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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."
Fixed (sometimes), Retainer (always)
Cash, Check, Credit card
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|Award name||Grantor||Date granted|
|Best Lawyer, Elder Law, 2010-2015||The Best Lawyers in America||2015|
|Super Lawyer, Elder Law, 2010-2015||New York Super Lawyers--Upstate Edition||2015|
|President's Pro Bono Service Award||New York State Bar Association||2004|
|"Prior results do not guarantee a similar outcome."||"Attorney Advertising"||N/A|
|Assistant Managing Partner||Levene Gouldin Thompson, LLP||2011 - Present|
|Attorney||Levene Gouldin Thompson, LLP||1991 - Present|
|Elder Law Practice Manager||Levene Gouldin Thompson, LLP||2006 - 2011|
|Real Estate Practice Manager||Levene Gouldin Thompson, LLP||1996 - 2005|
|Association name||Position name||Duration|
|New York State Bar Association Trust & Estate Section||Executive Committee||2014 - Present|
|Academy of Special Needs Planners||Member||2010 - Present|
|Financial Planning Association of the Southern Tier of New York, Inc.||Director||2009 - Present|
|Broome County Bar Association||Member||1991 - Present|
|New York State Bar Association||Member||1991 - Present|
|Certified Financial Planner Board of Standards, Inc||CFP(r) Certified Financial Planner||1984 - Present|
|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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|New York State Bar Association Journal||Creditor's Claims--Do they Die With the Debtor?||2006|
|Albany Law School of Union University||Law||JD - Juris Doctor||1990|
|State University of New York, Binghamton||N/A||MBA - Master of Business Administration||1977|
|College of William and Mary, Marshall-Wythe School of Law||Anthropology||A.B||1975|
|Broome County Bar Association Continuing Legal Education||Trusts||2015|
|Public Presentation at Your Home Public Library, Johnson City, NY||Estate & Long Term Care Planning||2014|
|New York State Bar Association Continuing Legal Education||Elder Law||2013|
|Long-Term Care Brokers, Inc. Continuing Education||Chronic Care Medicaid Eligibility||2013|