Lavelle & Finn, LLP was founded to provide specific
legal services to clients in a small, personal and efficient atmosphere.
No multiple overhead, no international affiliates
or esoteric specialists - just excellent client service in a friendly,
productive office where everyone knows who you are.
Expertise. Our professionals combine creativity and advocacy with
financial analysis and business acumen to satisfy all of your legal
needs.
Reasonable Fees. A small group of highly motivated professionals,
devoted to specialized counseling can deliver the highest quality
services in a timely manner for a reasonable fee. It is that simple.
We don't waste your time or money or our resources on anything but
our areas of expertise.
Attorney-Client Privilege. Every conversation, workpaper, memo
and letter produced in connection with the rendering of legal services
is absolutely protected from disclosure to anyone. Confidentiality
is assured by our profession and the dedicated members of our firm.
John H. Lavelle and Martin S. Finn formed Lavelle & Finn, LLP,
in 1991 to serve the tax and estate planning needs of individuals,
small business owners, executives and professionals.
A substantial part of the Firm's practice includes advising other
professionals on the tax implications of proposed transactions such
as business formation and restructuring, partnership and shareholder
agreements, real estate transactions and wealth preservation and
trust planning.
JOHN H. LAVELLE, attorney and certified public accountant, is a founding partner of the law firm Lavelle & Finn, LLP. Prior to forming the Latham, N.Y. law firm, Mr. Lavelle was a shareholder in a large regional accounting firm. Mr. Lavelle has a diverse client base of successful families, private companies, entrepreneurs, professionals, investors and executives. He concentrates on family business formations and tax-advantaged sales of companies and major assets, estate planning and tax reduction, drafting of wills, trusts and related documents, income tax matters and charitable planned giving. His practice also includes estate administration and probate, family entity operations and consulting, wealth protection and preservation, and taxpayer representation for income tax, estate tax and other tax matters.
Mr. Lavelle is a graduate of Bentley College in Waltham, Massachusetts, and holds Bachelor of Science Degrees in Accounting and in Public Administration. He has a Juris Doctor from the University of Georgia School of Law and a Master of Laws (LL.M.) in Taxation from New York University School of Law. An author of numerous tax articles in national and local publications, Mr. Lavelle is a frequent speaker and seminar leader on the topics of estate planning and family business counseling. He is a member of the American and New York State Bar Associations, The Estate Planning Council of Eastern New York, The American Institute of Certified Public Accountants, and the New York State Society of Certified Public Accountants.
Mr. Lavelle serves as: First Vice President and a director of The Community Foundation for the Capital Region, Inc. and former chairman of its professional advisory committee; a Trustee and Executive Committee member of WAMC Northeast Public Radio, and chairman of its Gift Advisory Committee; an advisor to The Chocolate Thunder Marching and Dance Band Youth Development Program, Inc.; formerly served as the long-time President and Chairman of the Board of Directors of The Albany Symphony Orchestra, Inc., the treasurer of L=Ensemble du Musique, a nationally renown chamber music group and a director of the Bethlehem Chamber of Commerce; and a current member of The Bethlehem, Albany-Colonie, and Rensselear Chambers of Commerce. Mr. Lavelle recently founded the White Collar Cruisers (Bikers with Briefcases) motorcycle group for Capital Region business owners.
Please refer to attorney
profiles for Mr. Lavelle's complete biography.
Martin S. Finn, CPA, LL.M.
MARTIN S. FINN, an attorney and certified public accountant,
is Managing Partner of the Firm. His expertise includes personal
and corporate tax planning, state and local tax planning and
estate and business succession planning including wills and
trusts. A major part of Marty's practice involves counseling
elderly clients and their families on tax and legal issues
such as asset preservation, maximizing wealth, governmental
programs (e.g., Medicare and Medicaid) and disability planning
including use of durable powers of attorney, living trusts,
health care proxies and living wills.
Marty holds a Bachelor of Business Administration Degree from
Siena College, a Juris Doctor from Albany Law School, and
a Master of Laws in Taxation from New York University School
of Law.
Please refer to attorney
profiles for Mr. Finn's complete biography.
Associate Attorneys
Jennifer L. Allinson
Amy L. Earing
Of Counsel
Arkley L. Mastro, Jr.
Michael P. Mullaney
Legal Assistants/Paralegals
Judi A. Bloomingdale
Judy A. Boivin, CPS
Shari L. Buthfer, Senior Paralegal
Mary E. Cole, Tax Compliance Manager
Bea Erglis
Jennifer K. Meyer
Julie M. Morin, Senior Paralegal
Susan E. Robecki, Senior Paralegal
Cathy Robertson
Christine T. Sullivan
Administrative Staff
Carol A. Allison, Administrative Assistant
Jean M. Butensky, Office Manager & Director of First Impressions
Tiffani A. Filien, Executive Secretary
Mary K. Ibbetson, Chief Operating Officer
Kelly M. McGuire, Office Assistant
Susan B. Moran, Director of Marketing
Melissa Nozkowski, Office Assistant
Kristin Wernig, Law Clerk
We welcome your interest in Lavelle & Finn, LLP and encourage
you to learn more about our unique Firm and our attorneys by exploring
our website. If you would like more information on how we can bring
our expertise to bear in managing your estate planning needs or
your businesses' legal issues, please contact us.
29 British American Boulevard Latham, NY 12110-1405
Phone (518) 869-6227 or Fax (518) 869-0572 Oneonta Office:
22-26 Watkins Ave.Oneonta, NY 13820
Phone: 607-432-3333
E-Mail lf@lavelleandfinn.com
copyright 2005 Lavelle & Finn. LLP All
Rights Reserved
