Montana Legacy Law, PLLC
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Scott Roy McLean is the owner of Montana Legacy Law, PLLC. Scott grew up in the Bitterroot Valley, graduated from Hamilton High School, received a business degree in college and then attended The George Washington University Law School in Washington, D.C. He is licensed to practice law in Montana and in Washington D.C. Scott's practice involves wills, trusts, probate, estate planning, business formation, non-profit formation, real estate, civil litigation, and bankruptcy law. Scott is in the process of founding MontanaFree, a non-profit dedicated to making Montana the freest state in the country. He contributes pro bono hours to that cause. He also serves as the Legislative Liaison for the Convention of States Project here in Montana, serves on the Board of Directors for the American Lands Council, and serves as General Counsel and Solicitor for the Montana Young Republicans.
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"I am the Senior Vice President of Moreton Financial Solutions. I have been in the financial services industry for over 25 years. During that time I have worked with and trained business consultants, personal wealth planners and financial advisors. Our business provides business succession planning, executive compensation plans, investment management and personal wealth planning for very affluent business owners.
I have worked closely with and relied on Mr. Scott McLean for the past three years. Maintaining our reputation for quality work, integrity and solutions to complex business issues is critical. Therefore building trust and confidence in technical support people is essential to the success of our business.
I communicate with Scott on a weekly basis. We deal with a variety of issues every day. He has demonstrated great abilities to acquire a working knowledge in a broad range of industry subjects. We deal with individual and corporate tax, investment analysis, risk allocation, corporate financial statements and business valuation principals. He has a good knowledge of each of these areas and his work is timely. His ability to think logically and find solutions to problems has been an asset to us.
Scott has shown excellent leadership skills among his peers. He took the initiative to improve the business valuation analysis process in our firm which has increased effectiveness and profitability. We rely on and trust his work due to his proven results. His work is comprehensive and accurate.
Scott has demonstrated the ability to apply his educational knowledge to business client situations. Recently we designed, implemented and now administer a very complex executive deferred compensation plan for a large real estate development firm. This project involved restructuring the ownership of the company and designing an incentive program tied to profitability. Scott assisted in the development of a multiple layer executive compensation plan, funding analysis and wealth management plans for several owners. His work was very much appreciated.
Scott has also learned to communicate clearly both written and verbal complex ideas to our clients in numerous meetings. It has been his responsibility to populate our wealth planning software with a client’s financial information. This includes their tax returns, investment statements, insurance policies, goals, business financial statements, liabilities, estate planning documents and legal agreements. He has to understand and interpret much of the information. His written reports must be clear and concise and he has shown the ability to communicate effectively verbally.
I recommend Scott without reservation..."
Richard H. Tanner, CFP
Senior Vice President
Moreton Financial Solutions, LLC
"For thirty years, I served as a county attorney in Maryland as a prosecutor, which in Maryland is a different office. I would have been delighted to have Scott work for me and think that you will find him bright, energetic and an easy fit into your office. I think that you will see that Scott has an interesting and broad diversity of interests as well as a solid work history reflecting his ability to adapt to different challenges and to sell himself, or a case or product to others."
Charles W. Thompson Jr., Executive Director, General Counsel, International Municipal Lawyers Association
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*All information displayed on the Montana Legacy Law, PLLC website is informational and shall not be deemed as legal advice. If you’re currently dealing with an individual legal situation, you’re invited to contact us through email or by phone. Until an attorney-client relationship has been established in writing, we urge that you avoid sharing any confidential information.
716 South First Street
Hamilton, Montana 59840