshot
Jeffrey Winter

Elder law lawyer | 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."

View All Endorsements
Nelson Donovan headshot
Nelson Donovan

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Linda Fisher

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Bernard Toussaint

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David Spangler

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Nathan Nelson

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Thomas Fafinski

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Thomas M. Flannagan headshot
Thomas Flannagan

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Oleg Feldman headshot
Oleg Feldman

Estate planning lawyer

Lora Michele-Foley Howard headshot
Lora Howard

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James D McVittie headshot
James McVittie

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Daniel Joseph Mazza headshot
Daniel Mazza

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Jeffrey G. Winter headshot
Jeffrey Winter

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Experience

Rating:  8.5 (Excellent)

Honors

2014

AV Preeminent Rated, Martindale-Hubbell

2006

Distinguished Service Award, State Bar of Montana

1989

American Jurisprudence Award - Criminal Law, University of Montana School of Law

Work Experience

1998 - Present

Attorney/Partner, Scott, Tokerud & McCarty, P.C.

1992 - 1998

Associate Attorney, Scott & Tokerud

1990 - 1992

Law Clerk, Montana Supreme Court

Associations

2021 - Present

Benefis Health System Foundation

Board Member

2015 - Present

Great Falls Public Schools Foundation

Board Member

2014 - Present

State Bar of Montana, BETTR Law Section

Member

2010 - Present

ElderCounsel

Attorney Member

2006 - Present

Cascade County Estate Planning Council

Member

2004 - Present

WealthCounsel

Member

2003 - Present

National Academy of Elder Law Attorneys

Member

1992 - Present

Cascade County Bar Association

Member

1990 - Present

Montana State Bar

Member

1986 - Present

Beta Gamma Sigma

Member

2011 - 2016

Great Falls Housing Authority

Commissioner

2011 - 2016

Montana School for the Deaf and Blind Foundation

Board Member

2001 - 2006

State Bar of Montana, Elder Assistance Committee

Member

1995 - 2015

Lions Club

Member

Education

1990

University of Montana School of Law

JD - Juris Doctor

1986

University of Montana-Missoula

BS - Bachelor of Science

Speaking Engagements

2016

D.A. Davidson Trust Company Employee Training

Charitable Planning Strategies

2015

Special Olympics Montana Fall Leadership Conference

Use of Special Needs Trusts

2015

Presentation for Clients of Thrivent Financial

Wills, Trusts and Powers of Attorney

2014

Presentation for Highgate Senior Living Residents

Capacity and Legal Decision Making In Montana

2013

Quality Life Concepts Employee Training

Guardianships and Conservatorships

2013

NAIFA Regular Meeting

Medicaid Planning

2012

Farmers Union Annual Women's Conference

Fundamentals of Estate Planning

2008

Great Falls Public Schools Financial Wellness Fair

Planning Your Estate

2006

PESI - Continuing Legal Education Seminar

Elder Law & Special Needs Trusts

2004

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

2001

Montana Gerontology Society Conference

Competency Panel Discussion

2000

Mental Health Association of Great Falls Workshop on Depression and Aging

Law and the Elderly

1999

Mental Health Association of Great Falls Workshop on Treatment and Protection of the Elderly

Surrogate Decision-Making and Related Issues

1998

Central Montana Elder Care Conference

Legal Challenges and Considerations Faced by Seniors and their Families

Publications

2009

Helena Independent Record Planning With Special Needs Trusts

Languages

English

Activity

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