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DanielleKatz

Associate

"Providing personalized attention to each client allows me to help them reach their goals in an efficient manner. "

Overview

Biography

Danielle primarily concentrates her practice on corporate transactions as well as trusts and estates work. She leverages her experience from the Syracuse University College of Law tax clinic and her work in the financial services sector to advise clients on both the legal and financial aspects of transactions.

A Toronto native, Danielle greatly appreciates the unique aspects of different corporate arrangements and cultures involved in each company. She enjoys researching and writing about financial issues that affect corporations as well as how regulations affect corporate decision making.

In addition to her own practice, Danielle serves as a member of the firm's Associate Integration Committee.

Bar Associations

  • American Bar Association
  • New York State Bar Association

Selected Memberships & Affiliations

  • Barclay Damon Women's Forum
Experience

Representative Experience

  • Represented a major Central New York landmark in regard to its permanent financing.
  • Represented a company in its financing and acquisition of a major pasta company.
  • Represented a Canadian telecommunications engineering and construction firm regarding its formation of a US investment and holding vehicle.
  • Represented a solar project developer in obtaining a credit facility from the New York Green Bank for developing a solar energy project.
  • Represented a buyer in their $1.4 million acquisition of a company developing medical sterilization devices.

Prior Experience

  • Vontobel Securities Ltd. and Vontobel Swiss Wealth Advisors AG, Summer Legal Intern
  • Syracuse Low-Income Tax Clinic, Student Attorney
  • MSCI Inc., Summer Legal Intern

Selected Honors

  • Best Lawyers: Ones to Watch in America®: Corporate Law, 2024; Tax Law, 2024
  • Selected to Super Lawyers Upstate New York Rising Stars: Business/Corporate, 2021–2023
  • New York State Bar Association Business Law Section Annual Law Student Writing Competition, Third Place, 2018

Featured Media

Alerts

OMIG's Abbreviated Self-Disclosure Process: What Providers Need to Know

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Massachusetts High Court Ruling Raises Standard of Care, Stakes for Broker-Dealers

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New York State Passes Law Barring Employers From Mandating Employee Attendance at Captive Audience Meetings

Alerts

Second Department Declines to Expand Scope of Arons

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NYS DOH Issues New Notice Requirement for Facility Fees

Alerts

Massachusetts Proposes Adoption of 2022 UCC Amendments for Hybrid Transactions

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