Trust and Estate Planning, Estate Tax Planning, and Trust and Estate Administration Services Mary concentrates her practice in the areas of estate and tax planning, and estate and trust administration. She works with clients in developing and structuring their estate plans, and effects the planning with preparation of Wills and trusts, beneficiary designation formats, powers of attorney, health care decision documents, family partnerships and limited liability companies. She counsels clients on methods of incorporating charitable giving into their estate plans to achieve family goals, and to achieve tax advantages. She assists business owners in succession planning and implementation of their plans.
Mary’s civic affiliations include Member, Board of Directors of Sojourner Development Corporation and Member and President of Monica Housing, LLC; Member, Board of Directors of Cracker Box Palace at Alasa Farms, Inc.; Member and Secretary, Board of Directors of the Highland Park Conservancy; Planned Giving and Endowment Committees of several local not-for-profit corporations; and Committees of the Rochester Area Community Foundation.