Bath Estate Planning Lawyers

A native of Lancaster, New York, Nathan Shoff received his B.A. in Political Science summa cum laude from Canisius College in 2003, and graduated from SUNY Buffalo Law School magna cum laude in 2006. After working as an associate attorney in Buffalo from 2007-2008, Nathan joined the Thomson Reuters (West) publishing company as an Attorney-Editor of numerous criminal law, civil rights, intellectual property and international legal publications. Nathan is currently a member of the Monroe County Bar Association, the Ontario County Bar Association, and New York State Bar Association, and is a proud supporter of...

I am a native of the Rocky Mountains, having grown up in Evergreen, Colorado. Since settling in New York, I have developed a broad and sophisticated client base. I concentrate my practice in the areas of estate planning, trust and estate administration, and estate and gift taxation. It is important to me to consider each of my client’s values and background as I help them decide which type of estate plan will best fit their needs. I use a practical approach to my practice. Offering the assurance of complete confidentiality and responsive service, I try...

Bill has been in private practice for more than 30 years during which he has mastered numerous areas of practice, from pure real property, title, title insurance, real estate finance, associations, corporate, banking, estate planning and administration, landlord tenant, and more. Bill has served as Town Attorney, and since 1998 as Town Justice of his town of residence. He is a long time Rotarian and twice president of his Club. He is the proud father of three children, now all grown and productive members of society. Bill and his wife and best friend Mary of 38 years are both working...

Jason Snyder focuses his practice on wills, trusts, estate administration, and real estate law. Upon graduating from law school, Jason went right into solo practice. After drafting wills for several clients, he quickly realized a passion for estate planning and helping seniors plan for the future. He later worked for several law firms in Rochester, where he performed estate planning, estate administration, and all facets of real estate transactions. Jason received his Juris Doctorate from the University of Buffalo School of Law and a Bachelor of Science from the Rochester Institute of Technology. Jason is admitted to practice law in New York State...

Deborah is a solo practitioner in Ithaca, NY, and continues to practice in NJ. Her practice focuses on estate administration and estate planning, and real property transfers. She was previously a partner with the firm of Miller and Miller in Chenango County, staff counsel for the Chenango County Department of Social Services, and an editor for Gann Law Books, a NJ legal treatise publishing company. Prior to moving to NY in 1996, she was an associate with Garrigle and Palm, an insurance defense firm in NJ specializing in construction defect defense, products liability defense, insurance coverage, and...

Confidential, Competent, Legal Representation

I am a 60-year veteran of the music industry and more recently designed and built special effects for Hollywood films. My earlier academic background is in Andean anthropology, and I graduated summa cum laude from the University Of New Mexico in 1989, with a special focus on linguistic anthropology, archaeology, and population genetics. After obtaining my Master's Degree in the same field from Cornell University in 1992, I began my work in the feature film industry, later enrolling in the Syracuse University College Of Law where I earned my Juris Doctor and began practicing law. As the quintessential country lawyer,...

Ms. Rothman advises clients in all aspects of estate planning with an emphasis on drafting wills and trusts tailored to individual clients’ needs, including protecting and providing for family members, carrying out charitable intentions, and minimizing tax obligations. Ms. Rothman also represents buyers and sellers of residential and commercial real estate throughout Tompkins County and the surrounding areas, and represents executors and trustees in connection with estate administration matters including Surrogate's Court proceedings, tax filings and post-mortem planning.

John Moss Hinchcliff focuses on trusts and estates law, including estate and tax planning for foreign citizens, non-traditional and second families, persons with disabilities, and other complex planning issues. He assists business owners, professors, and other successful individuals and their families develop plans to manage their wealth and oversee its eventual transfer to spouses, children, charities and others. Mr. Hinchcliff also represents executors and trustees in connection with estate administration, including complex post-mortem tax and financial planning issues, estate tax returns and audits, and probate and trust proceedings, including Surrogates’ Court litigation such as will contests and contested accountings....

Greg is focused on developing comprehensive estate plans for clients through the use of wills, trusts including Medicaid Asset Protection Trusts, Supplemental Needs Trusts, Revocable Trusts and Testamentary Trusts, powers of attorney, and health-care proxies, as well as well as guiding clients through probate and estate administration. Greg also represents businesses and Not-For-Profits.

Our founding member and principal, Russel Morgan has concentrated in commercial and contract litigation, trust and estate planning, business and personal asset protection, wealth preservation and dynasty succession planning. Russel has also assisted clients with all forms of commercial and personal transnational work, including the preparation, re-structuring and litigation of various types of contracts. Our estate law office also includes; Eldercare planning, nyc healthcare proxy, beneficiary in a Will, Medicaid planning trusts, mltc plan, Medicaid planning strategies, help with drafting wills, revocable and irrevocable trusts. Russel Morgan was raised in Brooklyn, New York and has remained loyal to his origins...

Jeffrey B. Novak is an attorney practicing in Tiveron Law’s Litigation Department with a focus on Business & Corporate Law. Mr. Novak graduated Summa Cum Laude from the University of Buffalo with a major in Political Science and History. He received his legal education from the George Washington University Law School while interning for the Army Environmental Law Division. Mr. Novak also served as a summer Law Clerk for the United States Attorney's Office for the Western District of New York and as a Judicial Intern for the United States District Court for the Western District of New York. Mr. Novak has...

Jessica Peraza is Counsel working with the firm’s Trusts & Estates Department. She focuses her practice on Estate Planning and Administration, Medicaid and Long-term Care Planning, and Wealth Management. As a law student, she interned for the Hon. Barbara Howe in Erie County Surrogate’s Court and worked in the Public Benefits Unit of Neighborhood Legal Services. Her previous experience includes residential foreclosures, public and private sector labor law, contract negotiations, probate matters, third party credit collections, and representation of clients in administrative hearings and arbitrations. Ms. Peraza attended St. Lawrence University in Canton, New York where she graduated with a...

Brooke Barron is an Associate Attorney in the firm’s Matrimonial & Family Law and Estate Planning & Administration Practice Groups.

Ms. Barron obtained her B.S. in Business Administration from SUNY Geneseo, and received her Juris Doctor in 2018 from American University- Washington College of Law.

While in law school, Ms. Barron was an Alternative Dispute Resolution Competition winner. Additionally, Ms. Barron was a law clerk for Commissioner Feldblum at the Equal Employment Opportunity Commission (EEOC) in Washington, D.C. and a student attorney for American University- Washington College of Law’s Civil Advocacy Clinic. Ms. Barron had also previously been employed at HoganWillig as...

With nearly three decades of experience practicing Bankruptcy law and Social Security law in Buffalo, Paul Pochepan is able to help consumers facing financial hardships and disabled individuals and their dependents. He has helped many Western New York consumers navigate the bankruptcy system under chapter 7 or chapter 13. He also helps Buffalo-area residents apply for Social Security Disability (SSD) or Supplemental Security Income (SSI) or appeal Social Security Administration decisions denying, reducing or revoking benefits. He has accumulated a wealth of knowledge regarding the multiple medical impairments afflicting disability claimants and dealing with the medical profession to secure the...

Diane Tiveron is a Partner and the Chairperson of the Corporate & Business Law Department at Tiveron Law PLLC. With over 29 years of legal experience and a educational background in economics and business administration, Ms. Tiveron assists clients with business formations (sole proprietorship, partnership, corporations, and limited liability companies), acquisitions, sales or dissolutions, as well as the preparation of any commercial document/contract, ranging from an employment agreement to a lease. She counsels non-for-profit organizations on nonprofit law and governance, obtaining and maintaining tax-exempt status and 501(c) classifications. Ms. Tiveron also advises individuals and businesses with bankruptcy issues (Chapter...

Jeffrey Tyrpak, an Amherst native, attended Fordham University and obtained his BA in International Political Economy in 2010. In 2013, he earned his JD at UB Law School with a concentration in Finance Transactions.

He started practicing law at a small firm in New York City before returning home and joining our team in December of 2016. While working in New York City, Mr. Tyrpak handled litigation in federal court regarding collective bargaining agreements and ERISA for employee benefit funds. He also worked on government compliance matters under the Affordable Care Act and ERISA.

Currently, Mr. Tyrpak resides in HoganWillig's Real Estate...

In law school, Mr. London specialized in taxation and after graduation joined a large firm in Buffalo where his practice emphasized tax planning for businesses, individuals and estates. Mr. London established his own practice which over the years grew through referrals from clients, accountants and lawyers. His business clients are both small and large U.S. and Canadian companies and credit unions. "When clients have had unusual challenges I have often been able to fashion unique solutions which enabled a transaction to occur. I believe it is not sufficient for a lawyer to tell a client why something can't be done...

Pia Perfetto is an associate attorney at HoganWillig, primarily focusing her practice in the Corporate and Business Practice Group. Ms. Perfetto is also a member of the litigation team who initiated numerous constitutional challenges pertaining to the State of New York’s COVID-19 governmental restrictions. Ms. Perfetto graduated from Canisius College and the University at Buffalo School of Law in 2016 and 2019, respectively. Prior to joining HoganWillig as an attorney, Ms. Perfetto clerked with the firm’s Litigation Practice Group, was a legal intern for the Kinship Care Legal Services Program with the Center for Elder Law and Justice, and worked for...

Jeffrey M. Johnstone is Of Counsel in Tully Rinckey PLLC’s Rochester office, where his practice is concentrated in estate planning, trusts, estate administration. He is admitted to practice in New York and Florida, in addition to the U.S. Court for the Western District of New York, the U.S. Court of Appeals for the Second Circuit and the U.S. Tax Court. Prior to joining Tully Rinckey, Jeffrey was an equity Partner with Harris, Chesworth, O’Brien, Johnstone & Welch, LLP. Upon graduating from law school, Jeffrey became associated with the Rochester, New York, firm of Nixon, Hargrave, Devans & Doyle (now the national law...

J. Michael Kelleher graduated cum laude from St. Bonaventure University with a B.A. in 1967, and received his legal education at the University Of Notre Dame, graduating in 1970. Mr. Kelleher was Town Justice for the Town of Lancaster from 1975 to 2014 and is Senior Counsel at Tiveron Law since joining the firm in 2011. Mr. Kelleher has focused his practice in commercial and residential real estate as well probate, estate planning, and corporate law since 1970. He is a member of the Real Estate and Estate Practice and Procedure Committees of the Erie County Bar Association. Mr. Kelleher has lectured...

Jonathan D. Schechter is a shareholder attorney with Gross Shuman P.C. in Buffalo, New York. His practice and experience includes business counseling and corporate law, commercial real estate and financing, estates, trusts, taxation and cross-border and business tax planning. Using his in-depth knowledge of tax law, he assists owners of both publicly traded and closely held businesses with their legal needs as well as their personal estate planning. Jonathan provides day-to-day counsel and representation to publicly traded companies, small business enterprises, charter schools and not-for-profits on a wide variety of legal matters. He prides himself in providing services to clients...

Ariel A. Bauerle is a litigation attorney practicing in HoganWillig’s Business, Estate Planning and Matrimonial & Family Law departments. She brings with her a wealth of legal knowledge as a student attorney working for the Family and Women’s Rights Clinic in Buffalo, representing clients in family law issues, including custody, visitation, and support cases. As well as court room experience while serving as a Judicial Intern in Erie County Court.

While receiving her J.D. at the University at Buffalo School of Law, Ms. Bauerle was the Vice President of the Domestic Violence Task Force, a contributing editor for the Buffalo Public...

Kenneth Kraus helps individuals and families prepare their estate plan, including Wills, asset protection Trusts, Supplemental Needs Trusts (SNTs), Powers of Attorney and Health Care Proxies. He also assists with the probate process including the preparation of income, fiduciary, gift and estate tax returns and the sale of real estate. In addition, Ken works with families to help them understand the complexities of long-term care financing, including Medicare, Medicaid, home care and nursing home planning. Given the ever-changing estate and income tax laws and the increasing concern of special needs and long-term care planning, Ken’s depth and breadth of experience...

Katherine Liebner is a shareholder attorney with Buffalo-based Gross Shuman P.C. Her practice areas include estate planning, estate and trust administration, and labor and employment law. Katherine received her J.D. from the University at Buffalo and is admitted to practice before all New York State Courts, Florida State Courts, the federal district courts for the Western District of New York, the Northern District of New York, the District of Colorado and the United States Tax Court. Katherine was named to Buffalo Business First’s inaugural 30 under 30 class in 2012 and selected as a Super Lawyers Upstate New York Rising...

Stephen R. Silverstein concentrates his practice in the areas of estate and disability planning, estate administration, guardianships and elder law.

He is a graduate of the University of Rochester and the State University of New York at Buffalo School of Law. He is a former bank trust officer, where he worked on administration of estates, trusts and employee benefit plans.

Mr. Silverstein is a member of the Bar Association of Erie County Surrogate’s Court Committee and serves as the Committee’s Recording Secretary. He is also a member of the Bar Association of Erie County Elder Law Committee and...

Konst Law provides real estate, divorce, personal injury, corporate and business legal services.

As a Senior Associate at Tully Rinckey, PLLC, Christine is part of the Family and Matrimonial Law group, where she focuses on divorce and child custody cases. She brings a wealth of knowledge and experience in family and matrimonial matters, working as both a private practitioner and public defender. She is also a member of the Tully Rinckey Trust and Estates group, representing persons with a wide variety of estate planning and directives.

Before joining Tully Rinckey, Christine spent 10 years as a Court Attorney and Referee to the Hon. Patricia Gallaher, acting state Supreme Court Justice and Family Court Judge...

Marreana LaMorticella is an attorney who focuses her practice in HoganWillig’s Corporate and Business Law, Estates, Estates Planning & Elder Law and Real Estate Law departments. Ms. LaMorticella graduated from Niagara University and Syracuse University College of Law. While receiving her J.D. at Syracuse University College of Law, Ms. LaMorticella was part of the Intellectual Property Law Society, Entertainment & Sports Law Society, and Corporate Law Society. Prior to joining HoganWillig as an attorney, Ms. LaMorticella worked as a Law Clerk for Rich Products Corporation. Amongst many accomplishments, Ms. LaMorticella was a Student Attorney for Wohl Family Veterans Legal Clinic and a...

Practicing since 1991 in Binghamton, Owego, Ithaca, Cortland, Norwich, Broome County, Tioga County, Tompkins County, Chenango County, Delaware County, and Susquehanna County, Pennsylvania, as well as remotely via the internet.

Particularly interested in planning to minimize the erosion of assets due to common threats that we all face, such as incapacity, long term care costs, nursing home expenses, how to distribute your estate, keeping legacy camps in the family, planning for a disabled child, income and estate taxes, probate, and creditors claims.

Jerry has been practicing law for over 30 years and concentrates his practice in the areas of real estate, trusts & estates and business law. Mr. Antetomaso previously worked with the firms of Culley Marks et al. and Pettig, Overbeck and Reid and most recently operated his own practice for over 22 years. As a complement to his work as an attorney, Jerry has extensive experience in dispensing business counsel. From daily operational matters to long term succession issues, his focus is on maximizing value and mitigating complexity. He endeavors to help clients identify what is important to them and...

Michael T. Dwan is principal of The Law Offices of Michael T. Dwan. Mr. Dwan handles Real Estate transactions, Estate Planning and Criminal Defense. Mr. Dwan is one of the top trial lawyers in Erie County.

Mr. Dwan is the son of longtime Judge and trial attorney Timothy J. Dwan.

Mr. Dwan received his undergraduate degree from Niagara University, and received his J.D. from the University of Buffalo Law School. He has also served as an adjunct criminal justice professor at Erie Community College and is frequently asked to be a guest lecturer at the University of Buffalo.

Donald Fox practices in the areas of real estate, trusts and estates and business related issues. He also has a busy practice in the area of not-for-profit organizations and serves as counsel for churches, fire departments and numerous other community organizations. Don counsels extensively with the firm’s business clients in all areas of contracts, leasing and business transactions. His extensive background in tax gives him a unique understanding of complex business issues from multiple perspectives. This skill also permits an in-depth analysis in the area of estate planning. In the face of many public policy uncertainties, Don’s in-depth knowledge...

A native Rochesterian, Mark grew up in Penfield, New York. After attending Bishop Kearney High School, Mark pursued a bachelor's degree in political science at the University of Rochester. While attending the U of R, Mark competed nationally within the University Athletic Association conference for the school's indoor and outdoor Track and Field teams, where he was named the team's field captain for his leadership. In his junior year, Mark was accepted into an accelerated 3-2 program for the school's top ranked Public Policy Analysis Program. Mark's master's thesis was a well-received study on the effects of political action committee...