Kathryn Antonacci Brown
Direct Dial: 315.701.6424
Direct Fax: 315.423.2844
Kathryn is a paralegal in the Residential and Commercial Real Estate Practice Group. She has 27 years of extensive experience in assisting various mortgage companies and lending institutions in the closing of residential real estate matters, including preparation of related closing documents such as Notes, Mortgages, Assignments, Consolidation Agreements, and HUD I/RESPA forms. She is also very knowledgeable in the examination of title insurance and manages the firm’s title agency.
Kathryn organizes, prepares and attends closings on behalf of the firm. She also assists attorneys on various projects involving the U.S. Department of Housing and Urban Development, State of New York Office of Mental Retardation and Development Disabilities, Not-for-Profit organizations and campus housing companies. She has worked on development projects for facilities for the elderly and the handicapped, residential and commercial developers and construction loans, liquor license applications, and zoning applications.
Prior to joining the firm, Kathryn had several years of experience in real estate. Her knowledge, confidence and personality make the clients very comfortable and as a result, keep them coming back to our firm.
Kathryn received her paralegal degree from LeMoyne College. She is also a member of the Onondaga County Bar Association, and has been the guest speaker at several local and middle high schools during Law Week.
Kimberly A. Loura
Direct Dial: 315.701.6311
Direct Fax: 315.423.2875
Kim is a paralegal in the Trust and Estates and Employee Benefits Practice Groups, concentrating in estate administration, trust administration, preparation of estate tax returns, estate and trust fiduciary income tax returns, preparation of estate and trust accountings and Employee Benefits Form 5500. She has over 16 years of estate and trust administration experience. Kim began her career at HSBC Bank USA in the trust and estate areas. At HSBC Bank USA, Kim became a Vice President and Trust Officer in the Trust Administration Center in Syracuse.
In addition to her career in the field of trust and estate administration, Kim also received her Masters Degree in Education – Secondary Mathematics. Kim taught secondary mathematics for five years at the middle school and high school levels and is currently an adjunct faculty member at Bryant & Stratton College where she teaches college level mathematics.
Kim is a volunteer at the Salvation Army and is a member of the YMCA of Greater Syracuse.
Marjorie A. Pepe
Direct Dial: 315.701.6423
Direct Fax: 315.423.2873
Marjorie is a paralegal in the Economic Development, Business Law, and Trust and Estates Practice Groups. She has been a paralegal for 10 years and provided legal support for 10 years prior to becoming a paralegal. Her work focuses on maximizing financial and tax incentives for clients that are available through local, state, and federal economic development and tax incentive programs. She completes Business Annual Reports, credit claim forms, and additional reporting requirements on behalf of clients in order to maintain participation in the respective program as well as maximize benefits. She handles all the necessary steps in entity formation, maintenance of corporate records, and dissolutions.
Marjorie also has experience with all aspects of trust administration, and the Qualified Domestic Relations Orders/Domestic Relations Orders process.
Direct Dial: 315.701.6443
Direct Fax: 315.423.2846
Ellen is a part-time paralegal in the Real Estate Practice Group concentrating in the area of residential and commercial real estate. She has been working as a paralegal for 11 years. Ellen assists in the preparation and review of legal documents in connection with the representation of buyers and sellers in residential and commercial transactions. She also assists in the preparation of commercial mortgage documents in connection with the representation of lending institutions. Ellen has extensive experience in assisting lending institutions in the closing of residential mortgages, including preparation of all related closing documents. She attends closings on behalf of the firm and is knowledgeable in the area of title examination.
Ellen has a Bachelor of Science in Business Administration with a Concentration in Banking and Finance.
Lisa A. Wendler
Direct Dial: 315.701.6434
Direct Fax: 315.423.2898
Lisa is a paralegal in the Trusts and Estates Practice Group. She has 18 years of experience working closely with individual and corporate fiduciaries in the administration of estates and trusts. Lisa provides administrative support to our clients in handling estates, including but not limited to, meeting probate court requirements, marshalling assets, payment of debts, estate tax and fiduciary income tax return preparation, collecting benefits, assisting with payment of retirement benefits and completion of closing documents.
Lisa also helps clients through the Trust Administration process, including funding of trusts, marshalling assets and beneficiary distributions. She also works closely with our clients including the following: Estate Planning, Fiduciary Accounting, Medicaid Applications, Guardianship Proceedings, and Gift Taxes.
Lisa received her paralegal degree from LeMoyne College, National Academy for Paralegal Studies. She is the Chairperson of our Wellness Committee, a member of the YMCA of Greater Syracuse, and Strength and Motion.
Erin R. Bischoffberger
Direct Dial: 315.701.6442
Direct Fax: 315.701.7927
Erin is a paralegal in the Trusts and Estates Practice Group. She has a great deal of experience assisting
in the creation of estate plans as well as the subsequent funding of various types of trusts.
Prior to joining Bousquet Holstein, Erin focused primarily on drafting Wills, Revocable Trusts, Irrevocable Medicaid Trusts, Irrevocable Life Insurance Trusts (ILITs), First and Third Party Special Needs Trusts,
Promissory Notes, Caregiver agreements, and real property transfers.
In addition to her experience in Trusts and Estates, Erin has also assisted in matters pertaining to business succession planning, legal entity formation and recordkeeping, residential real estate, and Guardianship proceedings.
Erin received a Bachelor of Arts degree from Le Moyne College where she was President of the Model United Nations program and a member of the Women’s Rugby team.
Direct Dial: 315.701.6348
Direct Fax: 315.701.7932
Christi serves as a Paralegal in the Litigation Practice Group. Christi assists attorneys within the firm with any and all aspects of State and Federal litigation processes. She is involved with preparing cases from the commencement of an action through the post-trial appeal process.
Prior to joining our firm, Christi had been working as a paralegal for over 13 years. She has a vast array of experience in multiple practice areas, some resulting from her time serving the City of Syracuse as a Paralegal in the Office of the Corporation Counsel. There, she assisted attorneys with City, State and Federal litigation along with transactional matters, while also investigating, processing and reviewing the City’s Notices of Claims.
Outside of the office, Christi is very active in the community. She volunteers and participates in events for organizations such as Syracuse First, Syracuse New Times, Onondaga Historical Association, Aids Community Resources, and Downtown Committee of Syracuse. Christi also co-hosts #takeatour, a local television show that features places and fun facts to help expose all that our area has to offer. In January of 2015 Christi was featured in Syracuse Woman Magazine as a woman who inspires.
Christi has earned a Bachelor of Science from the State University College at Brockport where she dual majored in Criminal Justice and Political Science. She has also completed training with the State of New York Division of Criminal Justice Services in Interview and Interrogation. She is a member of the Onondaga County Bar Association. Christi is also a proud member of the Daughters of the American Revolution.
Tricia A. Rehm
Direct Dial: 315.701.6478
Direct Fax: 315.423.2882
Tricia is a paralegal in the Trusts and Estates Practice Group. She has extensive experience working closely with individual fiduciaries in the administration of estates. Tricia provides administrative support to our clients in handling estates, including but not limited to, meeting probate court requirements, marshalling assets, payment of debts, estate tax and fiduciary income tax return preparation, collecting benefits, and completion of closing documents.
Tricia also assists clients with Medicaid Applications and the Trust Administration process.
Tricia received a Bachelor of Arts degree from State University of New York at Oswego in Public Justice. Prior to joining the firm, Tricia had substantial experience in estate administration and estate planning.
Ana M. Pinker
Direct Dial: 315.701.6313
Direct Fax: 315.701.7930
Ana serves as a Paralegal in the Trusts and Estates Practice Group. She has experience with all aspects of estate planning and estate administration as well as Medicaid planning and Trust administration.
In addition to her experience in Trusts and Estates, Ana is experienced in litigation (personal injury, medical malpractice, and motor vehicle accidents). Prior to joining our firm, Ana worked in real estate property management and healthcare management.
Ana has earned a Bachelor of Science from Nazareth College of Rochester where she majored in Social Work. She also earned an Associates of Occupational Studies Degree from Bryant & Stratton College where she majored in Paralegal Studies. Ana is a Certified Paralegal through the National Association of Legal Assistants.
Meaghan K. Long
Direct Dial: 315.701.6326
Direct Fax: 315.701.7938
Meaghan serves as a Paralegal in the Litigation Department. She has experience with Traffic Courts, Criminal Courts, Family Courts and Supreme Courts. Meaghan began her legal career serving for three years as an intern at Green & Seifter Attorneys, PLLC. Prior to joining Bousquet Holstein PLLC, Meaghan worked as a Family Court Paralegal for Attorney Ralph G, DeMasi for six years.
Meaghan has earned an Associates Degree of Business Administration from Onondaga Community College and is currently pursuing her Bachelor’s degree at Le Moyne College for Business Administration and Paralegal Certification.
Meaghan currently resides in the Village of Liverpool and is an active member of her local community. She donates her time as a volunteer at the Salvation Army and the Samaritan Center in Syracuse. Meaghan has also been sole proprietor of Meticulous Meaghan DBA, her own painting and cleaning business since she was 18 years old.
Kristi L. Seeley
Direct Dial: 315.701.6428
Direct Fax: 315.423.8243
Kristi is an experienced paralegal in the Immigration Law Department. She is well versed in many aspects of immigration law, concentrating in the areas of both employment and family based immigration. In the employment-based area she prepares O-1, O-2 and O-3 visas, EB-1 and H-1B visas with great care to detail. She also has experience with family-based petitions, naturalization, adjustment of status and dual citizenship matters. She serves as a liaison between attorneys and clients while providing timely and professional service to all.
Prior to joining Bousquet Holstein, Kristi worked for seventeen years as a labor and employment law legal assistant. She also has experience with workers’ compensation and personal injury law.
Kristi received her paralegal certificate from Syracuse University in 1992. Kristi is active in the local autism community.
Tracy M. Resch
Direct Dial: 315.701.6410
Direct Fax: 315.410.1554
Tracy is a Paralegal in the Business Law Practice Group. Tracy assists attorneys within the firm with various financial and tax incentives for clients that are available through local, state, and federal economic development and tax incentive programs, focusing on the Empire Zones Program and the Brownfield Cleanup Program.
Prior to joining our firm, Tracy had been working as a paralegal for over 15 years, most recently focusing on regulatory matters with large energy and telecommunications clients. Tracy has worked on several large rate cases with the Public Service Commission and has experience with a variety of federal and state agencies. Tracy also provided support in various environmental matters including the defense of CERCLA claims, Superfund clean-ups and project siting.
Tracy received her Bachelor of Arts from the State University of New York at Cortland where she majored in Sociology with a minor in Women’s Studies. Outside of the office, Tracy volunteers at the Samaritan Center and with Hospice of Central New York.
Lori L. McRobbie
Direct Dial: 315.701.6455
Direct Fax: 315.410.1559
Lori is a Paralegal in the Public Finance Practice Group. With over 12 years of experience in the area, Lori supports attorneys in all aspects of public finance including document preparation, organization and distribution, client contact, closing coordination and transcript preparation for the Firm’s industrial development agency and local development corporation clients.
In addition to her experience in Public Finance, Lori is experienced in bankruptcy and creditors’ rights.
Lori received her Bachelor of Arts in Public Justice and Sociology from the State University of New York at Oswego. She also earned an Associate’s Degree in Paralegal Studies from Bryant & Stratton College. She is a member of the National Association of Bond Lawyers, Legal Assistant Section and the Onondaga County Bar Association.
Direct Dial: 607.697.9002
Direct Fax: 607.697.9008
Peg is a paralegal in the Trusts and Estates Practice Group with over 11 years of experience in a broad range of estate planning and estate administration matters, including drafting Wills and Trusts and preparation of Surrogate’s Court filings, estate tax returns and judicial accountings. She enjoys working closely with clients and recognizes the unique needs and concerns of each person.
Prior to her career in trusts and estates, Peg worked for 17 years as a real estate legal assistant, working with clients and lending institutions on all aspects of closing real estate matters.
Peg received her Masters Degree in Education from SUNY Cortland and her Bachelors degree from Syracuse University.
Outside of work, Peg participates in the Cancer Resource Center of the Finger Lakes annual Walk-a-thon and has participated yearly in the local Salvation Army’s Adopt-a-Family holiday project.
Akina Y. McKay
Direct Dial: 607.697.9003
Direct Fax: 607.697.9008
Akina is a paralegal in the Trusts and Estates Practice Group with experience in estate planning and estate administration, including drafting Wills and Trusts and preparation of Surrogate’s Court filings. Akina is friendly and resourceful, and she enjoys working with clients to make sure their questions are answered promptly and projects are completed efficiently.
Akina received her Bachelor of Arts degree in Psychology from Ithaca College. She also completed the Paralegal Certificate Program at Tompkins County Community College (TC3) with Honours.
In her free time, she enjoys running for charity events such as the Cancer Resource Center 5k Walkathon and organizing charitable teams to support the Cornell University Elves Program and Friends of Stewart Park Playground Build.
Leah S. Morrow
Direct Dial: 315.701.6484
Direct Fax: 315.423.2893
Leah serves as the Trust and Estates Litigation Paralegal. She has experience with Criminal Courts, Family Courts, and Appellate Courts. Prior to joining Bousquet Holstein PLLC, she worked as a Paralegal for the Ontario County Public Defender’s Office for four years. In that time she also worked as the office’s Veteran’s Defense Liaison and helped navigate the criminal justice system for Veteran clients by collecting and reviewing records and helping the attorneys understand the possible effects of military service on a client’s emotional state during a potential crime.
Leah earned her Bachelor of Arts in Secondary English and Education from St. John Fisher College.
Leah is a native of Geneva, NY, and now resides in Syracuse. She has been an active volunteer in serving the local Veteran community.