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
March 25, 2017

Marilyn W. McWilliams

Attorney

Marilyn McWilliams 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 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 authored ”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.

Marilyn and her husband have three daughters. In addition to being a mother, wife, and professional, she is a community volunteer and cookbook author.

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.,
University of Colorado, B.A.
American Jurisprudence
  Award in Legal
  Profession (Ethics)
General and
  Technical Editor,
  University of Denver
  Law Review

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
Board Member, Colorado
  Philanthropic Advisors
  Network
Junior League of Denver

Admitted
Colorado