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Nadia Alexandra Havard
About Nadia
Biography
I concentrates my practice in all areas of qualified and nonqualified retirement plans and employee benefits; transfer taxes; fiduciary income tax and trust administration; business; as well as estate planning and administration. I assist clients with retirement plans regarding drafting and compliance issues. I regularly employ efficient wealth transfer planning techniques and assist clients with estate,
business succession, and tax planning. I also help nonprofit organizations to obtain and maintain their taxexempt status. I speaks English and Russian.
Practice Areas
4
Practice Areas
Fees and Rates
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Chat withLicenses
Licensed in New York for 20 years
State: New York
Acquired: 2005
No misconduct found
Licensed in Pennsylvania for 21 years
State: Pennsylvania
Acquired: 2004
No misconduct found
Location
Knox, McLaughlin, Gornall & Sennett, P.C.
120 W. 10th Street, Erie, PA, 16501
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Experience
Honors
N/A
Impact Award, American Association of University Women, Erie Branch
N/A
John Dugan Prize for Academic Excellence in Tax Law & Policy, Albany Law School
N/A
Joseph Rosch Prize for Highest Standing in Administrative Law, Albany Law School
N/A
Securities Regulations Prize, Albany Law School
Work Experience
2004 - Present
Counsel, Knox McLaughlin Gornall & Sennett, P.C.
Associations
Erie County Bar Association
Member and Past Chair of Estates & Trusts Section
New York State Bar Association
Member
Erie Philharmonic
Board of Governors, Member
American Association of University Women, Erie Branch
Member and Past Co-President
The Women's Club of Erie, Inc.
Member
Estate Planning Council of Erie
Board of Directors
Perry Square Alliance
Member
Lawyers Associated Worldwide, Emerging Leaders Group
Member
American Society of Pension Professionals & Actuaries (ASPAA)
Member
National Center for Employee Ownership (NCEO)
Member
Pennsylvania Bar Association
Member
Education
2004
Albany Law School
J.D., magna cum laude
1993
Moscow Pedagogical University
M.A./B.A., With Honors
Speaking Engagements
2019
Professional Advisor Symposium
Trust and Beneficiaries Income Tax Planning: Opportunities and Pitfalls
2018
Professional Advisor Symposium
Exciting (No Really!) Tax Updates: Opportunity Zones, Tax Act Updates and the Wayfair Decision
2018
Estate Planning Seminar
Estate Planning
2018
Bank Education
Principal and Income Act of PA, NY and OH
2016
Professional Advisor Symposium
Private Business Agreements: You, Your Partners, and the IRS
2016
Lunch-N-Learn Seminar
2015 Federal and State Statutory and Case Law Update
2015
Professional Advisor Symposium
Value Added: The Use of Formal Valuations in Litigation and Divorce
2015
Lunch-N-Learn Seminar
Case Law Update
2014
Professional Advisor Symposium
To Trust an IRA... or Not
2014
NBI Seminar
Drafting Effective Wills and Trusts
2014
Estate Planning Seminar
Powers of Attorney
2013
Seminar
Protect Your Assets
2013
Professional Advisor Symposium
Granto Trusts: Income Tax Reporting Demystified
2013
NBI Seminar
The Probate Process From Start to Finish
Languages
English
Russian
German