Patricia C. Marcin concentrates her practice in estate and tax planning, including the preparation of wills and trusts and estate administration. She helps her clients plan for the transfer of their assets through lifetime gifting techniques and at death in the most tax-efficient manner to achieve their goals. She analyzes estate and fiduciary income tax issues in estates, including postmortem tax elections. Patricia also helps clients and their families navigate the practical issues that arise after death, as well as the legal and tax issues such as probate, the preparation of estate tax returns and federal and New York State estate tax audits.
“I feel strongly about protecting my clients. I really care about them, and they know it. I worry about them personally. That’s the difference. It’s my clients trusting me and coming back to me as things happen throughout their lives.”
I’m on the board of North Shore-LIJ Huntington Hospital and work to help the community understand how great this hospital is so they’ll use its vast resources and ultimately support it financially. I’m also on the board of the Cold Spring Harbor Educational Foundation. I think it’s critically important that we all support education because our children are the future of our country.
I sit on the board of the Long Island Community Foundation (LICF), which provides grants to charities all over Long Island. In addition, the LICF has donor-advised funds; for donors, it’s like having your own personal private foundation. What I find really wonderful about LICF is that it gives me a good handle on what’s going on in Long Island communities at the grassroots level. I formerly served on the board of the Caumsett Foundation’s board of directors, which raises funds and implements plans to maintain the Caumsett State Park Preserve, a true jewel on Long Island’s North Shore.