“PUTTING YOUR ESTATE PLANNING DOCUMENTS IN PLACE NOW CAN PROTECT YOUR FAMILY DURING UNCERTAIN TIMES. IF YOU HAVE QUESTIONS ABOUT SETTING UP YOUR WILL, HEALTHCARE PROXY, POWER OF ATTORNEY, AND TRUSTS, WE’RE HERE TO HELP YOU THROUGH THIS PROCESS.”
Development of plans for possible incapacity or need for nursing home care, including the preparation of Powers of Attorney, Health Care Proxies, Living Wills, and Trusts to aid in the protection of assets and Medicaid applications.
Applications for appointment of guardians for incapacitated and developmentally disabled individuals under Article 81 of the Mental Hygiene Law and Article 17-A of the Surrogate’s Court Procedure Act. Assist guardians with all aspects of the management of guardianship estates.
ESTATE & SPECIAL NEEDS PLANNING
Development of Estate Plans for individuals and the preparation of estate planning documents, including Wills, Revocable and Irrevocable Trusts, Supplemental Needs Trusts, Life Insurance Trusts, Generation Skipping Trusts and Charitable Trusts. Creation of Estate and Gift Tax Plans to reduce or avoid taxation. Assist business owners to plan for the transfer of businesses to a younger generation.
TRUST & ESTATE ADMINISTRATION
Assist Executors, Trustees and Administrators with all aspects of the administration of Estates and Trusts. Services include probate of Will, marshalling of assets, preparation of estate tax returns, sale and distribution of assets, preparation and filing of accountings and discharge of fiduciaries.
Hudson Valley Estate Planning Council
Ulster County Bar Association (2016-present)
Dutchess County Bar Association
New York State Bar Association (Estates & Trusts and Elder Law Sections)
Mid-Hudson Women's Bar Association
Attorney Advisor for Rondout Valley Central Mock Trial Team (2011-2017)
Bar and Court Admissions:
New York, 2011
Pace University School of Law, White Plains
J.D. - 2010
SUNY New Paltz
B.S. - 2007
Major: Political Science