Main Menu Main Content
  • New York
  • U.S. Tax Court

B.S.B.A., magna cum laude, Bucknell University

J.D., cum laude, University at Buffalo School of Law

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, and is regularly retained by other law firms and institutions (including banks, financial advisory firms, and insurance companies) to advise them on complex estate and trust issues.

As an extension of his work with medical professionals, Nate works closely with the Firm’s Health Law Practice Group to counsel clients on various health law matters, including contractual and compliance matters.

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 splits his time between the firm’s New York City, Buffalo, and Toronto offices.


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


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