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610.341.1067 jagran@mkbattorneys.com

Practice
Estate and Gift Planning
Estate and Trust Administration
Business Succession Planning
Gift and Estate Taxation

Bar Admissions
Pennsylvania, 1972

Education
Temple University, LLM in Taxation, 1999

New York University, J.D., 1972

University of Rhode Island, B.A., magna cum laude, 1969

Legal Affiliations
Member, Pennsylvania Bar Association

Member, Philadelphia Bar Association
Probate Section Executive Committee, Education Committee, and Tax Committee

Member, Philadelphia Estate Planning Council

Civic Involvement
Member, Philadelphia Zoo Gift Planning Advisory Council
       Joan Agran
 

Ms. Agran is a shareholder of McCausland Keen & Buckman in the Trusts and Estates practice group, where she focuses her practice on general estate and gift planning, succession planning for closely-held businesses, estate and trust administration, retirement planning, charitable planning and gift and estate taxation.

Her experience includes: representation of high net-worth families, clients with closely held businesses, succession planning, tax counseling, estate and trust administration, and general representation of charities.

Ms. Agran's clients include families and individuals, executives of public companies, entrepreneurs, closely-held businesses, fiduciaries and charitable organizations.


Publications

Tax Update Column for the Philadelphia Bar Association Probate Section Newsletter (2002-2009)

Estate & Succession Planning Corner Column, Journal of Passthrough Entities (January-February 2003)

Clarifications Made by ESBT Final Regulations Demonstrate the Need for More Statutory Changes, Journal of Taxation (August 2002)

Final Regs. on Disclosure Gifts Liberalized, but Problems Remain, Estate Planning Journal (May 2002)

Taxpayers, IRS, and the Courts Continue to Struggle With the Valuation Impact of Post-Transfer Events, Journal of Taxation (January 2002)


Speaking Engagements

Frequent lecturer to business groups on topics related to estate, tax and charitable planning and business succession planning.