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Bucknell University, B.S.B.A., Magna Cum Laude

University at Buffalo School of Law, J.D., Cum Laude

Nate, a second-generation estates and trusts lawyer, concentrates his law practice in all aspects of estates and trusts law. He helps a wide range of clients (primarily business owners, high-net-worth individuals and families, entertainers, managers and executives of investment firms, real estate developers and investors, and health care professionals) construct complex estate plans, often with a multi-generational, multi-jurisdictional (including international), and creditor protection focus. Nate also counsels fiduciaries and beneficiaries on all aspects of estate and trust administration, including contested matters.

Many of Nate's clients consider him an outside "general counsel," and seek his guidance on a variety of legal matters. If Nate is not the right person to handle a particular matter, he collaborates with other members of the Firm to get his clients the best possible advice. 

Nate takes a concierge approach to his practice. He regularly meets with clients outside of the normal workday, travels to their residences, social clubs, and more. He recognizes that his clients are busy people, and makes every effort to accommodate their schedules.

Nate authors the estate planning chapter of the publication Taxation of Distributions From Qualified Plans, a leading treatise on the issue of taxation of individual retirement accounts (IRAs) and 401(k)s that is published as part of Thomson Reuters' Checkpoint WG&L Tax Series. Nate is also a regular contributor to Canadian Tax Highlights.

Nate divides his time among the firm’s New York City, Buffalo, and Toronto offices.

Honors

  • Listed, Upstate New York Super Lawyers Rising Stars, 2015 - 2018

Presentations

Professional Associations

  • New York State Bar Association
  • Chair, New York State Bar Association International Estate Planning Committee
  • Vice Chair, New York State Bar Association Estate Administration Committee
  • Bar Association of Erie County
  • Financial Planning Counselors of Western New York

Community & Pro Bono

  • CMH Counseling Inc. board of directors