Walsh & Amicucci LLP

Walsh & Amicucci LLP

Westchester wills and trusts law firm

Firm Overview

Since we founded our Purchase, NY firm in 1998, we have focused on the issues that matter most to us. Our passion translates to high-quality, professional legal service to families and small businesses throughout Westchester County. Our attorneys bring extensive and wide-ranging experience to the firm's practice areas:

-Wills
-Trusts and estates
-Estate administration
-Nonprofit organizations
-Estate taxes
-Small business and real estate law
-Medicaid planning
-Special needs planning
-Guardianship

We know that when you come to us, you are looking to plan or execute a secure future for your family or small business. We do everything we can to earn your trust and to develop a working relationship that builds a foundation for the days ahead.
Main Office
Main Office
2900 Westchester Avenue, Suite 205
Purchase  NY  10577
Phone
  • 914-251-1115
Fax
  • 914-251-0928
Websites
Estate Planning
Walsh & Amicucci LLP is uniquely qualified to help our clients plan for the future and distribute estate assets upon death.
Whether a simple or complicated estate, we have solid experience and substantial background to help you. For example, Karen Walsh serves as of counsel to other attorneys because of her knowledge of and success in resolving the most complex estate planning problems. Paul Amicucci is a certified public accountant and helps to guide our clients through the murky territory of estate tax implications. Our focus in this rapidly growing branch of the law allows us to apply our deep experience to your specific circumstance.

Estate planning tools to secure your family's future:

When we begin our work with you, we ask you a series of questions so we can prepare a tailored plan to suit your specific needs. Your estate plan may include the following tools to manage your wealth and successfully transfer your assets to the beneficiaries you designate:

-Wills
-Living wills
-Codicils
-Durable powers of attorney
-Advance medical directives, including healthcare proxies
-Living trusts/revocable trusts/revocable living trusts
-Irrevocable trusts
-Testamentary trusts
-Life insurance trusts
-Charitable trusts
-Family partnerships and LLCs
-Family estate planning
-IRS representation
-Gifting

Wills and trusts protect your assets and distribute them as you want:

Without a will, the state decides how to distribute your assets, usually to your relatives. But with a legally valid will, you can decide exactly how you want your hard-earned assets to be distributed upon your death. Planning now can ensure your family's financial future. The seasoned attorneys at Walsh & Amicucci LLP can ensure your will meets your needs and will stand up in court after your death. Our approach includes asking you a set of questions to determine your exact wishes. These are not easy decisions to make. We can also make you aware of the financial consequences of each option available to you.

Your estate plan may also include a trust and there are many kinds to consider. Generally speaking, with a trust, a grantor transfers legal ownership of assets to a trustee. The trustee invests and manages those assets for the benefit of your beneficiaries. In preparing your estate plan, we can discuss which trusts might be best for you. Our goal is to maximize your wealth now and transfer it to your beneficiaries when the time comes.

Probate and estate administration:

After a loved one dies, his or her will, if one exists, needs to go through probate, the legal process of estate administration. To begin the process, you must contact your local surrogate's court and follow its procedures. Steps involved in probate include the following:

-Proving in court that your loved one's will is valid
-Identifying and inventorying your loved one's property
-Appraising property
-Paying debts and taxes
-Distributing property as directed by a will
-Transferring title and ownership of assets to the beneficiaries

If no will exists, the state mandates distribution of the estate.

Karen J. Walsh, Esq.

Walsh & Amicucci LLP

Karen J. Walsh is a partner at Walsh & Amicucci LLP, handling a broad range of matters including estate planning, drafting Wills and Trusts, probate and administration of estates, and guardianship matters. Ms. Walsh is co-chair of the Trusts and Estate section of the Westchester Women's Bar Association, and a past co-chair and current member of the Executive Committee of the Westchester County Bar Association Trust and Estates Section. Ms. Walsh is a member of the Real Property and Probate Section of the American Bar Association, a member of the Trusts and Estates and Elder Law Sections of the New York State Bar Association, the Trusts and Estates and Tax Sections of the Westchester County Bar Association, and the Trusts and Estates Section of the Westchester Women's Bar Association, and served as a member of the transition committee for Westchester Surrogate Judge Anthony A. Scarpino, Jr. Prior to forming Walsh & Amicucci in 1998 (now Walsh & Amicucci LLP), Ms. Walsh practiced at Griffin, Coogan, Blose, Sulzer & Horgan, PC (formerly, Griffin, Coogan & Veneruso, P.C.) of Bronxville, New York. She also practiced at Coudert Brothers (1987-1989) and at White & Case in New York City (1982-1987), exclusively in the Trusts and Estates area. She received a J.D. from Fordham Law School in 1982, where she was a member of the Law Review, and she is a summa cum laude graduate of Long Island University, Southampton College (B.A. 1978). Ms. Walsh lectures frequently for professional and civic groups, including the New York State Bar Association programs, Pace Law School, the Westchester County Bar Association and Westchester Women's Bar Association. She has also lectured for local bar associations and other professional groups, and for individuals and community groups.

Paul G. Amicucci, Esq.

Walsh & Amicucci LLP

Paul G. Amicucci is a partner at Walsh & Amicucci LLP, handling matters including estate and tax planning, drafting wills and trusts, probate and administration of estates, guardianship proceedings, non-profit organization law and business transactions. Mr. Amicucci served as chair of the Article 81 Guardianship Section of the Westchester Bar Association from 2003 to 2005. He is a member of the Trusts and Estates Sections of the New York State and Westchester Bar Associations. He is also a member of the Estate Planning Council of Westchester County, Inc. Before founding the firm in 1998, Mr. Amicucci worked for KPMG Peat Marwick in its New York City personal financial planning group from 1990 to 1993, and he practiced exclusively in the trusts and estates area for Griffin, Coogan & Veneruso, P.C. of Bronxville, NY from 1993 to 1996. He received his B.B.A. in Accounting from Pace University in 1987 and a J.D. from Brooklyn Law School in 1990. Paul is admitted to practice law in New York and Connecticut. Mr. Amicucci has lectured in the areas of estate planning and guardianship issues for KPMG Peat Marwick (1993), the New York Society of Independent Accountants, Westchester Chapter (November 1995), various financial institutions, the Yonkers Bar Association (2002), the Westchester County Bar AssociationArticle 81 Guardianship Committee (2001-2002), and the New York State Bar Association. His professional articles include "New York Estate and Gift Tax on Real Property-Applicable to Non-Residents," published in The CPA Journal (February 1991), and he served as contributing editor to Guardianship Practice in the State of New York2003.

Gianni Oppedisano, Esq.

Walsh & Amicucci LLP

Gianni Oppedisano joined Walsh & Amicucci LLP as an associate attorney in October 2006. His practice areas include estate planning, trust and estate administration, probate, Article 17-A and 17 Guardianship, real estate law and corporate formation and representation. Gianni is a member of the New York State Bar Association and the Westchester County Bar Association. Prior to joining the firm, Mr. Oppedisano practiced in the area of real estate law, where he focused mainly on representing purchasers and sellers of residential and commercial real estate and also served as settlement agent for a number of banks. Mr. Oppedisano completed his undergraduate studies at Fordham University receiving a B.S. in Accounting. He graduated from Albany Law School of Union University in May 2005, earning a J.D. with a concentration in Estate Planning with honors. He is admitted to practice in New York.

Frederic B. Eisman, Esq.

Walsh & Amicucci LLP

Frederic B. Eisman advises individuals, families, business owners and entrepreneurs in New York and Connecticut in the often interrelated areas of estate planning, estate and trust administration, guardianship proceedings, business succession planning and corporate matters. He also serves as counsel to private foundations and not-for-profit organizations, advising them on all aspects of their governance and operations, and assists several not-for-profit organizations with the administration and management of pooled special needs trusts for people with disabilities. Born and raised in Westchester County, Mr. Eisman attended Union College, from which he was awarded a Bachelor of Arts degree in English and History in 1987. After earning a master's degree in History from New York University in 1990, he studied law at Washington University in St. Louis, where he served as executive articles editor of the law review and from which he was awarded his law degree (J.D.) in 1992. A member of the Westchester County, New York and Connecticut Bar Associations, Mr. Eisman also serves as general counsel of CLC Foundation, a fundraising, public relations and community projects organization in Mount Kisco, New York that enhances the quality of life of developmentally disabled adults by sponsoring special events, creating programs and providing funds to individuals for activities that are not available to them through public funding.

Jonathan Lanman, Esq.

Walsh & Amicucci LLP

Jonathan Lanman joined Walsh & Amicucci LLP as an associate attorney in March 2007. He practices in the area of wills, trusts, probate, and estate administration. Prior to joining the firm, Lanman practiced in matrimonial litigation with Faust, Roy, Mangold and Fuchs, LLP, drafting motions, orders, separation and pre-nuptial agreements; conducting discovery; and assisting the partners with trials and other court appearances. Mr. Lanman graduated from Brown University with an A.B. in 1975 and prior to entering the field of law, he was vice president and associate publisher with Macmillan Publishers and then Simon & Schuster, Inc. He graduated magna cum laude from Pace University School of Law in 2004, where he was also a member of and notes and comments editor for the Pace Law Review. As part of his course work, he served as intern to the Honorable W. Denis Donovan, Supreme Court, State of New York, and the Honorable Colleen McMahon, U.S. District Court for the Southern District of New York. He is admitted to practice in New York. He is a member of the American Bar Association and the New York State Bar Association.

Susette L. Acocella, Esq.

Walsh & Amicucci LLP

Susette L. Acocella is an associate at Walsh & Amicucci LLP, practicing in the areas of estate planning, trust and estate administration, and guardianship proceedings. Prior to joining the firm, Ms. Acocella's legal experience included serving as a law clerk to the Honorable Charles L. Brieant, former Chief Judge of the United States District Court, Southern District of New York. She also practiced in the litigation department of Simpson Thatcher & Bartlett LLP. Ms. Acocella graduated summa cum laude in corsum honorum from Fordham University, with a B.A. in 1991. She received a J.D. from Yale Law School in 1994, where she was an editor for the Yale Law Journal. Ms. Acocella is a member of the Real Property Probate Section of the American Bar Association, a member of the Trusts and Estates and Elder Law Sections of the New York State Bar Association, and a member of the Trusts and Estates Section of the Westchester Women's Bar Association. She is admitted to practice law in New York and Connecticut.

Emily P. Kahn, Esq.

Walsh & Amicucci LLP

Emily P. Kahn is an associate at Walsh & Amicucci LLP, practicing in the areas of estate planning, trust and estate administration, and elder law. She began working for the firm as a Law Clerk in 2011, which she continued through her second and third years as a law student at Pace University School of Law.

Emily graduated from Pace University School of Law in 2013, where she was a member of and notes and comments editor for the Pace I.P., Sports and Entertainment Law Forum. As part of her legal course work, Emily served as an extern to Nestl Waters Deputy General Counsel and the Director of Taxation. She also worked as a research assistant for distinguished family law professor and advocate, Merril Sobie.

Emily completed her undergraduate studies at New York University, receiving a B.S. in Psychology and Child and Adolescent Mental Health Studies. During her studies at New York University, Emily served as an intern to former Bronx Borough President, Adolfo Carrion, Jr., working to develop urban public policy initiatives.

She is a member of the New York State Bar Association, Westchester County Bar Association, and the Westchester Chapter of the Women's Bar Association of the State of New York. She is also an active member of the Pace Law Alumni Network. Emily is admitted to practice law in New York and New Jersey.
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