2017 National Spring Conference Speaker

Ilene McCauley

Ilene McCauley

Ilene L. McCauley has been a member of the State Bar of Arizona since 1982. She has been certified by the Arizona Board of Legal Specialization as a Certified Specialist in Taxation since 1983. She was named “Top Estate Planning Attorney” in the Valley for 2013 and has a “superb” rating from AVVO for 2015.

Ms. McCauley is a member of Wealth Counsel and works closely with the Arizona Chapter of the National Network of Estate Planning Attorneys (NNEPA) and has contributed to their publication, Conspectus Current. Ms. McCauley was selected by the Tax Advisory Commission to serve an appointment on the Tax Advisory Commission of the State Bar of Arizona. She has recently been appointed to the position of Adjunct Professor at the Estate and Wealth Strategies Institute at Michigan State University and has taught advanced tax, business, and estate planning courses via the internet.

Ms. McCauley is a noted speaker and is well sought after for speaking and radio engagements. She has been co-chair and speaker for seminars titled “Tax Planning for Small Business”; “Bridge the Gap Basic Legal Skills”; and “New Tax Legislation” sponsored by the State Bar of Arizona. Her most recent articles include “The Charitable Remainder Trust as an Executive Benefit Tool; “Goals and the Consultative Process”; and “Converting Stock Options to Other Employee Benefits”, all published in Conspectus Current.

In addition, Ms. McCauley conducts multiple seminars each year that provide continuing education credits for financial and insurance professionals. She writes a twice monthly blog which you may access on her website www.gandmlaw.net or you can subscribe by emailing her at Ilene@gandmlaw.net.

Ms. McCauley earned her BA from Binghamton University; her JD from Hofstra University School of Law; her LLM (Masters of Law in Taxation) from DePaul University School of Law and her second post-doctoral degree in Advanced Tax and Estate Planning from the Esperti-Peterson Institute.

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