Jane-Marie Schaeffer, Esq. -Senior Associate

Jane-Marie Schaeffer is an experienced Estate & Tax Planning and Elder Law attorney serving the greater Capital Region, Hudson Valley and the Berkshires. She has a rich background in estate and tax law from over 20 years working in both law firms and CPA firms. She is able to use this knowledge to develop plans for clients, from the most simple to the very complex. Jane-Marie is also well-versed in the areas of Estate Planning (including Asset Protection, Trusts, Charitable Planning, and Business Succession), Elder Law, Guardianship, Special Needs Planning, Medicaid, Probate & Estate Administration, and Business Law.

 

Jane-Marie’s strength is her ability to listen to clients and explain complex planning in easy to understand terms.  Early in her legal career, she worked at a New York City tax and estate planning law firm where her work included international tax planning. After relocating to the Berkshires in Massachusetts, she practiced as a tax attorney for two Certified Public Accounting firms and a Partner at a prominent Capital Region and NYC Estate Planning law firm before joining the Herzog Law Firm in 2016.

 

Jane-Marie is Treasurer of and serves on the Board of Directors of Consumer Directed Choices in Albany, New York, a non-profit organization that promotes independence for individuals with disabilities.  She is a member of the New York State Bar Association, Elder Law Section and Trusts and Estate Section, and the Massachusetts Bar Association.  She frequently lectures to community groups and continuing education seminars on topics such as estate planning and long-term care planning.

 

Jane-Marie received her J.D. from St. John’s University in Jamaica, New York, and received her B.A. from New York University in New York, New York.  She is admitted to practice in both New York and Massachusetts.

 


Phone: (518) 465-7581 Extension: 116  - Fax: (518) 462-2743
Email Jane-Marie: Click Here

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