“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, Life Insurance Trusts, Generation Skipping Trusts and Charitable Trusts. Creation of Estate and Gift Tax Plans to reduce or avoid taxation. Assisting business owners to plan for the transfer of the business to a younger generation.
ESTATE & TRUST ADMINISTRATION
Assisting 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. Applications for appointment of guardians for the incapacitated and developmentally disabled under Article 81 of the Mental Hygiene Law and Article 17A of the Surrogate’s Court Procedure Act.
National Academy of Elder Law Attorneys Hudson Valley Estate Planning Council Dutchess County Bar Association (Treasurer 1992-1993; Secretary 1993-1994)
New York State Bar Association (Member: House of Delegates 1989-1994; Member: Estates & Trusts and Elder Law Sections)
Mid-Hudson Women’s Bar Association (President 1987-1988)
Member of the Board of Directors of the Community Foundations of the Hudson Valley
Member of the Board of Directors of the Dutchess Community College Foundation (Chair 2019-2020)
Member of the Poughkeepsie/Arlington Rotary Club (President 2013-2014)
Lifetime Honorary Member of the Anderson Center for Autism/Anderson Center Services, 2009
Board of Directors of the Southlands Foundation (Secretary 2002-2006)
Board of Trustees of the Anderson Educational Foundation (Chair 2000-2008)
Board of Directors of Children’s Fund of the Astor Home
New York, 1983
U.S. District Court Northern District of New York, 1983
U.S. District Court Southern District of New York, 1986
Albany Law School of Union University, Albany, New York
J.D., Doctor of Jurisprudence cum laude - 1982
Union College, Schenectady, New York
B.A., Bachelor of Arts magna cum laude - 1979
YOUR ESTATE PLANNING TEAM
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