Tracy L. McLaughlin
Associate
An attorney and Certified Financial Planner™, Tracy assists clients with general estate planning, including wills and trusts, lifetime gift planning, estate administration, tax-efficient wealth transfer planning, and charitable planning.
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Before joining ArentFox Schiff, Tracy was a financial advisor with a registered investment advisory firm. Drawing on this experience, she understands how the estate plan fits within a client’s overall financial strategy. She was also an associate in the New York office of an elite international law firm. Tracy is a combat veteran as well, serving five years in the United States Army.
Boards, Memberships & Certifications
- New York City Bar Association’s Committee on Estate and Gift Taxation, Secretary
- New York Bar Association, Estate and Trust Administration Committee – Co-Vice Chair
- New York City Bar Association, Member
- Certified Financial Planner (CFP®)
- Notary Public
- West Point Society of New York, Vice President
- Trustee of the New York County Courts Public Access Law Library (NYCCPALL) and executive member of Friends of NYCCPALL Inc., a supporting 501(c)(3) organization
Publications, Presentations & Recognitions
Publications
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“Taxation of Non-Grantor Trusts,” Estate Planning, Thomson Reuters (Dec. 2022)
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“Late Allocation of GST Exemption and Fixing Past Mistakes,” Estate Planning (Nov. 2022)
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“Insurance Trusts and GST – A Primer,” Estate Planning, Thomson Reuters (Nov. 2021)
Presentations
- “Generation-Skipping Transfer Tax: Key Concepts and Reporting Issues,” NYSSCPA 2022 Annual Private Wealth Conference, New York (Dec. 7, 2022)
Recognitions
- Best Lawyers: Ones to Watch, Best Lawyers (2021-2023)
- New York Metro Rising Star, New York Super Lawyers, Thomson Reuters (2020)
- Outstanding Pro Bono Service Award, City Bar Justice Center (2020)
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Education
St. John's University School of Law, JD, summa cum laude, 2009United States Military Academy, BS, 2001