Jared Bishop’s practice focuses on estate planning for high-net-worth individuals, with extensive experience in estate and gift tax planning, trust and estate administration, and drafting complex estate planning instruments. Jared drafts various estate planning and financial documents to serve clients’ needs and provide for asset protection, business succession planning, and minimizing income tax, gift tax,
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Daniel Baumel focuses his practice in the areas of employment law, higher education, and labor relations. He represents employers regarding the negotiation and implementation of collective bargaining agreements and the defense of employment actions. In addition, Daniel’s practice includes providing counsel and guidance to employers on management policies, employer manuals, and human resource operations, including
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Stephanie Addeo’s practice focuses on probate litigation, guardianships and conservatorships (contested and uncontested), will contests, trust disputes, breaches of fiduciary duty, and aspects of trust and estate administration. She represents and assists both individuals and families in these various areas of practice through skilled writing, research, and oral advocacy, coupled with working with her team
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Jay Pabian’s practice focuses on developing effective exit planning strategies for the owners of privately-held companies. Business clients rely on Jay’s deep legal and financial background to prepare for the eventual transition of their businesses. Jay is known for his highly skilled approach to creating master plans that transition businesses while preserving and protecting important
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Marlee Cowan focuses her practice on probate litigation, guardianships, conservatorships, will contests, trust disputes, breaches of fiduciary duty and estate and trust administration. Marlee’s practice also includes estate planning, trust administration, real estate, and tax matters. Marlee is skilled in employing creative tactics to help guide clients through every step of the process – from
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For approximately 25 years, Steven Carr’s practice has focused on the areas of estate planning, the administration of estates and trusts, and business law, working primarily with families, high-net-worth individuals, and privately held businesses. Highly experienced with the technical, sophisticated aspects of estate, business and tax planning, Steve is also skilled at guiding clients through
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Richard Kutia focuses his practice on estate planning, estate and trust administration, tax planning and business succession planning for high-net-worth individuals and families. In addition to providing core estate planning strategies, Richard advises clients on sophisticated vehicles, including irrevocable life insurance trusts, grantor-retained annuity trusts, and sales and transfers to intentionally defective grantor trusts. Prior
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Lauren DeMatteo is an associate whose practice encompasses the areas of elder law, estate planning and trust and estate administration. She assists individuals and families with a wide range of objectives including designing and implementing core as well as tax-and-gifting-focused estate plans, guiding clients through long-term care planning and supplemental needs planning, and representing individuals
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Jessica Demmerly is a partner specializing in estate planning, elder law, and special needs planning. Prior to becoming an attorney, Jessica worked in geriatric social services. During this time, Jessica developed a deep understanding of the issues that seniors and their families face in navigating public benefits and planning for incapacity. She takes a dynamic
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Allison L. Collins “Allie” concentrates her practice in the areas of estate planning, estate administration, trust administration, and estate tax planning. Allie counsels individuals and families of all backgrounds and with varying degrees of wealth. She also advises closely-held business owners on ways to maximize, preserve and protect the value of their businesses through proactive
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