Marshal S. Grant - Boston, MA
Attorney at The Wagner Law Group
Private Client Lawyers in Boston, MA
One Financial Center Suite 3610 Boston, MA 02111
Boston Private Client Lawyer
Updated: 07/06/2026
Areas of Practice
- Private Client
- Trusts & Estates
- Probate
Attorney Information
Overview
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.
Education
Legal Education
-
Cornell Law School,
Ithaca,
New York, 1996
J.D.
Honors: cum laude -
Boston University School of Law,
Boston,
Massachusetts, 2004
LL.M.
Major: Taxation
Non Legal Education
-
Dartmouth College, 1980
A.B.
Major: English -
Yale University, 1990
Ph.D.
Current Employment Position(s)
-
Of Counsel
Past Positions
- Perkins Smith & Cohen LLP, Associate
Classes and Seminars
-
Crossover Issues in Estate Planning and Marital Dissolution: When death and divorce collide, MCLE Program, March 19, 2007 - Present
-
MCLE Estate Planning Seminar, March 23, 2011 - Present
- Trusts & Estates Section Mid-Year Review, January 22, 2009 - Present
Published Works
Articles
-
Estate Planning For Clients With Intellectual Property, Focus [Page 3], 2007
-
New Federal Tax Law Includes Significant Estate, Gift and Generation-Skipping Transfer Tax Changes, Tax & Estate Planning Advisory, December, 2010
-
The New Massachusetts Uniform Probate Code: Overview, The New Massachusetts Uniform Probate Code: Overview, 2009
Bar Admissions
- Massachusetts, 1996
- New Hampshire, 2013
Other Affiliations
- Massachusetts Bar Association (Member)
- Boston Bar Association (Member)
- Boston Estate Planning Council (Member)
Contact
One Financial Center
Suite 3610
Boston, MA 02111
Phone Number: 617-357-8037
Fax Number: 617-357-5250
Email: Send a message
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