Estate, Business & Tax Planning..... Life Happens. We are here.Setting up a new business; managing an on-going business; planning for succession. We can help."Plan or lose control!" We'll fine tune your documents to adhere to your wishes and current law.We assist clients in maneuvering through complex tax law rules and regs to achieve the best results.
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.
Practice areas
44 years
44 years
44 years
Languages spoken
English
Law Offices of Ilene L. McCauley, LTD
9777 N 91st Street Suite C-103
Scottsdale, AZ, 85258-0001
State | Status | Acquired | Updated |
---|---|---|---|
AZ | Active | 1982 | 05/22/2022 |
WI | Administrative Suspension | 1978 | 02/22/2022 |
Award name | Grantor | Date Granted |
---|---|---|
Membership | Wealth Counsel | 2019 |
Top Attorneys in the Valley | North Valley Magazine | 2018 |
Top Attorneys | 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 |
Title | Company name | Duration |
---|---|---|
Partner | Goldinov & McCauley, PLC | 2005 - Present |
President | Ilene L. McCauley | 1984 - Present |
Association name | Position name | Duration |
---|---|---|
Wealth Counsel | Member | 2005 - Present |
State Bar of Arizona | Member | 1982 - Present |
Publication name | Title | Date |
---|---|---|
Bridle and Bit | Horse Trusts Make Horse Sense | 2010 |
School name | Degree | Graduated |
---|---|---|
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 | N/A |
Conference name | Title | Date |
---|---|---|
Navigating the Complex Issues of the Closely–Held Business: A View from a Collaborative Team | Business Planning | 2019 |
Trustee Training Camp: Get your Boots on the Ground | Training for Trustees & Professionals | 2013 |
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 | Trustee Training | 2012 |
Trustee Training | Trustee Training | 2012 |
The Widowed Community 2012 Conference | Estate 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 |
Business Planning Boot Camp | Business Creation & Tax Planning | 2012 |
The Widowed Community 2011 Annual Meeting | Estate Planning for the Futire | 2011 |
Downs Syndrome Network Estate Planning Conference | Planning for Special Children | 2011 |
Stretch IRA Trusts | Stretch IRA Trusts | 2010 |
State Farm Insurance | 10 Most Common Mistakes in Estate Planning | 2010 |
EP Update in Estate Planning for 2010 | Estate Planning | 2010 |
The Arizona Institute | Tax Planning for Small Business | 2007 |
Naifa Annual Meeting | 10 Most Common Mistakes in Estate Planning | 2005 |
Case name | Outcome |
---|---|
Estate Tax is Voluntary | Reduction of estate tax by $30 Million Dollars |
Estate Tax is Voluntary | Reduction of estate tax by $30 Million Dollars |
Posted by Mark
March 31, 2015
Posted by Randy
February 10, 2014
Michael Doland, Estate planning Attorney on May 29, 2020
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.
Helene Fenlon, Estate planning Attorney on Jun 30, 2016
Relationship: Fellow lawyer in community
I endorse this lawyer. Ilene is experienced, knowledgeable and professional.
Michael Doland, Estate planning Attorney on May 29, 2020
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.
Helene Fenlon, Estate planning Attorney on Jun 30, 2016
Relationship: Fellow lawyer in community
I endorse this lawyer. Ilene is experienced, knowledgeable and professional.
Lisa Keylon, Estate planning Attorney on May 25, 2016
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.
Ben Connor, Estate planning Attorney on Jan 1, 2015
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.
Maria Stein, Estate planning Attorney on Jul 26, 2013
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.
Kristel Patton, Estate planning Attorney on Feb 22, 2013
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.
Angela Moore, Estate planning Attorney on Sep 12, 2012
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.
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