Legal Notes
August 2011
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In This Issue
Changes to Federal Estate and Gift Tax Laws Expand Planning Opportunites
Lacy Katzen Represents Patients Injured by Healthcare Negligence
New Associate Joins Lacy Katzen
News of the firm
- Lisa Arrington was the guest speaker at two recently sold out elder law seminars sponsored by the Commonwealth Financial Group, also locally known as "The Money Doctors". Hosted by Chuck LaRocco of Commonwealth Financial Group, the "Dispel the Myth of Medicaid" seminars were attended by more than 200 people and focused on medicaid planning and asset protection. Lisa has also appeared on "The Money Doctors" popular Sunday morning radio talk show on radio station 1180 WHAM.
- John Refermat recently lectured at a continuing legal education seminar for the Monroe County Bar Association, entitled "Nuts and Bolts of an Article 7 Proceeding, Challenging a Tax Assessment". Dan Bryson, Chairman of the Bar Association's Municipal Law Group chaired the panel discussion.
- As part of the firm's commitment to give back to the community, Lacy Katzen recently collected food and cash donations for two local organizations to assist in the fight against hunger. The firm delivered more than 30 bags of
groceries to the Rochester Family Mission plus a check totaling $896 to the Rochester Foodlink Chapter. The donations were the result of volunteer efforts of attorney Jennifer Chadwick and staff including Marianne Bailey and Kerry Vargulick.
- Matthew Ryen has been honored with the 2011 JCC's Young Leadership Award, "who has exhibited personal
commitment, strong leadership qualities, and dedicated involvement in the Jewish Community Center of Greater Rochester and its programs". Matthew Ryen has recently become a Trustee of the Max Adler charitable foundation.
- Mark Stein has been appointed to the Board of Directors for the Commercial Lawyers Conference, Inc. This organization is part of the New York Creditor's Bar Association founded in 1964. The Board is active in its involvement of creditor rights' issues and the pursuit of interests of collection attorneys practicing within the state. The organization is based on Long Island.