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Janis Cowhey McDonagh Esq.

Partner – Tax & Business Services
 

Office Location
750 3rd Avenue
11th Floor
New York, NY 10017
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Contact
212.485.5660
janis.mcdonagh@marcumllp.com
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Janis Cowhey McDonagh is a Partner in the Firm’s New York City office and a member of its Trusts and Estates Practice group. Her primary focus is on complex estate, gift and income tax planning; estate and trust administration; individual and fiduciary tax compliance; and providing corporate counsel to clients.

Ms. McDonagh has refined a broad range of effective estate planning tools including QPRTs, GRATs, CRUTs, CLATs, NIMCRUTs and IDGTs. She works with high-networth individuals and families as well as with same sex and unmarried couples assisting them with their unique estate and income tax issues.

Ms. McDonagh works closely with owners of closely-held businesses and start-up companies. She advises clients on business strategies, succession planning, sale/purchase of their business, lease negotiations, shareholder agreements, operating agreements and buy/sell agreements.

Ms. McDonagh handles trust and estate administration and acts as the fiduciary’s trusted advisor handling all aspects of the process from inception to distribution. She prepares Court ordered as well as informal trust and estate accountings. She guides families and fiduciaries through the complex administration process.

Prior to joining the Firm in 2007, Ms. McDonagh was with a publicly-traded professional services company. She frequently lectures on topics related to estate and gift tax issues; estate planning strategies; and LGBT estate and income tax issues.

 
Professional & Civic Affiliations
  • New York State Bar Association, Trusts & Estates Section
  • New York City Bar Association, Estate & Gift Tax Committee
  • Long Island Center for Business & Professional Women

Articles, Seminars & Presentations
  • Having the "Talk" With Your Company´s Owner Regarding Succession Planning
  • LGBT Panel - Same Sex Couples: Tax & Estate Planning Considerations
  • The New Estate & Gift Tax Legislation
  • Estate Planning 101
  • Interest Rates & Effects on Planning
  • The 709 Minefield
  • Shareholders Agreements, The Good, The Band & The Ugly
  • Income Taxation of Trusts & Estates
    Areas of Expertise
    • Estate & Gift Planning
    • Planning for Non-Traditional Families
    • Estate & Trust Administration
    • Individual & Fiduciary Tax Compliance
    • Business Transactions
    Key Clients
    • High-Net-Worth Individuals & Families
    • Same Sex Couples
    • Unmarried Couples
    • Closely-Held Business Owners
    • Start-Up Companies
    Education
    • Juris Doctor
      St. John´s University, School of Law
    • Bachelor of Arts, Mathematics
      State University of New York at Binghamton
    ASI Content Holder
    As Seen In
     


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