Rich has extensive experience in drafting and implementing wills, revocable and irrevocable trusts, family holding companies, grantor trusts, residence trusts, private family foundations, and charitable remainder and lead trusts for his clients and for other professionals in the accounting, financial planning, and legal fields. He has vast experience counseling and planning for situations involving a broad range of personal and family needs and intentions.
Rich represents middle-income and high-net-worth individuals and families, closely held business owners, and publicly traded company executives. He also represents individual and corporate executors and trustees in estate and trust administration matters, as well as beneficiaries of estates and trusts.
Rich also routinely handles general corporate and business law matters involving the sale and purchase of businesses and business interests, the implementation of recapitalization and buy-sell planning, the development and management of corporate governance policies and procedures, the preparation of shareholder and operating agreements, and the guidance of directors and officers. He works closely with clients on corporate and tax matters, ranging from choices of business structure and operation issues to the succession, transfer, sale, and liquidation of businesses.
- University at Buffalo School of Law, J.D., 1990
- Duke University, A.B., 1987
- New York
- Bar Association of Erie County
- Florida Bar Association
- New York State Bar Association
- Damon Morey LLP, Special Counsel
- Harris Beach PLLC, Of Counsel