Ilene L McCauley

Ilene L McCauley

Legal expertise with a human touch.
  • Estate Planning, Probate, Business Law ...
  • Arizona
Badges
Claimed Lawyer ProfileQ&AResponsive Law
Summary

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 2011 through 2019 and has a “superb” rating from AVVO since 2015.

Ms. McCauley is a member of Wealth Counsel. She was selected by the Tax Advisory Commission to serve an appointment on the Tax Advisory Commission of the State Bar of Arizona. She was formerly 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 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.

Practice Areas
    Estate Planning
    Guardianship & Conservatorship, Health Care Directives, Trusts, Wills
    Probate
    Probate Administration, Probate Litigation, Will Contests
    Business Law
    Business Contracts, Business Dissolution, Business Finance, Business Formation, Business Litigation, Franchising, Mergers & Acquisitions, Partnership & Shareholder Disputes
    Tax Law
    Business Taxes, Criminal Tax Litigation, Estate Tax Planning, Income Taxes, International Taxes, Payroll Taxes, Property Taxes, Sales Taxes, Tax Appeals, Tax Audits, Tax Planning
Fees
  • Credit Cards Accepted
Jurisdictions Admitted to Practice
Arizona
State Bar of Arizona
Placeholder image for jurisdictions.
U.S. Supreme Court
Placeholder image for jurisdictions.
Languages
  • English
Professional Experience
Ilene L. McCauley Ltd.
Current
Education
Hofstra University
J.D.
Hofstra University Logo
DePaul University
LL.M. | Masters of Law in Taxation
DePaul University Logo
Awards
Top Lawyers 2020
North Valley Magazine
Best Probate Attorneys in Scottsdale
Expertise
Professional Associations
State Bar of Arizona
Member
Current
Placeholder image for professional associations.
Wealth Counsel
Member
Current
Placeholder image for professional associations.
Certifications
Certified Specialist in Tax Law
Arizona Board of Legal Specialization
Websites & Blogs
Website
Ilene L. McCauley, Ltd.
Legal Answers
24 Questions Answered

Q. Both my sister and I are joint executors on my dad’s estate. My sister is asking me to re-move/RE-enunciate myself?
A: I am so sorry for your loss. This question says to me, that there are difficulties here. Once both you are appointed as Co-Executors of an estate, both of you should generally remain as Co-Executors of the estate, unless there are serious problems or concerns. Your email does not list the reason your sister is asking you to step down. Can you tell me her reasoning? Also, the attorney you are working with needs to be involved in this process. What does your attorney say?
Q. Co-trustee and current beneficiary wants to resign and make me Trustee of Land trust - I'm successor and 2nd beneficiary
A: I am so sorry for your loss. This sounds like quite a difficult process. I don't want to give you any advice, based upon what you wrote. Here is what I think you need to do: 1. Determine the value of the real estate, and whether or not the real estate is in the trust to determine if it makes sense to move forward. A realtor in that location would be helpful. 2. Determine the value of any liens or mortgages. 3. Set up a consultation with an attorney in the county where the property is located. Send the attorney a copy of the Trust and your family tree before the meeting. Also send copies of the tax bills on the real estate. You and the attorney will then work out the next steps.
Q. Easiest, least expense way to deal with a $1,800 final disbursement payment made to my deceased fathers estate.
A: I am so sorry for your loss. Now let me answer your question. If the $1800 dollar account is all there is, then you and your brother probably need to prepare a small estate affidavit. This affidavit will need to be signed and notarized by both of you. Sometimes the financial services company provides one for you. Sometimes you can find it online. Sometimes you need an attorney to prepare it. I recommend you ask the financial services people first.
View More Answers
Contact & Map
Ilene L. McCauley Ltd.
9777 N. 91st St
C-103
Scottsdale, AZ 85258
Telephone: (480) 296-2036
Fax: (480) 284-8401
Monday: 9 AM - 4 PM
Tuesday: 9 AM - 4 PM
Wednesday: 9 AM - 4 PM
Thursday: 9 AM - 4 PM
Friday: 9 AM - 4 PM
Saturday: Closed (Today)
Sunday: Closed