Louis W. Pierro is the founder and principal of Pierro, Connor & Associates, LLC, and concentrates his law practice in the areas of Estate Planning, Estate and Trust Administration, Business Succession Planning, Elder Law and Special Needs Planning. Mr. Pierro has been selected to the Best Lawyers in America, The Best Lawyers in New York, Super Lawyers of the Hudson Valley, Top 25 Lawyers in Upstate New York, NY Times Top Attorneys in NY, and he has maintained an AV preeminent rating from the Martindale-Hubbell since 2001. In addition, Mr. Pierro is Best Lawyers 2014 Lawyer of the Year in Elder Law for the Capital Region. He served as an adjunct professor at Siena College, where he lectured on Estate Planning from 1987-1995, and has lectured extensively on Estate Planning and Elder Law to professional groups across the country.
Mr. Pierro has served as Chair of the Estate Planning Committee, and Committee on Taxation of the Trusts & Estates Section, and the Elder Law Section, of the NYS Bar Association, and he is currently a member of the Elder Law Section Executive Committee. He is founder and Director of Elder Counsel, a national organization of Elder Law and Special Needs law firms, which provides proprietary document drafting software and education to over 950 member firms in all 50 states. He is also President & CEO of Advocates Planning Group LLC, an attorney membership organization dedicated to providing a range of support services to attorneys who prepare and maintain sophisticated trust plans for clients, with a focus on Delaware law. He is currently a member of the National Academy of Elder Law Attorneys; the American Bar Association, Probate and Trust Section; the NYS Bar Association Trusts and Estates and Elder Law Sections; and the Albany County Bar Association (Chair, Elder Law Committee 1993-1998). He has served as a Director of the Estate Planning Council of Eastern New York, Inc.; Senior Services of Albany, Inc.; Alzheimer's Association of Northeast New York, Colonie Youth Center and McAuley Residence.
A graduate of Lehigh University and Albany Law School, Mr. Pierro was admitted to the New York State Bar in January of 1984, and is licensed to practice in all New York State Courts, the US Supreme Court and the Second Circuit Court of Appeals.
Specialties: Estate Planning, Wills, Trusts, Wealth Planning & Preservation, Asset Protection, Charitable Planning, Business planning, Elder Law and Special Needs planning.
Mr. Pierro is available for speaking engagements for client seminars, community groups and professional organizations. Use the " Contact Us" form or call 518-459-2100 for scheduling.
Aaron E. Connor, Partner at Pierro, Schaeffer & Connor, is a seasoned litigator, currently concentrating in the areas of guardianship, will/ trust contests and other estate related litigation. Mr. Connor regularly handles complex trust and estate litigation matters, including several multi-million dollar estates with corporate entities and assets. He also assists clients in obtaining their fair share of contested estates and trusts through discovery, litigation, and negotiation.
Mr. Connor is the head of the firm's Long-Term Care Planning Department where he advises clients on how best to preserve assets for themselves and their families. Additionally, he assists clients in the establishment of estate tax avoidance vehicles, tax-efficient charitable giving, and other sophisticated estate planning techniques. Mr. Connor is a contributing author to Estate Planning and Will Drafting in New York, published by the New York State Bar Association (2013).
Robert M. Vandy, CLU, ChFC, LUTCF, CLTC is Vice President of Marketing for New York & National Long Term Care Brokers (NYLTCB), a nationally recognized long-term care, retirement, estate and business planning firm located in Clifton Park, NY.
Bob has over 24 years of experience in insurance & financial services, having served in both field and home office marketing support & management capacities. Prior to joining NY/NLTCB in his current capacity supporting the NYLTCB network of producers and developing new producers & strategic partnerships, Bob spent 4 years as an advisor/producer and 9 years in home & regional office environments for two insurance carriers, serving in marketing & sales support, training and management capacities with geographic responsibility for the northeastern United States.
Bob earned his LUTCF (Life Underwriter Training Council Fellow) designation in 1993, his CLU (Chartered Life Underwriter) designation in 1997, his ChFC (Chartered Financial Consultant) designation in 2000 and his CLTC (Certified in Long Term Care) designation in 2006. He speaks regularly to insurance agent and financial advisor and planner groups, attorneys and accountants, and has been a guest lecturer at Albany (N.Y.) Law School. He also presents consumer workshops and seminars on insurance, retirement and estate planning topics.
Brian M. Johnson, MBA, CLTC is Director of Business Development at New York and National Long-Term Care Brokers, Ltd. in Clifton Park, NY, a suburb of Albany. Mr. Johnson specializes in Long-Term Care, Life and Disability Insurance, as well as fixed annuities for individuals, employer groups and numerous state and national associations. On a regular and consistent basis, Mr. Johnson coordinates with banks, credit unions, estate planning attorneys and CPA’s to allow their clients to achieve a full integration of the core disciplines involved in effective estate and business planning. In addition, Mr. Johnson manages affinity insurance discount programs for 12 Professional Associations.
Mr. Johnson offers a wide range of services including the following:
- Retirement Income Planning
- Pension Maximization
- Long-Term Care Planning
- Estate Planning
- Life and Disability Insurance Design
- Employee Benefits
- Qualified Plan and Pension Design
- Asset Protection Planning
Mr. Johnson has over 10 years of financial services experience, spending the most recent 3 years in Asset Protection and Wealth Transfer Planning. In addition to his professional practice, Mr. Johnson is regularly called on to conduct training for financial professionals nationwide. Mr. Johnson is Certified in Long-Term Care (CLTC) and is registered with the NYS Partnership for Long-Term Care. He is also a qualifying member of the Million Dollar Roundtable, a premier national association of financial professionals. Mr. Johnson is a member of the American Association for Long-Term Care and the National Association of Insurance and Financial Advisors.