Tracy L. McLaughlin

Associate
An attorney and Certified Financial Planner™, Tracy assists clients with general estate planning, including wills and trusts, lifetime gift planning, estate administration, tax-efficient wealth transfer planning, and charitable planning.
Tracy (Adamovich) McLaughlin

Before joining ArentFox Schiff, Tracy was a financial advisor with a registered investment advisory firm. Drawing on this experience, she understands how the estate plan fits within a client’s overall financial strategy. She was also an associate in the New York office of an elite international law firm. Tracy is a combat veteran as well, serving five years in the United States Army.

Boards, Memberships & Certifications

  • New York City Bar Association’s Committee on Estate and Gift Taxation, Secretary
  • New York Bar Association, Estate and Trust Administration Committee – Co-Vice Chair
  • New York City Bar Association, Member
  • Certified Financial Planner (CFP®)
  • Notary Public
  • West Point Society of New York, Vice President
  • Trustee of the New York County Courts Public Access Law Library (NYCCPALL) and executive member of Friends of NYCCPALL Inc., a supporting 501(c)(3) organization

Publications, Presentations & Recognitions

Publications

  • “Taxation of Non-Grantor Trusts,” Estate Planning, Thomson Reuters (Dec. 2022)

  • “Late Allocation of GST Exemption and Fixing Past Mistakes,” Estate Planning (Nov. 2022)

  • “Insurance Trusts and GST – A Primer,” Estate Planning, Thomson Reuters (Nov. 2021)

Presentations

  • “The Generation-Skipping Transfer Tax: Back to Basics,” 35TH Annual RPTE National CLE Conference, Washington, DC (May 12, 2023)

  • “Generation-Skipping Transfer Tax,” American Bankers Association, Wealth and Trust School - Level 2, Atlanta, GA (Mar. 21, 2023)

  • “An Introduction to the Generation-Skipping Transfer Tax,” American Bar Association, Real Property Trusts and Estates Law Section, Webinar (Mar. 7, 2023)

  • “Generation-Skipping Transfer Tax: Key Concepts and Reporting Issues,”  NYSSCPA 2022 Annual Private Wealth Conference, New York (Dec. 7, 2022)

Recognitions

  • Best Lawyers: Ones to Watch, Best Lawyers (2021-2024)
  • New York Metro Rising Star, New York Super Lawyers, Thomson Reuters (2020)
  • Outstanding Pro Bono Service Award, City Bar Justice Center (2020)

Celebrating ArentFox Schiff’s Veterans: Tracy McLaughlin on Going From Military Service to Client Service

In 1997, Tracy earned a Congressional nomination to attend the US Military Academy at West Point. After graduating in 2001, she was commissioned as a Second Lieutenant in the US Army Adjutant General Corps. In 2004, she was deployed to Tikrit, Iraq, as a Chief of Casualty Operations Officer. Two years later ― after five years of service ― Tracy was honorably discharged as a Captain.

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Perspectives