Jeffrey H. Katz

Jeffrey is a frequent and often-quoted lecturer and author on the topics of estate planning and tax preservation.  In his practice he specializes in the areas of estate planning, estate tax planning, elderlaw, living trusts and other advanced estate planning techniques.

Jeffrey is a founding member of the National Network of Estate Planning Trust Attorneys. Jeffrey is also an active community leader serving as Board Member and Officer of many organizations

Washington University in St. Louis (BA), 
SUNY Buffalo Law School (JD)

Top Lawyers in New York (2013)
Five Star Wealth Advisor - Buffalo Spree
Who's Who in Law - Business First
Ethan Shepley Award - Washington Unversity
Young Leadership Award -Buffalo Jewish Fed.
Celebration of Life - Gilda's Club of WNY

A native Western New Yorker, Jeffrey lives in Williamsville with his wife Susan and their three children.

Mark A. Baehre

Prior to co-founding Katz and Baehre, Mark worked in the New York office of Ernst Whitney in the family planning office where he specialized in financial and estate planning for affluent individuals and professional athletes.

Mark has also served as Legal Counsel and Manager of Financial Planning for Cigna Corportion in the Financial Services Division.  With Katz and Baehre, Mark has designed, implemented and documented over 3000  estate plans.

Education: Clarkson College of Technology (with distinction)
SUNY Buffalo Law School (JD)

A native Western New Yorker, Mark lives in Clarence, New York with his wife Lisa and their two children.

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