Nadia A. Havard

Counsel

Nadia concentrates her practice in all areas of transfer taxes; qualified and nonqualified retirement plans and employee benefits; fiduciary income tax and trust administration; business; as well as estate planning and administration. She assists clients with retirement plans regarding drafting and compliance issues. She regularly employs efficient wealth transfer planning techniques and assists clients with estate and tax planning as well as business successions. She also helps nonprofit organizations to obtain and maintain their tax-exempt status. Nadia speaks English, Russian and German.

Practice Areas

  • Albany Law School, J.D.; magna cum laude; Tax Law; With Honors
  • Moscow Pedagogical University, M.A./B.A.; With Honors
  • Pennsylvania
  • New York
  • U.S. District Court, Western District of Pennsylvania
  • The New York Third Judicial Department
  • "Impact" Award, American Association of University Women, Erie Branch
  • John Dugan Prize for academic excellence in tax law and policy, Albany Law School
  • Joseph Rosch Prize for highest standing in administrative law, Albany Law School
  • Securities Regulations Prize, Albany Law School
  • Capital Region Bankruptcy Bar Association Justin Mahoney Memorial Prize, Albany Law School

Community and Professional Service

  • Estate Planning Council of Erie, Board of Directors
  • Erie Philharmonic, Board of Governors Member
  • Perry Square Alliance, Board Member
  • Lawyers Associated Worldwide (LAW), Estate & Private Wealth Group Co-Leader
  • AAUW, Member; Past Co-President
  • The Woman’s Club of Erie, Inc., Member
  • Girl Scouts, Past Co-Troop Leader for Daisy, Brownie and Junior Levels, 6 years

Professional Affiliations

  • Erie County Bar Association
  • Pennsylvania Bar Association
  • New York State Bar Association
  • Estate Planning Council of Erie County
  • American Society of Pension Professionals & Actuaries (ASPAA)
  • National Center for Employee Ownership (NCEO)

Speaking Engagements

  • Erie SHRM Group (topic: Payroll Tax Approaches to Remote Work), October 2022
  • Firm's Annual Professional Advisor Symposium, October 2013-2016; 2018-2022
  • Butler Human Resources Association (topic: Long-Term Part-Time Employees and 401(k) Plan Coverage), September 2022
  • MBA HR Roundtable (topic: Long-Term Part-Time Employees and 401(k) Plan Coverage), June 2022
  • HVA Long-Term Care Law Seminar (topic: CARES Act, The Secure Act and Administrative Pronouncement related to 403(b) Retirement Plans), June 2020
  • Secure Act Update to Edward Jones Representatives, February 2020
  • Secure Act Update to Northwest Bank, January 2020
  • Principal and Income Act of PA, NY and OH, to Northwest Bank, March 2018
  • Estate Planning Seminar Hosted by United Way of Erie County, February 2018
  • Foundation for Sustainable Forests "Loving the Land" Conference, May 2017
  • Erie County Bar Association Lunch-N-Learn Seminar: 2015 Federal and State Statutory and Case Law Update, January 2016
  • Erie County Bar Association Lunch-N-Learn Seminar: Case Law Update, April 2015
  • National Business Institute seminar, "Drafting Effective Wills and Trusts," Erie, PA, December 2014
  • LifeWorks Erie Estate Planning Lecture Series on Powers of Attorney, October 2014
  • W.I.L.D. Conference (Women in Leadership Development), April 2014
  • "Protect Your Assets" Seminar hosted by Crawford Heritage and Bridge Builders Community Foundations, August 2013
  • National Business Institute seminar, "The Probate Process From Start to Finish," Erie, PA, December 2013
  • "What Do You Need to Know About Estate Planning?" Community Access Television, Erie, PA, January - February 2013
  • “The Trust Language” presentation focusing on the trust language and its legal impact, Erie, PA, June 2012
  • “Tax Act of 2010” presentation before the Erie County Bar Association, PA, on gift, income and GST tax provisions, April 2011
  • “Ethical Wills” presentation on ethical wills before the Women’s Roundtable, Erie, PA, March 2010
  • "The Comparative Analysis of Tax Incentives Provided by the United States, The United Kingdom, and Russia to Domestic and Foreign Businesses"; Albany Law Review, Vol. 67, Number 4, Page 1159 (2004), NY

Articles and Publications