Lawrence Eric Davidow, the managing partner of Davidow, Davidow, Siegel & Stern, LLP has redirected the firm, originally founded in 1913 by his grandfather, into one of the first and most successful Elder Law, Special Needs, Estate and Business Planning practices on Long Island. He maintains the quality of legal services the original firm has been known to offer for generations. Mr. Davidow was a member of the National Academy of Elder Law Attorneys, almost from its inception, which sparked his awareness of the public’s need for Elder Law education. He has become committed to informing elders, the disabled and their families of their rights and utilizes his skill as an informative, enjoyable speaker on a local and national level to accomplish this goal.
In addition to his full time legal practice, Mr. Davidow is a Past President and Fellow of the National Academy of Elder Law Attorneys; Past Chairman of the Advisory Board of the Long Island Community Foundation; Member of the Foundation Board of Suffolk AHRC; Past Vice President of the New York State Bar Elder Law Section; a Member of the Board of Directors of the National Elder Law Foundation; Past Editor of the New York State Bar Association Elder Law Section Newsletter; Past Chairman of the Long Island Alzheimer’s Association’s Legal Advisory Committee; Past Chairman of the Suffolk County Bar Association Elder Law Committee; Past President of the Suffolk County Estate Planning Council and the Past President of the Suffolk Chapter of the American Parkinson Disease Association.
Mr. Davidow graduated Phi Beta Kappa from Tulane University School of Arts and Sciences in New Orleans. He then went on to attend Tulane University School of Law, where he earned his law degree. He is also a Certified Elder Law Attorney (CELA), awarded through the National Elder Law Foundation.
Mr. Davidow is a published writer on the subject of Elder Law, appearing in several related publications. He is the author of “Tax Implications of Transfers of Assets”, published as part of the Elder Law Portfolio Series, Little Brown. He contributed to the “Essential Facts, Estate Planning and Family Wealth Transfers” handbook, The Taxation of Medicaid Planning, Trusts: The Gift Tax and the Trust Income Tax and The Charitable Remainder Trust and The Crummey Trust for The Elder Law Report, has supplied various outlines for national Elder Law symposiums and writes a column for the New York Law Journal.
Mr. Davidow is an accomplished speaker and is dedicated to educating senior citizens and their families to the complex issues they may be facing, as well as their available options. He currently lectures, free of charge, to community, professional and institutional groups.
Special Needs Alliance
Lawrence Eric Davidow is a founding member and the Treasurer of this premier alliance of leading law firms throughout the country who are dedicated to the areas of planning for those with Special Needs. These hand-picked law firms have the resources to devise solutions and insure financial security for special needs clients nationwide.
Long aware of the need for attention to this area, Mr. Davidow, along with his colleagues, formed an alliance solely dedicated to the unique challenges this area of the law presents.
CELA (Certified Elder Law Attorney)
Although not a requirement, Lawrence Eric Davidow has taken the additional steps necessary to become a Certified Elder Law Attorney. This certification is awarded after passing a six hour exam and satisfying strict criteria by The National Elder Law Foundation, which is not affiliated with any governmental authority, but is recognized by the ABA. (American Bar Association) New York State does not mandate that this certification is necessary to practice law and feels that it does not necessarily indicate greater competence than other attorneys experienced in this field of law.
However, successfully completing the process of becoming a Certified Elder Law attorney, although not required, clearly illustrates the depth of Mr. Davidow’s dedication and commitment to this area of the law. His knowledge, expertise and experience are constantly fine tuned and expanded, ensuring quality legal advice for his much valued clients.
Lawrence A. Siegel joined the firm in May, 1998. His practice focuses on all aspects of business law, tax and estate planning, a natural extension for the Elder Law and Estate Planning firm of Davidow, Davidow, Siegel & Stern.
Throughout his career he has always concentrated in the practice of trusts and estates, business, corporate and tax law. Mr. Siegel’s extensive training and experience, which includes a Masters in Tax degree from New York University, enables him to complete sophisticated tax planning for many complex businesses and individuals. Over the years he has developed intricate estate planning strategies and techniques and managed the implementation for a diverse group of high net-worth individuals.
Mr. Siegel serves as general counsel to both closely held and public companies. He has been a frequent lecturer and advocate on business succession planning for all closely held companies. Additionally, he has been the lead counsel in numerous corporate acquisitions, divestitures and financings in both the public and private sector.
In addition to his aforementioned Masters of Law degree in Taxation, Mr. Siegel attended the University of Rochester for his undergraduate studies, and earned his Doctorate of Jurisprudence from Albany Law School.
Ms. Jablonsky brings a wide and varied background of practice areas to the firm. Early on she was responsible for the gathering and preparation of legal research and a memorandum of law of legal topics including real estate, personal injury, matrimonial, landlord/tenant and elder law. But it was her experience with the drafting of trusts, wills, health care proxies and powers of attorney that initiated her interest in elder law. She focuses on elder law and estate planning issues, specifically Medicaid eligibility, asset protection and providing her clients with long term care planning advice.
Ms. Jablonsky is a frequent lecturer on elder law and estate planning issues in an effort to educate the public to their options regarding long term care planning, has written several articles that have made it to publication in various law journals and contributes to the firm’s weekly newsletter.
She was admitted to the New York State Bar in 1998 and is an active member in the Suffolk County and New York State Bar Associations. Additionally, Ms. Jablonsky practices in the areas of Real Estate, Business Transactions and Corporate Law.
Steven H. Stern is a partner with the law firm of Davidow, Davidow, Siegel & Stern and concentrates in the areas of Elder Law, Estate Planning, Guardianships, Business Succession Planning and Long Term Care Planning. Mr. Stern’s credentials are perfectly suited for the firm, orginally founded in 1913, which continues its tradition of quality legal services devoted to the elderly, the taxpayer, the business owner and the disabled on Long Island.
Mr. Stern graduated from Tulane University School of Arts and Sciences in New Orleans, Louisiana and then received his law degree from Thomas M. Cooley Law School in Lansing, Michigan, graduating Cum Laude. He is also a Certified Elder Law Attorney (CELA), awarded through the National Elder Law Foundation.
Prior to Mr. Stern’s legal studies, he served on the Staff of the U.S. House Select Committee on Aging which involved Congressional Hearings dealing with the issues of elder abuse, long-term care, and health and legal services for Long Island’s senior citizens. While attending law school his concern and interest for the elderly were actively pursued by participating as a Senior Associate on the Law Review as well as an internship with the Sixty Plus Elder Law Clinic, which offers free legal services to senior citizens within the community.
While actively practicing law, Mr. Stern dedicates his efforts to several professional and charitable organizations. He is a member of the National Academy of Elder Law Attorneys and is the current editor of its national publication. He is also active in the New York State Bar Association’s Elder Law Section, representing Long Island’s judicial district. Mr. Stern is a past chairman of the Elder Law Committee of the Suffolk County Bar Association and also the past-chair of the Young Lawyer’s Division of the Suffolk County Bar Association. He currently serves as an Officer of the Suffolk Academy of Law. In addition, Mr. Stern is a member of the Board of Directors of the Variety Children’s Learning Center, legal counsel to From Our Hearts, Inc. and is also a trustee of the Multiple Sclerosis Society – Long Island Chapter.
Mr. Stern is a valued speaker on Elder Law issues and has addressed both local and national professional organizations and community groups. A frequently published author, Mr. Stern has had numerous articles appearing in “Suffolk Lawyer”, “Elder Law Attorney” and “Senior News” and has also been featured in “Newsday” and the “New York Times”. In addition, he has received the distinction of being named one of Long Island’s top 40 rising leaders under the age of 40 by Long Island Business News.
CELA (Certified Elder Law Attorney)
Although not a requirement, Steven H. Stern has taken the additional steps necessary to become a Certified Elder Law Attorney. This certification is awarded after passing a six hour exam and satisfying strict criteria by The National Elder Law Foundation, which is not affiliated with any governmental authority, but is recognized by the ABA. (American Bar Association) New York State does not mandate that this certification is necessary to practice law and feels that it does not necessarily indicate greater competence than other attorneys experienced in this field of law.
However, successfully completing the process of becoming a Certified Elder Law attorney, although not required, clearly illustrates the depth of Mr. Stern’s dedication and commitment to this area of the law. His knowledge, expertise and experience are constantly fine tuned and expanded, ensuring quality legal advice for his much valued clients.
Lilia Baialardo is a senior associate at Davidow, Davidow, Siegel & Stern, LLP. Her areas of practice include Probate and Trust & Estate Administration, Elder Law, Estate Tax, Estate Planning, Business Law and Real Estate.
After graduating summa cum laude from the University at Albany in 2004, she earned her Juris Doctor from Albany Law School in 2006. While in law school, Lilia interned for the Article 81 Guardianship Part of Mental Hygiene Legal Services, Appellate Division, Second Department here on Long Island, and she worked at the New York State Law Revision Commission, where she assisted in researching and drafting the legislation amending New York State’s General Obligations Law on Durable Powers of Attorney which took effect September 2009.
Lilia is licensed to practice in New York and is a member of the Elder Law and Trusts & Estates Sections of the New York State Bar Association and the Elder Law and Surrogate’s Court Sections of the Suffolk County Bar Association. In addition to being dedicated to public service, she is also dedicated to her family, church and community, and seizes any opportunity she is given to speak with the elderly and their families.
Courtney Abbott is a senior associate attorney at Davidow, Davidow, Siegel & Stern, LLP. Her areas of practice include Medicaid, Probate and Estate Administration.
She graduated cum laude from Villanova University in 2002, and earned her Juris Doctorate from St. John’s University School of Law in 2005. While attending law school, Courtney was a frontline editor of the St. John’s Journal of Legal Commentary, and also worked part time in a general practice firm. She gained insight into areas of practice including family law, general litigation, real estate transactions, guardianships and estate administration. It was here that her love for elder law issues was formed.
Courtney is licensed to practice in New York, and is a member of the Elder Law Section of the New York State Bar Association as well as a member of the Suffolk County Bar Association. Aside from her interest in elder law issues, Courtney comes from a close-knit family and enjoys volunteering in community activities.
Moira A. Jabir is an Associate Attorney with extensive knowledge in Trusts and Estates. Primarily, Ms. Jabir is responsible for drafting complex estate planning documents, counseling high net worth clients, representing fiduciaries and beneficiaries in estate administration proceedings as well as preparing estate tax returns. In addition, Ms. Jabir is familiar with a variety of estate planning strategies such as gift, estate and generation skipping transfer tax, grantor retained annuities and business planning.
Ms. Jabir is a published author of several articles that have appeared in a multitude of publications including but not limited to the Nassau Lawyer and the New York Law Journal. She has also had the privilege of presenting at the New York State Bar Association’s CLE program on Probate and Administration of Estates as well as the Annual Symposium & Exhibition of the FPA of Long Island.
Ms. Jabir received her Master of Laws in Law and Government from American University in 2003, Juris Doctor from Northeastern University School of Law in 2002 and Bachelor of Arts from Nazareth College in 1993. She is licensed to practice law in Maryland and New York and is admitted to the U.S. Tax Court.
Ms. Rose previously worked as an attorney in a firm that focused on trusts, estates, and taxation as well as in the Touro Law Center’s Community Justice Center, the first law school incubator program on Long Island. In addition, she also worked at Peconic Bay Skilled Nursing Facility where she utilized both of her licenses in the joint position of Attorney and Director of Social Work investigating compliance issues, functioning as a patient advocate, and training staff and patients on medical, insurance, and social services programs.
Kathleen Rose simultaneously earned her law degree from Touro College, Jacob D. Fuchsberg Law Center, and her Masters in Social Work from Stony Brook University. While pursuing both her law and social work degrees, she was a three-time winner of the Walter & Sidney R. Siben Fellowship award and continued to work part-time. Ms. Rose’s Bachelor of Science degree was earned from Mary Washington College where she was a member of the Psi Chi International Honor Society in Psychology.
Christina A. Wilcox will rely on her expertise and extensive experience in Estate Planning and Probate and Estate Administration to head the firm’s Probate/Estate Administration department, as she has successfully managed many probate, administration, and trust administration proceedings over the course of nearly 20 years. Ms. Wilcox rounds out her practice focusing on commercial and residential real estate which includes but is not limited to purchasing, sale, and finance transactions.
Ms. Wilcox received her Bachelors of Arts degree cum laude in English with a minor in Biology from the State University of New York at Binghamton in 1998 and went on to earn her J.D. degree from Loyola University New Orleans School of Law in 2002. She was a Regional Finalist as a National Trial Advocacy Team Competitor and the Moot Court Winner of Individual “Argue On” Competition. During her undergraduate studies, she was a Principal Violinist of the Chamber Orchestra, an Equestrian Team Competitor, and member of the New York Public Interest Research Group.
Ms. Wilcox is admitted to practice in the U.S. District Court for the Eastern District of New York and all New York State courts and is a member of the New York State Bar Association and Trusts and Estates and Real Property Sections of the New York State Bar Association.
Ms. Wilcox still finds the time to serve her local community as a volunteer and member of the Hauppauge Athletic Association (Board of Directors), the Hauppauge Swim Club, the Hauppauge Soccer League (Assistant Coach), the Hauppauge Women’s Softball League, and the New York State and Hauppauge Parent-Teacher Associations.
Michael D. Angiulo is Of Counsel for the firm and he practices in the areas of elder law, estate planning and estate administration. Mr. Angiulo has been practicing for more than three decades. He is a member of both the New York State Bar and the California Bar. Additionally, he serves on the Surrogates, Trusts, and Estates Committee of the National Academy of Elder Law Attorneys, the Tax Law Committee of the Nassau County Bar Association and is a member of the Estate Planning and Elder Law section of the New York State Bar Association and a member of the Estate Planning Council of Long Island. He is a frequent lecturer on various aspects of elder law, estate planning, and tax law.
Scott B. Augustine has been focused on the practice areas of Real Estate, Business/Corporate, Commercial Litigation, Municipal Law and Estate Planning for nearly three decades. He is well versed in many different, specific issues regarding his practice areas such as: Real Estate Sales, Transactions and Financing; Leasing and Evictions; Corporations, Partnerships, LLC’s, and Purchase and Sale of Businesses; Federal and State Commercial Litigation; Municipal Law and Wills, Trusts and Powers of Attorney.
Mr. Augustine has a BA degree from the University of Richmond, a Doctor of Education from Dowling College and received his JD from Rutgers University School of Law. He was admitted to the NYS Bar and Federal Courts, was a former prosecutor for the villages of Patchogue and Bellport, was a former Village Attorney and Village Clerk for Bellport Village , was former counsel to the villages of Westhampton Beach and Mastic Beach, and is a former Associate Adjunct Professor at Dowling College.
In his undergraduate years at Yale, and throughout his career in business, gathering years of experience in management, telecommunications and finance, Mr. Ben-Ami continued to aspire to fulfill on his life-long ambition to practice law. In 1999, at the age of 47, he graduated from St. John’s Law School and has been in practice since then, concentrating in Trusts and Estates, Elder Law, Probate and Estate Litigation, and Residential Real Estate. Mr. Ben-Ami has been of counsel with Davidow, Davidow, Siegel & Stern since July of 2006, and has recently expanded his practice to include a revolutionary new service that he calls Contextual Counseling ™ — providing clients with satisfaction where the legal and the personal overlap. If you are uncertain or anxious about whether to take legal action; or if your relationship with your current lawyer is a struggle rather than a partnership; or if your legal issues are having a negative impact on your career, on your relationships, or on your well-being, then Contextual Counseling™ will give you a unique combination of perspective and legal advice, leaving you confident and clear about how to proceed. The facts and the law are important, but where satisfaction is the goal, context is decisive.