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About me

I concentrate my law practice in the preservation and transfer of property. I help clients achieve their financial objectives by minimizing the tax and non-tax costs of transferring assets at death, and by assisting them with eligibility for government benefits.

I have an MBA degree from Binghamton University and a certification as a CERTIFIED FINANCIAL PLANNER (tm). I regularly lecture at professional educational courses for attorneys, accountants and financial planners. I also frequently present at public forums concerning estate planning matters. My topics include Medicaid eligibility, supplemental needs trusts for disabled persons, estate and tax planning, and protecting gas leases and royalties for future family members through limited liability companies and other tax efficient strategies.

I have been recognized as a Super Lawyer (Elder Law), by Best Lawyers in Upstate NY, and with an AV Preeminent Attorney rating by Martindale Hubbell peer review organization. Within the law firm, my partners have relied upon my business management expertise as chair of the firm's real estate and elder law practice groups, and since 2011, as one of two firm wide leaders (assistant managing partner).


 


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Practice areas

Licensed

  1. Wills: 25%
  2. Elder Law: 25%
  3. Trusts: 20%
  4. Real Estate: 15%
  5. Tax: 15%

Payment

Fees:

Fixed (sometimes), Retainer (always)

Payment types:

Cash, Check, Credit card

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Contact info

Levene Gouldin & Thompson Llp

450 Plaza Drive
Vestal, NY, 13850

Resume

License
StateStatusAcquiredUpdated
PAActive201004/02/2016
NYCurrently registered 199103/07/2016
We have not found any instances of professional misconduct for this lawyer.
Avvo contributions
Legal answers
Awards
Award nameGrantorDate granted
Best Lawyer, Elder Law, 2010-2015The Best Lawyers in America2015
Super Lawyer, Elder Law, 2010-2015New York Super Lawyers--Upstate Edition2015
President's Pro Bono Service AwardNew York State Bar Association2004
"Prior results do not guarantee a similar outcome.""Attorney Advertising"N/A
Work experience
TitleCompany nameDuration
Assistant Managing PartnerLevene Gouldin Thompson, LLP2011 - Present
AttorneyLevene Gouldin Thompson, LLP1991 - Present
Elder Law Practice ManagerLevene Gouldin Thompson, LLP2006 - 2011
Real Estate Practice ManagerLevene Gouldin Thompson, LLP1996 - 2005
Associations
Association namePosition nameDuration
New York State Bar Association Trust & Estate SectionExecutive Committee2014 - Present
Academy of Special Needs PlannersMember2010 - Present
Financial Planning Association of the Southern Tier of New York, Inc.Director2009 - Present
Broome County Bar AssociationMember1991 - Present
New York State Bar AssociationMember1991 - Present
Certified Financial Planner Board of Standards, IncCFP(r) Certified Financial Planner1984 - Present
Legal cases
Case nameOutcome
Matter of Gillette, 756 NYS2d 835, Surr. Ct. Broome Co.Successful
Matter of Baby Boy W. , 3 Misc 3d 656, (NY Surr. Ct., Broome Co.)Successful
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Publications
Publication nameTitleDate
New York State Bar Association JournalCreditor's Claims--Do they Die With the Debtor?2006
Education
School nameMajorDegreeGraduated
Albany Law School of Union UniversityLawJD - Juris Doctor1990
State University of New York, BinghamtonN/AMBA - Master of Business Administration1977
College of William and Mary, Marshall-Wythe School of LawAnthropologyA.B1975
Speaking engagements
Conference nameTitleDate
Broome County Bar Association Continuing Legal EducationTrusts2015
Public Presentation at Your Home Public Library, Johnson City, NYEstate & Long Term Care Planning2014
New York State Bar Association Continuing Legal EducationElder Law2013
Long-Term Care Brokers, Inc. Continuing EducationChronic Care Medicaid Eligibility2013