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MindyMenke

Of Counsel

"I'm committed to helping families plan for the future and providing them with the tools to handle the unknown."

Overview

Biography

Mindy primarily concentrates her practice on estate and trust planning, estate administration, elder law, special-needs planning, and asset protection. Her elder law practice includes asset-protection planning, crisis Medicaid planning, and planning to qualify for Aid and Attendance benefits for veterans. She also advises individual and fiduciary clients on federal and state estate- and transfer-tax issues.

Mindy routinely presents estate planning and elder-law workshops to the general public, financial advisors, and accountants, and conducts continuing education programs for CFPs and CPAs.

Bar Associations

  • New York State Bar Association, Trusts & Estates Law Section, Committee of the Elderly

Selected Memberships & Affiliations

  • Barclay Damon’s Women’s Forum
Experience

Representative Experience

  • Created and implemented a crisis Medicaid plan to preserve 65 percent of a client’s assets and to obtain Medicaid coverage.
  • Created and implemented an asset-protection plan using an irrevocable Medicaid trust.
  • Drafted first- and third-party supplemental-needs trusts to maximize pubic benefits while allowing clients to provide for their disabled child at their deaths.
  • Created and implemented an estate plan to minimize estate taxes using irrevocable life-insurance trusts, Delaware dynasty trusts, and gifting shares in a closely held corporation.
  • Successfully administered a complicated estate.

Prior Experience

  • Damon Morey LLP, Associate
  • Harris Beach PLLC, Associate

Selected Honors

  • Selected to Super Lawyers Upstate New York Rising Stars: Trusts & Estates, 2013-2017
Knowledge

Selected Publications & Media

Featured Media

Alerts

NYS Courts to Implement Early Mandatory Mediation

Alerts

Takeaways From the USDA Interim Final Rule on Domestic Hemp Production

Alerts

The SHIELD Act: Update

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