Firm News

September 19, 2022

Moira Laidlaw Authors NYLJ Article About Underutilized Tool in Estate Planning

September 19, 2022Moira Laidlaw authored a New York Law Journal article entitled “Mental Health Directives in Estate Planning Engagements,” in which she discussed the psychiatric advance directive (PAD), an underutilized new tool designed for clients with a history of mental illness. 

In the September 9 article, Laidlaw explained that a PAD can help clients take control of their treatment plan in the event of a future mental health episode. A PAD will typically include: 1) the person authorized to make psychiatric decisions in the event of an episode; 2) the preferred hospitals and providers; 3) effective treatment therapies and medications to be administered; and 4) ineffective therapies and medications that are not to be administered.

Laidlaw wrote, “A fully developed PAD can serve as both a medical history of the patient and informed consent for future treatment… With current medical research showing a strong correlation between prompt treatment and better health outcomes, a PAD that allows for swift administration of treatment could be lifesaving.”

Read the full New York Law Journal article here.

Associated Attorney

moira s. laidlaw attorney trusts & estates elder law medicaid planning special needs planning attorney hollis laidlaw & simon westchester mount kisco new york city law firm

Moira S. Laidlaw

Partner

September 15, 2022

Dan Hollis Discusses Veterans Treatment Court in Westchester Lawyer Magazine Article

September 15, 2022 — Partner P. Daniel Hollis III was quoted in the August issue of Westchester Lawyer magazine, in an article written by Hon. Mark C. Dillon, Justice of the Appellate Division, Second Department.

The article, entitled “The Westchester Veterans Treatment Court,” discusses the special function of the Veterans Treatment Court (VTC), which is available to any qualifying criminal defendant who has served in the U.S. military. Presided over by Justice David Everett, himself a veteran of three tours of duty in the U.S. Army, the court handles cases that are eligible for diversion and assigns each defendant a mentor and addresses the personal challenges that many of the defendants face, including health problems, mental health issues, and substance abuse.

Hollis, who is past president of the Westchester County Bar Association and served with the 82nd Airborne Division in Vietnam from July 1968 to July 1969, was trained by the ProVetus organization to become a mentor for VTC. He explained that his involvement is “nothing more than caring for and providing aid to our fellow veterans after they leave the field of battle as we would have on the field. Those of us who have been blessed with better luck owe those not so lucky our support and commitment.”

Read the full article in Westchester Lawyer.

Associated Attorney

p. daniel hollis III hollis laidlaw simon litigation land use & zoning guardianship trusts estates attorney westchester county mount kisco new york city

P. Daniel Hollis III

Partner

June 29, 2022

Moira Laidlaw Presents on Financing Long Term Care at Katonah and Bronxville Libraries

June 29, 2022 — Moira Laidlaw has presented twice recently on how to finance long term care, shedding some light on this complex area. Thank you to the Katonah Library (use passcode: !6Hsy4=v to view video) for hosting Moira in May 2022 and to the Bronxville Library for hosting in June 2022.

Associated Attorney

moira s. laidlaw attorney trusts & estates elder law medicaid planning special needs planning attorney hollis laidlaw & simon westchester mount kisco new york city law firm

Moira S. Laidlaw

Partner

June 7, 2022

David Simon Joins Board of Alzheimer's Association Hudson Valley

June 7, 2022 — We are delighted to announce that Managing Partner David Simon has joined the Board of the Alzheimer’s Association Hudson Valley Chapter. Hollis Laidlaw & Simon has been actively involved with the Alzheimer’s Association for many years, providing talks, webinars, and videos on legal and financial planning for people impacted by Alzheimer’s and dementia. The firm also sponsored the Annual Kensico 5K Run/Walk Event to benefit the Alzheimer’s Association and participated in the 2019 Walk to End Alzheimer’s at SUNY Purchase. Partner Moira Laidlaw served on the Alzheimer’s Association Board from 2016-2022.

David Simon said, “I am honored to be elected to the Board of this incredible organization, which provides expert support and assistance to millions of people. The Alzheimer’s
Association’s mission is in perfect alignment with the goals of our Trusts & Estates team: to educate and assist people affected by Alzheimer’s.”

The attorneys at Hollis Laidlaw & Simon provide unmatched legal and financial counsel to
families of people with Alzheimer’s, guiding them through the complicated legal process of
establishing guardianship and conservatorship for their loved ones.

Associated Attorney

david simon attorney land-use & zoning, litigation, employment law corporate law westchester mount kisco new york city law firm

David Simon

Managing Partner

May 25, 2022

P. Daniel Hollis III Is Guest Speaker at the Bedford Hills Memorial Day Parade

May 25, 2022 — P. Daniel Hollis III, in association with the Bedford Hills Fire Department, will speak at the upcoming Bedford Hills Memorial Day parade to be held on Monday, May 30, 2022. Dan is a Vietnam War Veteran.

For more information and parade details, please visit the Bedford Hills, N.Y. Fire/Rescue website

Associated Attorney

p. daniel hollis III hollis laidlaw simon litigation land use & zoning guardianship trusts estates attorney westchester county mount kisco new york city

P. Daniel Hollis III

Partner

April 13, 2022

Legal & Financial Planning for Alzheimer's: April 12 Webinar

April 13, 2022 — Moira Laidlaw presented at a webinar sponsored by the Friends of the Bronxville Public Library in association with the Alzheimer’s Association Hudson Valley Chapter, speaking about legal and financial planning for Alzheimer’s. The free webinar was held April 12, 2022 was open to the public. Hollis Laidlaw & Simon actively supports the Alzheimer’s Association, and Moira is a frequent speaker on legal and financial issues relating to persons impacted by dementia and their families.

For more information about Alzheimer’s Disease, please consider calling the Alzheimer’s Association hotline at (800) 272-3900 or visiting their website at www.alz.org.

Associated Attorney

moira s. laidlaw attorney trusts & estates elder law medicaid planning special needs planning attorney hollis laidlaw & simon westchester mount kisco new york city law firm

Moira S. Laidlaw

Partner

April 7, 2022

Medicaid Planning for Those with Small Business Interests: Webinar on April 13

April 7, 2022 — Moira Laidlaw will present at a webinar sponsored by The Senior Law Day Collaborative, speaking about the issues that small business interests can present when Medicaid planning is needed.  The free webinar will be held April 13, 2022 and is now open for registration

The Senior Law Day Collaborative is a 20+ year program of  the Westchester County Public-Private Partnership that provides free legal and financial advice for Westchester County Seniors and their families.

Associated Attorney

moira s. laidlaw attorney trusts & estates elder law medicaid planning special needs planning attorney hollis laidlaw & simon westchester mount kisco new york city law firm

Moira S. Laidlaw

Partner

March 31, 2022

Hollis Laidlaw & Simon Commends Three Attorneys on Super Lawyers Top Women Recognition

March 31, 2022 — Hollis Laidlaw & Simon congratulates three of our attorneys for being selected to Super Lawyers New York Metro Top Women for 2021. Our outstanding lawyers were chosen based on a high degree of peer recognition and professional achievement. Our accomplished team of Super Lawyers includes:  

Moira Laidlaw, Partner

Super Lawyers New York Metro Top Women in Elder Law | 2021 

A Certified Elder Law Attorney (CELA) as accredited by the National Elder Law Foundation and the American Bar Association, Moira counsels her elder law clients on issues related to Medicaid and long-term care financing, special needs planning, and probate, estates, and gift tax issues, and she frequently lectures locally on such topics. As an executive committee member of the New York State Bar Association’s Elder Law and Special Needs Section, Moira is one of an elite group of attorneys who help advocate and set policy on matters that impact the elderly and special needs community.

Moira serves as co-chair of the Westchester Women’s Bar Association’s Elder & Health Law Committee and as a member of the Connecticut Bar Association’s Elder Law, Estates & Probate, Disability Law, and Health Law Sections. Her dedication to elder law also extends to community service. She serves as a board member of the Alzheimer’s Association’s Hudson Valley Chapter and a committee member of the Westchester Public/Private Partnership for Aging Services, Inc.

Moira brings 20 years of experience to her Trusts & Estates practice. She takes great pride in her client relationships and is known for her compassion, principled approach, and ability to guide her clients through complex matters in a comprehensible way. She serves clients throughout Westchester and surrounding counties, New York City, and Connecticut. 

Gianna Corona, Senior Associate

Super Lawyers New York Metro Top Women in Estate Planning & Probate | Rising Stars 2021 

Gianna’s estate planning practice is focused on assisting clients of all wealth levels in creating quality estate plans and settling their loved ones’ estates. She is experienced in drafting and implementing wills, trusts (irrevocable and revocable), powers of attorney, and health care documents, such as health care proxies, living wills, and HIPAA designations. She also has extensive experience in estate administration, including all aspects of probate and administration of estates, as well as administration of trusts.

Prior to joining Hollis Laidlaw & Simon, Gianna served as a judicial intern at the Westchester County Surrogate’s Court. She is a member of the New York State Bar Association’s Trusts and Estates Section, the Westchester County Bar Association, and the Westchester Women’s Bar Association. She also serves as a member of the Women’s Enterprise Development Center’s (WEDC) Senior Providers’ Network.

Anastazia Sienty, Associate

Super Lawyers New York Metro Top Women in Estate Planning & Probate | Rising Stars 2021 

Anastazia counsels families, couples, students, and retirees throughout Northern Westchester County on estate planning matters pertaining to health care, assets, and financial decisions, with a focus on estates under the federal estate tax limit. She takes pride in her attentiveness to her clients’ needs and concerns, and her primary objective is ensuring they feel comfortable with their estate plans.

Anastazia is a member of the New York State Bar Association’s Trusts and Estates Section, the Westchester County Bar Association, and the Columbian Lawyers Association. She also volunteers with the Guardianship Committee for Dutchess County Arc. 

* * * * * * * *

Congratulations to Moira, Gianna, and Anastazia on this well-deserved recognition!

Associated Attorneys

moira s. laidlaw attorney trusts & estates elder law medicaid planning special needs planning attorney hollis laidlaw & simon westchester mount kisco new york city law firm

Moira S. Laidlaw

Partner

gianna o. corona trusts & estates attorney hollis laidlaw & simon westchester mount kisco new york city

Gianna O. Corona

Senior Associate

anastazia a. sienty trusts & estates attorney hollis laidlaw & simon westchester mount kisco new york city

Anastazia A. Sienty

Associate

March 5, 2022

Mental Health in Estate Planning: Webinar on March 17

March 5, 2022 — Moira Laidlaw will present at a webinar sponsored by WealthCounsel, speaking about mental health in estate planning. The webinar will be held March 17, 2022 and is open to WealthCounsel subscribers. This is a topic Moira has covered before, most recently in an article that appeared on WealthManagement.com.

WealthCounsel has been helping estate planning and business law attorneys for over 20 years. They aim to be a trusted partner for attorneys, providing holistic, best-in-class solutions and services that allow them to confidently build successful and efficient estate planning and business law practices.

Associated Attorney

moira s. laidlaw attorney trusts & estates elder law medicaid planning special needs planning attorney hollis laidlaw & simon westchester mount kisco new york city law firm

Moira S. Laidlaw

Partner

January 10, 2022

Moira Laidlaw Joins Westchester Community Foundation Advisory Board

January 10, 2022 — Partner Moira S. Laidlaw has joined the Westchester Community Foundation’s Advisory Board. The Westchester Community Foundation (WCF) has worked since 1975 to improve the quality of life in Westchester by promoting responsible philanthropy, investing in transformative ideas and effective organizations, and connecting donors to critical local needs.

In welcoming Ms. Laidlaw to the Advisory Board, Board Chair Sarah Jones-Maturo said, “We are thrilled that Moira has joined our board. Her depth of experience in matters of interest to our donors and the communities we serve will be invaluable as we continue our work to improve the quality of life for all Westchester residents.”

Please visit wcf-ny.org for more information about the WCF and their work in our community.

Associated Attorney

moira s. laidlaw attorney trusts & estates elder law medicaid planning special needs planning attorney hollis laidlaw & simon westchester mount kisco new york city law firm

Moira S. Laidlaw

Partner

January 1, 2022

HLS Celebrates Its 50th Anniversary

Fifty Years with Hollis Laidlaw & Simon: Evolution Rooted in Excellence

When Stu Shamberg incorporated our law firm in 1972, concentrating the practice in land use & zoning law, he couldn’t have imagined that 50 years later, the firm would grow to include a new generation of talented lawyers, robust practice areas like trusts & estates, expanded practices in land use & zoning, corporate, real estate, litigation & dispute resolution, guardianship, and employment, and hundreds of loyal clients from all over Westchester and neighboring counties, as well nearby states, Connecticut and New Jersey.  

But today, Hollis Laidlaw & Simon has evolved into a thriving full-service firm, due in no small part to what our founders established those 50 years ago: a commitment to excellence.

“Stu had a tremendous reputation, which served as the foundation for us to grow and grow and be burnished by all the successful cases that we’ve had through the years,” said Partner Dan Hollis, who joined the firm in 1990 and bridges the gap between the days of Stu Shamberg and retired Partner John Marwell, and today’s other named partners Moira Laidlaw and David Simon. 

One of our most booming practice areas, trusts & estates, has certainly benefited from that foundation. Laidlaw, who heads the practice, said, “We recognized pretty quickly after I joined the firm in 2014 what synergies there were between the firm’s phenomenal litigation & land use practice and my trusts & estates experience.”

Now the trusts & estates practice is nine lawyers and eight staff strong, helping over 300 families a year. “It’s like a little success story,” Laidlaw said humbly.

The trusts & estates practice includes estate planning and administration, and also covers high-net-worth tax planning, guardianship, and Medicaid asset protection. 

The firm further evolved with the addition in 2018 of Managing Partner Simon, who bolstered the firm’s corporate and litigation practices. “Dave was an amazing find,” said Laidlaw. “He is a crazy throwback jack-of-all-trades because he’s amazingly good at corporate governance, commercial litigation, real estate litigation, guardianship litigation, and employment law. No one practices like that anymore. Lawyers who specialize are not always equipped to evaluate complex issues where multiple practice areas intersect. This is where Dave’s multidisciplinary experience proves to be invaluable for our clients.”  

While we have developed into a full-service firm, our long-standing relationships in the community have remained strong. “The people we deal with know our reputation,” Simon said. “We’re well-known and respected in the courts in which we practice and by the planning and zoning boards whom we appear before, because Stu, John, and Dan set a very high standard that the firm remains committed to upholding.” 

Through all the uncertainties of the last half-century, one thing has remained constant: our dedication to finding solutions to our clients’ legal needs. “We built this firm on the foundation of excellence and on our devotion to our clients,” said Hollis. “That was our commitment 50 years ago and will remain our commitment long into the future.” We look forward to serving our clients for the next 50 years.

May 17, 2021

Dominican College Webinar

May 17, 2021 — Trusts & Estates attorney, Bridget Eichinger will present “Preparing Your Will” at Dominican College’s webinar “Estate Planning For Women.” The webinar will be held Thursday, May 27 at 4:30pm EDT. For more information and to register, please visit https://www.dc.edu/events/estate-planning-2021/.

Associated Attorney

bridget t. eichinger medicaid attorney estate planning elder law attorney hollis laidlaw & simon westchester mount kisco new york city law firm

Bridget T. Eichinger

Senior Associate

May 11, 2020

HLS Expands Firm Footprint With New Partner Jaime D. Lewis

May 11, 2020 — Hollis Laidlaw & Simon P.C. announced that Estate Planning and Elder Law attorney, Jaime D. Lewis, has joined the Firm as a Partner.

Based in the Firm’s new Long Island office, Ms. Lewis provides estate planning counsel to individuals and succession planning for businesses. She also advises clients in elder law and special needs planning. Ms. Lewis will be an integral part of the Firm’s long-term strategic plan to expand its presence in the New York Metropolitan Area. “Jaime’s ability to counsel and navigate clients through complicated planning engagements with a measured and reassuring approach leaves us confident that she is the perfect fit to launch the Firm’s Long Island office,” said Managing Partner, Moira Laidlaw. “These skills reflect Hollis Laidlaw & Simon’s ongoing commitment to delivering the highest quality of client service.”

About Ms. Lewis

Jaime Lewis began her legal career practicing corporate tax law at the Wall St. firm of Cadwalader, Wickersham & Taft and securities law at Norton Rose Fulbright in London. In 2017, she established her own law firm on Long Island. A University of Maryland School of Law graduate, she also holds a Master of Laws in taxation from the NYU School of Law. Ms. Lewis is a member of the New York State Bar Association, Trusts & Estates and Elder Law Sections and the Nassau County Bar Association, Surrogates Court, Estates & Trusts Committee.

Associated Attorney

jaime d. lewis trusts & estates special needs planning attorney hollis laidlaw & simon trust & estates law firm manhasset long island new york

Jaime D. Lewis

Partner

April 28, 2020

Webinar - What Every Estate Plan Should Include

Join Moira Laidlaw for a free webinar review of fundamental estate planning documents, when they are used, and why they are necessary to protect you and your family. The webinar is hosted by the Mark Boyland Real Estate Team in Bedford, as part of its “Knowledge Is Power” webinar series.

Thursday, April 30, 2020
3pm EDT

Click Here to View the Replay

Associated Attorney

moira s. laidlaw attorney trusts & estates elder law medicaid planning special needs planning attorney hollis laidlaw & simon westchester mount kisco new york city law firm

Moira S. Laidlaw

Managing Partner

April 16, 2020

WCBA Hosts CLE Webinar

April 16, 2020 — The Trusts and Estates Section of the Westchester County Bar Association hosted a Continued Legal Education webinar, “IT CAN BE DONE! Best Practices in the Virtual Practice of Law in T&E and Real Estate.” Presented by Kimberly Bliss and Anne Aicher, and moderated by Moira Laidlaw, the webinar reviewed the new executive orders relating to essential legal work (what counts and what doesn’t) and outlined best practices for remote notarization and witnessing for Will signings and Real Estate closings.

Associated Attorneys

kimberly s. bliss attorney trusts & estates elder law medicaid planning special needs planning attorney hollis laidlaw & simon westchester mount kisco new york city law firm

Kimberly S. Bliss

Partner

anne r aicher attorney estate planning real estate trusts & estates hollis laidlaw & simon westchester mount kisco new york city law firm

Anne R. Aicher

Partner

moira s. laidlaw attorney trusts & estates elder law medicaid planning special needs planning attorney hollis laidlaw & simon westchester mount kisco new york city law firm

Moira S. Laidlaw

Managing Partner

March 27, 2020

Legal and Financial Planning for Families Impacted by Alzheimer’s Disease or Dementia

Moira Laidlaw presents two video talks on behalf of the Alzheimer’s Association* on legal and financial issues relating to persons impacted by dementia and their families.

VIDEO PART I in this series provides an overview of legal and financial planning that should be put in place as soon after an initial diagnosis as possible. VIDEO PART II in the series focuses on the payment of long term care expenses and the resources available to families to cover these costs.

For more information, please also consider calling the Alzheimer’s Association hotline at (800) 272-3900 or visiting their website at www.alz.org.

*The Alzheimer’s Association does not endorse any specific law firm.

Associated Attorney

moira s. laidlaw attorney trusts & estates elder law medicaid planning special needs planning attorney hollis laidlaw & simon westchester mount kisco new york city law firm

Moira S. Laidlaw

Managing Partner

December 21, 2021

Bridget Eichinger Is Named Partner

December 21, 2021 — Hollis Laidlaw & Simon is delighted to announce that Bridget Eichinger has been named partner. Since joining the firm in 2017, Bridget has become an integral part of our Trusts & Estates practice. Individuals and couples turn to her for estate planning documents, and trustees and executors seek her assistance administering their loved ones’ estates. In addition to her depth of knowledge, Bridget is known for the compassion she brings to her work and her ability to guide clients through the estate planning and administration processes with ease.

“We congratulate Bridget on her well-earned and well-deserved promotion to partner,” said Moira Laidlaw, leader of the firm’s Trusts & Estates team. “She is a trusted counselor to her clients and is highly thought of by clients and colleagues.”

Associated Attorney

bridget t. eichinger medicaid attorney estate planning elder law attorney hollis laidlaw & simon westchester mount kisco new york city law firm

Bridget T. Eichinger

Partner

July 22, 2021

Moira Laidlaw Publishes Article about Mental Health Directives in Estate Planning

Moira Laidlaw’s article, “Mental Health Directives in Estate-Planning Engagements” was published on WealthManagement.com. In the article, Moira writes that estate planning professionals help clients plan for incapacity as well as death, and that attorneys should ask clients about underlying psychiatric conditions that should be considered as they work through their estate plan.

Associated Attorney

moira s. laidlaw attorney trusts & estates elder law medicaid planning special needs planning attorney hollis laidlaw & simon westchester mount kisco new york city law firm

Moira S. Laidlaw

Managing Partner

May 27, 2021

Virtual Seminar

May 27, 2021 — On Wednesday, June 2, at 7pm EDT, Jaime Lewis will present at the webinar “Making a Move & Right-Sizing.” This informative seminar will address the many challenges for seniors and their families when downsizing from the family home. For more information and to register, please contact Kristin Kupfer at kkupfer@thebristal.com or call 516.506.2298.

Associated Attorney

jaime d. lewis trusts & estates special needs planning attorney hollis laidlaw & simon trust & estates law firm manhasset long island new york

Jaime D. Lewis

Partner

May 17, 2021

Dominican College Webinar

May 17, 2021 — Trusts & Estates attorney, Bridget Eichinger will present “Preparing Your Will” at Dominican College’s webinar “Estate Planning For Women.” The webinar will be held Thursday, May 27 at 4:30pm EDT. For more information and to register, please visit https://www.dc.edu/events/estate-planning-2021/.

Associated Attorney

bridget t. eichinger medicaid attorney estate planning elder law attorney hollis laidlaw & simon westchester mount kisco new york city law firm

Bridget T. Eichinger

Senior Associate

November 11, 2020

Northwell Health Webinar

November 11, 2020 — Northwell Health, New York’s largest healthcare provider, hosted a “Legal Matters” webinar today featuring Trusts & Estates attorney, Moira Laidlaw.

Associated Attorney

moira s. laidlaw attorney trusts & estates elder law medicaid planning special needs planning attorney hollis laidlaw & simon westchester mount kisco new york city law firm

Moira S. Laidlaw

Partner

May 11, 2020

HLS Expands Firm Footprint With New Partner Jaime D. Lewis

May 11, 2020 — Hollis Laidlaw & Simon P.C. announced that Estate Planning and Elder Law attorney, Jaime D. Lewis, has joined the Firm as a Partner.

Based in the Firm’s new Long Island office, Ms. Lewis provides estate planning counsel to individuals and succession planning for businesses. She also advises clients in elder law and special needs planning. Ms. Lewis will be an integral part of the Firm’s long-term strategic plan to expand its presence in the New York Metropolitan Area. “Jaime’s ability to counsel and navigate clients through complicated planning engagements with a measured and reassuring approach leaves us confident that she is the perfect fit to launch the Firm’s Long Island office,” said Managing Partner, Moira Laidlaw. “These skills reflect Hollis Laidlaw & Simon’s ongoing commitment to delivering the highest quality of client service.”

About Ms. Lewis

Jaime Lewis began her legal career practicing corporate tax law at the Wall St. firm of Cadwalader, Wickersham & Taft and securities law at Norton Rose Fulbright in London. In 2017, she established her own law firm on Long Island. A University of Maryland School of Law graduate, she also holds a Master of Laws in taxation from the NYU School of Law. Ms. Lewis is a member of the New York State Bar Association, Trusts & Estates and Elder Law Sections and the Nassau County Bar Association, Surrogates Court, Estates & Trusts Committee.

Associated Attorney

jaime d. lewis trusts & estates special needs planning attorney hollis laidlaw & simon trust & estates law firm manhasset long island new york

Jaime D. Lewis

Partner

April 28, 2020

Webinar - What Every Estate Plan Should Include

Join Moira Laidlaw for a free webinar review of fundamental estate planning documents, when they are used, and why they are necessary to protect you and your family. The webinar is hosted by the Mark Boyland Real Estate Team in Bedford, as part of its “Knowledge Is Power” webinar series.

Thursday, April 30, 2020
3pm EDT

Click Here to View the Replay

Associated Attorney

moira s. laidlaw attorney trusts & estates elder law medicaid planning special needs planning attorney hollis laidlaw & simon westchester mount kisco new york city law firm

Moira S. Laidlaw

Managing Partner

April 16, 2020

WCBA Hosts CLE Webinar

April 16, 2020 — The Trusts and Estates Section of the Westchester County Bar Association hosted a Continued Legal Education webinar, “IT CAN BE DONE! Best Practices in the Virtual Practice of Law in T&E and Real Estate.” Presented by Kimberly Bliss and Anne Aicher, and moderated by Moira Laidlaw, the webinar reviewed the new executive orders relating to essential legal work (what counts and what doesn’t) and outlined best practices for remote notarization and witnessing for Will signings and Real Estate closings.

Associated Attorneys

kimberly s. bliss attorney trusts & estates elder law medicaid planning special needs planning attorney hollis laidlaw & simon westchester mount kisco new york city law firm

Kimberly S. Bliss

Partner

anne r aicher attorney estate planning real estate trusts & estates hollis laidlaw & simon westchester mount kisco new york city law firm

Anne R. Aicher

Partner

moira s. laidlaw attorney trusts & estates elder law medicaid planning special needs planning attorney hollis laidlaw & simon westchester mount kisco new york city law firm

Moira S. Laidlaw

Managing Partner

March 27, 2020

Legal and Financial Planning for Families Impacted by Alzheimer’s Disease or Dementia

Moira Laidlaw presents two video talks on behalf of the Alzheimer’s Association* on legal and financial issues relating to persons impacted by dementia and their families.

VIDEO PART I in this series provides an overview of legal and financial planning that should be put in place as soon after an initial diagnosis as possible. VIDEO PART II in the series focuses on the payment of long term care expenses and the resources available to families to cover these costs.

For more information, please also consider calling the Alzheimer’s Association hotline at (800) 272-3900 or visiting their website at www.alz.org.

*The Alzheimer’s Association does not endorse any specific law firm.

Associated Attorney

moira s. laidlaw attorney trusts & estates elder law medicaid planning special needs planning attorney hollis laidlaw & simon westchester mount kisco new york city law firm

Moira S. Laidlaw

Managing Partner

October 27, 2019

Hollis Laidlaw & Simon Sponsors the 4th Annual Kensico 5K Run/Walk Event

Hollis Laidlaw & Simon served as a sponsor for the 4th Annual Kensico 5K Run/Walk on Sunday, October 27, 2019 at Kensico to benefit the Alzheimer’s Association of Hudson Valley.

The Alzheimer’s Association is the world leader in Alzheimer’s research and support. It is the nation’s oldest and largest voluntary health organization dedicated to advancing research for the prevention, cure and treatment of Alzheimer’s disease and to providing expert support and assistance to millions of afflicted Americans and their families.

david simon and michele celentano of hollis laidlaw & simon mount kisco ny

David Simon & Michele Celentano at the Kensico 5K Run / Walk

September 29, 2019

Team Hollis Laidlaw & Simon Participates in the 2019 Walk to End Alzheimer's - Westchester County, NY

Members of Team Hollis Laidlaw & Simon walked as far as 3 miles at this year’s Alzheimer’s fund raising event at SUNY Purchase.

Held annually in more than 600 communities nationwide, the Alzheimer’s Association Walk to End Alzheimer’s® is the world’s largest event to raise awareness and funds for Alzheimer’s care, support, and research.

team hollis laidlaw & simon at 2019 walk to end alzheimer's

September 16, 2019

Shamberg Marwell Hollis Andreycak & Laidlaw, P.C. is now Hollis Laidlaw & Simon P.C.

Shamberg Marwell Hollis Andreycak & Laidlaw, P.C. has changed its name to Hollis Laidlaw & Simon P.C., ushering in a new era with new leadership, a growing team, and expanded services.

Thirty-year partner Dan Hollis, managing partner Moira Laidlaw and partner David Simon comprise the new leadership team. Mr. Simon, who joined the firm in 2018, has bolstered the litigation and land use practices, expanded the corporate practice, and added an employment practice. “I am honored to take a leadership role at such an exceptional firm,” said Mr. Simon. “I was drawn to the firm because of the collaborative nature of our attorneys and the obvious benefit to the client when we put our minds together.”

Hollis Laidlaw & Simon has recently welcomed new hires, expanding the team to 15 attorneys. “We’ve been fortunate to attract incredible talent over the years,” said Ms. Laidlaw, who has overseen the growth in her own trusts and estates practice and across the firm. She appreciates the strength that a larger team affords. “We love the challenge of working with any client who walks in our door,” she said. “With a deeper bench, we are positioned to provide a broader range of legal services to our existing clients and cater to an even wider clientele as we move into the future.”

Mr. Hollis appreciates that while the firm has evolved, it still honors the values of the past. “Our concentration has always been on providing excellent service and surrounding ourselves with the smartest people with the highest ethical standards,” he said. “With our new leadership team, this will still be our theme, and we will continue to thrive.”

Hollis Laidlaw & Simon looks forward to continuing to provide their clients with the highest level of excellence and personalized counsel in their core areas of practice: litigation & dispute resolution, land use & zoning, corporate, employment, real estate, trusts & estates, guardianship, specials needs planning, and elder law and Medicaid planning.

September 9, 2019

SMHAL Welcomes New Associate Sara O'Shea

Shamberg Marwell Hollis Andreycak & Laidlaw is very pleased to introduce Sara O’Shea, who has joined the Firm as an Associate, focused on Land Use & Zoning and Litigation. A recent graduate of the Elisabeth Haub School of Law at Pace University, Sara is knowledgeable in the requirements of the State Environmental Quality Review Act, Clean Air Act, and Clean Water Act. She is also experienced in handling matters before the New York State Public Service Commission, and in matters concerning compliance in international “green procurement” programs.

Associated Attorney

sara o'shea attorney litigation & dispute resolution land use & zoning hollis laidlaw & simon westchester mount kisco new york law city firm

Sara O'Shea

Associate

Related Areas of Focus

May 20, 2019

SMHAL Welcomes New Partner Lee J. Lefkowitz

Shamberg Marwell Hollis Andreycak & Laidlaw is very pleased to introduce Lee J. Lefkowitz, who has joined the Firm as a Partner, focused on Litigation. Lee is experienced in complex commercial litigation throughout New York, New Jersey, and Connecticut. He advises clients on the prosecution and defense of cases in both federal and state court, and has a particular interest in legal writing and oral advocacy.

Most recently, Lee worked at a regional law firm where his focus was commodity and antitrust class action litigation. He also worked for two national firms with focuses on general commercial litigation and liability cases.

Associated Attorney

lee j. lefkowitz attorney litigation & dispute resolution, hollis laidlaw & simon westchester mount kisco new york law city firm

Lee J. Lefkowitz

Partner

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December 11, 2018

SMHAL Wins Judgment Against Town of Bedford

This matter is a combined Article 78 proceeding and Declaratory Judgment action challenging a local law adopted by the Town of Bedford Town Board that regulates the preservation of historic buildings outside of the existing historic districts in the Town. As part of the local law, the Town Board adopted criteria for identifying “historic” properties and regulations requiring review by a historic building commission of any proposed demolition or alteration of the buildings on those identified properties. The Town Board also incorporated into the law a survey identifying hundreds of properties in the Town that it determined should be subject to the local law.

Shamberg Marwell Hollis Andreycak & Laidlaw was retained by Mr. and Mrs. Santomero, who own property in the Town affected by the local law. On behalf of the Firm’s clients, the Firm sought court review of both the constitutionality of the law and the procedure undertaken by the Town Board to adopt the law. In particular, the Firm urged the Court to find that the adoption by the Town Board of an inventory of historic properties en masse, without notice and public hearing as to each property, was in violation of the property owners’ due process rights. The Town sought dismissal of the constitutional claims and the remaining causes of action.

By Decision and Order of the Court (Hon. Anne E. Minihan), dated December 11, 2018, the Court denied the Town’s motion to dismiss the constitutional claims, and remanded to the Town Board “for a hearing, upon due notice, as to each property listed on the Survey.” The remaining causes of action of the proceeding were dismissed.

For additional reading, please see this article that appeared in the December 14, 2018 edition of the Record Review.

Associated Attorneys

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P. Daniel Hollis III

Partner

david simon attorney land-use & zoning, litigation, employment law corporate law westchester mount kisco new york city law firm

David Simon

Partner

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December 3, 2018

SMHAL Welcomes New Partner David Simon

Shamberg Marwell Hollis Andreycak & Laidlaw is very pleased to introduce David Simon, who has joined the Firm as a Partner, focused on Litigation, Land Use & Zoning and Corporate. Mr. Simon is an accomplished litigator who has extensive experience in commercial, employment, construction and tort claims. He also counsels individuals and businesses on a variety of corporate and workplace issues.

Most recently, Mr. Simon was a Partner at a regional law firm, where his areas of focus included litigation, employment law and commercial transactions.

Associated Attorney

david simon attorney land-use & zoning, litigation, employment law corporate law westchester mount kisco new york city law firm

David Simon

Partner

November 6, 2018

Moira S. Laidlaw is Recognized by Martindale-Avvo

Shamberg Marwell Hollis Andreycak & Laidlaw is pleased to announce that Moria S. Laidlaw is the recipient of Martindale-Avvo’s Platinum Client Champion award. The award is an exclusive recognition that demonstrates an attorney’s commitment to client service based on the quantity and quality of their scores on Martindale-Hubbell client reviews. Fewer than 1% of all attorneys have qualified to receive the award.

Platinum Client Champion, the top award, recognizes those attorneys who have received 10 or more client reviews and an average score of 4.5 or higher (out of 5.0).

Associated Attorney

moira s. laidlaw attorney trusts & estates elder law medicaid planning special needs planning attorney hollis laidlaw & simon westchester mount kisco new york city law firm

Moira S. Laidlaw

Managing Partner

October 21, 2018

Four SMHAL Attorneys Honored by Super Lawyers in 2018

Shamberg Marwell Hollis Andreycak & Laidlaw is pleased to announce that four of its attorneys have been selected to the 2018 Super Lawyers list.

John S. Marwell, Land Use & Zoning, P. Daniel Hollis III, Business Litigation and Moira S. Laidlaw, Estate Planning & Probate, have been named to the 2018 New York Metro Super Lawyers list. Gianna O. Corona, Estate Planning & Probate, has been named to the New York Metro 2018 Rising Stars list.

Super Lawyers, a Thomson Reuters business, is a rating service of “outstanding lawyers in more than 70 practice areas who have attained a high degree of peer recognition and professional achievement.” Each year, no more than 5 percent of the attorneys in New York State are named to Super Lawyers. Results of the rigorous selection process are published nationally, and honor a diverse list of exceptional attorneys.

Associated Attorneys

moira s. laidlaw attorney trusts & estates elder law medicaid planning special needs planning attorney hollis laidlaw & simon westchester mount kisco new york city law firm

Moira S. Laidlaw

Managing Partner

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P. Daniel Hollis III

Partner

gianna o. corona trusts & estates attorney hollis laidlaw & simon westchester mount kisco new york city

Gianna O. Corona

Senior Associate

john s. marwell partner emeritus hollis laidlaw & simon westchester mount kisco new york law city firm

John S. Marwell

Partner Emeritus

November 12, 2017

Moira S. Laidlaw Chairs NYSBA Elder Law Conference

Moira S. Laidlaw served as Chair for the New York State Bar Association Basics of Elder Law Conference. Ms. Laidlaw also presented the lecture “Ethics in Trusts & Estates” at the conference.

Associated Attorney

moira s. laidlaw attorney trusts & estates elder law medicaid planning special needs planning attorney hollis laidlaw & simon westchester mount kisco new york city law firm

Moira S. Laidlaw

Managing Partner

October 21, 2017

Three SMHAL Attorneys Honored by Super Lawyers in 2017

Shamberg Marwell Hollis Andreycak & Laidlaw is pleased to announce that three of its attorneys have been selected to the 2017 Super Lawyers List.

P. Daniel Hollis III, Business Litigation; Moira S. Laidlaw, Estate Planning & Probate; and John S. Marwell, Land Use & Zoning have been named to the 2017 New York Metro Super Lawyers List.

Super Lawyers, a Thomson Reuters business, is a rating service of “outstanding lawyers in more than 70 practice areas who have attained a high degree of peer recognition and professional achievement.” Each year, no more than 5 percent of the attorneys in New York State are named to Super Lawyers. Results of the rigorous selection process are published nationally, and honor a diverse list of exceptional attorneys.

Associated Attorneys

p. daniel hollis III hollis laidlaw simon litigation land use & zoning guardianship trusts estates attorney westchester county mount kisco new york city

P. Daniel Hollis III

Partner

moira s. laidlaw attorney trusts & estates elder law medicaid planning special needs planning attorney hollis laidlaw & simon westchester mount kisco new york city law firm

Moira S. Laidlaw

Managing Partner

john s. marwell partner emeritus hollis laidlaw & simon westchester mount kisco new york law city firm

John S. Marwell

Partner Emeritus

June 8, 2017

P. Daniel Hollis III Receives Prestigious WCBA Award

P. Daniel Hollis III was honored at the Westchester County Bar Association’s 11th annual Above the Bar Awards. Mr. Hollis, last year’s WCBA President, received the Pace Setter Award which recognizes overall excellence in professional and community work, prominence in the Westchester legal profession, fierce determination and success at being the best.

Associated Attorneys

p. daniel hollis III hollis laidlaw simon litigation land use & zoning guardianship trusts estates attorney westchester county mount kisco new york city

P. Daniel Hollis III

Partner

Related Areas of Focus

January, 2016

SMHAL Welcomes New Partner Anne Aicher

January, 2016 – Shamberg Marwell Hollis Andreycak & Laidlaw, P.C. is pleased to announce that Anne Aicher has been named a Partner of the Firm. A graduate of the Albany Law School of Union University and St. Lawrence University, Ms. Aicher focuses on commercial and residential real estate, estate planning and estate administration. Anne can be reached at (914) 666-5600 ext. 306 and aaicher@hollislaidlaw.com.

Associated Attorney

anne r. aicher attorney real estate trusts and estates attorney hollis laidlaw & simon law firm mount kisco westchester county ny

Anne R. Aicher

Partner

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