Mackenzie Hughes attorneys practicing within the Estates, Trusts & Personal Planning area include:
Mary
Anne Cody
Ryan
T. Emery
Elizabeth
A. Hartnett
Ami
S. Longstreet
Gay
M. Pomeroy
Anne
B. Ruffer
Our attorneys are highly regarded as being among the leading estate planning
counselors in the region, because of their experience, judgment and sensitivity
in advising clients on important personal planning issues. They focus
on careful planning and drafting to meet the individualized needs of our
clients, helping to assure their property will be distributed to family
members and friends upon their death the way they desire, planning for
future nursing home and long-term care needs, and minimizing the loss
of assets to estate taxes or for long-term care.
They also advise both institutional and personal fiduciaries on various
estate and trust administrative issues such as document analysis, unitrust
and power to adjust, and settlements. They have extensive experience in
both revocable and irrevocable trusts, as well as family limited partnerships,
and will provide clear-cut explanations on whether these documents are
recommended, and, if so, what they mean and will do for you.
Our attorneys admitted to practice in Florida also assist clients who
make Florida their residence with personal financial planning relative
to their change, including Florida specific estate planning documents
and representation in domicile audits.
Our attorneys also qualify not-for-profit charitable trusts with the
appropriate taxing authorities, serve as trustees for a large community
foundation, and work with business executives and owners to meet their
business successorship and individual estate planning needs. In addition,
financial institutions work closely with us in the drafting and administration
of trusts. And, when necessary, our attorneys successfully litigate matters
relating to probate and personal planning. Specific services include:
Estate Planning and Administration
• Wills and trust planning and drafting
• Estate and trust administration
• Estate tax planning
• Counseling executors from probate to final distribution
• Development of health care proxies, living wills and powers
of attorney
• Guardianships
• Litigation of estate and trust contests and guardianship
matters
• Business succession planning
• Not-for-profit qualification
• Preparation of state and federal tax returns
Long-Term Care
• Medicare and Medicaid planning
• Consulting on long-term care insurance coverage
• Private medical insurance
• Long-term care policies
• Assistance regarding cost/availability of long-term care
in Central New York
Family Legal Issues
• Adoptions
• Name changes
• Prenuptial agreements
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