Lee_Anthony

Anthony T. Lee

Partner

Tony’s clients regularly comment on the high quality service that he delivers, always with a very personal touch. Possessing a strong technical background with analytical skills, he translates the complexities of the law into sound practical advice. Tony believes that the key to successful and enduring client relationships is based on extremely good communications skills, which gives him the ability to explain complex legal concepts in ways that clients can understand and appreciate.

Tony has more than 25 years of experience in estate planning and administration, with a specific focus in tax consulting. His practice includes representation of individual clients in connection with estate and tax planning matters, including elder law and Medicaid planning. He also represents fiduciaries in connection with trust and estate administration. Tony also works in conjunction with our Closely Held Business practice to provide an integrated offering of family-owned business, estate and succession planning services.

Tony has served as Chair of the Monroe County Bar Association Trusts & Estates Section, and has been a frequent presenter at continuing legal education programs on estate planning and probate issues for the Monroe County and New York State bar associations.

PROFESSIONAL & CIVIC AFFILIATIONS

  • Member, Board of Trustees, The Nature Conservancy, Central and Western NY Chapter
  • Member, Board of Directors, American Diabetes Association, Rochester, NY Chapter
  • Professional Advisors Liaison Committee Member, Rochester Area Community Foundation
  • Member and Past Chair, Monroe County Bar Association Trusts & Estates Section
  • Member, Rhode Island Bar Association

HONORS & AWARDS

  • Selected by peers for inclusion in The Best Lawyers in America® for Elder Law; Trusts and Estates
  • Martindale-Hubbell DistinguishedSM Peer Review Rated

PRACTICE AREAS

ADMISSIONS

  • New York
  • Rhode Island

EDUCATION

  • New York University School of Law, LL.M., Taxation
  • Albany Law School, J.D.
  • Ithaca College, B.A., History

Tony’s clients regularly comment on the high quality service that he delivers, always with a very personal touch. Possessing a strong technical background with analytical skills, he translates the complexities of the law into sound practical advice. Tony believes that the key to successful and enduring client relationships is based on extremely good communications skills, which gives him the ability to explain complex legal concepts in ways that clients can understand and appreciate.

Tony has more than 25 years of experience in estate planning and administration, with a specific focus in tax consulting. His practice includes representation of individual clients in connection with estate and tax planning matters, including elder law and Medicaid planning. He also represents fiduciaries in connection with trust and estate administration. Tony also works in conjunction with our Closely Held Business practice to provide an integrated offering of family-owned business, estate and succession planning services.

Tony has served as Chair of the Monroe County Bar Association Trusts & Estates Section, and has been a frequent presenter at continuing legal education programs on estate planning and probate issues for the Monroe County and New York State bar associations.

PROFESSIONAL & CIVIC AFFILIATIONS

  • Member, Board of Trustees, The Nature Conservancy, Central and Western NY Chapter
  • Member, Board of Directors, American Diabetes Association, Rochester, NY Chapter
  • Professional Advisors Liaison Committee Member, Rochester Area Community Foundation
  • Member and Past Chair, Monroe County Bar Association Trusts & Estates Section
  • Member, Rhode Island Bar Association

HONORS & AWARDS

  • Selected by peers for inclusion in The Best Lawyers in America® for Elder Law; Trusts and Estates
  • Martindale-Hubbell DistinguishedSM Peer Review Rated

PRACTICE AREAS

ADMISSIONS

  • New York
  • Rhode Island

EDUCATION

  • New York University School of Law, LL.M., Taxation
  • Albany Law School, J.D.
  • Ithaca College, B.A., History
Lee_Anthony
Anthony T. Lee