Mackenzie
Hughes & Hartnett Investment Advisors LLC
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, 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.
In 1971, after earning a Bachelor of Science degree in Accounting from
Syracuse University's College of Business Administration, Betsy attended
Syracuse University College of Law, where she graduated with a Juris Doctorate
in 1974. She was admitted to the New York State Bar and became a licensed
Certified Public Accountant in 1975. She is admitted to the United States
Tax Court, the United States Court of Claims, the United States Supreme
Court, and the New York State Supreme Court. Betsy also manages investments
through our sister firm Mackenzie Hughes & Hartnett Investment Advisors
LLC, an Investment Advisory registered with the Securities and Exchange
Commission.
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 treasurer of the Trusts and Estates Section of
the New York Bar Association. She is Chair of the Board for Syracuse Stage
and Chair of the Crouse Hospital Board. 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.
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 currently serves as an Editorial Advisor
of the American College of Trust's and Estates Counsel's Pocket Tax Tables.
In her spare time, Betsy enjoys tennis, running (including the New York
Marathon in November 2005), playing bridge with her husband, and climbing.
She also enjoys spending time with her 3 children and 8 grandchildren.
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