“BY LEADING WITH INTEGRITY, DEDICATION, AND AN UNWAVERING COMMITMENT TO EXCELLENCE, WE ARE ABLE TO MAKE MEANINGFUL, LASTING DIFFERENCES IN THE LIVES OF OUR CLIENTS.”
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.
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.
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.
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
YOUR ESTATE PLANNING TEAM
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