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).
"Attorney Advertising. Prior results do not guarantee a similar outcome."
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Chat withState: Pennsylvania
Acquired: 2010
No misconduct found
State: New York
Acquired: 1991
No misconduct found
450 Plaza Drive, Vestal, NY, 13850
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2015
Best Lawyer, Elder Law, 2010-2015, The Best Lawyers in America
2015
Super Lawyer, Elder Law, 2010-2015, New York Super Lawyers--Upstate Edition
2004
President's Pro Bono Service Award, New York State Bar Association
N/A
"Prior results do not guarantee a similar outcome.", "Attorney Advertising"
2011 - Present
Assistant Managing Partner, Levene Gouldin Thompson, LLP
1991 - Present
Attorney, Levene Gouldin Thompson, LLP
2006 - 2011
Elder Law Practice Manager, Levene Gouldin Thompson, LLP
1996 - 2005
Real Estate Practice Manager, Levene Gouldin Thompson, LLP
2014 - Present
New York State Bar Association Trust & Estate SectionExecutive Committee
2010 - Present
Academy of Special Needs PlannersMember
2009 - Present
Financial Planning Association of the Southern Tier of New York, Inc.Director
1991 - Present
Broome County Bar AssociationMember
1991 - Present
New York State Bar AssociationMember
1984 - Present
Certified Financial Planner Board of Standards, IncCFP(r) Certified Financial Planner
Successful
Successful
1990
JD - Juris Doctor (Magna Cum Laude)
1977
MBA - Master of Business Administration
1975
A.B
2015
Trusts
2014
Estate & Long Term Care Planning
2013
Elder Law
2013
Chronic Care Medicaid Eligibility
2006
English