“WE FIRMLY BELIEVE THAT EVERYONE CAN BENEFIT FROM ESTATE PLANNING, ESPECIALLY WHEN THOSE INSTRUMENTS ARE TAILORED TO YOUR CIRCUMSTANCES BY AN EXPERIENCED ATTORNEY.”
Development of Estate Plans for individuals and the preparation of estate planning documents, including Wills, Revocable and Irrevocable Trusts, Supplemental Needs Trusts and Charitable Trusts. Drafting of operating agreements to facilitate the transfer of the business to a younger generation.
ESTATE & TRUST ADMINISTRATION
Assist Executors, Trustees and Administrators with all aspects of the administration of Estates and Trusts. Services include probate of Will, marshaling of assets, preparation of estate tax returns, sale and distribution of assets, preparation and filing of accountings and discharge of fiduciaries.
Development of plans for possible incapacity, or need for nursing home care, including preparation of Powers of Attorney, Health Care Proxies, Living Wills and Medicaid Trusts to aid in the protection of assets and Medicaid applications.
New York State Bar Association (Member, Elder Law & Special Needs and Trusts & Estates Law Sections)
Dutchess County Bar Association
New York, 2018
Syracuse University College of Law, Syracuse, New York
J.D. - 2017
State University of New York at Geneseo, Geneseo, New York
B.A., Bachelor of Arts magna cum laude in English Literature – 2013
Minor in Anthropology
YOUR ESTATE PLANNING TEAM
We're here to help.
The best way to get guidance on your specific legal issue is to contact a lawyer. To schedule a meeting with an attorney, please call or complete the intake form below.