Practice Areas

Legal Notes

April 2010

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In This Issue

2010 and beyond: estate planning in an uncertain tax environment
The impact of estate tax repeal.

Beneficiary designations for retirement plans, life insurance and IRA's

Client service and our phone system

The law and the "cloud"

Contempt proceedings, a useful technique in enforcing a money judgment

John T. Refermat named partner at Lacy Katzen LLP

Robin Folts rejoins Lacy Katzen LLP as an attorney

Personal injury? Trust our personal approach

News of the firm

Dan Bryson will Chair the Municipal Law Committee of the Monroe County Bar Association beginning in the Fall of this year.

Tim Muck co-chaired a December 2009 session of the Monroe County Bar Association Business Law Council titled: "Business Law Nuts & Bolts: Operating & Selling a Business."

On February 10th, Tim Muck and Terry Emmens gave a seminar to financial advisors at a large insurance company on the status of the existing federal estate tax law changes and the challenges the changes presents to our clients.

Terry Emmens gave a seminar to a group of financial advisors and broker dealers regarding elder law and the lawful asset protection strategies available to our seniors should they enter a nursing home.

Peter Rodgers spoke at the Evidence Institute sponsored by the Monroe County Bar Association. He also chaired a seminar sponsored by the New York State Bar Association on "Prosecuting and Defending Medical Malpractice Claims.

Peter has been selected by The American Trial Lawyers Association as a "Top 100" Trial Attorney in New York State. Selection is based upon superior qualifications, leadership and reputation.

Karen Schaefer will address tax and trusts and estates issues for the Monroe County Bar Association in April 2010. Karen Schaefer was appointed Chair of the Governance Committee of Educational Enterprise of New York, Inc.

Introducing Lacy Katzen LLP's new website

Lacy Katzen, LLP has a new website. There are numerous changes that we have incorporated into the website located at www.lacykatzen.com. Take a few moments and browse it. Our goal in launching the new website is to better define the scope of our legal services. We added a search engine that allows you to search the hundreds of substantive pages, understand the range of legal services we provide and connect directly with the attorneys who can best answer your questions. We added our newsletters and other legal articles. We highlight the many satellite offices we use to serve our clients, including our newest in Batavia. Come visit us!