Profile

  • Listed in:
    • Best Lawyers in America® 2007-2025, Trusts and Estates (listed for more than 15 years)
      • Best Lawyers Buffalo Trusts and Estates Lawyer of the Year, 2021
    • New York Super Lawyers 2021, Estate and Probate (listed for more than 10 years)
    • Martindale-Hubbell®, AV Preeminent Rated
  • New York State Bar Association
  • Erie County Bar Association
  • Niagara Business Associates
  • Fellow, The American College of Trust and Estate Counsel

  • Anatomy of a Trust, New York State Bar Association, May 7, 2019
  • Panel Member, Q & A with Trusts and Estates Practitioners, Bar Association of Erie County, Practice and Procedure in Surrogates Court Committee, February 23, 2017
  • Frequent Speaker at the State University of New York at Buffalo Annual Tax Institute
  • Frequent Speaker at New York State Bar Association Seminars

  • American Counsel of Trusts and Estates Counsel
  • Estate Analysts of Western New York 
  • Financial Planning Counselors of Western New York, Inc., Past President
  • WNY Planned Giving Consortium, Inc., Past Treasurer