Our firm is committed to provide personal service to clients in the areas of wills, trusts, and other estate planning as well as handling administration of estates and trusts. We advise clients concerning elder law issues and represent clients who are selling or buying real estate.
Our firm was established in August of 2006. The two principals had many years of experience in several areas of the law. After extensive discussions about how we hoped to be able to practice, we came together with the goal of providing high quality legal services in a caring and efficient manner to those who need help in our areas of expertise. We had developed many ideas about how to provide services in a personal and friendly manner and were anxious to put those ideas into practice.
A. The type of cases I handle include the situation where I meet with the designated executor of a will to gather information, prepare and attend to the execution of probate proceeding documents, obtain consent from all interested parties, file the documents in the surrogate court in the county where the decedent resided and obtain letters testamentary which allow the executor to conduct estate business and proceed to handle all estate businesses, including preparation of estate tax returns and final accountings.
B. An example of a surrogate court case I handled was where two parties claimed that they should be the person appointed as the estate representative to handle some delicate family property matters. The case involved an interpretation of New York's Anti-Lapse Statute. After research, several court appearances, preparation and submission of a Memorandum of Law in support of my arguments and oral argument in court, the surrogate found in my favor and appointed my client as estate representative.
372 South Plank Road
Newburgh NY 12550
No free initial consultation.
The fee for a conference resulting in preparation of drafts of a straightforward will, a durable general power of attorney and a healthcare proxy, discussions of the drafts with client and attendance to execution of the documents would be $500. If husband and wife executed similar documents, the total fee would be $750. Instruments which require extensive and complicated drafting would cost more based on additional time spent. The drafting of trusts and other estate planning instruments, discussions of other estate planning issues with a client and representation of a client who is selling or buying real estate would be billed based on the time spent.
My hourly rate is $250. I bill based on quarter hour increments.
Monday through Friday
9:00 a.m. to 5:00 p.m.
Otherwise by appointment.
Paralegal - Ms. Kelley Kiernan
I enjoyed the wills, trusts estates and property courses while in law school. Fortunately, the firm that hired me had a large body of work in those areas which strengthened my interest in them. I have never wanted to concentrate on any other area.
I believe that clients should learn as much as they can about legal issues they face. While it is unlikely that they will have the time and training to bring their level of understanding up to that of an attorney who has developed expertise in the area of the law in question, study of the issues by the client would make for a more effective discussion with the attorney about how to proceed with and resolve the particular legal matter in question.
I do not believe that attorneys reviewing documents prepared by a client is a very efficient way to handle a legal matter. The attorney could well spend more time on examining and rewriting the documents than would have been spent if the attorney prepared the documents in the first instance. This would not save the client money and handling the matter in that way might have a negative impact on the relationship between attorney and client.
Unless it was a minor matter such as a small claim in local court, I would feel uncomfortable coaching a client to represent him or herself. I would feel I had a responsibility to achieve a good result for the client, but the manner in which that result could be accomplished would be out of my control.
I started with a firm in the summer of 1974 and was admitted to the New York Bar in 1975. Over the years I gained experience and developed expertise in many areas of estate planning, estate and trust administration and real estate matters. I became a partner in the firm and continued as such until leaving to establish this firm in 2006. I was able to continue my study of the law and put my knowledge to use while working with clients on their particular matters. Handling a large number of estate, trust and real estate matters gave me an opportunity to resolve legal issues involving many fact patterns. Such experience has proved helpful in working on subsequent matters.
My education provided me with a body of knowledge which I can rely on when seeking to solve or resolve the legal issues of my clients. In addition, my education taught me how to analyze facts and think logically to make quality recommendations to clients. My training and leadership assignments as a naval officer taught me to focus on the matter at hand in a disciplined manner. Thirty-four years working with clients in my areas of practice have given me a range of experience which helps me deal with new clients in similar circumstances.
My strengths are a desire to deliver high quality legal services to clients and handle all matters efficiently, with courtesy and with compassion. I would describe my style of practice as a personal; a client will not be just a number in this office.Personal interests:
I enjoy meeting and speaking with people from all walks of life. I enjoy working with others on community projects to make things better and using the leadership skills I have developed to help people and organizations take positive action. I enjoy reading, hiking, dancing and spending time with my family.
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