3 Lavelle & Finn - About The Firm
 




Philosophy
Standards
History
Partners
Attorney & Partner Profiles
The L&F Team
Join Us


Philosophy

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.

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Standards

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.

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History

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.

The Firm's principal practice areas include:

  • ESTATE PLANNING & ELDER LAW
  • ASSET PRESERVATION
  • ESTATE ADMINISTRATION & PROBATE
  • CORPORATE & GENERAL BUSINESS COUNSELING
  • MERGERS, ACQUISITIONS & VENTURE CAPITAL
  • BUSINESS SUCCESSION
  • INCOME TAX PLANNING & COMPLIANCE
  • COMMERCIAL REAL ESTATE

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.

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Partners

John H. Lavelle, CPA, LL.M.

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.

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The L&F Team
Partners
John H. Lavelle
Martin S. Finn

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

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Join Us


To inquire about employment opportunities at Lavelle & Finn, LLP, please contact us.

Contact Us

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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.

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Albany office
29 British American Boulevard Latham, NY 12110-1405
Phone (518) 869-6227 or Fax (518) 869-0572

Saratoga Office:
188 Church St., Saratoga Springs, NY 12866
Phone (518) 584-6300 or Fax (518) 584-5673

E-Mail lf@lavelleandfinn.com

 


copyright 2005 Lavelle & Finn. LLP All Rights Reserved