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Audrey Peartree
D: (585) 419-8710  
apeartree@harrisbeach.com

Audrey Patrone Peartree

  Member

Legal Teams Leader -  
Wills, Trusts and Estates
(585) 419-8710
  apeartree@harrisbeach.com
“Individuals planning for the transfer of their estates or the succession of their businesses need a strategist and a counselor. As a strategist I fashion solutions out of a complex and fluid legal landscape. As a counselor I apply those solutions to my clients’ families and business relationships.”
Profile
Representative Matters
Professional and Civic
Areas of Experience
Admissions
Education
Location
Publications and Events

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.

Professional and Civic

  • Nativity Preparatory Academy, member of the board, chair of Governance Committee
  • Estate Planning Council of Rochester, member, former member of the board
  • Foundation of the Monroe County Bar Association, former president of the board, past chair of the Grants Committee, and worked to create a Legacy Society
  • Greater Rochester Association for Women Attorneys, member, past president of the board
  • Monroe County Bar Association, member of the Trusts & Estates Section, past chair of the Trusts & Estates Executive Council and former member of the Fee Arbitration Committee
  • New York State Bar Association (NYSBA), member, former Seventh District Representative to the Executive Committee of the Trusts & Estates Law Section
  • Women’s Bar Association of the State of New York, member, former co-chair of the Trusts & Estates Committee

Served as a member of numerous not-for-profit boards, including Our Lady of Mercy High School, of which she was chair; St. Bernard’s School of Theology and Ministry; Camp Stella Maris and Seton Catholic School.

Recognition

  • Best Lawyers, Litigation – Trusts and Estates, since 2022
  • Rochester Business Journal, Women of Excellence Award, May 2019
  • Greater Rochester Association for Women Attorneys, Hanna S. Cohn Mentoring Award, May 2018
  • Best Lawyers, Trusts and Estates, since 2018
  • Super Lawyers, Estate Planning and Probate, 2017 – 2019

Admissions

Florida

New York

U.S. District Court, New York - Western District

George Washington University Law School

JD 
1983

Trinity College

BA 
1980

Location

Rochester, NY Office
Saratoga Springs, NY Office
Insights
October 21, 2022

Retirement Accounts: Much Needed Clarity Regarding the 10-Year Rule

New changes to the Internal Revenue Code have introduced new rules altering the RMD rules for plan participants and their beneficiaries
May 4, 2022

Welcome to our Wills, Trusts and Estates Blog

Welcome to the Harris Beach Wills, Trusts and Estates blog! Our team of trusted attorneys will use this blog to share vital information abou
October 12, 2021

Updated Powers of Attorney Law Takes Effect

On June 13, 2021, a long awaited update to New York’s law on Powers of Attorney (“POAs”) took effect with the primary goal(s) of simplificat
News
December 16, 2021

Harris Beach Expands Statewide Wills, Trusts and Estates Practice with New Attorneys

Attorneys Brendan Ewing, Christina Suits and Ryan Belanger have joined the growing Harris Beach Wills, Trusts and Estates team, focused on a
June 16, 2021

Harris Beach Expands Statewide Wills, Trusts and Estates Practice with New Attorneys

Attorneys Brendan Ewing and Christina Suits have joined the growing Harris Beach Wills, Trusts and Estates team, focused on advising client
November 12, 2019

79 Attorneys from Harris Beach Named to 2019 Super Lawyers List

A total of 79 Harris Beach PLLC attorneys have been named to the 2019 edition of Super Lawyers, a peer-based rating service that recognizes
August 15, 2018

63 Harris Beach Attorneys Named to Best Lawyers® List

A total of 63 attorneys from Harris Beach PLLC have made the 2019 edition of The Best Lawyers in America, the oldest guide of its kind in th
Events
June 15, 2022

Audrey Peartree to Present on Planned Giving Panel Discussion Hosted by The Arc Ontario

Audrey will join a panel hosted by The Arc Ontario on the topic of planned giving.
April 11, 2019

Audrey Peartree to be Honored at RBJ Women of Excellence Awards

Harris Beach is sponsoring the RBJ Women of Excellence Awards Celebration on May 9 where Audrey Peartree will be honored along with an impre
External Publications

Intermediate Trusts & Estates Planning (New York State Bar Association, Fall 2019)

End-of-Life Decision Making, The Use of Health Care Proxies, Living Wills and MOLST forms (Monroe County Bar Association, Spring 2019)

Anatomy of a Trust (New York Bar Association, Spring 2017)

Irrevocable Life Insurance Trusts and Trustee Liability (Monroe County Bar Association, Spring 2017)

All Insights, All Blogs, Wills, Trusts & Estates Blog |
 October 21, 2022
Retirement Accounts: Much Needed Clarity Regarding the 10-Year Rule
New changes to the Internal Revenue Code have introduced new rules altering the RMD rules for plan participants and their beneficiaries...read more
All Blogs, All Insights, Wills, Trusts & Estates Blog |
 May 4, 2022
Welcome to our Wills, Trusts and Estates Blog
Welcome to the Harris Beach Wills, Trusts and Estates blog! Our team of trusted attorneys will use this blog to share vital information abou...read more
All Insights, All Blogs, All Publications, Legal Alert |
 October 12, 2021
Updated Powers of Attorney Law Takes Effect
On June 13, 2021, a long awaited update to New York’s law on Powers of Attorney (“POAs”) took effect with the primary goal(s) of simplificat...read more
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Audrey Patrone Peartree

apeartree@harrisbeach.com
D: (585) 419-8710
Rochester, NY Office
Saratoga Springs, NY Office
Audrey Peartree
[geturl]

■ Profile

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.

■ Professional and Civic

  • Nativity Preparatory Academy, member of the board, chair of Governance Committee
  • Estate Planning Council of Rochester, member, former member of the board
  • Foundation of the Monroe County Bar Association, former president of the board, past chair of the Grants Committee, and worked to create a Legacy Society
  • Greater Rochester Association for Women Attorneys, member, past president of the board
  • Monroe County Bar Association, member of the Trusts & Estates Section, past chair of the Trusts & Estates Executive Council and former member of the Fee Arbitration Committee
  • New York State Bar Association (NYSBA), member, former Seventh District Representative to the Executive Committee of the Trusts & Estates Law Section
  • Women’s Bar Association of the State of New York, member, former co-chair of the Trusts & Estates Committee

Served as a member of numerous not-for-profit boards, including Our Lady of Mercy High School, of which she was chair; St. Bernard’s School of Theology and Ministry; Camp Stella Maris and Seton Catholic School.

■ Admissions

  • Best Lawyers, Litigation – Trusts and Estates, since 2022
  • Rochester Business Journal, Women of Excellence Award, May 2019
  • Greater Rochester Association for Women Attorneys, Hanna S. Cohn Mentoring Award, May 2018
  • Best Lawyers, Trusts and Estates, since 2018
  • Super Lawyers, Estate Planning and Probate, 2017 – 2019

■ Education

George Washington University Law School
 ,JD
 ,1983
Trinity College
 ,BA
 ,1980

Harris Beach and its subsidiaries provide a full range of legal and professional services for clients across New York state, as well as nationally and internationally. Harris Beach is among the country’s top law firms as ranked by The National Law Journal and is among the BTI Elite law firms based on in-depth interviews of more than 600 corporate counsel at the world’s largest and most influential companies. Our clients include Fortune 100 corporations, privately-held companies, emerging businesses, public sector entities, not-for-profit organizations and individuals. Principal industries we represent include education, energy, financial, food and beverage, health care, insurance, manufacturing, medical and life sciences, real estate developers, and state and local governments and authorities.

Industry Teams
Automotive and Vehicle Dealerships
Blockchain and Digital Assets 
Cannabis
Construction and Surety
Educational Institutions Higher Ed
Educational Institutions K-12
EMS and Fire Protection Providers
Energy
Financial Institutions and Capital Markets
Food and Beverage
Health Care
Industrial and Consumer Manufacturing
Medical and Life Sciences
Municipalities and Local Agencies
Nanotechnology
Photonics
Racing and Gaming
Real Estate Developers
Science and Technology
Telecommunications and Media
Unmanned Aircraft Systems
USA Collegiate Sports
Veterinary Medicine

Practices
Alternative Dispute Resolution
Appellate
Business and Commercial Litigation
Collection Law
Commercial Real Estate
Corporate
Cybersecurity Protection and Response
Diversity Compliance
E-Discovery (e-infoSM)
Employee Benefits
Employment Litigation
Environmental Law
Environmental, Social and Governance (ESG)
Financial Restructuring, Bankruptcy and Creditors’ Rights
Government Compliance and Investigations
Health Law
Immigration Law
Insurance Coverage
Intellectual Property Law
International Trade Law
Internet Law
Labor and Employment Law
Mass Torts and Industry-Wide Litigation
New Markets Tax Credit
Patent, Trademark and Copyright Law
Product Liability and Comprehensive General Liability
Public Finance and Economic Development
Real Property Valuation Litigation
Residential Real Estate
Tax Law
White Collar Crime
Wills, Trusts and Estates

Consulting Services
HB Solutions LLC
Collegiate Sports Compliance
Data Privacy and Cybersecurity
Economic Development and Public Affairs
Educational Institution Assistance
EMRG® (E-Discovery Management Resources Group)
Energy
Health and Human Services
Human Resources
Information Technology
Marketing and Communication Services
Municipal and Local Agency Assistance

HB Cornerstone LLC
Owner Representation
Design Services
Facilities Consulting
Move Management

Caetra.io
CyMetric (Cybersecurity Regulation Compliance Software)

Offices throughout New York:

Albany
677 Broadway
Albany, NY 12207
518-427-9700

Buffalo
726 Exchange Street
Buffalo, NY 14210
716-200-5050

Ithaca
119 East Seneca Street
Ithaca, NY 14850
607-273-6444

Long Island
333 Earle Ovington Boulevard
Uniondale, NY 11553
516-880-8484

New York City
100 Wall Street
New York, NY 10005
212-687-0100

Rochester
99 Garnsey Road
Pittsford, NY 14534
585-419-8800

Saratoga Springs
513 Broadway
Saratoga Springs, NY 12866
518-587-0551

Syracuse
333 West Washington Street
Syracuse, NY 13202
315-423-7100

White Plains
445 Hamilton Avenue
White Plains, NY 10601
914-683-1200

Offices also in:

New Haven, CT
195 Church Street
New Haven, CT 06510
203-784-3159

Newark, NJ
One Gateway Center
Newark, NJ 07102
973-848-1244

Washington, DC
800-685-1429

Attorney Advertising. Prior results do not guarantee a similar outcome.
© 2022 Harris Beach PLLC

Content current as of June 5, 2023 6:52 pm
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