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Gail M. Boggio

Partner

Practice Areas:Charitable Gift Planning, Exempt Organizations, Surrogate’s Court Litigation, Taxation, Trusts and Estates

Email:gboggio@mccarthyfingar.com

Phone: 914-385-1026 (direct)

Fax: 914-946-0134

  • Professional Profile

Gail is principally involved in all aspects of trusts and estates work, including estate planning, estate and trust administration, estate, gift and fiduciary taxes and trusts and estates litigation. Prior to becoming an attorney, Gail practiced as a Certified Public Accountant for national and regional accounting firms, where her Practice Areas included SEC reporting, banking, manufacturing and not-for-profit organizations. Gail continues to practice as a Certified Public Accountant.

She and other lawyers at the firm represent fiduciaries (executors, trustees and guardians) and actual or prospective beneficiaries of estates and trusts in a variety of contested proceedings, including, but not limited to, Will and Trust Contests; Property Turnover Proceedings; Fiduciary Removal Proceedings; Contested Accountings; Spousal Rights Proceedings; Kinship Proceedings; and Will or Trust Construction Proceedings.

Click Speaking Engagements for a partial list of some of Gail’s speaking engagements before various professional groups. Click at Attorney News for items of news for Gail published on our web site.

  • Areas of Experience:
  • Estate Planning and Drafting of Wills and Trust Agreement
  • Preparation of Estate, Gift and Fiduciary Tax Returns
  • Surrogate’s Court Practice and Procedure, including litigation in trusts and estates matters
  • Forensic accounting in estate and trust matters
  • Exempt organization work, including preparation of documents incident to obtaining and maintaining tax-exempt status for private foundations and public charities
  • Asset Protection Planning
  • Medicaid Planning
  • Significant Matters and Cases:
  • Gail has litigated or settled many different types of cases in many different courts. Click at Representative Matters for a description of some of the cases.
  • Professional and Community Involvement:
  • Education:
  • Publications and Seminar Outlines:
  • Gail has written and submitted outlines for numerous Continuous Legal Education programs. Click at Publications and Outlines for a description of some of these written materials.
  • Admitted to Practice:
  • New York
  • U.S. District Court, Southern District of New York
  • U.S. District Court, Eastern District of New York
  • United States Supreme Court
  • Contact Me

If you think you may require the assistance of Gail Boggio in any matter, email (gboggio@mccarthyfingar.com) or phone her (914-385-1026) with any question you may have.

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