Special Needs Answers
Advanced Group Financial Services, LLC
Heather is the Vice President of AGFS and has been guiding clients in the financial services industry since 2004. She specializes in assisting families with Wealth Management, Financial Planning, Estate Planning, and Tax Planning.
Safe Harbor Wills and Trusts
Michelle Olevano recently joined our team, bringing experience in estate planning, Asset Protection/Medicaid Planning, Estate Administration, and Guardianship proceedings.
Wilcenski & Pleat PLLC
EDWARD V. WILCENSKI, Esq., is a co-owner and co-manager of the law firm of Wilcenski & Pleat, PLLC in Clifton Park, New York, midway between Albany and Saratoga Springs. He practices in the areas of Elder Law, Special Needs Planning, and Trust and Estate Administration.
Wilcenski & Pleat PLLC
Tara Anne Pleat practices in the areas of special needs estate planning and administration, traditional estate planning and administration, long-term care planning, and elder law.
Pierro, Connor & Strauss, LLC
Louis W. Pierro is the Founder and Principal of Pierro, Connor & Strauss, LLC, a law firm with offices in New York City, Albany, Long Island and additional locations, serving clients in the areas of Estate Planning, Estate and Trust Administration, Business Succession Planning, E... (read more)
Levene Gouldin & Thompson, LLP
Education A.B. Anthropology, College of William & Mary (1975) M.B.A., Finance, State University of New York at Binghamton (1977) J.D., magna cum laude, Albany Law School of Union University (1990) Admissions New York Bar (1991) U.S. District Court, Northern District of New York (... (read more)
Heather is the Vice President of AGFS and has been guiding clients in the financial services industry since 2004. She specializes in assisting families with Wealth Management, Financial Planning, Estate Planning, and Tax Planning. She holds an MBA with a concentration in Finance from SUNY Institute of Technology and a...
(315) *** ****
Michelle Olevano recently joined our team, bringing experience in estate planning, Asset Protection/Medicaid Planning, Estate Administration, and Guardianship proceedings. She graduated from Binghamton University with a Bachelor of Arts in Philosophy Politics and Law, and subsequently graduated with her Juris Doctor fr...
(315) *** ****
EDWARD V. WILCENSKI, Esq., is a co-owner and co-manager of the law firm of Wilcenski & Pleat, PLLC in Clifton Park, New York, midway between Albany and Saratoga Springs. He practices in the areas of Elder Law, Special Needs Planning, and Trust and Estate Administration. He is a graduate of Albany Law School, and re...
(518) *** ****
Tara Anne Pleat practices in the areas of special needs estate planning and administration, traditional estate planning and administration, long-term care planning, and elder law.
(518) *** ****
Louis W. Pierro is the Founder and Principal of Pierro, Connor & Strauss, LLC, a law firm with offices in New York City, Albany, Long Island and additional locations, serving clients in the areas of Estate Planning, Estate and Trust Administration, Business Succession Planning, Elder Law and Special Needs Planning....
(518) *** ****
Education A.B. Anthropology, College of William & Mary (1975) M.B.A., Finance, State University of New York at Binghamton (1977) J.D., magna cum laude, Albany Law School of Union University (1990) Admissions New York Bar (1991) U.S. District Court, Northern District of New York (1991) Pennsylvania Bar (2010) Pr...
(607) *** ****
