Ian W. MacLean
Partner
Ian Maclean is a Trusts and Estates attorney. Ian represents clients in estate, trust and fiduciary litigation, and all aspects of estate and trust administration, and estate planning. Ian is a partner in multiple practice groups, including Trusts & Estates, Estate & Trust Litigation and Taxation. Ian brings over three decades of legal experience to the firm and is among New York’s most deeply experienced and highly respected Trusts and Estates attorneys. He is frequently sought out for his client focused, thoughtful counsel, and vigorous advocacy in all types of trusts and estates matters, from estate and tax planning to estate and trust administration to all types of contested matters. Ian has also lectured broadly on trusts and estate topics and held several leadership positions in trusts and estates practice in New York, including his work for the Trusts & Estates Law Section of the New York State Bar Association. Ian’s clients include beneficiaries, distributees, fiduciaries and creditors of estates and trusts ranging from under $1 million to over $50 million in all manner of administration and proceedings in the New York State Surrogate’s Courts and Supreme Courts. Planning clients include individuals and couples with complex family structures, myriad asset types, and varied income and business models.
MacLean and Incerto Join Firm
We are pleased to announce that Ian W. MacLean and Olivia T. Incerto have joined the firm. Ian, a new partner of the firm, will practice in multiple practice groups, including Trusts & Estates, Estate & Trust Litigation and Taxation. Ian brings over three decades of legal experience to the firm and is among New York’s most deeply experienced and highly respected Trusts and Estates attorneys. He is frequently sought out for his client focused, thoughtful counsel, and vigorous advocacy in all types of trusts and estates matters from estate and tax planning to estate and trust administration to all types of contested matters. Ian has also lectured broadly on trusts and estate topics and held several leadership positions in trusts and estates practice in New York, including his work for the Trusts & Estates Law Section of the New York State Bar Association. Olivia, a new associate of the firm, is a member of our Trust and Estates, Taxation and Estate & Trust Litigation groups. Olivia, like Ian, counsels and represents fiduciaries and beneficiaries in a variety of contested and uncontested estate and trust matters, including, but not limited to, Will and Trust Contests and Contested Accountings.
| Presenter | Description | Organization | Date |
|---|---|---|---|
| Ian W. MacLean | Accounting & Settlement of the Estate – Probate & Administration of Estates |
Trusts & Estates Law Section of the New York State Bar Association |
12/01/2021 |
| Ian W. MacLean | Digital Assets, Litigation Discovery Techniques, Estate Planning & Admin |
Trusts & Estates Law Section of the New York State Bar Association |
01/29/2020 |
| Ian W. MacLean | Estate Litigation: 1404 Examinations & Contested Accountings |
Trusts & Estates Law Section of the New York State Bar Association |
12/12/2019 |
| Ian W. MacLean | Litigation Power of Attorney Disputes |
Trusts & Estates Law Section and Elder Law and Special Needs Section of the New York State Bar Association |
10/24/2019 |
| Ian W. MacLean | Power of Attorney Abuse |
Trusts & Estates Law Section of the New York State Bar Association |
10/01/2019 |
| Ian W. MacLean | Anatomy of a Trust – Ethical Considerations in Representing Executors, Trustees and Beneficiaries |
Trusts & Estates Law Section of the New York State Bar Association |
04/27/2017 |
| Ian W. MacLean | Anatomy of a Trust – Ethical Considerations in Representing Executors, Trustees and Beneficiaries |
Trusts & Estates Law Section of the New York State Bar Association |
04/26/2017 |
| Ian W. MacLean | Select Ethical Issues Involving Engagement Letters and Attorney’s Fees in SNT Planning and Administration – Questions of Diminished Capacity |
Trusts & Estates Law Section of the New York State Bar Association |
10/07/2016 |
| Ian W. MacLean | Estate Planning and Will Drafting |
Trusts & Estates Law Section of the New York State Bar Association |
04/20/2016 |
| Ian W. MacLean | Ethical Issues in Estate and Trust Litigation |
Trusts & Estates Law Section of the New York State Bar Association |
04/07/2016 |
| Ian W. MacLean | Avoiding Attacks Against the Fiduciary and the Attorney – Ethical Issues in Estate and Trust Litigation |
Trusts & Estates Law Section of the New York State Bar Association |
04/01/2016 |
| Ian W. MacLean | Transfers on Death |
Trusts & Estates Law Section of the New York State Bar Association |
10/01/2015 |
| Ian W. MacLean | Spousal Right of Election – Select Issues |
Trusts & Estates Law Section of the New York State Bar Association |
10/01/2014 |
| Ian W. MacLean | Testamentary Transfers |
Trusts & Estates Law Section of the New York State Bar Association |
10/01/2013 |
| Ian W. MacLean | Pitfalls and Issues of Exculpatory, Tax Apportionment, Retention and Investment Clauses in Wills and Trusts |
Trusts & Estates Law Section of the New York State Bar Association |
10/01/2010 |
- New York State Bar Association
- Member, Trusts & Estates Section (Executive Committee)
- Chair, Committee on Estate Planning, 2006
- Chair, Ad Hoc Committee on Elective Share Qualifying Supplemental Needs Trust, 2008
- Member, Ad Hoc Committee on Issues Affecting Same Sex Couples in New York State, 2006
- Chair, Subcommittee on Disposition of Decedents’ Remains Legislation, 2006-2007
- Member, House of Delegates
- Member, Elder Law and Special Needs Section
- Member, Tax Section
- Member, Trusts & Estates Section (Executive Committee)
- New York City Bar Association
- Member, Committee on Estate and Gift Taxation, 2002-2005
- Joint Subcommittee on Will Formula Clauses, 2002-2004
- Subcommittee on Revisions to EPTL 7-3.1, 2002-2005
- Member, Committee on Trusts, Estates and Surrogate’s Courts, 2005-2008
- Co-Chair, Subcommittee on Non-Marital Couples and Emerging Issues, 2005-2008
- Chair, Subcommittee on Incorporation by Reference, 2006-2007)
- Bedford Audubon Society (Member, Board of Directors)

