Associate Attorney, Lacy Katzen LLP Attorneys at Law
Nathan compassionately assists clients facing the inevitable challenges of aging, sickness, and death, by counseling clients on how to put the best estate plan in place for their needs. This involves guidance on what form of estate plan is most appropriate, whom to appoint as fiduciary of that plan (Power of Attorney Agent, Trustee, Executor), and what kind of property beneficiaries (children, grandchildren, charities, etc.) should receive after a person’s death. Over more than fifteen years in practice, Nathan has assisted many individuals and families with planning ahead for their incapacity and death through the effective drafting of Health Care Proxies, Living Wills, Last Wills, Powers of Attorney, Revocable and Irrevocable Trusts.
As part of planning for the elderly and disabled individuals, Nathan will also counsel clients on what public benefits may be available to help pay for a client’s long-term care. This often involves navigating the complex rules and regulations of the Medicaid program in New York, in order to preserve clients’ assets as much as possible, while still obtaining the Medicaid coverage needed to pay for their long-term medical needs.
After the passing of a loved one, Nathan assists the fiduciary (Trustee, Administrator or Executor) with the administration of that person’s estate, to ensure that the final wishes expressed in their estate planning documents are fulfilled. This process may involve the probate of a Last Will or other Court proceeding, which Nathan walks clients through with careful precision. Additionally, Nathan works tirelessly to advocate for clients who are beneficiaries of a decedent’s Estate, to make sure that such beneficiaries receive everything to which they are entitled.
A Western New York native, Nathan graduated summa cum laude from Canisius College with a dual major in political science and modern languages, before graduating magna cum laude from SUNY Buffalo School of Law in 2006. Nathan is licensed to practice law in New York State. Over his many years of practice in New York, Nathan has given several public and private seminars on various estate planning topics, including the proper preparation and use of Powers of Attorney, Wills, and Trusts, as well as effective methods of naming trusts as beneficiaries to IRAs.
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Instructional Method
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Advance Preparation
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153 Ratings
DWW
Jun 12th, 2023
Just an amazing high level view of going back to the questions of WHY!! I've been looking for a down and dirty, easy to understand class on an intro to trusts and this class was amazing! It even went back to the beginning of how they originally came about and that was super helpful just to see what they were originally used for and it gave me a bit more context for what problems that trusts solve today that how we can solve these problems through contracts! (Which apparently is what a trust is!) Highly, highly recommend!!
JE
Aug 28th, 2023
Handout should define the Trust Agreement is between which parties. Final Quiz question asks this, but I didn't see where it was ever defined.
BC
Dec 7th, 2023
Great webinar. Presenter knowledgeable and concise on the confusing topic of Trusts.
DW
Jul 15th, 2022
I had to log out and log back in because the screen was black
SF
Dec 19th, 2022
I now have a broader understanding of trusts.
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