Karen Schaefer 
Attorney Profile
| Position: |
Partner
Member of the law firm's Management Committee
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| Legal Services: |
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Estate Planning |
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Business Succession Planning |
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Elder Care Planning |
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Trusts and Estate Administration |
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Business and Corporate
Law |
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| Education: |
Albany Law School (J.D.,
1979)
Michigan State University (B.A., 1976)
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| Admissions: |
New York State Bar
U.S. District Court, Western District of
New York
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Trust and Estate Planning Services
Ms. Schaefer represents clients in developing
a comprehensive estate plan, which balances financial
and tax implications with family and business
realities and objectives. She counsels her clients
on all aspects of trusts and estates matters such
as:
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Administering Trusts and Estates |
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Elder Law issues |
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Estate, gift and income tax
planning |
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Preparation of Wills, Trusts
(including Revocable Living Trusts and a variety
of Irrevocable Trusts), Durable Powers of
Attorney, Health Care Proxies and beneficiary
designations |
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Planning for disability, including
Medicaid planning and formation of Supplemental
Needs Trusts |
| |
Pre-nuptial and Post-nuptial
Agreements |
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Estate plan design |
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Family limited partnerships
and limited liability companies |
Business Law Matters
Ms. Schaefer counsel business owners in addressing
the myriad of legal issues facing the business,
including:
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Succession
Planning |
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Financing Transactions |
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Tax Planning |
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Mergers and Acquisitions |
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Formation
and structuring of business entities
including corporations and limited liability
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Ms. Schaefer is committed to developing the best
personal and business plan for her clients to
meet their individual needs and objectives. She
believes the key elements in this process are
good communication, a strong knowledge base and
a skilled understanding of the business and the
needs of the business owner.
Ms. Schaefer's Design a Plan for the Future of Your Business article in the April 14, 2008 issue of Country Folks. Read the article.
Professional Affiliations
Ms. Schaefer is presently a member of the following
professional organizations:
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Monroe County
Bar Association, where she has served as Chair
of the
Trusts and Estates Executive Council and is
now serving on the Business
Law Council. |
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New York State
Bar Association |
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Estate Planning
Council of Rochester, where she has served
on its Executive Council |
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Greater Rochester
Association of Women Attorneys |
She has also been a speaker for numerous professional
organizations, as well as community groups including
public libraries, educational institutions, adult
education programs, financial planning and alumni
groups, and church and community organizations.
Community Service
Ms. Schaefer is a member of the Board of Directors
of the Norman Howard School Foundation, Inc.,
which supports the Norman Howard School, an independent
school for children with developmental disabilities.
She is past President of the Board of Trustees
of the School and served on its Executive Committee
and Strategic Planning Committee. She is also a member
of the Board of Directors of Encompass: Resourse for
Learning where she serves as Secretary and Treasurer.
Lacy Katzen LLP
Attorneys at Law
Phone: 585.324.5718; Fax: 585.269.3068;
TTY: 585.454.1315
E-Mail: kschaefer@lacykatzen.com
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Lawrence
J. Schwind 
Attorney Profile
| Position: |
Partner
Resident Partner of the Greece and Hilton
Offices
Member of the law firm's Management Committee
Chairperson of the Litigation Practice Group
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| Practice Areas: |
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Divorce and Family Law |
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Wills and Estate |
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Real Estate |
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Municipal Law |
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General Legal Services |
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| Education: |
Dartmouth College (A.B. cum laude, 1979)
State University of New York at Buffalo Faculty of Law and Jurisprudence (J.D., 1982) |
| Admissions: |
New York State Bar (1983)
U.S. District Court, Western District of New York (1983) |
As resident partner responsible for the operation of the firm’s Greece and Hilton satellite offices, Mr. Schwind maintains a general legal practice, providing professional services and counsel on a wide variety of legal matters. Mr. Schwind devotes a substantial portion of his practice to domestic and family law matters, including divorce and separation, prenuptial and postnuptial agreements, paternity, custody, visitation and child support matters, PINS petitions, guardianships and adoptions. Mr. Schwind represents clients in residential real estate transactions, business and contractual matters, estate matters and the preparation of Wills, Powers of Attorney, Health Care Proxies and similar life-planning documents. Mr. Schwind also maintains an active Municipal Law practice as attorney for the Village of Hilton and the Hilton-Parma Fire District.
Mr. Schwind sits on the Management Committee of the law firm and is the chairman of the firm’s Litigation Department. He is the resident partner responsible for the operation of the firm’s Greece and Hilton satellite offices and actively participates in many administrative and operational committees of the firm. Mr. Schwind is a member of both the Monroe County Bar Association and New York State Bar Association.
Lacy Katzen LLP
Attorneys at Law
Downtown: Phone: 585.454.5650;
Fax: 585.269.3007; TTY: 585.454.1315
Greece: Phone: 585.225.2470; Fax 585.269.3067
Hilton: Phone: 585.392.2990; Fax 585.269.3007
E-Mail: lschwind@lacykatzen.com
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David
E. Anderson 
Attorney Profile
| Position: |
Partner
Resident Partner of the Charlotte Office
Chairperson of the Trusts & Estates Practice
Group |
| Legal Services: |
|
|
Trusts
and Estates |
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|
Estate Planning |
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Elder Law |
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Real
Estate |
| |
Municipal
Law |
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General
Practice |
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| Education: |
Albany Law School (J.D., 1975)
State University of New York at Oswego (B.S.,
1968) |
| Admissions: |
New York State Bar
U.S. District Court, Western District of New
York |
Trusts and Estates Services
Mr. Anderson represents clients in developing
a comprehensive estate plan, which balances financial,
legal and tax implications with personal and family
goals and objectives. He counsels his clients
on all aspects of trusts, estates and elder law
matters:
|
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Estate Planning |
|
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Medicaid/Assets
Protection Planning |
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Guardianships |
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Trust and Estate
Administration |
Professional Affiliations
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Monroe County
Bar Association |
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New York State
Bar Association |
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National Academy
of Elder Law Attorneys, Inc. |
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Estate Planning
Council of Rochester Inc. |
Lacy Katzen LLP
Attorneys at Law
Phone: 585.324.5715; Fax: 585.269.3001;
TTY: 585.454.1315
E-Mail: danderson@lacykatzen.com
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