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Ilene L. McCauley

Probate Attorney at Scottsdale, AZ

5.0   2 reviews
Virtual consultation available
Virtual consultation available
  • State Years
    Arizona - AZ 40 years
    Wisconsin - WI 45 years
  • Licensed for 40 years
    State AZ
    Acquired 1982
    Status
    Active No misconduct found
  • Licensed for 45 years
    State WI
    Acquired 1978
    Status
    Resigned No misconduct found

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

About Ilene

Learn Ilene’s areas of practice.

ESTATE, BUSINESS & TAX PLANNING..... LIFE HAPPENS. WE ARE HERE.

Ilene L. McCauley is a full time attorney with 40 years experience in estate, business and tax planning. She has been a member of the State Bar of Arizona since 1982 and has been certified by the Arizona Board of Legal Specialization as a Certified Specialist in Taxation since 1983. She is a member of Wealth Counsel. 

In her words, "I am a full time attorney and mother of a lovely 24 year old daughter. My husband passed away 17 years ago and I have seen first hand the importance of planning ahead."

Perhaps this explains that, along with her exemplary educational background and expertise, her clients receive something equally important; her warmth, enthusiasm and empathetic nature. This is evident in the fact that her clients are multi-generational and that she is regularly invited to the most important, intimate events in their lives. She is experienced in advising how to provide for children with special needs in your trust. And, oh yes, even how to include your pets whether they are a valuable race horse, or your dog, Spot!

Ms. McCauley was editor and contributor to the publication Conspectus Current, produced by the National Network of Estate Planning Attorneys. She is a Fellow of the Esperti-Peterson Institute for Advanced Estate Planning and has completed her second post-doctoral degree in advanced Tax and Estate Planning. She has served an appointment to the Tax Advisory Commission of the State Bar of Arizona and has recently been appointed to the position of Adjunct Professor at the Estate and Wealth Strategies Institute at Michigan State University.

Ms. McCauley is a noted speaker and is well sought after for speaking and radio engagements. Some of her topics include: "Tax Planning for Small Business"; "Bridge the Gap; Basic Legal Skills"; "New Tax Legislation"; "The Charitable Remainder Trust as an Executive Benefit Tool"; "Goals and the Consultative Process"; and "Converting Stock Options to Other Employee Benefits". In addition she is certified to offer continuing education credits for insurance professionals and certified financial planners.

Ms. McCauley earned her BA from Binghampton University, her JD from Hofstra University School of Law, and her LLM (Master of Laws in Taxation) from DePaul University School of Law. She was named Arizona’s Outstanding Young Lawyer in 1991.

 

Awards

Top Contributor 2012
Top Contributor
2012

Photos and videos

Contact Ilene

Law Offices of Ilene L. McCauley, LTD
9777 N 91st Street Suite C-103
Scottsdale, AZ, 85258

Reviews

5.0 / 5.0
  2 customer reviews
5 Star
 
100%
4 Star
 
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3 Star
 
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2 Star
 
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1 Star
 
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Posted by Mark | March 31, 2015
Simply the very finest, her experience and spot on ability to solve a highly complex case was refreshing .
Ilene knew of my nightmare tax controversy and by taking her advice and trusting in her highly sought after counsel and many past victories, I was blessed with an outcome I only dreamed I'd ever obtain. Her network of other nationaly renound attorneys is impressive. My case was handled by a highly recommended associate of hers 25 years ago. Magnificent!
Read less
Posted by Randy | February 10, 2014
Tax Savings through Charitable Trusts
I have worked with Ilene for over 15 years on many cases. She is an expert in the Charitable Trust area. She has great insight into the tax saving implications of Charitable Trusts. Ilene has saved her clients millions of dollars over the years by implementing Charitable Trusts. I would not hesitate to refer clients to Ilene for all estate planning issues. She is knowledgeable, professional and a good communicator on the issues that need planning.
Read less

Cost

Rates
  • Hourly Rates $ 400-500 per hour
Payment methods
Check, Credit Card

Resume

AVVO RATING 10.0 (Superb)

Work Experience

  • Partner
  • Goldinov & McCauley, PLC
  • 2005 - Present
  • President
  • Ilene L. McCauley
  • 1984 - Present

Education

  • DePaul University College of Law
  • LL.M - Master of Laws
  • 1982
  • Hofstra University School of Law
  • JD - Juris Doctor
  • 1978
  • Binghamton University, Harpur College of Arts and Sciences
  • BA - Bachelor of Arts
  • 1974

Legal Cases

  • Estate Tax is Voluntary
  • Reduction of estate tax by $30 Million Dollars
  • Estate Tax is Voluntary
  • Reduction of estate tax by $30 Million Dollars

Associations

  • Wealth Counsel
  • Member
  • 2005 - Present
  • State Bar of Arizona
  • Member
  • 1982 - Present

Languages Spoken

  • English

Honors and Awards

  • Best Scottsdale Probate Lawyer
  • Expertise
  • 2022
  • Top Valley Lawyer
  • North Valley Magazine
  • 2021
  • Top Valley Lawyer
  • North Valley Magazine
  • 2020
  • Membership
  • Wealth Counsel
  • 2019
  • Top Attorneys
  • North Valley Magazine
  • 2018
  • Top Attorneys in the Valley
  • North Valley Magazine
  • 2018
  • Top Attorneys in the Valley
  • North Valley Magazine
  • 2017
  • Certified Specialist - Tax Law
  • State Bar of Arizona
  • 2015
  • Certified Specialist - Tax Law
  • State Bar of Arizona
  • 2010
  • Certified Specialist in Tax Law
  • State Bar of Arizona
  • 2005
  • Certified Specialist in Tax Law
  • State Bar of Arizona
  • 2000
  • Membership
  • National Network of Estate Planning Attorneys
  • 1997
  • Certified Specialist in Tax Law
  • State Bar of Arizona
  • 1995
  • Certified Specialist in Tax Law
  • State Bar of Arizona
  • 1990
  • Outstanding Young Lawyer
  • State Bar of Arizona
  • 1988
  • Certified Specialist in Tax Law
  • State Bar of Arizona Board of Legal Specialization
  • 1985
View all awards

Publications

  • Bridle and Bit
  • Horse Trusts Make Horse Sense
  • 2010

Speaking Engagements

  • Navigating the Complex Issues of the Closely–Held Business: A View from a Collaborative Team
  • Business Planning
  • 2019
  • Planning for IRA's After The "Fiscal Cliff"
  • Planning for IRA's After The "Fiscal Cliff"
  • 2013
  • Business Succession Planning for the Future..Industry & The Affordable Care Act: What Business Needs to Know
  • Business Planning & Affordable Care Act
  • 2013
  • Trustee Training Camp: Get your Boots on the Ground
  • Training for Trustees & Professionals
  • 2013
  • Business Planning Boot Camp
  • Business Creation & Tax Planning
  • 2012
  • Stretch IRA Trusts
  • Stretch Ira Trusts
  • 2012
  • Estate Planning Boot Camp
  • Estate Planning
  • 2012
  • Business Planning Boot Camp
  • Business and Tax Planning
  • 2012
  • Trustee Training Camp
  • Trustee Training
  • 2012
  • Trustee Training
  • Trustee Training
  • 2012
  • The Widowed Community 2011 Annual Meeting
  • Estate Planning for the Futire
  • 2011
  • Downs Syndrome Network Estate Planning Conference
  • Planning for Special Children
  • 2011
  • State Farm Insurance
  • 10 Most Common Mistakes in Estate Planning
  • 2010
  • Stretch IRA Trusts
  • Stretch IRA Trusts
  • 2010
  • The Arizona Institute
  • Tax Planning for Small Business
  • 2007
  • Naifa Annual Meeting
  • 10 Most Common Mistakes in Estate Planning
  • 2005
View all speaking engagements

Attorney endorsements

Received (7)
Given (7)
Endorse Ilene
Estate planning Attorney | May 29
Relationship: Fellow lawyer in community
"The answers of Ms. McCauley are consistently accurate, full of analysis, and customized to the needs of the Avvo askers. These are exactly the qualities that every client would look for when hiring a lawyer."
Estate planning Attorney | Jun 30
Relationship: Fellow lawyer in community
"I endorse this lawyer. Ilene is experienced, knowledgeable and professional."
Estate planning Attorney | May 25
Relationship: Fellow lawyer in community
"Ilene is an extremely competent and experienced attorney. She has an unusual gift at explaining and educating her clients about the issues that affect them. Clients will benefit from the personal and caring relationship that she establishes, as well as from her exceptional mastery of estate and tax planning."
Estate planning Attorney | Jan 01
Relationship: Fellow lawyer in community
"I endorse this lawyer. Ilene is very professional and is deeply concerned about the welfare of her clients. Her knowledge lever is superb and I would have no reservations recommending her to my own family."
Estate planning Attorney | Jul 26
Relationship: Fellow lawyer in community
"Ilene is an excellent and extremely knowledgeable attorney. I have referred many clients with complex estate planning and tax matters to her over the years. Ilene is professional and extremely bright, and the clients have always been happy with her services. I strongly recommend Ilene to anyone in need of a compassionate and prepared attorney."
Estate planning Attorney | Feb 22
Relationship: Fellow lawyer in community
"Ilene is a wonderful friend and colleague. She is a very fine and well-respected attorney in our field. She is always willing to share her wisdom and skills with her colleagues. Ilene exemplifies the best of our profession."
Estate planning Attorney | Sep 12
Relationship: Worked together on matter
"I endorse Ilene McCauley as an estate planning attorney. Ilene is very detailed and thorough in her work. She listened to our mutual clients' goals and concerns. Ilene educates others and answers questions. She has been a mentor to me since I became an attorney."
View more endorsements
Estate planning
Guardianship
Estate planning
Divorce and separation
Estate planning
Estate planning