Serving The Capital Region For Over 30 Years
A Law Firm Built On Ethics
Integrity is the cornerstone of Lombardi Walsh Davenport & Amodeo, P.C. It informs every decision and client interaction.
Strategic Estate Planning And Administration Services
All New York residents should have an estate plan, regardless of their level of means or marriage status. At Lombardi Walsh Davenport & Amodeo, P.C., we have represented individuals, families and business owners in the Capital Region for over 30 years. We have the experience you need to create an estate plan that is customized to your unique situation and goals.
Our partners spend a significant amount of time with each client to thoroughly understand their circumstances before we create a personalized plan. We provide peace of mind that your long-term needs are taken care of.
Planning For Your Family And Your Business
Our lawyers offer thorough counsel whether you require a simple will or a complex business succession plan. We explain the financial and tax repercussions of your proposed plan and can assist with:
- Living wills
- Insurance trusts
- Special needs trusts
- Grantor retained annuity trusts
- Powers of attorney
- Advance directives for health care
- Medicaid planning
- Family limited partnership agreements
- Limited liability company operating agreements
- Estate administration
We will honestly assess your situation and advise you on your best course of action. We strive to protect your assets and ensure that you and your loved ones are prepared for any eventuality.
Review Your Plan On An Regular Basis
Estate plans are personalized to meet your current and predicted future needs. If your circumstances materially change, due to the birth of a child, death of a loved one, substantial change in assets, marriage, divorce or other major life events, your plan will need to be updated.
We advise reviewing your plan every five years to adjust for life events and changes to New York’s estate planning laws. We can update your plan to ensure that it works for you through all stages of life.
Contact Us To Discuss Your Options
If you need help with estate planning, business planning, estate administration or probate, Lombardi Walsh Davenport & Amodeo, P.C., can provide the knowledgeable support you need.