Attorneys at law
16 Market Square 6th Floor
1400 16th Street
Denver CO 80202-1486
Colorado tel 303 292 2900
North Dakota tel 701 264 3005
fax 303 292 4510
www.moyewhite.com





Copyright © 2015
Moye White
All rights reserved.

Moye White
September 26, 2017

Marilyn W. McWilliams

Attorney

Marilyn has dedicated her legal career to ensuring that those left behind after a loved one’s death are well taken care of. Marilyn plans and administers estates and trusts, powers of attorney, wills, and other estate planning tools for individuals, families, and businesses to prepare them in the event of disability or death. She is adept in the design and application of revocable and irrevocable trusts, charitable trusts, residence trusts, guardianships, and conservatorships.

As a trusted family advisor, Marilyn carefully advises personal representatives and trustees, incorporates life insurance, stock options, IRAs, 401(k) and other retirement accounts into estate plans. Marilyn’s guidance helps clients protect their heirs and closely-held companies to ensure wealth preservation and a smooth succession of assets to future generations. She aims for estate plans with the best immediate and long-term tax advantages.

Marilyn’s expertise includes estate planning as it affects those with long-term disabilities – for example, how to preserve the ability to inherit without losing public benefits. She also focuses on planning for unexpected disabilities and on protecting clients from financial fraud and exploitation. She is a frequent lecturer and has co-authored an article on protecting disabled persons’ access to public benefits with special needs trusts. Marilyn also wrote ”Life After Death,” a comprehensive guide for widowed persons on how to deal with the legal and financial challenges that arise on the death of a spouse.

Publications and Presentations


 

Sections
Business

Areas of concentration

Estate & trust planning
Estate & trust administration
Fiduciary duty
Tax

Education and credentials

University of Denver, J.D.,
  Law Review, General and
  Technical Editor
University of Colorado, B.A.
American Jurisprudence
  Award in Legal
  Profession (Ethics)
Denver Estate
  Planning Council,
  Council President,
  2007–2008
Martindale-Hubbell Rating:
  AV® Preeminent™ (highest)

Colorado Super Lawyer 2011
Accredited Estate Planner
Certified Mediator

Affiliations

Colorado Bar Association,
  Trust & Estate and
  Elder Law Sections
Denver Bar Association
Junior League of Denver

Admitted
Colorado