Laurie has over 20 years of significant experience in the practice areas of complicated estate and retirement planning, asset protection, and estate administration. Her work has focused on client representation to achieve efficient tax planning and preservation of wealth. In her practice Laurie’s service to her clients concentrates on thoughtful and careful planning of the estate to protect her client’s assets from estate tax exposure.
Federal and New York State Estate tax laws are changing, evolving and in certain instances reverting to prior law. Laurie creates her client’s estate plan in compliance with the changing laws while utilizing tax saving strategies to benefit her client’s loved ones or special charities rather than the government, creditors, predators, or unintended beneficiaries by virtue of divorce. A well-constructed estate plan benefits her clients in many ways. In Laurie’s practice she often creates a calmness and peace of mind for her clients by establishing their confidence knowing that their life’s savings will ultimately be passed to their intended beneficiaries.
Laurie is a former part-time faculty member of the State University of New York at Albany, School of Business. Before joining Cioffi • Slezak • Wildgrube P.C., Laurie was a partner in two successful Capital District law firms and was a staff attorney for The Ayco Company, LP (a Goldman Sachs Company), one of the largest fee-based financial planning firms in the United States. At Ayco, Laurie obtained her Series 7 license (registered broker), and her insurance license (life and long-term care). She is also the former co-host of a weekly radio program, Money, Retirement & You, and has lectured for the New York State Bar Association and the Schenectady County Bar Association on Estate Planning topics.
Laurie is currently active in charitable activities and has served on several board committees. She is a past President of the Friends of the Arts at the Academy of the Holy Names, in Albany, NY, past Chairwoman of the Saint Rose College Planned Giving Committee, and past board member of Soroptimist International of Saratoga.
Laurie is married to William J. Keniry, Esq. and they have two daughters, Grace and Mary.