Individuals and Families
Industry Team

As a full-service law firm, Harris Beach recognizes the importance of meeting all the legal needs of our clients. We have extensive experience representing individuals and families, as well as corporate clients.

We offer a wide range of personal legal services including:

Trusts, Estates, and Wills

We help clients determine their estate planning objectives and work to achieve those goals with a minimum tax liability. Our attorneys have considerable experience in planning for generation skipping transfer taxes, estates and gift taxation, charitable gift options, Medicaid qualification, and trusts. We represent beneficiaries and fiduciaries in estate and probate litigation, including will contests.
Contacts: Audrey Patrone Peartree, Barbara R.H. James

Small Business Succession Planning

We help owners of closely held businesses preserve and control corporate assets. We also help them transfer control of their business, if necessary. We provide a full range of administrative services, including probate of wills, preparation of estate tax returns, and settlement of estates.
Contact: Thomas E. Willett

Family Law

Our attorneys handle all areas of family law, including separations, divorces, custody, and premarital agreements. We also have extensive experience with equitable distribution of property, including business interests, professional licenses, pensions and profit-sharing plans. We work with our corporate and tax departments to fully anticipate and manage the impact any proceedings may have on a client's financial position.
Contact: Donald J. Martin

Civil Litigation

Our attorneys have extensive experience representing plaintiffs in all types of civil litigation cases, including fraud, unlawful interference with contracts, and defamation cases.
Contact: A. Vincent Buzard

Criminal Law

We represent clients at all stages of criminal proceedings, from investigations, pretrial negotiations, grand jury proceedings, through trial, if necessary. Our attorneys handle everything from lesser criminal charges against an individual or an organization to complex criminal matters, including antitrust, criminal tax matters, RICO prosecutions, criminal environmental charges, and securities fraud.
Contact: Thomas A. DeSimon

Tax Planning

We regularly provide tax planning services for transactions as diverse as sales of residences, intra-family transfers, investment activities, and tax considerations in divorce, employment, or retirement planning.
Contact: Edward D. Bloom

Criminal and Civil Taxes

Our attorneys represent clients in Internal Revenue Service and New York State Department of Taxation audits as well as criminal investigations or the assertion of civil monetary penalties.
Contact: Anthony P. Marshall

Residential Real Estate

We help our clients through all stages of a residential real estate transaction, from negotiating a contract to the examination of title and representation at closing. We handle all administrative details, including redating the abstract of title and survey to the property, preparing the deed and other necessary documents, and preparing closing statements.
Contact: Bradlee W. Townsend

Real Estate Controversies

We represent clients in foreclosure actions, easements, tax assessment proceedings, condemnation actions, and zoning appeals. In the event of litigation, we handle actions that can include quiet titles, partitions, landlord-tenant disputes, and mechanic's liens.
Contact: Bradlee W. Townsend

Mortgage Refinancing

Our QuikClose℠ service allows borrowers to quickly and efficiently refinance an existing mortgage without paying an attorney fee. Instead, borrowers pay a significantly lower administration fee plus disbursements, and a reduced rate on title updates.
Contact: Bradlee W. Townsend

Following is a list of relevant informational resources you may find valuable:

  • Civil Litigation
  • Criminal and Civil Taxes
  • Criminal Law
  • Family Law
  • Mortgage Refinancing
  • Real Estate Controversies
  • Residential Real Estate
  • Small Business
  • Succession Planning
  • Tax Planning
  • Trusts, Estates, and Wills