Professional Experience

Nathan compassionately assists clients facing the inevitable challenges of aging, sickness, and death, by counseling clients on how to put the best estate plan in place for their needs. This involves guidance on what form of estate plan is most appropriate, whom to appoint as fiduciary of that plan (Power of Attorney Agent, Trustee, Executor), and what kind of property beneficiaries (children, grandchildren, charities, etc.) should receive after a person’s death. Over more than a decade in practice, Nathan has assisted many individuals and families with planning ahead for their incapacity and death through the effective drafting of Health Care Proxies, Living Wills, Last Wills, Powers of Attorney, Revocable and Irrevocable Trusts.

As part of planning for the elderly and disabled individuals, Nathan will also counsel clients on what public benefits may be available to help pay for a client’s long-term care. This often involves navigating the complex rules and regulations of the Medicaid program in New York, in order to preserve clients’ assets as much as possible while still obtaining the Medicaid coverage needed to pay for their long-term medical needs.

After the passing of a loved one, Nathan assists the fiduciary (Trustee, Administrator or Executor) with the administration of that person’s estate, to ensure that the final wishes expressed in their estate planning documents are fulfilled. This process may involve the probate of a Last Will or other Court proceeding, which Nathan walks clients through with careful precision.

After graduating UB Law, Nathan started his career in a small general practice firm in Buffalo, New York, before coming to the Rochester and Finger Lakes area in 2008 to work as a legal editor with the publisher Thomson West. During this time, Nathan continued his active practice of law in the areas of estate planning, estate administration, family law, and residential real estate, until leaving Thomson West in 2016 to focus more exclusively on estate planning law. Over the years, Nathan has given several public and private seminars on various estate planning topics, including the proper preparation and use of Powers of Attorney, Wills, and Trusts.

Professional and Community Affiliations

  • Member of the New York State Bar Association

  • Member of the Monroe County Bar Association

  • Member of the Ontario County Bar Association

  • Deputy Regional Proctor for the Western District of the Free & Accepted Masons of the State of New York

  • President of the Board of Trustees of Enkyoji Buddhist Temple of Rochester

Education

  • Canisius College (B.A., Summa cum laude, 2003)
  • SUNY at Buffalo School of Law (J.D., Magna cum laude, 2006)

Admissions

  • New York State Bar

Personal

Nathan is a native of Western New York, and currently lives with his wife and two kids in the Village of Bloomfield. While the kids keep him fairly busy, in his free time Nathan also enjoys bicycling around trails in Ontario County, meditation, reading, and fixing up their old house.

Email Nathan

* Required Fields

  • By submitting this form, I acknowledge that I have read and agree to the terms and conditions in the Disclaimer