745 Fifth Avenue, Suite 500, New York, NY
+1 212-431-PLAN (7526)

About Us

Our Philosophy

Nothing is more sacred to us than the people we care about and the values we hold.  We recognize that, at its essence, estate planning is not about legal documents; it is about honoring our responsibility to protect and care for children or other loved ones and creating a lasting legacy that reflects our values.  The documents are simply a means to that end.

We consider it a privilege to help our clients with this process.  We'd love to help you protect your loved ones and design your legacy.

Our Approach

We believe YOU should be in charge of your own legacy.  Our job is to educate you about the different tools and protections that might benefit your family and help you decide on the solution that is best for you.

In addition to legal guidance, we provide you with tools to help with the non-legal aspects of planning - templates for drafting a letter to your child's guardian or to your trustee, tips for managing digital assets, and checklists to make sure your documents and other important information are organized and shared with a trusted person.

Legal planning isn't once-in-a-lifetime event, and it's important to make adjustments as your circumstances change.  We keep in touch, answering any questions that might come up - often long after your documents have been signed.  And as your family changes and grows, we're right there to make sure your legal planning doesn't fall out of date (although major changes are seldom necessary since substantial flexibility is built into your plan).

About Attorney Shannon P. McNulty

Before opening her own practice, Ms. McNulty practiced law at the New York-based law firms of Curtis, Mallet-Prevost, Colt & Mosle and Skadden, Arps, Slate, Meagher & Flom and completed a judicial clerkship for a U.S. District Court Judge of the Southern District of New York. 

Ms. McNulty regularly serves as a consultant to other law firms on complex tax and international planning issues.  She has appeared on MSNBC as a legal commentator about celebrity estates and has been published in Forbes.com.

Ms. McNulty is also the founder Savvy-Parents.com, an online resource dedicated to helping parents make smart legal and financial decisions for their family.

Ms. McNulty received her LL.M. in Taxation from New York University School of Law and graduated cum laude from Georgetown University Law Center, where she served as an Articles Editor for the Georgetown Law Journal.  She has also earned the CERTIFIED FINANCIAL PLANNER™ designation from the Certified Financial Planner Board of Standards.

Ms. McNulty is a member of the Tax Law and Trusts and Estates Sections of the New York State Bar Association. 

Speaking Engagements

Ms. McNulty speaks regularly at events for financial professionals, foreign nationals and parents.   CLICK HERE to request Shannon to speak at your event.

PAST PRESENTATIONS

Estate Planning in the International Context, Presenter, Arizona Institute, Phoenix Arizona, Society of Financial Service Professionals (Jan. 23, 2018) and Closely Held and Flow Through Entities Conference of the New York State Society of CPAs, New York City (November 9, 2017)

Tax Planning Issues for U.S. Expatriation:  Minimizing the I.R.C. § 877A Exit Tax, Co-Presenter, Stafford Institute, Virtual Presentation (June 7, 2017)

International Estate Planning:  What Financial Professionals Need to Know, Presenter, New York State Society of CPAs, New York City (October 27, 2016) and Financial Planning Association of New York Spring Forum (May 8, 2017)

Estate Planning in the International Context, Closely Held and Flow Through Entities Conference of the New York State Society of CPAs, New York City (November 9, 2017)

Tax and Estate Planning for Foreign Nationals:  Providing for Your Loved Ones, Protecting Yourself, and Minimizing Taxes, Presenter, Danish American Chamber of Commerce, New York City (February 23, 2016) and Finnish American Chamber of Commerce New York City (April 7, 2016)

Grantor Trusts and Business Succession Planning, Presenter, National Business Institute, Philadelphia, PA (July 22, 2014)

Taxation of Employee Compensation, Presenter, National Business Institute, Philadelphia, PA (December 9, 2013)

Attorneys Get a Close Up View of Cuba: Its Laws, Systems, and Potential for Future Business Relations," Panel Participant, New York State Bar Association Business Section Annual Meeting, Scottsdale, AZ  (September 2005)

PUBLICATIONS

The Complete Guide to Legal Planning for New York Parents © 2018

Estate Planning for Non-Citizens:  Your Domicile, Investopedia

Estate Planning Tips for Multinational Families, Investopedia

Income Tax Planning is the New Estate Tax Planning, Investopedia

What’s Missing from Your Estate Plan?  Four Things Parents Can Neglect,  Hudson Valley Parent

Top Five Estate Planning Mistakes Made by Parents, Mommybites

The Altered Landscape of Special Needs Planning, The Legal Intelligencer (February 4, 2014)