About the Firm

Kevin H. Cohen

Kevin has extensive experience representing individual and corporate clients in all aspects of estate planning and administration. His experience ranges from small to multi-million dollar estates in both national and international venues.

He routinely drafts complex estate plans and all documents relating to the administration of estates including the preparation of federal and state gift and estate tax returns and fiduciary income tax returns. His practice includes defending those returns on audit.

Kevin is proficient in handling federal and multi-state gift, estate and generation-skipping taxes and all income tax matters. He is skilled in conducting litigation matters including objections to accountings, construction proceedings and contested probates. Kevin has served as an expert witness in intricate trusts and estates and tax litigation.

While Kevin represents major banks in complicated trust and fiduciary matters, he is also attentive to the needs of his individual clients. He counsels families in estate planning, long term asset protection, retirement planning, charitable giving, tax, Medicaid, guardianship and related elder law matters.

Kevin was the recipient of the prestigious Westchester Business Council Forty Under Forty award in 2006. This award recognizes individuals who are leaders in their field. In 2004 and 2005, Kevin served as an assistant adjunct professor at New York University's Center for Finance, Law and Taxation where he taught Federal Income Taxation of Trusts and Estates. Kevin is a frequent guest speaker on a wide array of trusts and estates and elder law topics and has lectured at major financial institutions, senior living facilities and to students at St. John's Law School. He frequently participates as a panelist and featured lecturer for numerous continuing legal education seminars sponsored by the New York State Bar Association and other organizations. Kevin serves on the Executive Committee of the Trusts and Estates Section of the Westchester County Bar Association and is a board member of the Melvin Yahr International Parkinson's Disease Foundation. He also serves as a member of a steering committee for the Westchester County Business Council.

Kevin started his career as a tax consultant for a Big Six accounting firm. Thereafter, he joined the trusts and estates department of a major Wall Street law firm as an associate. Prior to starting the Law Offices of Kevin H. Cohen, P.C. in 2003, Kevin headed the trusts and estates department of a prominent Westchester law firm where he also concentrated in the practice of elder law.

Kevin received his law degree from the Benjamin N. Cardozo School of Law (J.D., 1995) and graduated, cum laude, from the State University of New York at Albany (B.A., Business Administration, Concentration in Finance, 1992). He is admitted to practice law in New York, New Jersey and Connecticut. Memberships: New York State Bar Association, Westchester County Bar Association, Westchester Business Council

KCohen@estatelawny.com

Shari L. Soloway, Associate

Shari is a graduate of the Benjamin N. Cardozo School of Law (J.D., 1995). Her honors include a position as Notes Editor for the Cardozo Women's Law Journal. Shari received her undergraduate degree from Brandeis University (cum laude, B.S., dual major: History and American Studies, 1991). She is admitted to practice law in New York.

Shari is experienced in handling estate planning and administration. She drafts estate plans and all ancillary documents concerning advanced directives involving health care and financial decisions. She is acquainted with probate proceedings and guardianships.

Shari has represented individual, institutional and commercial clients in real estate matters. She is trained in drafting documents for real estate and corporate transactions involving institutional lenders and other commercial clients. She has conducted numerous real estate closings representing title companies, lenders, purchasers and sellers.

Shari also has a strong litigation background and has been responsible for litigation caseloads including drafting pleadings, motions, memoranda of law, briefs, and negotiating settlements.

Prior to her association with the Law Offices of Kevin H. Cohen, Shari was an associate in private practices that focused on trusts and estates, real estate, commercial litigation and corporate law. As counsel for a leading title insurance company in Manhattan, she was involved in all aspects of title insurance for residential and commercial real estate transactions. Shari also served as an editorial and writing consultant for a premier legal publishing company where she assisted in the production of CD Rom legal forms for use by trusts and estates and real estate practitioners.

SSoloway@estatelawny.com

Alexander J. Wooldridge, Associate

Alex joined the Law Offices of Kevin H. Cohen, P.C. as an associate in October 2007. Prior to joining the firm, Alex was on the legal staff of a large Manhattan law firm where he assisted with discovery for complex commercial litigation matters. Most recently, Alex was an associate for a Westchester County law firm where he concentrated in the practice of real estate law.

Alex has vast experience representing institutional lenders and conducting residential real estate closings. He is well versed in title insurance issues and preparing closing documentation. Alex is skilled in drafting memoranda of law, motions and pleadings. He is familiar corporate, bankruptcy and trade law.

Alex drafts detailed and comprehensive estate plans and all documents relating to the implementation of such planning. He attends court hearings, meets with clients to develop estate plans and is involved in all aspects of probate and administration proceedings.

Alex is fluent in French and is a graduate of McGill University (B.A., Political Science and History, 1998). He received his law degree from the Pace University School of Law (J.D., 2005) and is admitted to practice law in New York and Connecticut. Alex also received a Master of Arts in War Studies from Kings College, London, England in 1999.

AWooldridge@estatelawny.com

Patricia M. Marcello, Legal Assistant

Pat has over ten years of experience as a legal assistant. Pat's specialty is Medicaid planning and the preparation and submission of Medicaid applications. She is extremely well versed in asset protection and Medicaid rules. Pat is also involved in estate administration issues and drafts probate petitions, deeds and transfer documents.

Pat is well acquainted with the process of marshalling estate assets, fiduciary accountings and gift and estate tax returns. She is also responsible for preparing real estate transfer documentation with regard to Medicaid and estate planning.

Pat started with our firm in 2005. Prior to her tenure here, Pat worked for a well known elder law and trust estates law firm in Westchester County. Pat received her paralegal certificate from Mercy College. She is a graduate of Marymount College (B.A., Fine Arts) and has a Masters of Fine Arts from State University of New York at New Paltz.

PMarcello@estatelawny.com