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ESTATE PLANNING

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.

ELDER LAW

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.


MEMBERSHIPS/AFFILIATIONS

Professional
New York State Bar Association (Member, Elder Law & Special Needs and Trusts & Estates Law Sections)
Dutchess County Bar Association

Bar Admissions
New York, 2018

Education
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

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