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Estate Planning Law Center David J Zumpano CPA/Esq

Estate Planning Law Center David J Zumpano CPA/Esq

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Opens soon at 9:00 AM
Utica, NEW YORK

About

Saunders Kahler, L.L.P., founded in 1974, is a trusted law firm serving the Utica, NY, and surrounding areas. With a strong focus on the needs of their clients, they offer comprehensive legal services in various areas of law. Over the years, they have built a reputation for their high-quality service and commitment to client satisfaction.

Rheinhardt and Bray, P.C., established in 2006, is a premier Elder Law and Estate Planning firm serving Ilion, NY, and surrounding areas. The firm offers a range of services, including Crisis Medicaid & Long term Care Planning, Estate Planning, Guardianships, and Estate Administration. Partner Chris Bray is a past chair of the NY State Bar Association's Elder Law & Special Needs Section and a regular speaker on Elder Law topics.

Estate Planning Law Center David J Zumpano CPA/Esq, founded in 2000, is a leader in Asset Protection and Elderlife™ planning strategies in New Hartford, NY. They are passionate about helping families protect their lifetime of assets from government, nursing homes, lawsuits, or other predators. Their UNIQUE simplified approach offers options to meet your goals.


Highlights

26 years in business
Serves Utica, NEW YORK

Payment methods

Cash, Check, Credit Card

Social media


Location and hours

Estate Planning Law Center David J Zumpano CPA/Esq

185 Genesee St # 1400
Utica, NEW YORK 13501
Wed
Thu
Fri
Sat
Sun
Mon
Tue
9:00 AM – 5:00 PM
9:00 AM – 5:00 PM
9:00 AM – 3:00 PM
Closed
Closed
9:00 AM – 5:00 PM
9:00 AM – 5:00 PM

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Resume

Work Experience

Attorney
Wallace and Wallace
2013 - Present
Attorney
Sadler Law Firm, LLP
2011 - 2013
Town Attorney
Town of Herkimer
2018 - Present
Town Attorney
Town of Litchfield
2018 - Present
Partner
Rheinhardt and Bray, PC
2006 - Present
Assistant Corporation Counsel
City of Rome, New York
2020 - Present
Estate Planning Attorney
Rheinhardt and Bray, P.C.
2019 - Present
Estate Planning Attorney
Hilton Estate & Elder Law, LLC
2015 - 2019
Partner, Associate & Of Counsel
Saunders Kahler, LLP
2006 - 2014
Corporation Counsel
City of Rome, NY
2002 - 2006
First Assistant Corporation Counsel
City of Rome, NY
1996 - 2002
Owner
Estate Planning Law Center
2004 - Present

Education

St. Mary's University
2011
Albany
Syracuse University College of Law
Southern Methodist University
2008
Syracuse University
California Western School of Law
Albany Law School
2005
Syracuse University
2000
Brooklyn Law School
1988
Albany Law School
American University
1978
State University of New York College At Buffalo
1976
Le Moyne College
1997
Syracuse University College of Law
University At Buffalo
Syracuse University College of Law
Albany Law School of Union University
1995
State University of New York, College at Potsdam
1991
New York Law School
Cornell Law School
Cornell University
Bowdoin College
1983
University of Virginia School of Law
Vermont
University of Connecticut School of Law
Syracuse University College of Law
Florida Coastal School of Law
Cornell
University of Virginia School of Law
Vermont Law School
Syracuse University College of Law
1992
LeMoyne College
1987
George Mason University
Syracuse Univ. College of Law
Syracuse University College of Law
University of Virginia School of Law
Cornell Law School
University of Connecticut School of Law
Syracuse University College of Law
Syracuse University College of Law
Law
1992
LeMoyne College
1987
Syracuse University College of Law
Brooklyn Law School
Law
1988
American University
1978
State University of New York College At Buffalo
1976
Bowdoin College
1983
University of Virginia School of Law
Vermont Law School
Albany Law School
Syracuse University College of Law
Cornell Law School
Cornell University
University At Buffalo
New York Law School
State Univ of New York SOL
Alfred Univ
Cornell
Syracuse University College of Law
Albany Law School
Law
2005
Syracuse University
Managerial Law and Public Policy
2000
New England School of Law
Vermont
Albany Law School of Union University
Law
1995
State University of New York, College at Potsdam
1991
George Mason University
Albany

Associations & Affiliations

Oneida County Bar Association
Member
Northern Appalachian Landman's Association
Member
Independent Oil & Gas Association
Member
American Association of Professional Landmen
Member
State Bar of Texas
Member
Energy and Mineral Law Foundation
Member
New York State Bar Association
Member
New York State Bar Association, Elder Law Section
Past Chair
Herkimer County Chamber of Commerce
Board of Directors
Herkimer County Bar Association
Treasurer
National Academy of Elder Law Attorneys (New York chapter)
Member
National Academy of Elder Law Attorneys
Member
New York State Bar Association, Trusts and Estates Law Section
Member
City of Rome Bar Association
Member
Oneida County Bar Association
Member
Rome Area Chamber of Commerce
Member
Peacemaker Program, Inc.
Volunteer
Ilion Community Club
Member
New York State Bar Association, Elder Law Section
Member
New York State Bar Association
Member
Herkimer County Bar Association
Member
Ilion AYSO
Volunteer Coach
New York State Bar Association, Elder Law Section
Chair
New York State Bar Association, Elder Law Section
Chair-Elect
New York State Bar Association, Elder Law Section
Vice Chair
New York State Bar Association, Elder Law Section
Secretary
New York State Bar Association, Elder Law Section
Treasurer
Oneida County Bar Association
Past President & Board of Directors
City of Rome, New York Bar Association
Director
State of New York
Notary Public
Oneida County Bar Association
President
Oneida County Bar Association
2nd Vice President
Oneida County Bar Association
Director
Oneida County Bar Association
Director
City of Rome, New York Bar Association
President
City of Rome, NY Bar Association
Vice President
New York State Bar Association
Member, House of Delegates
New York State Bar Association
Editor-In-Chief, Young Lawyer Magazine
National Academy of Elder Law Attorneys
National Network of Estate Planning Attorneys
American Academy of Estate Planning Attorneys
American Association of Attorney-Certified Public Accountants
Ohio State Bar Association
New York State Bar Association
Oneida County Bar Association
Florida Bar
Member

Publications

Rome Daily Sentinel
2020
Syracuse Law Review
Irrevocable Pure Grantor Trusts: The Estate Planning Landscape has Changes
2010
Quantum Press publication
Giving: Philanthropy for Everyone
2002
The Digest (Syracuse)
What Hard Work Giveth, the Nursing Home Taketh Away: Asset Preservation under Medicaid
1994

Speaking Engagements

2021 Summer Meeting - Manchester, VT
Elder Law Case Update
2021
Medicaid Lookback Rules and Planning - East Syracuse, NY
Asset Conversion from Non-Exempt to Exempt
2018
Medicaid Lookback Rules and Planning - East Syracuse, NY
Lookback Period and Qualifying Asset Transfers Rule
2018
Estate Administration from Start to Finish
2017
NYSBA Elder Law and Special Needs Section Fall Meeting
2016
Protecting Assets While Qualifying for Medicaid
Crisis Medicaid Planning and Assistance
2015
NYS Ombudsman Program Training
Advanced Directives/Nursing Home Resident Situations
2015
Mitchell Rabbino National Healthcare Decisions Act
Advanced Directives
2015
Herkimer County Teachers Retirement Seminar
Estate Planning/Advanced Directives
2015
Denny's In Rome, Holiday Inn in Utica, and Denny's in Rome
2015
Mitchell Rabbino National Healthcare Decisions Day
Advanced Directives
2014
Disability Planning
The Basics of Special Needs Planning
2014
Protecting Assets While Qualifying for Medicaid
Crisis Medicaid Planning and Assistance
2013
Estate Trust and Elder Law Update
Elder Law Case Update
2013
Society of Financial Service Professionals
Inherited IRAs Not Protected Supreme Court Rule
2015

Services offered

Estate Attorney
Probate Attorney
Personal Injury Lawyer
Wills And Estate Planning