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PARALEGALS

PARALEGALS

kathy brown-cropped0204Kathryn Antonacci Brown
Paralegal
kbrown@bhlawpllc.com
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.

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k laura-cropped0702Kimberly A. Loura
Paralegal
klaura@bhlawpllc.com
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.

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m pepe-cropped0665Marjorie A. Pepe
Paralegal
mpepe@bhlawpllc.com
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.
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Ellen Sivalia
Paralegal
esivalia@bhlawpllc
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.

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Lisa A. Wendler
Paralegal
lwendler@bhlawpllc.com
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.

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ErinBishoffberger 1

Erin R. Bischoffberger
Paralegal
ebischoffberger@bhlawpllc.com
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.

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Christie Smith- Studio ImageChristi Smith
Paralegal
csmith@bhlawpllc.com
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.
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tricia - cropped


Tricia A. Rehm
Paralegal
trehm@bhlawpllc.com
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.

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MichelleSmith - croppedMichelle L. Smith
Paralegal
msmith@bhlawpllc.com
Direct Dial: 315.701.6384
Direct Fax: 315.423.2831

Michelle is a paralegal in the Business Law Practice Group. She has 25 years of experience as a paralegal with a primary focus in Corporate Law, Commercial Real Estate and Retail Development. Prior to joining Bousquet Holstein, she worked as a paralegal for the Special Prison Prosecution Unit in Texas, two local real estate developers, and the Oneida Indian Nation.

Michelle received her Bachelor’s Degree in Criminal Justice/Criminology and Police Science from Sam Houston State University in Texas. She returned to Syracuse and attended Syracuse University where she received her Paralegal Certificate.

Michelle was the Director of the East Syracuse Minoa Youth Sports Volleyball program for 5 years, and has been coaching for the past 11 years. Additionally, she has volunteered for several local non-profit organizations.

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Ana M. Pinker
Paralegal
apinker@bhlawpllc.com
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.

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Meaghan K. Long 
Paralegal
MLong@bhlawpllc.com
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.

 

 

 

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