Richard concentrates his practice in estate planning, probate estate and trust administration, wealth preservation and asset protection strategies, wealth transfer and business succession planning, private foundations, and charitable giving. He also advises clients on estate, gift, and generation-skipping transfer tax issues.
Richard has extensive experience in drafting and implementing wills, revocable and irrevocable trusts, family holding companies, grantor trusts, residence trusts, private family foundations, and charitable remainder and lead trusts for his clients and for other professionals in the accounting, financial planning, and legal fields.
Richard represents middle income and high-net worth individuals and families, closely held business owners, and publicly traded company executives and has vast experience counseling and planning for their unique situations involving a broad range of personal and family needs and intentions. He also represents individual and corporate executors and trustees in estate and trust administration matters, as well as beneficiaries of estates and trusts.
He maintains a practice in general corporate and business law, including the sale and purchase of businesses and business interests, the implementation of recapitalization and buy-sell planning, the development and management of corporate governance policies and procedures, the preparation of shareholder and operating agreements, and the guidance of directors and officers. He works closely with his clients to handle corporate and tax matters ranging from choice of business structure and operation issues to the succession, transfer, sale, and liquidation of the business.
- Duke University, A.B., 1987
- University at Buffalo School of Law, J.D., 1990
- New York
- New York State Bar Association
- Florida Bar Association
- Erie County Bar Association
- Damon Morey LLP, Special Counsel
- Harris Beach PLLC, Of Counsel