Anthony (“Sonny”) P. Beltrami is an attorney in the Firm’s Estate Planning & Administration of Estates & Trusts and Corporate, Business & Banking Groups. His practice primarily focuses on estate planning, administration of estates and trusts, taxation, fiduciary and beneficiary representation, and business succession planning. Mr. Beltrami assists in the charitable area, the closely-held business area, the estate tax, gift tax and generation-skipping transfer tax areas and other complex estate planning areas.
Estate planning is important for every adult. Your gender, age, race, and marital status, while all part of your identity, don’t change the fact that you have the ability to have a say about your wishes for your medical care, minor children, and your property should you become ill or pass away. For same-sex couples, […]
A traditional estate plan typically includes a Durable Power of Attorney, often called a POA. Based on one’s unique needs, a POA can come in several forms and give an assigned person (the Agent) the ability to make financial or property decisions for you (the Principal) if necessary. Until the time, if ever, comes for […]
Congratulations! You have a stable full-time job, house, car, dog (or cat), maybe even got married and have children on the way. Or maybe you’re nearing graduation and have a promising career and outlook ahead of you. While establishing yourself as a young adult can feel incredible, it doesn’t mean you’re invincible. Many young adults […]
While most people hope never to need an attorney in their lifetime, one area of law all adults should take interest in is estate planning. As death and taxes are inevitable, it’s important to plan for and protect who and what matters in your life for when you’re no longer walking this earth. So, why […]
Estate planning attorney Sonny Beltrami was recently featured on Cornerstone Unplugged, a podcast hosted by Cornerstone Advisors Asset Management that features conversations with local business leaders aimed at helping mutual clients improve their financial acumen. In the podcast, Sonny recounts his journey to becoming an estate planning attorney and explains how he regularly expands his […]