Tara Anne Pleat, Esq.

TARA ANNE PLEAT, concentrates her practice in the areas of:

- Trust, Estate and Tax Planning for Residents of New York, Florida,
   and Massachusetts
- Trust and Estate Administration,
- Preparation of Estate, Gift, and Fiduciary Income Tax Returns for New York
   and Florida Residents and
- Special Needs Estate Planning

Tara is admitted to practice in New York, Florida, Massachusetts, the United States Tax Court and the United States Federal District Court for the Northern District of New York.

Tara graduated from Albany Law School cum laude, with honors in the Estate Planning concentration. At Albany Law, Tara was editor-in-chief of the Albany Law Journal of Science & Technology, and founder of the school’s Tax Law Society. She earned her undergraduate degree at the State University of New York at Albany in three years. During law school she worked full-time as an estate planning paralegal in an Albany law firm.

Tara is an active member of the Taxation Committee of the Trusts & Estates Section of the New York State Bar Association and is also a member of the Tax Section. She sits on the Board of Directors of the Estate Planning Council of Eastern New York and the Children's Museum at Saratoga. Tara is a graduate of the 2006 class of Leadership Saratoga, sponsored by the Saratoga Springs Chamber of Commerce and also volunteers for the Women's Legal Project.

Tara frequently speaks on Estate Planning for state and local bar associations, local community organizations and corporations. She also speaks annually at the Senior Citizens Law Day sponsored by Albany Law School.

Articles for the NYS Bar Association

- Snowbird News: "Repeal of The Florida Intangible Personal Property Tax"

- Circular 230:  "What the Trusts and Estates Practitioner Should Know"

- Tax and Estate Planning Opportunities under the Katrina Emergency Tax Relief Act of 2005 (Trusts
         and Estates Law Section eNews, co-author)

- Taxation of Regular Corporations, appearing in the New York Bar Association’s "Taxation for the General
         Practitioner", co-author

Presentations

- Supplemental Needs Trusts - Taxation of Supplemental Needs Trusts: NYS Bar Association CLE,
         September 2007

- Planning for Snowbirds, Schenectady County Bar Association, March 2008.