Professional Experience

Elder Law; Medicaid, Nursing Home & Asset Protection Planning; Estate Planning; Estate Administration; Elder Care Planning; Trust and Estate Planning; Guardianship Planning; Planning for People with Disabilities; Estate Litigation; Real Estate

Elder Law and Asset Protection Services
Terry helps seniors and their children develop and implement strategies to protect assets when one or both seniors are in a skilled nursing home, or are likely to need nursing home care. For 17 years, the Elder Law and Medicaid Planning Practice Group Terry created has dedicated itself to managing the asset protection plans he and the other attorneys in the practice group create, to assure that each Medicaid application is prosecuted properly. Terry and his team use a variety of strategies that include outright gifts, Medicaid permitted trusts, supplemental needs trusts, loans, annuities, Powers of Attorney, Wills and deeds to accomplish these goals. Terry’s team prepares each Medicaid application, appears at each Medicaid interview, reviews and gathers every single document necessary to prosecute a Medicaid application, and reviews each Medicaid determination to make sure each case is properly opened.

Trust and Estate Planning, and Estate Administration Services
Terry also prepares documents essential to everyone, including Wills, Trusts, Powers of Attorney, Health Care Proxies, as well as the documents necessary to probate an estate and related administration services, or work with families to avoid probate where appropriate.

Prior Experience

Prior to joining Lacy Katzen, LLP in 1992, Terry was a Judicial Law Clerk to the Honorable Francis G. Conrad, United States Bankruptcy Judge for the Southern District of New York from May 1991 to August 1992.

Professional and Community Affiliations

  • Monroe County Bar Association

  • Chair of the Lawyers Concerned for Lawyers Committee

  • Monroe County Bar Association Elder Law Committee

  • National Association of Elder Law Attorneys

  • New York Bar Association

  • New York Bar Association Lawyers Assistance Program

  • Secretary on the Board of Governors at Monroe Golf Club and on its Executive Committee

  • Member of the Estate Planning Counsel of Rochester

  • Monroe County Bar Association Executive Counsel for the Trust and Estate Section

  • Elder Care counselor for the Volunteer Legal Service Project

Education

  • Vermont Law School (J.D., 1991)
  • George Washington University (B.A., 1986)

Admissions

  • New York State Bar
  • United States District Court, Western District of New York
  • United States Bankruptcy Court, Western District of New York

Honors

Personal

Terry resides in Pittsford, New York, with his wife and two children. He enjoys playing golf, Nordic skiing, back country skiing, reading and traveling with his family.