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Marlee Cowan

Marlee S. Cowan

Partner

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Marlee’s practice concentrates on estate and probate administration, probate litigation, guardianships, conservatorships, estate planning, trust administration, real estate, and tax matters. Marlee is practiced in employing creative tactics to help guide clients through every step of the process – from delicate negotiations, to trial, to mediation of will contests. She is aggressive when necessary while balancing the preservation of family relations and mitigation of family disharmony where possible. Marlee is active in the community, serving on various committees and participating in pro bono legal services.

Areas of concentration:

  • Probate Litigation & Dispute Resolution
  • Estate & Trust Administration
  • Estate Planning
  • Estate & Gift Tax Planning

Recognition and Awards

  • Listed, Massachusetts Super Lawyers Rising Stars, 2015-2020
  • Recipient, MVP Award GW2 Chapter, 4th Annual Night of 500 Stars Gala

Professional and Community Involvement

  • Massachusetts Guardianship Association (MGA)
    • Current Vice-President, Board of Directors
    • Former President, Board of Directors
    • Co-Chair, Massachusetts Guardianship Association/Social Law Library Annual Guardianship Conference
  • Boston Bar Association
    • Co-Chair, Fiduciary Litigation Section
    • Former Volunteer, Virtual Hearing Resources Guides
  • USA500 Clubs
    • Club Development Director, GW2
    • Member, Membership Experience Committee
    • Former Co-Chair, Rising Stars Roundtable
    • Former Member, Elder Care Roundtable
  • Boston Estate Planning Council (BEPC)
    • Chair, Governance Committee
    • Former Chair, Member Involvement Committee
    • Former Member, BEPC Tomorrow Committee
    • Former Member, Sponsorship Committee
  • Massachusetts Bar Association
    • Member, Trust Administration Practice Group
    • Volunteer Attorney, De Novo (previously known as Community Legal Services and Counsel Center) representing refugees seeking asylum in the United States
  • Member, National Guardianship Association
  • Member, New Hampshire Bar Association
  • Member, Boston Probate & Estate Planning Forum
  • Member, Greater Boston Fiduciary Law American Inn of Court
  • Member, Trusts and Estates Consortium

Publications and Speaking Engagements

  • Co-Author, “Tax Liens and Liens Arising from Death,” Massachusetts Continuing Legal Education (MCLE)
  • Co-Author, “Uniform Adult Guardianship and Protective Proceedings Jurisdiction Act,” MCLE: Guardianship and Conservatorship Practice Under the Massachusetts Uniform Probate Code
  • Moderator, “Estate Planning with Seniors during COVID-19: Undue Influence, Incapacity & Best Practices,” Boston Bar Association (November 2020)
  • Presenter, “Legal Issues Related to Planning for Incapacity and End-of-Life,” Sharon Public Library (May 2020)
  • Presenter, “Guardians and Conservators: Stories to help you and your clients make some of estate planning’s hardest decisions,” Trusts and Estates Consortium (January 2020)
  • Speaker, “Navigating Probate & Estate Administration: Assisting litigants through the Probate and Family Court and the estate administration process,” MCLE (June 2019)
  • Presenter, “Diminished Capacity and Your Professional Responsibility,” Elder Care Consortium , USA500 (May 2019)
  • “Diminished Capacity and Your Professional Responsibility,” Financial Planning Association of Massachusetts (FPAMA) (May 2019)
  • “Fundamentals of Estate Planning – Part One,” Boston Estate Planning Council (BEPC) (February 2019)
  • “Substituted Judgment, MOLST Orders and End of Life Decisions by Guardians,” 6th Annual Probate Law Conference, Massachusetts Bar Association (November 2018)
  • Presenter, “Clients Who Are Potential Elder Fraud or Financial Exploitation Victims: Identifying Red Flags and What Attorneys Can Do,” Boston Bar Association (November 2018)
  • Speaker, “Diminished Capacity in Clients and What to Do About It,” Trusts and Estates Consortium (September 2018)
  • Speaker, “Who, What, When, Where, Why – Payment of Fees for Guardians, Conservators and Trustees,” Plan of Massachusetts and Rhode Island Annual Conference (June 2018)
  • Speaker, “Navigating Probate Administration,” MCLE (May 2018)
  • “The Probate and Administration of Estates in Massachusetts,” MCLE Practical Lawyer Skills (February 2018)
  • Panelist, “Speed Dating – Recent State and National Cases Concerning Elders,” HalfMoon Education Inc. (October 2016)
  • Speaker, “Basic Estate Planning,” Boston Tax Institute (June 2016)