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Mary Margaret Colleary

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Mary is an Associate in Wiggin and Dana’s Private Client Services Department in the New York office, where she focuses her practice on estate planning, trust and estate administration services, and family office representation. She is also a member of wiggin(x).

Prior to joining Wiggin and Dana, Mary worked with several smaller boutique trusts and estates law firms in various roles, including as an associate attorney, a summer associate and a trust administrator.

Mary is both a fifth generation New Yorker and a dual Irish-American citizen. She currently serves on the New York City Bar Association’s Estate & Gift Taxation Committee and is a member of the Irish American Bar Association of New York.

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“I notice that your account does not have a beneficiary listed, would you like to list one now? Listing a beneficiary can avoid the expense and delay of probate.” 

This is a question more and more of our clients are being asked (and encouraged to prepare) by representatives at financial institutions. However, for many of our…

Following up on a prior advisory that we published on “Estate Tax Planning and the Often-Overlooked Power of the ‘Med-Ed Exclusion’” (click here to read), we offer this update and a deeper dive into the gift of medical care that may have meaningful implications on estate planning strategies for many individuals.

First, by…