Audrey counsels individuals and families on the transition of assets both during life and at death, whether it be the transfer or sale of a family owned business, the administration of a trust or an estate, or creating documents which govern the disposition of assets such as wills, revocable trusts, pre-nuptial agreements and irrevocable trusts. She incorporates into each transition plan strategies and techniques to minimize estate taxes and income taxes.
Audrey also counsels corporate fiduciaries concerning the administration and construction of wills and trusts as well as provides advice concerning strategies to limit their liability in fulfilling their fiduciary responsibilities.
She counsels not-for-profit corporations as beneficiaries of bequests and gifts with respect to the management and administration of the assets received.
Audrey began her legal career as deputy chief counsel to the Reagan-Bush ’84 National Campaign Committee. She then served as a deputy associate director of the Presidential Personnel Office in The White House, where she assisted with the evaluation of candidates for presidential appointment to the Departments of Commerce, Treasury and Justice, and evaluation of candidates for appointment to the federal judiciary. Prior to joining Harris Beach, Audrey was a partner of Peartree & Peartree LLP in Rochester, New York.