[WSBAPT] Upstate (ideally) NY estate planning attorney

[Sarah Dion]

Thank you!


Sarah Jael Dion (she/her)
Attorney, Trusts and Estates Practice


[cid:image001.png at 01DA82B4.57BEFEF0].

1700 7th Avenue, Suite 2100
Seattle, WA 98101-1360
(206) 388-5005

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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Lewis, Amy C.
Sent: Friday, March 29, 2024 2:48 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Upstate (ideally) NY estate planning attorney

Sarah,
              I have had good experiences with this attorney and law firm:  Eric W. Penzer - Farrell Fritz, P.C.<https://www.farrellfritz.com/attorney/eric-w-penzer/>  His office is in Uniondale - not sure of the geography, but outside NYC.  He looked at a very small probate matter for me a couple of years ago.  Recently one of his colleagues helped a client of mine with a real estate issue, and their fees were less than mine somehow even though he did the drafting and I just reviewed it.



Amy Lewis, Attorney
Pronouns she/her/hers
[cid:image002.png at 01DA82B4.57BEFEF0]
909 A Street, Suite 600 | Tacoma, WA 98402
phone 253.572.4500 | fax 253.272.5732 | www.eisenhowerlaw.com<http://www.eisenhowerlaw.com/>
From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> <wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com>> On Behalf Of Sarah Dion
Sent: Friday, March 29, 2024 8:13 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] Upstate (ideally) NY estate planning attorney

Happy Friday!

Does anyone know of a great estate planning attorney in upstate NY? Could be in the city but whole estate is about $3mm so trying to avoid NYC prices.

Thanks!

Sarah Jael Dion (she/her)
Attorney, Trusts and Estates Practice


[cid:image001.png at 01DA82B4.57BEFEF0].

1700 7th Avenue, Suite 2100
Seattle, WA 98101-1360
(206) 388-5005

NOTICE: This communication and the information contained within, along with any items attached as an enclosure, are privileged and confidential. This communication is intended solely for the use of the individual(s) named above. If you are not one of the intended addressees or you believe you may have received this communication in error, you are hereby notified that any consideration, dissemination or duplication of this communication is strictly prohibited. In addition, you shall not print, copy, retransmit, disseminate, or otherwise use this information in any form without first receiving specific written permission from the author of this communication. If you have received this communication in error, please reply to the sender indicating that fact and delete this message from your system immediately.

IRS CIRCULAR 230 DISCLOSURE: To ensure compliance with IRS requirements, we inform you that any advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.



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