Marshal S. Grant joins The Wagner Law Group in Boston

The Wagner Law Group has named trusts and estates attorney Marshal S. Grant as of counsel and head of its estate planning practice in Boston. The hire adds more than 25 years of tax and estate planning experience as the firm looks to serve high-net-worth clients, business owners and families with special needs planning needs.

Why it matters: - The Wagner Law Group is adding a senior estate planning lawyer at a time when clients are seeking help with tax-efficient wealth transfer, business succession and special needs planning. - Marshal S. Grant’s background in trusts, estates and taxation expands the firm’s capacity beyond its core ERISA and employee benefits practice.

What happened: - Marcia S. Wagner, managing director of The Wagner Law Group, announced that Marshal S. Grant has joined the firm’s Boston office as Of Counsel and head of the estate planning practice. - The announcement was made July 7, 2026. - Grant will lead estate planning work from the Boston office.

The details: - Grant is a trusts and estates attorney with an LL.M. in taxation and prior business law experience. - His practice focuses on sophisticated tax planning for high-net-worth individuals and estate planning for families with special needs. - Grant’s work includes estate planning for income tax savings. - The announcement points to the federal estate and gift tax lifetime exemption now exceeding $15 million. - Business owners are a key audience for Grant’s planning work. - Grant has more than 25 years of experience in estate planning, estate administration and tax planning. - His practice covers orderly wealth transfer, tax minimization, business succession planning, creditor protection and planning for disabled children. - Grant said he enjoys guiding families through tax and property law issues to build plans that meet substantive goals while minimizing taxes. - Grant graduated from Dartmouth College, earned a Ph.D. from Yale University, received his law degree from Cornell Law School and earned an LL.M. from Boston University School of Law. - Grant is admitted to practice in Massachusetts and New Hampshire. - The release describes The Wagner Law Group as the nation’s leading ERISA and employee benefits law firm.

Between the lines: - The hire signals that The Wagner Law Group is broadening its client work into estate and tax planning for wealthy families and privately held businesses. - Grant’s mix of legal, tax and academic training suggests the firm is positioning the practice for complex planning matters rather than routine document drafting. - The emphasis on the current federal exemption level suggests demand for planning that responds to today’s tax environment, even as future tax rules remain uncertain.

What's next: - Grant is expected to build and lead the firm’s estate planning practice from Boston. - The Wagner Law Group may use the addition to deepen its advisory services for clients needing integrated employee benefits, tax and estate planning counsel.

The bottom line: - The Wagner Law Group has brought in an experienced trusts and estates lawyer to expand its estate planning bench and target more complex wealth-transfer clients.