Firm News

February 2, 2024

Samantha A. Lyons Named to the Friends of Gail Advisory Board.

February 2, 2024 — Partner Samantha Lyons has been named to the Friends of Gail Advisory Board by the Pace Women’s Justice Center (PWJC).

The Pace Women’s Justice Center, situated at Pace Law School, is the largest civil legal services and training provider in Westchester County, exclusively dedicated to addressing domestic violence, sexual assault, and elder abuse.

Associated Attorney

samantha lyons medicaid and elder law lawyer

Samantha A. Lyons

Partner

Related Areas of Focus

October 7, 2023

Hollis Laidlaw & Simon Commends Five Attorneys Recognized as Super Lawyers and Super Lawyers: Rising Stars for the New York Metro Area in 2023

October 7, 2023 — We are delighted to share that four of our attorneys were recognized as 2023 Super Lawyers and one recognized as a Super Lawyers: Rising Star for the New York Metro area. Dan Hollis, Moira Laidlaw and David Simon were all named to Super Lawyers this year. Meanwhile, Gianna Corona was again named to the Super Lawyers Rising Stars list.

P. Daniel Hollis, Senior Partner | Super Lawyers
Land Use/Zoning, Business Litigation

Dan assists clients in obtaining municipal approvals for construction/industrial uses, residential developments, and not-for-profit entities such as educational and religious organizations, among others. He is an experienced litigator in the areas of complex corporate, contract, zoning, planning, condemnation, and other real estate matters, as well as in the area of trusts and estate litigation.  

Moira Laidlaw,  Senior Partner | Super Lawyers
Elder Law, Estate Planning & Probate, Estate & Trust Litigation

Moira’s practice encompasses a broad range of trust and estate planning services, including wills, trusts, guardianship, probate, and estate administration. Her depth of experience also includes elder law, special needs planning, Medicaid, long-term care asset protection, small business planning, and high net worth estate tax planning. Additionally, she handles fiduciary litigation concerning trusts, wills, guardianships, conservatorships, and related accountings. Moira is a Certified Elder Law Attorney (CELA), as accredited by the National Elder Law Foundation and the American Bar Association.

David Simon,  Senior Partner | Super Lawyers                                                            Commercial Litigation, Estate & Trust Litigation 

David represents businesses and individuals in commercial litigation including contract disputes, corporate governance, real estate, and employment matters. His clients include emerging technology companies, not-for-profit corporations, private schools, insurance agencies, securities firms, small business owners, and employers in all fields. David also handles fiduciary litigation concerning trusts, wills, guardianships, conservatorships, and related accountings.

Samantha A. Lyons,  Partner | Super Lawyers                                                                        Elder Law, Estate Planning & Probate

Samantha focuses on helping seniors and their families navigate the complex journey associated with aging. With a focus on Medicaid planning and nursing home care, she adds her expertise involving wills and trusts, probate and estate administration, guardianships, special needs planning, and disability planning.

Gianna Corona, Senior Associate | Super Lawyers Rising Stars for the New York Metro area
Estate Planning & Probate 

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

Associated Attorneys

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P. Daniel Hollis

Senior 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

Senior Partner

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

David Simon

Senior Partner

samantha lyons medicaid and elder law lawyer

Samantha A. Lyons

Partner

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

Gianna O. Corona

Senior Associate

November 10, 2023

Moira S. Laidlaw Speaks at the JCC Mid-Westchester in Scarsdale.

November 10, 2023 — On November 9, Co-Managing Partner Moira Laidlaw spoke at the JCC Mid-Westchester in Scarsdale in conjunction with the Alzheimer’s Association. The topic was: “Dementia Conversations: Top Ten Estate Planning Mistakes.”

Ms. Laidlaw is a Certified Elder Law Attorney (CELA), one of approximately 400 attorneys in the United States who hold this designation, as accredited by the National Elder Law Foundation and the American Bar Association. As an executive committee member of the New York State Bar Association’s Elder Law and Special Needs Section, Ms. Laidlaw is one of an elite group of attorneys who help advocate and set policy on matters that impact the elderly and special needs community. She frequently lectures and educates on topics such as Medicaid as it relates to long-term care financing; special needs planning; and probate, estates, and gift tax issues. Ms. Laidlaw is also a member of the Society of Trust and Estate Practitioners (STEP). STEP, a global organization whose members come from 98 countries, is the global professional association for practitioners who specialize in family inheritance and succession planning.

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

Co-Managing Partner

October 7, 2023

Hollis Laidlaw & Simon Commends Five Attorneys Recognized as Super Lawyers and Super Lawyers: Rising Stars for the New York Metro Area in 2023

October 7, 2023 — We are delighted to share that four of our attorneys were recognized as 2023 Super Lawyers and one recognized as a Super Lawyers: Rising Star for the New York Metro area. Dan Hollis, Moira Laidlaw and David Simon were all named to Super Lawyers this year. Meanwhile, Gianna Corona was again named to the Super Lawyers Rising Stars list.

P. Daniel Hollis, Senior Partner | Super Lawyers
Land Use/Zoning, Business Litigation

Dan assists clients in obtaining municipal approvals for construction/industrial uses, residential developments, and not-for-profit entities such as educational and religious organizations, among others. He is an experienced litigator in the areas of complex corporate, contract, zoning, planning, condemnation, and other real estate matters, as well as in the area of trusts and estate litigation.  

Moira Laidlaw,  Senior Partner | Super Lawyers
Elder Law, Estate Planning & Probate, Estate & Trust Litigation

Moira’s practice encompasses a broad range of trust and estate planning services, including wills, trusts, guardianship, probate, and estate administration. Her depth of experience also includes elder law, special needs planning, Medicaid, long-term care asset protection, small business planning, and high net worth estate tax planning. Additionally, she handles fiduciary litigation concerning trusts, wills, guardianships, conservatorships, and related accountings. Moira is a Certified Elder Law Attorney (CELA), as accredited by the National Elder Law Foundation and the American Bar Association.

David Simon,  Senior Partner | Super Lawyers                                                            Commercial Litigation, Estate & Trust Litigation 

David represents businesses and individuals in commercial litigation including contract disputes, corporate governance, real estate, and employment matters. His clients include emerging technology companies, not-for-profit corporations, private schools, insurance agencies, securities firms, small business owners, and employers in all fields. David also handles fiduciary litigation concerning trusts, wills, guardianships, conservatorships, and related accountings.

Samantha A. Lyons,  Partner | Super Lawyers                                                                        Elder Law, Estate Planning & Probate

Samantha focuses on helping seniors and their families navigate the complex journey associated with aging. With a focus on Medicaid planning and nursing home care, she adds her expertise involving wills and trusts, probate and estate administration, guardianships, special needs planning, and disability planning.

Gianna Corona, Senior Associate | Super Lawyers Rising Stars for the New York Metro area
Estate Planning & Probate 

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

Associated Attorneys

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P. Daniel Hollis

Senior 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

Senior Partner

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

David Simon

Senior Partner

samantha lyons medicaid and elder law lawyer

Samantha A. Lyons

Partner

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

Gianna O. Corona

Senior Associate

May 26, 2023

P. Daniel Hollis III and HLS are Honored

May 26, 2023 — P. Daniel Hollis III and Hollis Laidlaw & Simon, P.C. were recently recognized for their pro bono counsel and support of Neighbors Link at Festival de Primavera 2023, the organization’s annual spring benefit. Neighbors Link is a non-profit based in Mount Kisco, dedicated to strengthening the community through the holistic integration of immigrants. Years ago, when Mr. Hollis was the President of the Westchester County Bar Foundation, he was instrumental in coordinating the funding that would make it possible for Neighbors Link to offer immigration legal services to the community. Since then, Neighbors Link’s immigration law team has grown into a vital resource for the immigrant community, while Mr. Hollis and HLS have provided pro bono general counsel services to help the organization conserve resources while pursuing its mission.

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

January 4, 2023

Douglas E. Singer Joins Hollis Laidlaw & Simon

January 4, 2023Hollis Laidlaw & Simon welcomes Partner Douglas Singer to our Trusts & Estates and Corporate Practices. Mr. Singer focuses his practice in the areas of corporate law, estate planning and social enterprise law. On the corporate side, he works with privately held businesses and their owners, and has worked extensively with women and minority business owners. His work includes matters ranging from setting up entities to negotiating and drafting contracts to the purchase and sale of companies. In estate planning, the hallmark of Mr. Singer’s approach is effective communication – active and careful listening, and explaining complex concepts in plain English, not legalese. 

In his social enterprise practice, Mr. Singer works with companies that are as much about making a difference in the world as making money – in other words, companies pursuing significant initiatives designed to have social or environmental impact. He creates and works with benefit corporations and benefit limited liability companies, works with clients seeking to become Certified B Corporations, and advises clients in their development of programs designed to further their mission and impacts. 

An active member of the Business Council of Westchester for many years, Mr. Singer currently serves as its general counsel and on the board of directors and executive committee. He is the current board chair and a member of the board of trustees of The Leukemia & Lymphoma Society, Westchester Hudson Valley Lower Connecticut Area.

Prior to joining Hollis Laidlaw & Simon, Mr. Singer worked with Webster & Sheffield and Stroock & Stroock & Lavan in New York City. Thereafter he was a co-founder and principal of Falcon & Singer P.C. and the founder and managing member of Singer Law PLLC. He received a J.D. from Columbia Law School, where he was a Stone Scholar, and a B.A. from Hamilton College, where he was Phi Beta Kappa. He is a graduate of Goldman Sachs 10,000 Small Businesses Program. He has an AVⓇ Peer review rating from Martindale-Hubbell.

“With Doug’s experience in estate planning and corporate and social enterprise law, he will bolster our existing team and be a tremendous asset for our clients. We are delighted to welcome him to the firm,” said Managing Partner David Simon.

Associated Attorney

douglas e. singer lawyer

Douglas E. Singer

Partner

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January 3, 2023

Kimberly Bliss Becomes a Shareholder at Hollis Laidlaw & Simon

January 3, 2023Congratulations to Senior Partner Kimberly Bliss on becoming a shareholder of Hollis Laidlaw & Simon. Kimberly counsels individuals and families on trusts & estates issues, focusing on gift and estate tax matters, special needs planning and elder law. She is particularly adept at assisting clients in settling the estates of their loved ones, long-term care needs and navigating and applying for Medicaid benefits.

As one of the firm’s owners, Kimberly will continue to be involved in firm management decisions, as she has for many years. Her roles in firm leadership include coordinating Hollis Laidlaw & Simon’s educational program for the Trusts & Estates practice and mentoring attorneys who are new to the practice. A respected leader in the elder law field, Kimberly regularly gives presentations to attorneys and the community on long-term care planning. She is an active member of the New York State Bar Association’s Trusts and Estates Section and Elder Law Section. 

Kimberly began her law career as an associate at Moira Laidlaw’s practice, Laidlaw Firm, in 2011 and joined Hollis Laidlaw & Simon (then Shamberg Marwell) when the two firms merged. She became a partner in January 2019. Before practicing law, Kimberly worked at White Plains Hospital for 10 years; she draws upon her healthcare experience to inform and strengthen her Elder Law practice.

“We are delighted that Kimberly has become a shareholder and congratulate her on this well-deserved promotion,” said Senior Partner Moira Laidlaw. “She is a sophisticated lawyer whose clients benefit tremendously from her approachable manner and depth of knowledge in all trusts & estates matters. We are excited about building the future of the firm, and electing Kimberly to firm ownership is a great way to kick off our next 50 years.”

Associated Attorney

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Kimberly S. Bliss

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

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.

December 23, 2022

Westchester Women’s Bar Association Interviews Moira Laidlaw

December 23, 2022 — Westchester Women’s Bar Association (WWBA) has been working to advance legal issues involving women since its inception in 1974. Each month, the WWBA features an interview with a member. Our own Moira Laidlaw spoke with Susan Pollet, Chair of the WWBA Archive and Historian Committee this month. Moira discussed her work with the WWBA and what she’d like to see the organization accomplish in the future. She and Susan also talked about her path in her legal career and how she has balanced it with the rest of her life. Read more on the WWBA website.

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

November 16 2022

Moira Laidlaw Interviewed by Super Lawyers on the Importance of Setting Up A Special Needs Trust

November 16, 2022Moira Laidlaw was interviewed for a Super Lawyers article entitled “Setting Up A Special Needs Trust in New York.” The article discussed the importance of working with an estate planning lawyer to set up a special needs trust (“SNT”) for beneficiaries with special needs. An SNT ensures that funds can only be used for certain purposes, such as housing, recreational experiences, and items or services not covered by Medicaid, and can’t be used for anything that would disqualify the beneficiary from benefits.

Laidlaw stated, “We have a phrase at our practice: ‘planners win.’ It’s particularly true in the area of special needs planning. Because when parents or grandparents give inheritance to a person with special needs, it’s really important that they plan ahead of time in their estate plan for that money to go to trust rather than to go directly to the person with special needs.”

Laidlaw said that the most effective SNTs are done ahead of time, rather than as a direct inheritance. “If the money goes directly to the person with special needs, at least in New York, in that moment the options that the person has to protect that money are far more restrictive. It can still be protected, so all is not lost. It’s just that that money is now what’s known as a ‘first-party special needs trust’ as opposed to a ‘third-party special needs trust.’”

Moira stressed that caregivers “should also be focused on their own advanced directives, in case they lose capacity at any point in their own lifetimes. It’s important for them to get the basic estate planning issues solved correctly and proactively. You don’t want to create added unnecessary legal complexity where there’s already complexity that’s part of your family picture.”

Five attorneys from Hollis Laidlaw & Simon were recognized as 2022 Super Lawyers and Super Lawyers: Rising Stars for the New York Metro area. Dan Hollis and Moira Laidlaw were both named to Super Lawyers again this year; and Kimberly Bliss, Gianna Corona, and Anastazia Sienty were named to the Super Lawyers Rising Stars list. Read the post about our Super Lawyers here.

Read the article “Setting Up A Special Needs Trust in New York” 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

November 12, 2022

P. Daniel Hollis III Speaks at Two Veterans Day Events

November 12, 2022 — Senior Partner P. Daniel Hollis spoke at two Veterans Day events on Friday, November 11, 2022, giving a moving speech at the annual Veterans Day ceremony at Mount Kisco Village Hall and appearing live on the Your Community in Action radio show on WVOX, where he discussed Veterans Treatment Court (VTC).

In the Veterans Day ceremony, where he paid tribute to his fellow veterans in front of the Veterans War Memorial, Hollis stated that taking the oath to serve in the military is akin to writing a blank check made payable to the United States, “to be filled in by our country later depending on how much we gave of ourselves.” He said, “Some of our checks were only for the price of loneliness and separation. Other checks included the addition of fear, anxiety and sorrow. Others included casualties and the loss of  innocence. And far too many included the ultimate sacrifice, tendering their lives as payment in full.”

Referring to Tim O’Brien’s book, The Things They Carried, which described the weight – both physical and emotional – that young soldiers carried, Hollis concluded:  “Let us all promise to be like all of our brothers and sisters from all of our wars. Let us all together honor those veterans by taking up what others among us can no longer bear. Let us carry each other, the wounded or the weak.”

On Veterans Day afternoon, Hollis appeared live on the Your Community in Action radio show on WVOX, where he discussed Veterans Treatment Court (VTC), which is available to any qualifying criminal defendant who has served in the U.S. military, and his role as a VTC mentor through the ProVetus organization. 

Hollis served with the 82nd Airborne Division in Vietnam from July 1968 to July 1969.

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

November 7, 2022

Hollis Laidlaw & Simon Commends Five Attorneys on Recognition in 2022 Super Lawyers and Super Lawyers: Rising Stars for the New York Metro Area

November 7, 2022 — We are delighted to share that five of our attorneys were recognized as 2022 Super Lawyers and Super Lawyers: Rising Stars for the New York Metro area. Dan Hollis and Moira Laidlaw were both named to Super Lawyers again this year; and Kimberly Bliss, Gianna Corona, and Anastazia Sienty were named to the Super Lawyers Rising Stars list.

P. Daniel Hollis, Senior Partner | Super Lawyers
Land Use/Zoning, Business Litigation

Dan assists clients in obtaining municipal approvals for construction/industrial uses, residential developments, and not-for-profit entities such as educational and religious organizations, among others. He is an experienced litigator in the areas of complex corporate, contract, zoning, planning, condemnation, and other real estate matters, as well as in the area of trusts and estate litigation.  

Moira Laidlaw,  Senior Partner | Super Lawyers
Elder Law, Estate Planning & Probate, Estate & Trust Litigation

Moira’s practice encompasses a broad range of trust and estate planning services, including wills, trusts, guardianship, probate, and estate administration. Her depth of experience also includes elder law, special needs planning, Medicaid, long-term care asset protection, small business planning, and high net worth estate tax planning. Additionally, she handles fiduciary litigation concerning trusts, wills, guardianships, conservatorships, and related accountings. Moira is a Certified Elder Law Attorney (CELA), as accredited by the National Elder Law Foundation and the American Bar Association.

Kimberly Bliss,  Senior Partner | Super Lawyers Rising Stars for the New York Metro area
Estate Planning & Probate 

Kimberly counsels individuals and families on estate planning, elder law, and long-term care needs and assists clients in navigating and applying for Medicaid benefits, settling the estates of their loved ones, and special needs planning. Her clients are located throughout Westchester and Putnam Counties and New York City. Kimberly is a respected leader in the estate planning and elder laws field, regularly giving presentations to attorneys and the community on long-term care planning, as well as attending events held by the Estate Planning and Elder Law Sections of the New York State Bar Association to keep current on policy changes

Gianna Corona, Senior Associate | Super Lawyers Rising Stars for the New York Metro area
Estate Planning & Probate 

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

Anastazia Sienty, Associate | Super Lawyers Rising Stars for the New York Metro area
Estate Planning & Probate 

Anastazia counsels individuals and families in planning for long-term care needs for themselves and their loved ones. She handles virtually all of the firm’s Medicaid planning matters, providing guidance and advocacy in the Medicaid application and long-term authorization process. Her understanding of how to navigate the complicated Medicaid arena is enhanced by her knowledge in the areas of estate planning, elder law, and asset protection.

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

Senior 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

Senior Partner

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Kimberly S. Bliss

Senior 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

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

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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

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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

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Kimberly S. Bliss

Partner

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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

Related Areas of Focus

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.

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

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

David Simon

Partner

Related Areas of Focus

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

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

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