Estate Planning:

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 and Trust Administration:

Assisting 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.

 

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.

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.

 

Memberships/Affiliations:

 

Professional:

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)

 

Civic:

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

Member of the Poughkeepsie/Arlington Rotary Club

Lifetime Honorary Member of the Anderson Center for Autism/Anderson Center Services, 2009

 

Former Member:

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

 

Areas of Practice

 

Estate Planning

Estate and Trust Administration

Elder Law

Bar Admissions

 

New York, 1983

U.S. District Court Northern District of New York, 1983

U.S. District Court Southern District of New York, 1986

Education

 

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

 

地址：63 Washington St Poughkeepsie, New York, NY 12601

電話：845-486-6850