Ms. Agran is a shareholder of McCausland Keen & Buckman in the Trusts and Estates practice area. Her practice focuses in the areas of general estate and business succession planning, estate and trust administration, retirement planning, charitable planning and gift and estate taxation.
Her experience includes: representation of clients with closely held businesses, including succession planning, the formation of shareholders agreements and tax counseling; representation of charities, including applications to the Internal Revenue Service for tax classification; and general counseling.
Ms. Agran's clients include entrepreneurs, closely-held businesses, families and individuals including executives of public companies and charitable organizations.
Tax Update Column for the Philadelphia Bar Association Probate
Section Newsletter (2002-present)
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)
Lecturer on topics related to estate, tax and charitable planning
and business succession planning.
