We advise clients on all aspects of estate planning and tax planning and provide a full range of trust and estate administration services. Besides preparing wills, trusts, and other estate planning documents, we also advise the owners of closely held businesses on succession planning, ensuring a smooth and orderly transition. We also represent clients in the correction and repair of previously created trusts and problems that arise from neglected trusts.
We advise our clients on:
• Trusts, including their creation, modification and termination
• Gift, estate planning, and generation-skipping transfer tax planning
• Trust administration
• Post-mortem tax planning
• Family holding companies
• Charitable Trusts
• Fixing neglected or broken trusts
• Probate, trust, guardianship and conservatorship matters.
Create an Estate Plan
We will assist you in providing safety and security for your loved ones, during your life and after your passing. In those times where your loved ones have reached an advanced age, or are unable to care for themselves due to physical or mental limitations, protecting them can be a confusing and challenging task. We understand the challenges facing the elderly and their families. Our end of life care plan and planning is designed to help you achieve your health care desires and distribution of assets. We can meet with you in our Glastonbury, Connecticut office, or at another convenient location in of the surrounding towns of Marlborough, Colchester, Hebron or Portland.