Hughes & Hartnett Investment Advisors LLC
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02/29/2016 — What it Means to be a Trustee – Part 1
Elizabeth A. Hartnett, Esq., CPA, joined Mackenzie Hughes in 2004 as
a partner with an emphasis in wealth management services. Her many areas
of expertise include family business entities, business tax and succession
planning, pre-nuptial and post-nuptial agreements, fiduciary compliance,
investment counsel, estate planning, fiduciary services and estate settlement,
as well as private foundations, charitable giving and specialty trusts
for the private client. Her clients include some of the most prominent
individuals, families, business owners, professionals, trustees, executors,
guardians, and family charitable trusts and foundations in the region.
After earning a Bachelor of Science degree in Accounting from Syracuse
University's College of Business Administration, Betsy attended Syracuse
University College of Law. She was admitted to the New York State Bar
and became a licensed Certified Public Accountant. Betsy also manages
investments through our sister firm Mackenzie Hughes & Hartnett Investment
Advisors LLC, an Investment Advisory registered with the Securities and
An active member of several professional associations, Betsy is a fellow
of the American College of Trusts and Estates Counsel and the New York
Bar Foundation. She is Vice Chair of the Crouse Hospital Board, Vice Chair
of The Foundation of the Roman Catholic Diocese of Syracuse, Inc. and
past Chair of the Board for Syracuse Stage. She is former Chair of the
Trusts and Estates Section of the New York Bar Association. She periodically
lectures on wealth management and estates and trusts law topics for the
New York State Bar Association and the New York State Society of Certified
Public Accountants. Betsy was the honoree at the Crouse Health Foundation
Tribute Evening in 2013.
As a preeminent attorney in her field, she has authored several legal
publications including the New York Practice Guide - Probate and Estate
Administration and Legal Commentaries for LexisNexis and was a contributing
writer for the Syracuse Law Review's Survey of New York Law and Warren
Heaton's on Surrogate's Courts. She has served as an Editorial Advisor
of the American College of Trust's and Estates Counsel's Pocket Tax Tables.
She has been listed in the Trusts and Estates Section of "Best Lawyers
in America" for the past 20 years. She has also been listed in the
Estate Planning and Probate section of the New York Super Lawyers Upstate
Edition, and was named as one of the 25 Top Women Attorneys in the New
York Super Lawyers Upstate Edition
In her spare time, Betsy enjoys tennis, golf and playing bridge. She
also enjoys spending time with her three children and eight grandchildren.