Marjorie E. Gallagher

Biography

Marjorie E. Gallagher focuses her practice in trusts and estates as a member of the Private Client Services Group. She represents high-net-worth individuals, business owners, families and fiduciaries in a wide array of matters involving estate and tax planning, business succession planning and estate and trust administration. In particular, she helps individuals and families in the preservation and transfer of wealth by creating estate plans that secures their wealth for future generations. She advises trustees in their administration of trusts, including amending, decanting, merging and dividing irrevocable trusts.

Marjorie was nominated for and graduated from the third session of the Mid-Atlantic Fellows Institute (“MAFI”) sponsored by the American College of Trust and Estate Counsel in 2023. MAFI is a six session education program designed to develop future leaders of trust and estate practice.

Client Experience

• Complex Gift, Estate and Generation-Skipping Transfer Tax Planning

• Wills, Powers of Attorney, and Living Wills

• Revocable Trusts

• Life Insurance Trusts

• Estate and Trust Administration

• Charitable Planning

• Business Succession Planning