Swan Lake Estate Planning Lawyers

Adam’s practice is concentrated in wills, trusts, estate planning, sophisticated tax planning and generation-skipping transfer planning for high net-worth families, as well as elder law planning. Adam also advises fiduciaries in administering estates and trusts, including the preparation of estate and gift tax returns. Further, he represents fiduciaries and beneficiaries in estate and trust litigation in the Surrogate’s Court. Finally, he represents taxpayers who need a tax lawyer, either for tax consulting or to assist with tax disputes of many different aspects with the Internal Revenue Service (IRS) and New York State (NYS). ? In addition to being an attorney...

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...

Former Wall Streeter with many years of experience in Finance and Business Management. The skills developed there have translated into a great edge in zealously representing legal clients.

Gerard Glass graduated from St. John's University School of Law, Queens, New York in 1984 and thereafter joined the Suffolk County Attorney's Office. He was elected to the Suffolk County Legislature and served two terms representing the 13th Legislative District covering the Lindenhurst and Babylon areas. At the age of 26, although the youngest member of the Legislature, Mr. Glass served as the leader of the majority caucus. In 1987, Mr. Glass joined the firm of Glass, Lazio & Glass as managing partner. The firm was renamed Glass & Glass in 1992 when Rick Lazio was elected to the United...

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.

I founded this law firm to provide my clients with creative, personalized legal services. Hiring my firm means that your case or transaction receives exclusive, undivided attention. You will never deal with paralegals or junior attorneys. The same attorney personally takes your calls, answers your questions, and attends all court proceedings.

Michael joined Gold and Gold in September 2021 after his family decided to move back to Western New York from the Adirondacks. Prior to this, Michael had nearly 20 years experience in the area of Medicaid Planning, Elder Law and Estate and Trust planning working for one of the State’s premier elder law and special needs law firms. In June 2022, Michael joined as a partner with Michael A. Gold to form Gold and Dezik, Attorneys at Law. “After being locked indoors for two-years, it became obvious that being close to family was paramount, especially with our two young...

I currently focus my practice in HoganWillig’s Estate Planning & Elder Law department. I practice in areas of probate estates, estate planning, trusts and guardianship law. Prior to joining HoganWillig, I practiced in the areas of medical malpractice defense and workers’ compensation defense law. I received my Juris Doctor degree in 2012, Magna Cum Laude, from the State University of New York at Buffalo. Before law school, I was an executive with a workflow software firm in Rochester, New York. Honors & Awards 2011 Niagara International Moot Court, editor and writer for 2nd place winning brief...

With an impressive career roster, and a recognized leader in the local community, the other principal attorney at Voelkl Law is Jeffrey F. Voelkl, Esq., LL.M. His experience in New York State law is an asset to every one of the Voelkl Law clients. Voelkl is a member of the New York Bar Association, Erie County Bar Association, Volunteer Lawyers Project, Aid to Indigent Prisoners Society, New York State Defenders Association, Admission to Bar Committee, Young Lawyers Committee, and Justice Court Committee. He was also elected as Village Justice for the Village of Williamsville (2003) and was appointed Acting Justice of...

Daniel A. Jimenez's primary areas of practice are Estate Planning, Estate Litigation, Special Needs Planning and Guardianship. He handles a wide range of complex matters affecting the disabled and senior communities. Daniel has spoken in front of the public and fellow attorneys on many occasions regarding Guardianship and the importance of putting the appropriate lifetime planning devices in place for the benefit of special needs children. Daniel is a graduate of Touro College, Jacob D. Fuchsberg Law Center. In 2005 Daniel was selected as a Legal Fellowship winner by the Association of the Bar of the City of New York. Daniel is...

Barbara M. Pizzolato, P.A., is committed to offering you the kind of personalized, customized legal services you expect and deserve. With 28 years of experience in a multitude of jurisdictions and practice areas, Ms. Pizzolato has mastered the tools and strategies inherent in proper estate planning, allowing her to effectively address the legal issues affecting you, your loved ones and your business. In addition, Ms. Pizzolato is dedicated to forging strong personal relationships with her clients. She will work with you in a collaborative way to guide you through difficult and complicated personal and business matters, and work tirelessly...

Mr. Falcone has extensive knowledge in estate planning for families of all ages and all income levels, Medicaid Asset Protection for seniors, Special Needs planning for disabled individuals, and Guardianships for incapacitated people. He is well-versed in the preparation and submission of Medicaid applications for both nursing home care and community-based home care all over New York State. He also prepares and executes simple and complex wills and trusts for his clients. Mr. Falcone is a New York State Certified Guardian, Court Evaluator and Attorney for a Guardian. Mr. Falcone is also accredited to practice before the Department of Veterans...

I have been in practice for over 35 years and have handled matter sin various areas of practice including Family law, Divorce, Wills and Estate administration, Real estate closings and Criminal/traffic. I am very responsive to clients needs and pride myself on following through and keeping in contact with my clients and ensuring they are satisfied with the result.

Frank Ventre, principal attorney, is a local lawyer who will provide personal service when you call the office. You will speak directly with Mr. Ventre and not handed down to a lower level associate. He is a graduate of the Syracuse University College of Law with Juris Doctor Degree; admitted to the New York bar in 1965. A member of New York State and American Bar Associations. Admitted to practice in South Carolina; the Federal Court in the Northern District of New York and the United States Supreme Court. Mr. Ventre served as special trial counsel to the City...