Tracy L. McLaughlin

Partner

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.

Tracy McLaughlin Portrait

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 City Bar Association, Member
  • Certified Financial Planner (CFP®)
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Publications, Presentations & Recognitions

Publications

  • “AI in Family Offices: The Risks of Relying on AI for Decision-Making and Client Services,” The National Law Review (Aug. 6, 2024) 

  • “AI in Family Offices: A Closer Look at Privacy, Confidentiality, and Fiduciary Responsibility,” Wealth Management (Jun. 24, 2024)

  • “Taxation of Non-Grantor Trusts,” Estate Planning, Thomson Reuters (Dec. 2022)

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Presentations

  • “Artificial Intelligence and its Impact on Trusts and Estates Practice and Family Offices,” NYSSCPA 2024 Annual Private Wealth Conference, New York (Dec. 12, 2024)

  • “Decanting A Trust: What, How, Why and Why Not,” ABA Section of Real Property, Trust and Estate Law, Webinar (Jul. 25, 2024)

  • “The Generation-Skipping Transfer Tax: Back to Basics,” 35TH Annual RPTE National CLE Conference, Washington, DC (May 12, 2023)

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Recognitions

  • Best Lawyers: Ones to Watch, Best Lawyers (2021-2024)
  • New York Metro Rising Star, New York Super Lawyers, Thomson Reuters (2020)
  • Outstanding Pro Bono Service Award, City Bar Justice Center (2020)

Celebrating ArentFox Schiff’s Veterans: Tracy McLaughlin on Going From Military Service to Client Service

In 1997, Tracy earned a Congressional nomination to attend the US Military Academy at West Point. After graduating in 2001, she was commissioned as a Second Lieutenant in the US Army Adjutant General Corps. In 2004, she was deployed to Tikrit, Iraq, as a Chief of Casualty Operations Officer. Two years later ― after five years of service ― Tracy was honorably discharged as a Captain.

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