ESTATE PLANNING

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.

GUARDIANSHIPS

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.

ELDER LAW

Development of plans for possible incapacity or need for nursing home care, complex gift and promissory note plans and the preparation of Powers of Attorney, Health Care Proxies, Living Wills, and Medicaid Trusts to aid in the protection of assets and Medicaid applications.

MUNICIPAL LAND USE

Represent and advise municipal clients, developers, and individual property owners in navigating the regulatory maze of approvals through local land use.

 

MEMBERSHIPS/AFFILIATIONS

Education

Columbia University, School of General Studies
   B.A. 2019, Economics-Philosophy

Syracuse University, College of Law, J.D. 2022
   Curricular Programs: Estate Planning and Advance Property Studies