Profile

Bill concentrates his practice on assisting high net worth individuals preserve and build wealth, and advantageously transfer this wealth for the benefit of future generations and charity.

In particular, Bill counsels his clients relative to minimization of income, estate, gift and generation skipping taxes, as well as succession planning of large family-owned businesses. He also handles a wide variety of matters for his clients in New York, Florida and Pennsylvania, involving estate planning, change in residency, administration of estates and trusts, contested court proceedings and tax controversies and elder law matters. Bill also counsels high net worth individuals, including owners of family-owned businesses, in the preparation and negotiation of pre- and post-nuptial agreements.

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  • New York State Bar Association, Tax and Trusts & Estate Law Sections
  • Florida Bar Association
  • Onondaga County Bar Association
  • Justinian Honorary Law Society
  • Associate Editor and Assistant Business Editor, Syracuse Law Review

 

  • Livingston Lake Club, Treasurer and Secretary