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About Albert
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 pres
Resume
| State | Status | Acquired | Updated |
|---|---|---|---|
| NY | Currently registered | 1991 | 07/10/2016 |
| PA | Retired | 2010 | 06/07/2017 |
We have not found any instances of professional misconduct for this lawyer.
avvo contributions
| Legal answers | 0 |
| Legal guides | 0 |
| 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 |
| Title | Company name | Duration |
|---|---|---|
| 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 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 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 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Matter of Baby Boy W. , 3 Misc 3d 656, (NY Surr. Ct., Broome Co.) | Successful | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Matter of Gillette, 756 NYS2d 835, Surr. Ct. Broome Co. | Successful | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| See all legal cases | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Publication name | Title | Date |
|---|---|---|
| New York State Bar Association Journal | Creditor's Claims--Do they Die With the Debtor? | 2006 |
| School name | Major | Degree | Graduated |
|---|---|---|---|
| Albany Law School of Union University | Law | JD - Juris Doctor (Magna Cum Laude) | 1990 |
| State University of New York, Binghamton | N/A | MBA - Master of Business Administration | 1977 |
| College of William and Mary | Anthropology | A.B | 1975 |
| Conference name | Title | Date |
|---|---|---|
| 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 |
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- Offers fixed fee-services SometimesFixed-fee are legal services performed for a preset rate, rather than on an hourly basis.
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Contact
Levene Gouldin & Thompson Llp
450 Plaza Drive
Vestal, NY, 13850
Office (607) 763-9200