Tracy Craig, Fellow, ACTEC,  AEP®

Tracy Craig, Fellow, ACTEC, AEP®

Partner and Chair of Trusts and Estates Group, Mirick O'Connell

Estate attorney Tracy Craig is a partner and chair of Mirick O'Connell's Trusts and Estates Group. She works with individuals in all areas of estate and gift tax planning, ranging from testamentary estate planning, including business succession planning, to sophisticated lifetime leveraged gifting techniques. She also specializes in estate administration, prenuptial agreements, guardianships and conservatorships, and all aspects of charitable planning, including the formation and operation of tax-exempt organizations, ranging from private foundations to public charities. She serves in various fiduciary capacities, including trustee, conservator and personal representative. She also works with clients on issues facing elders.

Craig is a Fellow of the American College of Trust and Estate Counsel and an AEP®. She has received an AV® Preeminent Peer Review Rating by Martindale-Hubbell, the highest rating available for legal ability and professional ethics.

E-mail: tcraig@mirickoconnell.com
Website: www.mirickoconnell.com

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Beneficiary Designations: 5 Critical Mistakes to Avoid
A little girl stands with her arms crossed and her tongue sticking out.
retirement

Beneficiary Designations: 5 Critical Mistakes to Avoid

You may be surprised at how easy it is to make an expensive mistake with your beneficiary designations. Here's how to help avoid the five most common …
June 6, 2022
Got Cryptocurrency or NFTs? They Need to Be in Your Estate Plan
A golden Bitcoin sits against a lavender background.
cryptocurrency

Got Cryptocurrency or NFTs? They Need to Be in Your Estate Plan

Handled incorrectly, these popular assets could go poof. You need a password-sharing plan, a plan for naming beneficiaries and possibly a trust.
May 23, 2022
Even Your Pet Needs an Estate Plan
A woman sits on a doc with her arm around her dog.
estate planning

Even Your Pet Needs an Estate Plan

Who will feed Fifi once you’re gone? It's something you should probably put in writing. There are three different ways to do that, some offering more …
February 17, 2022
Your Vacation Home Needs an Estate Plan!
A little girl runs out of a beach house with a plastic shovel in her hand.
estate planning

Your Vacation Home Needs an Estate Plan!

There are several ways to pass on a vacation home down to your loved ones, and they all come with some pros and cons to consider.
February 1, 2022
TOD Accounts Versus Revocable Trusts – Which Is Better?
Eggs in a basket.
savings

TOD Accounts Versus Revocable Trusts – Which Is Better?

Both help you pass down assets while avoiding the time and expense of probate, but one comes with a lot more flexibility than the other.
December 2, 2021
5 Ways to Incorporate Charitable Giving into Your Estate Plan
A person sitting at a desk, holding a pen, with a calculator, piggy bank and a stack of coins
retirement

5 Ways to Incorporate Charitable Giving into Your Estate Plan

Giving appreciated stock shares, donating your RMDs and using charitable remainder trusts are just a few of the options you may not be aware of to hel…
March 2, 2020
So, You Have an Estate Plan ... Now What?
retirement

So, You Have an Estate Plan ... Now What?

These legal documents can't just be put in a drawer and forgotten for years and years. They need to be tended to periodically, or else they may cause …
November 12, 2019
To Gift or Not to Gift
retirement

To Gift or Not to Gift

Sometimes it can be wise (or just pleasurable) to give your assets away while you're still alive.
September 10, 2019
No Children? Why You Still Need an Estate Plan
A person sitting at a desk, holding a pen, with a calculator, piggy bank and a stack of coins
retirement

No Children? Why You Still Need an Estate Plan

Someone has to inherit your assets, and if you don't decide, state laws will do it for you. That means your awful Great Uncle Ed may inherit, while yo…
February 11, 2019
Joint Ownership: The Good, the Bad and the Ugly
retirement

Joint Ownership: The Good, the Bad and the Ugly

Putting a child on your bank account can make life easier as you get older, and it can help your heirs avoid probate after you're gone. But it comes w…
December 4, 2018
Are You Ready for Longevity? 4 Steps to Take Now
Happy senior couple traveling down road on motor scooter.
Making Your Money Last

Are You Ready for Longevity? 4 Steps to Take Now

A long life is a great gift, but with the joys come some financial and legal challenges. The earlier you act to address them, the better off you and y…
August 13, 2018
Should You Give Your House Away?
Couple unloading boxes from moving van
retirement

Should You Give Your House Away?

If you’re thinking about it because you want to make sure it stays in the family or you have some concerns about Medicaid in the future, be careful. T…
June 12, 2018
Is Estate Planning Now Dead?
retirement

Is Estate Planning Now Dead?

Thanks to the new tax law, that's what some people may think. But estate planning is about a lot more than just taxes.
May 1, 2018