Marshal S. Grant

Marshal Grant is an experienced trusts and estates attorney with an advanced degree in taxation (LL.M.) and prior business law experience, concentrating on sophisticated tax planning for high net-worth individuals as well as estate planning for families with special needs. Marshal focuses on estate planning for income tax savings, now that the lifetime exemption from federal estate and gift tax is over $15 million. Business owners especially can benefit from his skills and experience. A former academic and editor on a large dictionary project, Marshal now turns those analytic and linguistic skills, as well as a business law perspective, to the practice of estate planning.

Marshal has worked in the area of estate planning and administration, as well as tax planning for over 25 years. This includes basic estate planning as well as more sophisticated plans that address clients’ concern for the orderly disposition of their wealth, the minimization of taxes, business succession planning, creditor protection, and the special needs of disabled children.

Marshal enjoys working with families and guiding them through the maze of tax and property law issues in search of a plan that achieves their substantive goals and minimizes taxes without letting the tax tail wag the dog.