Mary P. O'Reilly
Mary Pokojny O'Reilly is a partner in the Trusts and Estates Group and the Tax Exempt Organization Group of Meltzer Lippe.

Mary assists individuals and families in the preservation and transfer of wealth. Her clients include family business owners, real estate developers, investment bankers, private equity fund managers, physicians, inventors, entertainers, business professionals, retirees, non-resident aliens, domestic partners and those of inherited wealth.

Understanding that all family situations are different, Mary establishes an estate plan tailored to each client's needs and tax objectives. Her estate planning expertise includes drafting wills and revocable trusts to ensure the client's succession plan and tax goals are maintained beyond the client's life; establishing trusts during the client's life for residences, minor children, disabled children, life insurance and wealth preservation; developing a business succession plan for family businesses; creating family companies to preserve control over family assets; negotiating pre-nuptial, post-nuptial and co-habitation agreements; counseling individuals on charitable giving, including establishing and administering family foundations, donor advised funds, charitable trusts and conservation easements.

Mary's practice includes estate and trust administration. She represents executors in probating wills and administering estates and understands the delicate nature of losing a loved one and its impact on the estate administration process. She handles will contests, prepares and files estate tax returns, and represents fiduciaries in estate tax audits. Mary also advises trustees in their administration of trusts, including amending and decanting existing irrevocable trusts; migrating trusts to more favorable tax jurisdictions; advising trustees on the investment and distribution of assets; and settling accounts of corporate fiduciaries.

Mary has expertise with non-profit organizations. She assists tax-exempt organizations in formation and counsels them in their administration and day-to-day operations, including fundraising, grant making and compliance with corporate and tax requirements.

A frequent lecturer to other estate planning professionals, Mary has spoken at prominent national legal conferences such as the American Bar Association's Real Property, Trusts and Estates Section's Spring Symposia and Practicing Law Institute's Annual Estate Planning Institute.

Prior to joining Meltzer Lippe in January 2011, Mary practiced for over seven years in the Trusts and Estates Group of the international law firm of Fulbright & Jaworkski, LLP in New York City, where she represented ultra high net worth individuals and families.

Mary received her L.L.M. in Taxation from New York University School of Law in 2007. She received her J.D., cum laude, from St. John's University School of Law in 2003, where she attended law school on a full academic scholarship and served as Managing Editor of the St. John's Law Review. She received her BA, cum laude, from SUNY Binghamton in 1998.

Contact Mary P. O'Reilly

Meltzer Lippe
190 Willis Avenue
Mineola, New York  11501
Phone: 516-747-0300 ext. 286


Service Area

Statewide service provider in:
  • New York

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