Lucy M Berkman

Lucy M Berkman

Phillips Lytle LLP
Estate Planning

Lucy M Berkman is special counsel in the Buffalo office of Phillips Lytle LLP. She focuses her practice on estate and trust planning and administration, Medicaid planning, and guardianship matters. Ms. Berkman has helped individuals and families over the span of 15 years. She proudly assists the advancement of her clients' estate planning goals, whether simple or complex. Ms. Berkman has extensive experience in the preparation of wills, revocable and irrevocable trusts, and advance directives; and regularly counsels clients regarding Medicaid planning and asset preservation. In addition, she represents both fiduciaries and beneficiaries in numerous aspects of estate and trust administration and guardianship matters. Ms. Berkman enjoys a multistate legal practice, holding professional licenses in both New York and Florida. She earned her B.S. degree from the State University of New York at Buffalo and her J.D. degree from the University of Miami School of Law.

Lucy M Berkman's Courses

  • New York Medicaid Lookback Rules and Planning

    Elder Law

    NY Specific

    Credits Available
    Credit Status Total
    Connecticut CLE Approved 6 Total
    New York CLE Approved 7 Total
    Pennsylvania CLE Approved 6 Total
    OnDemand
    6 Pennsylvania CLE