Courtney J. Donahue Tasner Co-Presents Case Study to the Western New York Estate Planning Council
December 8, 2021 | Press Releases
BUFFALO, N.Y. – Courtney J. Donahue Tasner, Partner and member of Lippes Mathias LLP’s Trusts and Estates Practice Team, co-presented a case study to the Western New York Estate Planning Council alongside Brian Pearson of Valuation Advisors, LLC.
The presentation analyzed Michael Jackson and Britney Spears; two entertainment superstars whose legal battles included estate tax battles and publicized guardianships, highlighted important lessons for estate planning related professionals, and provided procedural steps to being placed under a guardianship in New York State.
Courtney J. Donahue Tasner has extensive experience working with a variety of clients and families on estate planning matters. She partners with financial advisors and tax professionals in the area to ensure her clients’ estate plan is thorough and appropriate for each individual client. Such plans range from foundational estate planning with Last Will and Testaments, Health Care Proxies and Power of Attorney documents, to more advanced planning with trust documents for a variety of complex planning needs including long term care planning. Ms. Donahue Tasner also works jointly with other practitioners whose clients require planning with government-approved Supplemental Needs Trusts.
About Lippes Mathias LLP
Lippes Mathias is a full-service law firm with more than 135 attorneys serving clients regionally, nationally, and internationally. With offices in Buffalo, Albany, Rochester, and New York, N.Y.; Greater Toronto Area; Chicago, Ill.; Jacksonville, Fla.; and Washington, D.C., the firm represents publicly and privately-owned companies, private equity and venture capital firms, real estate developers, financial institutions, municipalities, governmental entities, and individuals.
Year after year, Lippes Mathias is proud to be recognized by The Best Lawyers in America®, U.S. News - Best Lawyers®, Super Lawyers and Chambers USA.
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TRUSTS & ESTATES