Because of our size and expertise, we have the flexibility to handle basic and routine estate planning matters as well as the experience to help clients navigate the sophisticated and complex plans they may require.
Our clients come from diverse backgrounds and perspectives. We serve individuals, couples and families looking for basic estate planning documents, as well as heads of families who are seeking sophisticated advice regarding multi-generational family wealth transfers. A large part of our practice involves representing individual and corporate Trustees and Personal Representatives in settling decedent trusts and estates following a death, as well as handling related income tax, transfer tax and fiduciary tax matters. Other clients include senior executives, entrepreneurs in need of business continuation planning and individuals who have non-U.S. assets or beneficiaries.
Beyond individuals, MGD Law also represents banks and trust companies with regard to their fiduciary duties and complex matters involving trust law, and nonprofit and philanthropic organizations with their governance, donor-relations and compliance issues.
MGD Law Firm was formed in 2018 when Lisa’s existing firm, The Lisa D. McLaughlin Law Firm, LLC, and Beverly’s existing firm, McCarter & Greenley, LLC, joined practices.
McLaughlin and Greenley were joined by Adrienne J. Davis, who has almost 20 years of experience in both private practice estate and wealth planning, as well as in-house expertise from her years as a local trust company’s in-house senior trust counsel.