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.
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.
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.
Principal Attorneys
Keith M. Goldstein Steven G. Thomas Jennifer L. Allinson
Senior Associate Attorney
Amy Earing
Of Counsel
William M. Harris
Arkley L. Mastro, Jr.
Michael P. Mullaney
Dean M. Coon, Retired
Associate Attorney
Edward J. Martin
Robert P. Barrowman
Legal Assistants/Paralegals
Judi A. Bloomingdale, Senior Paralegal
Judy A. Boivin, CPS, Paralegal
Shari L. Buthfer, Senior Paralegal *Enrolled to practice before the Internal Revenue Service
Mary E. Cole, Tax Compliance Manager *Enrolled to practice before the Internal Revenue Service
Sandra Dalzell, Paralegal
Bea Erglis, Paralegal
Lindsey P. Gatta, Legal Assistant
Sarah E. McLellan, Paralegal
Julie M. Morin, Senior Paralegal
Susan E. Robecki, Senior Paralegal
Cathy Robertson, Paralegal
Jolyn C. Sweet, Paralegal
Administrative Staff
Carol A. Allison, Administrative Assistant
Jean M. Butensky, Office Manager
Ronda E. Farley, Receptionist
Tiffani A. Filien, Executive Assistant
Mary K. Ibbetson, Chief Operating Officer
Michelle T. Ryan, Tax Assistant
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.
