Lucy focuses her practice on estate and trust planning and administration, Medicaid planning and guardianship matters. She has helped individuals and families over the span of 15 years.
Lucy proudly assists the advancement of her clients’ estate planning goals—whether simple or complex. She has extensive experience in the preparation of wills, revocable and irrevocable trusts, and advance directives, and regularly counsels clients regarding Medicaid planning and asset preservation.
In addition, Lucy represents both fiduciaries and beneficiaries in numerous aspects of estate and trust administration and guardianship matters.
Lucy enjoys a multistate legal practice, holding professional licenses in both New York and Florida.
20 Under 40 Emerging Leaders, Northern NY Business Magazine, 2012
Education & Admissions
Education
University of Miami School of Law, J.D., 2005
State University of New York at Buffalo, B.S., 2000
Admitted to Practice
New York
Florida
Experience
Representative Matters
Preparation of estate planning documents
Medicaid planning advisement and eligibility assistance
Representation of fiduciaries and beneficiaries in estate administration matters, including will contests, accounting proceedings and kinship establishment
Representation of trust fiduciaries and beneficiaries in administration and accounting matters
Representation of clients in legal guardianship matters in New York State Surrogate’s Court and New York State Supreme Court
Presenter, “Planning for Medicaid and Preservation of Assets,” Phillips Lytle Breakfast Briefing, February 2024
Moderator, “Planning for the Business Owner: Start to Finish,” Western New York Estate Planning Council, October 2023
Presenter, “Estate Planning,” New York State Teachers’ Retirement System (NYSTRS) Pension and Retirement Education Program (PREP), August 2023
Presenter, “Key Estate Planning Concepts and Considerations for the Young and Young-at-Heart,” Financial Planners Association (FPA) of Western New York, June 2023
Activities & Professional Associations
Professional Associations
Bar Association of Erie County
Elder Law Committee
Practice and Procedure in Surrogate’s Court Committee
Estate Analysts of Western New York, Inc.
Florida Bar Association
New York State Bar Association
Elder Law & Special Needs Section
Trust & Estates Law Section
Niagara County Bar Association
Western New York Estate Planning Council
Women’s Bar Association of the State of New York, WNY Chapter
Co-Author, “Medicaid Planning to Preserve the Primary Residence,” Buffalo Business First, December 2022
Co-Author, “Probate and Administration of New York Estates,” Chapter 8 – Administering the Estate, Second Edition, New York State Bar Association, 2022
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