“SETTING UP YOUR WILLS AND TRUSTS NOW, WHILE YOU'RE HEALTHY AND YOUNG, IS PERHAPS THE MOST LOVING THING YOU CAN DO FOR YOUR FAMILY. WE CAN HELP YOU TRAVERSE THESE DIFFICULT WATERS WITH EASE.”
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.
GUARDIANSHIPSApplications 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.
ESTATE & SPECIAL NEEDS PLANNINGDevelopment 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. Assist business owners to plan for the transfer of businesses to a younger generation.
TRUST & ESTATE ADMINISTRATIONAssist 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.
National Academy of Elder Law Attorneys
Hudson Valley Estate Planning Council, Executive Committee (2015-2017)
Dutchess County Bar Association (Treasurer 2006 to 2011)
New York State Bar Association (Member, Estates & Trusts and Elder Law Sections)
Mid-Hudson Women's Bar Association
Board of Trustees of Anderson Center for Autism & Anderson Center Services, Inc., Chair, (2020-present), 1st Vice President (2016-2019), Secretary (2015-2016)
Board of Directors of Dutchess County Arts Council (2009-2013), Chair (2012), Corporate Secretary (2010-2011)
Board of Directors of St. Francis Home Care Services, Inc. (2013-2014)
Dutchess County Arts Council Golf Tournament Committee (2006-2009)
Board of Directors of Quitman Resource Center for Preservation, Treasurer (2006-2008)
Board of Directors of Grace Smith House (2004-2007)
Community Foundation Garden Party Committee, Committee Member (2013-2014), Chair (2013)
New York, 2002
Mississippi College School of Law, Jackson, Mississippi
J.D. - 2001
Southeastern Louisiana University
B.S. - 1996
Honors and Awards:
Greater Southern Dutchess Chamber of Commerce: Forty Under 40 Shaker Award, 2010 Recipient
YOUR ESTATE PLANNING TEAM
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