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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
kloura@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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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 Pyle-Smith
Paralegal
cpylesmith@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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Kristi L. Seeley 
Paralegal
KSeeley@bhlawpllc.com
Direct Dial: 315.701.6428
Direct Fax: 315.423.8243

Kristi is an experienced paralegal in the Immigration Practice Group. 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 EB-1, EB-5, H-1B, K-1, L-1, O-1, P-1 and R-1 visas with great care to detail. She also has experience with family-based petitions, naturalization, citizenship, adjustment of status and dual citizenship. She serves as a liaison between attorneys and clients while providing timely and professional service to all.

Prior to joining Bousquet Holstein, Kristi worked as a labor and employment legal assistant for 17 years. She also has experience with workers’ compensation and personal injury law.

Kristi received her paralegal certificate from Syracuse University in 1993. Kristi is active in the local autism community.

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Lori L. McRobbie
Paralegal
lmcrobbie@bhlawpllc.com
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.

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Peg Lovejoy
Paralegal
plovejoy@bhlawpllc.com
Direct Dial: 607.697.9002
Direct Fax:  607.697.9008

Peg is a paralegal in the Trusts and Estates Practice Group in the Ithaca office 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.
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Akina Y. McKay
Paralegal
amckay@bhlawpllc.com
Direct Dial: 607.697.9003
Direct Fax:  607.697.9008

Akina is a paralegal in the Trusts and Estates Practice Group in the Ithaca office 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.

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Curnin C. Maloy
Paralegal
cmaloy@bhlawpllc.com
Direct Dial: 315.701.6381
Direct Fax:  315.701.7934

Curnin is a paralegal in the Trusts and Estates and Employee Benefits Practice Groups.  She has experience in estate planning, trust and estate administration and retirement benefits.  Her work primarily focuses on drafting Wills, Insurance Trusts, Irrevocable Medicaid Trusts, First and Third Party Special Needs Trusts and Beneficiary Designations.

In addition to her experience in Trusts and Estates, Curnin has experience in employee benefits/ERISA matters, preparing qualified domestic relations orders(QDROs), Guardianship proceedings and tax law.

Prior to joining Bousquet Holstein, Curnin worked as a legal assistant handling commercial and residential real estate transfers, entity formations, public finance and litigation. Curnin earned her Bachelor of Arts degree from The College at Brockport, State University of New York where she majored in Sociology and minored in Criminal Justice. Curnin is originally from Holland Patent, New York, a small town north of Utica and now resides in Syracuse, New York.

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Yvonne E. Klaister
Paralegal
yklaister@bhlawpllc.com
Direct Dial: 315.701.6443
Direct Fax:  315.423.2486
Yvonne is an experienced Paralegal in the Real Estate Practice Group.  She has over 16 years of experience as a paralegal in various areas of real estate law, including assisting in both commercial and residential transactions in the representation of lenders, sellers and purchasers, which transactions included mortgage refinances, consolidations, mortgage spreaders, and building loan agreements.

She has assisted in processing closings for a prominent Not-For-Profit organization in Syracuse where she was involved from beginning to completion, including preparing loan documents, reviewing title reports, determining any necessary actions to clear title-related issues, and in the coordinating and attending of closings. She has assisted attorneys in various complex commercial transactions involving economic development incentives and grants as well as in the processing of sales of properties owned by the Federal National Mortgage Association throughout several different counties in New York State, ensuring that these transactions closed in a timely manner.

In addition to her paralegal experience, Yvonne has over 18 years of experience as an Administrative Assistant at other area law firms.  She has been a member of the Paralegal Section of the Onondaga County Bar Association and CNY Mortgage Bankers Association.

Yvonne received her Paralegal certificate from the State University of New York at Morrisville, The Center for Legal Studies.
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Tracy M. Resch
Paralegal
tresch@bhlawpllc.com
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.

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Cynthia L. Krause
Paralegal
ckrause@bhlawpllc.com
Direct Dial: 315.701.6373
Direct Fax:  315.423.2856

Cindy is a paralegal in the Trusts and Estates Practice Group.  She has eight years of experience in estate planning and estate and trust administration.  She finds the fast pace and challenging nature of estate and trust administration along with the diversity of cases and client matters motivating.  Cindy offers clients a disciplined, calm and helpful manner as she assists them navigate through the administration of a trust or estate and the probate process.

Prior to joining Bousquet Holstein, Cindy worked as an executive assistant for over 25 years in the areas of manufacturing, mortgage lending, retail development and nonprofit.

Cindy earned her Associates Degree in Executive Secretarial Science from Cayuga Community College and continued her education by completing marketing and business courses through the American Institute of Banking and Onondaga Community College.
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Ellen M. Walsh
Paralegal
ewalsh@bhlawpllc.com
Direct Dial: 607.273.6841
Direct Fax:  607.272.8806

Ellen is a paralegal in the Residential and Commercial Real Estate Practice Group in the Ithaca office. Prior to joining Bousquet Holstein, Ellen worked closely with Randall B. Marcus and Virginia A. Tesi of Marcus Orkin Tesi LLP and continues to do so since they have all joined the firm. She remains a central part of this close-knit team, and enjoys continually honing her skills with the nuances of every transaction.

Clients have come to rely on Ellen’s ability to help them navigate through often complex commercial transactions and emotionally taxing residential deals with efficiency and warmth.

Ellen earned her Bachelor of Science from Cornell University, where she majored in Animal Science. When she isn’t in the office, Ellen can typically be found in the kitchen teaching her children the chemistry of cooking and creating delightful confections. Ellen is also an avid lover of hiking the many beautiful trails in the Ithaca area.
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Shelley B. Love
Paralegal
slove@bhlawpllc.com
Direct Dial: 607.273.6841
Direct Fax:  607.272.8806

Shelley works in the Ithaca office and is a paralegal in the Residential and Commercial Real Estate Practice Group with over 23 years of experience closing residential and commercial real estate transactions. Mortgage lenders appreciate Shelley’s ability to deftly manage client expectations, accurately draft closing documents and calmly and confidently oversee hundreds of transactions a year. Residential clients quickly come to realize that her vast knowledge of the home buying, selling and mortgaging processes help them avoid unnecessary delay in getting to closing.

For the 12 years prior to joining Bousquet Holstein, Shelley worked closely with Randall B. Marcus and Virginia A. Tesi of Marcus Orkin Tesi LLP, in Ithaca, New York, and remains an integral part of their real estate team since all of them joined Bousquet Holstein.

Shelley earned her Paralegal Associates Degree from Tompkins Cortland Community College where she was a member of the Phi Theta Kappa Honor Society. She also earned a Bachelor of Arts from the State University of Oswego where she dual majored in American Studies and History. While attending SUNY Oswego, she was a member of Alpha Phi Omega Co-ed National Service Fraternity where she volunteered on many community service projects including Adopt-A-Highway, provided pet therapy at local nursing homes, and coordinated with the local police department to fingerprint and photograph children with their parents for safety and identification kits.

In her free time, Shelley enjoys reading, cooking, and hiking the many local trails and waterfalls in the Finger Lakes Region of Central New York with her family and friends.
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Nancy Coole
Paralegal
ncoole@bhlawpllc.com
Direct Dial: 607.273.6841
Direct Fax:  607.272.8806

Nancy works in the Ithaca office and serves as a paralegal in the Litigation Practice group with over ten years’ experience in Family and Matrimonial Law. She enjoys working closely with clients and they frequently express appreciation for her professional and supportive demeanor while handling their case. Nancy is the initial point of contact in completion of a client’s Statement of Net Worth and all discovery. She has extensive experience in coordinating the gathering, organizing and tracking of discovery documents as well as drafting various documents, agreements, stipulations and orders including Qualified Domestic Relations Orders.

Before joining the firm, she worked for Jonathan A Orkin at Marcus Orkin Tesi LLP, in Ithaca, New York and continues to do so as a paralegal at Bousquet Holstein. Other legal experience in the past has included assisting with Worker’s Compensation claims, Attorney for Children briefs and estate work at a general law practice.

Prior to working in a law firm environment, she had broad claims experience for nine years in the insurance industry resolving litigated injury claims with two major insurers. Nancy earned her Bachelor’s degree in Criminal Justice at the University of South Florida in Tampa and completed additional paralegal coursework at SUNY Broome Community College.

Volunteering in the community has included Nancy serving on a town Library Board and participation in fund-raising activities as a Friend of the Library, working with children’s and youth programs at church including directing and producing skits and writing Mystery Night events.

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