Pat Micek is a partner at McMillan, Constabile, Maker & Perone, LLP, a 16-attorney firm with offices in Larchmont, White Plains, Yorktown Heights and New York City. Pat has been practicing law for over 25 years, concentrating on Trusts & Estates, Probate, Elder Law Matters, Commercial/Business Law and Banking. Pat offers the highest quality legal advice coupled with individualized attention.
Pat assists clients in preserving and protecting their assets for the next generation and minimizing estate and gift taxes. Careful planning allows her clients to pass their assets in the most cost-effective manner, through the use of credit shelter and charitable remainder trusts, supplemental and special needs trusts, gifts, Family Limited Partnerships, Family LLCs, Q-DOTS (for non-citizen spouses) all types of trusts (living, revocable, irrevocable, life insurance, child & grandchild, dynasty), and other vehicles designed to maximize the benefits to their heirs. Pat provides advance directives- living wills, health care proxies, general powers of attorney, and statutory gifts riders Having vast experience in this area of the law allows Pat to handle delicate family matters with tact and discretion, and enables her to find creative solutions for balancing competing family interests, including solutions to business succession planning problems. She takes the time to thoroughly determine her clients’ needs and wishes, and drafts documents to see that those wishes are carried out. She explains estate issues and discusses any problems in plain language, so that her clients always feels that they understand their estate plan and how it will protect their assets. Pat is always available for questions regarding a client’s estate and family matters, either before or after their plan is put into place. All of her clients have her cell phone number.
Pat offers caring, personalized advice and counsel in elder law matters, and guidance relating to asset preservation and protection of family property and possessions, and the passing of these assets to the next generation without reduction by taxes, court costs, or nursing home and in-home health care costs. She assists clients in sheltering their assets and in qualifying for Medicaid benefits. Since Pat’s mother was stricken with Alzheimer’s disease, she brings a sympathetic, family-oriented approach to all Elder Law matters. She recognizes the necessity of serving the needs of the entire family in these situations. Pat is also a resource for additional information and referrals on issues related to aging and the elderly, and on helping families cope with the stresses of caring for aging loved ones.
Pat regularly prepares wills, powers of attorney, health care proxies, living wills, living trusts, revocable and irrevocable trusts, life insurance trusts, life estates, Medicaid trusts, Medicaid applications, NYSARC applications, etc. She also represents clients in guardianship proceedings. Her office is a resource for additional information and referrals on issues related to aging and the elderly, and on helping families cope with the stresses of caring for aging loved ones, and she has extensive speaking experience in the Elder Law area, as well as on estate planning matters.
Pat offers flexible office appointment hours to accommodate the needs of busy family members, including week-end appointments. In-home, hospital and nursing home appointments available.
Pat also serves as a trusted advisor to a large variety of businesses of all types, including corporations, LLCs, partnerships, LLPs, sole proprietorships, professional practices, and closely-held and family-owned businesses. For start-up businesses, Pat’s experience can help you choose the proper legal entity for your business- corporation, LLC, partnership, etc. Pat can establish the business and draft an agreement that will serve as the foundation for running the business, as well as establish the rights of owners vis a vis each other in such important areas as buy-sell rights, disability, retirement, succession, leaving or dissolving the business, etc. Pat can show you how to minimize owner disputes and avoid costly litigation. Pat negotiates, drafts and reviews business contracts of all types, including new businesses, buy-sell agreements, employee and independent contractor agreements, employee handbooks and policies, customer agreements, all third party and vendor agreements, software and hardware agreements, service agreements, internet and website-related agreements, joint ventures, confidentiality and non-compete agreements, leases, building purchases, assets purchases and sales, mergers, acquisitions, advertising and regulatory issues, privacy policies, buy-outs and any agreements governing the services offered by the business itself.
As a managing attorney for one of the country’s largest financial institutions, Pat successfully partnered with senior managers to lead clients into new business areas and develop new products. She launched and integrated supermarket and other innovative in-store branches. She established a credit card bank in Delaware, and assisted in its growth to a $10 billion business in 10 years. Pat also negotiated and structured multi-million dollar credit card portfolio purchases, and supervised their integration into the bank’s portfolio as a whole, including the negotiation of one of the largest original affinity group credit card deals in the U.S. -the AFL-CIO card- on behalf of a new and relatively unknown bank, and negotiated many other prominent affinity card deals - e.g. Toys R Us, Dreyfus. Pat was a key member of nine-bank task force which balanced diverse and often divergent business interests to create NYCE, the New York Switch Corporation. Pat was responsible for guided the retail banking area of The Bank of New York through two major acquisitions of other banks in different states, as well as many smaller acquisitions and divestitures. She assisted in the establishment of the bank’s website and on-line banking products and developed the bank’s internet and retail privacy policies. Currently Pat advises several banks on an ongoing or as-needed basis, especially in such areas as branch documentation, UCC questions, branch location and re-location, advertising, etc.
ASSOCIATIONS & MEMBERSHIPS New York State Bar Association; Westchester County Bar Association- Member- Trusts & Estates & Elder Law Sections, Commercial Law Section; New Rochelle & Larchmont-Mamaroneck Bar Associations; Westchester Business Executives- President; American Heart Association- Member- Westchester County Board of Directors; Sound Shore Medical Center- Member-Fundraising Board Publications: Business Owners- Is Your Own Customer Contract Working Against You?, Westchester Business Journal New Privacy Requirements for Consumer Information under the Gramm-Leach Bliley Act Apply to Financial Institutions and Many Other Businesses, Westchester Bar Journal, Vol. 28, Spring 2001. Recent Speaking Engagements: People’s United Bank “The Four Documents that Everyone Needs to Protect Their Assets” Family Services of Westchester- Speaking Tour “Tea and Sympathy- Elder Law Issues and How to Resolve Them” Westchester Business Executives: “Creative Solutions to Elder Law Issues” Westchester County Bar Association “Internet Research Options for Law Offices” Westchester Business Executives: “The Diversified Expertise of a Business Lawyer”
Business & Commercial Law
Probate & Estate Administration
Martindale-Hubbell Peer Review Rating: AV (r) Preeminent 5.0 out of 5
Listed in Who's Who in Executives and Professionals
Brooklyn Law School
New York, NY J.D.
S.U.N.Y at Albany
Albany, NY B.A. English