Business Details
31 Years
experience
Estate Planning & Elder Law Services in Upstate New York
With over 25 years of dedicated experience in estate planning, trusts, and elder law, our firm provides tailored legal solutions designed to protect your legacy and future. Our practice combines deep expertise in complex legal and tax matters with a commitment to personalized service, ensuring every plan aligns with individual client goals. We serve clients across Upstate New York, from Albany to the Adirondacks, offering confidential consultations and strategic guidance. Our team has handled hundreds of estates and trusts, earning recognition for problem-solving excellence and ethical standards. As active members of professional organizations like the National Academy of Elder Law Attorneys and the New York State Bar Association, we maintain a reputation for trusted counsel.Our focus extends beyond legal documents to comprehensive wealth management, including asset protection, business succession planning, and real estate matters. We prioritize accessibility through convenient office locations and house calls for those with mobility challenges. Backed by Martindale-recognized expertise and a client-centered philosophy, we deliver authoritative representation rooted in local community engagement.
Services
Estate Planning
Trust Administration
Elder Law
Business Succession
Probate Litigation
Details
- Year established: 1995
Highlights and features
- We offer 25+ years of specialized experience in estate and trust law.
- Our team provides tailored solutions for complex tax and asset protection needs.
- We maintain Martindale-recognized legal excellence and ethical standards.
- Our practice serves clients from Albany to the Adirondacks regionally.
- We combine technical expertise with personalized, confidential consultations.
Associations and certifications
- Martindale
- National Academy of Elder Law Attorneys
- New York State Bar Association
Services
Estate Planning
Comprehensive estate planning services including wills, revocable and irrevocable trusts, and healthcare directives. We help clients protect assets while addressing tax implications and family needs. Our approach combines legal expertise with personalized strategies for wealth preservation.
Trust Administration
Full-service trust administration covering creation, funding, and settlement processes. Our team handles fiduciary accountings, beneficiary communications, and tax compliance for both simple and complex trust arrangements across Upstate New York.
Elder Law
Specialized elder law services focusing on Medicaid eligibility, long-term care planning, and guardianship matters. We help families navigate the five-year lookback period and develop asset protection strategies for seniors in Upstate New York.
Business Succession
Custom business succession plans for corporations, LLCs, and partnerships. Our services include ownership transfer strategies, buy-sell agreements, and tax-efficient transition frameworks to ensure continuity for Upstate New York businesses.
Probate Litigation
Representation in contested estate matters including will challenges and trust administration disputes. Our litigation team handles complex probate cases with a focus on resolving conflicts while protecting client interests across Upstate New York.
People
John C Mannix Jr Attorney
Attorney and Counselor at Law
Estate planning attorney with 25+ years experience handling trusts, estates, and elder law matters. Cornell and UNH Law School graduate. Member of National Academy of Elder Law Attorneys and New York State Bar Association. Serves on multiple community foundation boards.
Kathleen Mannix
Trust and Estate Administrator
MBA from Cornell with expertise in trust administration and estate settlement. Former Senior Manager at Dun & Bradstreet. Handles fiduciary accountings and estate tax compliance. Active in local nonprofit organizations including Saratoga PLAN.
Questions
What estate planning services do you offer?
We provide wills, trusts, powers of attorney, healthcare proxies, and tax planning strategies tailored to individual needs.
Do you handle trust administration?
Yes, we manage trust creation, administration, and settlement including fiduciary accountings and beneficiary counseling.
What elder law services are available?
Our elder law practice includes Medicaid planning, long-term care strategies, and special needs trust creation.
Can you assist with business succession planning?
We develop succession plans for LLCs, corporations, and partnerships including buy-sell agreements and ownership transitions.
Do you offer house calls for consultations?
Yes, we provide home visits for clients with mobility challenges in the Saratoga Springs area.
What areas do you serve?
We represent clients throughout Upstate New York from Albany to the Adirondacks region.
