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 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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