Mari J. Galvin, Practice Chair of Cassin’s Trusts & Estates Group, provides estate planning to meet a wide variety of individual needs, including lifetime wealth transfers, charitable planning, and estate planning documents. In addition to wills, health care proxies, living wills and powers of attorney, Ms. Galvin also represents executors, trustees and personal representatives in their fiduciary capacity. She services our Trust & Estate client needs from both our New York City and Purchase offices, and, provides fiduciary representation before the New York State Surrogate’s Court in New York County (Manhattan), Bronx County, Queens County, Kings County (Brooklyn), Nassau County, Suffolk County and Westchester County.
Prior to joining Cassin, Ms. Galvin was in private practice advising clients on a variety of estate planning matters. This practice followed her work as an associate at Kaye, Scholer LLP in the Trust and Estates Department. Prior to Ms. Galvin’s legal career, she spent ten years in private banking where she administered trusts at Chase Manhattan Bank, N.A.; and then, after earning her license as a Certified Financial Planner, she moved to the Bank of New York where she provided financial planning to Fortune 500 executives. Her financial background is the source of her signature detailed attention to asset structures and titling.
Ms. Galvin received her Juris Doctor, cum laude, from New York Law School, where she was a member of the New York Law Review and an Articles Editor for the Law Review, and her Bachelor of Arts from the University of San Diego with a major in Economics and Political Science. She is admitted to practice in the States of New York and Connecticut and is a member of the American Bar Association, Real Property, Probate and Trust Section, Estate Planning Council of New York City, Estate Planning Council of Westchester County and the New York State Bar Association, Trusts and Estates Law Section.
Recent Client Letters:
January 2023, Changing Times: Rising Interest Rates and What Clients should consider before “the Sunset” and 2023 Transfer Taxes
January 2021, 2021 Inflation Adjusted Transfer Tax Advisory
November 2019, 20/20 On The Upcoming Year
October 2018, After the Federal Tax Cut and Jobs Act: Tri-state Estate Tax Overview (NY, CT & NJ)
October 2017, Planning in a New Era
Eye on Real Estate, Podcast Led by Dottie Herman, CEO of Douglas Elliman Real Estate LLC