![]() In estate planning, he advises large and small estates on tax and probate opportunities that can minimize tax and probate costs, including life insurance trusts, family partnerships and charitable lead and remainder trusts. He works primarily in the areas of estate planning, corporate tax planning and retirement program planning.įinancial institutions and trust departments call on Mac for help in dealing with the proper handling of estates and trusts and in probate court actions to construe the provisions of trust documents. Mac McLean has been a Certified Tax Specialist for over 25 years.
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