Bio Sketch

Marcia Chadwick Holt's areas of expertise are Employee Benefits, Estate Planning, Estate and Trust Administration and Gift and Estate Tax.  Ms. Holt has extensive experience in ERISA-related work including drafting a regional prototype defined contribution plan for use of the firm’s clients.  She also drafts welfare benefit plans and deferred compensation plans for corporations and partnerships and their executives.  She advises clients on the impact of the Internal Revenue Code and ERISA on the administration of employee benefit plans.  She consults on ERISA issues in mergers and acquisitions.

In addition, Ms. Holt is a nationally-recognized expert on advising individuals regarding planning for distributions from retirement plans and IRAs.  Ms. Holt has been a frequent lecturer nationally and locally and has published several articles on distribution issues.

Ms. Holt is also a nationally-recognized expert in the field of trust and estates.  She drafts sophisticated wills and trusts designed to meet the client's personal planning and tax objectives.

She also advises clients regarding guardianships, conservatorships, decedent's estates and gift and estate tax issues.

For a full description of Ms. Holt's practice, please click on her full profile below.