The services of our Trusts and Estates Practice Group include: estate planning tax planning business succession planning financial and retirement planning estate and trust administration estate planning for families with special needs elder law Medicaid planning estate and trust litigation charitable gift planning, and representation of tax-exempt and charitable organizations. Our Trusts and Estate Planning Read More »
Register for our Wills and Trusts Seminars in May Emilee practices in the Trusts and Estates area. She is a native of the Rocky Mountains, where she grew up in Evergreen, Colorado. Since settling in Syracuse, Emilee has developed a broad and sophisticated client base. Emilee concentrates her practice in the areas of estate planning, Read More »
“My clients expect that I will devote whatever time and effort it takes to answer a pressing question or move an important project forward.” Individuals seeking to preserve their wealth, pass down a family business, or maximize the value of their companies need intelligent planning that reflects in-depth knowledge of business, tax and estate law—and Read More »
The focus of Kim’s practice is estate planning and estate administration Estate Planning Kim takes a holistic approach to estate planning. An estate plan is so much more than just a Will or Trust. It is a comprehensive plan for the management of assets during life and disposition of those assets at death. Estate planning involves Read More »
We work with individuals and families to administer the estates of deceased family members. The process ordinarily begins with either the probate of the will, if a will has been executed, or if not, the filing of a petition for appointment of an administrator. Our relationship with the client, however, begins earlier. We work with Read More »
Georgia is a Member in the firm's Trusts and Estates and Litigation Practice Groups. She works to understand each client’s individual needs and family background and is sensitive to the circumstances surrounding her clients' legal needs. Trust and Estate Litigation Georgia understands that, in some cases, families are unable to agree on disposition of assets in Read More »
Catherine Ray is an Associate Attorney in the firm's Trust and Estates Group and works in the firm's Syracuse and Ithaca offices. Trusts & Estate Planning Cathy provides comprehensive support to clients throughout every stage of estate planning, including creating simple and complex wills, irrevocable and revocable trusts, and high-net-worth tax planning. She also advises Read More »
Cecelia’s practice focuses on dispute resolution in the commercial context and in the trust, estate, and elder law areas. She brings strategic thinking paired with strong advocacy to bear on your case. The personalities and relationships among family members and the partners in closely held businesses greatly affect the dynamics of any dispute in these Read More »
“It’s always about the client.” Virginia recently retired as a partner at Bousquet Holstein PLLC. She continues to retain her position as Of Counsel to the firm. Her experience, advice, and counsel will be available to her colleagues at Bousquet Holstein PLLC who have agreed to become primarily responsible for the clients who have relied on Read More »
Aidan joined the firm in 2011 and focuses his practice on trust and estate administration, estate planning, and trust and estate litigation. Aidan’s expertise in the areas of estate tax, gift tax, generation-skipping transfer (GST) tax, and fiduciary (trust and estate) income tax is a foundation of his practice. Aidan’s colleagues and clients rely on Read More »