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Trusts and Estates Services
David represents clients in developing a comprehensive estate plan, which balances financial, legal and tax implications with personal and family goals and objectives. He counsels his clients on all aspects of trusts, estates and elder law matters:
David represents clients in Medicaid/asset protection planning, guardianships, and trust and estate administration, seeking practical solutions to complex problems.
David resides in West Bloomfield, New York, with his wife, where they raise and train English setters.
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|Partner||Lacy Katzen LLP||1990 - 2013|
|Association name||Position name||Duration|
|Monroe County Bar Association||Member||N/A|
|National Academy of Elder Law Attorneys, Inc||Member||N/A|
|Albany Law School of Union University||Law||JD - Juris Doctor||1975|
|State University of New York, College at Oswego||N/A||BS - Bachelor of Science||1968|