Law Firm Overview

Areas of Practice

• Probate, Estate and Trust Administration 23%
• Elder Law 7%
• Charitable Law 5%

Published Works

• Revocable Trusts, Estate Planning Book, New York State Bar, 1999
• Surrogate's Practice Manual, Lawyers Cooperative, Monroe County Bar Association, 1980
• Revocable Trusts, Monroe County Bar Association, 1999

Classes and Seminars

• Estate Administration Practical Skills, NYS Bar Association, 2000
• Estate Settlements, NYS Bar Association, 1999
• Revocable Trusts, Monroe County Bar Association, 1999
• Tax Reform Act, Canandaigua National Bank and Trust, 1997
• Estate Administration Practical Skills, NYS Bar Association, 1996
• Will Drafting, Monroe County Bar Association, 1996
• Prudent Investor Act, IAFP, 1995
• Probate, NYS Bar Association, 1993
• Estate Administration, NYS Bar Association, 1987
• Tax Institute, Monroe County Bar Association, 1976

Pro Bono Activities

• Volunteer Legal Services, 1990 - Present

References

• Chase Manhattan Bank, Richard E. Exton, Vice President
• Canandaigua National Bank, Rick Hawks, Sr. Vice President
• Ontario County Humane Society
• Robert G. Boehmler Community Fioundation
• Counsel to Osborn, Reed & Burke LLP, Rochester New York

West Practice Categories

Business Organizations, Closely Held Businesses, Limited Liability Companies, Partnerships, Business Successions, Estate Planning, Elder Law, Guardianships & Conservatorships, Living Wills, Powers of Attorney and Appointment, Trusts, Wills, Probate & Estate Administration, Estate Administration, Real Estate Law, Residential Real Estate, Taxation Law, Estate & Gift Taxation