Underberg & Kessler LLP
The secret of successful estate planning and probate law is communication, trust, and always looking out for the client’s current and future best interests. A partner in our Estates and Trusts Practice Group, Tony brings this philosophy to his work with both individuals and businesses, whether it’s estate and gift tax planning, estate and trust administration, or Medicaid planning.
Tony has participated as an invited speaker at New York State and Monroe County Bar Association continuing legal education programs geared toward estate planning and probate attorneys.
Prior to joining the firm, Tony was an attorney at Nixon Peabody LLP where he was a member of the Private Clients Group and focused on estate planning and financial planning. In addition, Tony was employed for many years in the private banking industry where he gained significant experience in the areas of estate and trust administration.
He is admitted to practice both in New York and Rhode Island and is a member and past chairman of the Trusts and Estates Section of the Monroe County Bar Association. He is also a member of the Trusts and Estates Section of the New York State Bar Association, a member of the Estate Planning Council of Rochester, and a member of the Professional Advisors Liaison Committee of the Rochester Area Community Foundation. In addition, Tony is a member of the Board of Directors of the Rochester Chapter of the Alzheimer's Association, and the Board of Trustees of the Central and Western New York Chapter of the Nature Conservancy.
Tony is a graduate of Albany Law School and received his LL.M. (Masters) in Taxation from the New York University School of Law in 1985.
Anthony T. Lee
Partner
Rochester, NY
Tel: 585-258-2846
Fax: 585-258-2821
alee@underbergkessler.com
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Practice Area(s)
Estates & Trusts
Education
Albany Law School of Union University, J.D., 1983
Ithaca College, B.A., 1978
Articles
Medicaid Planning Alert
