Trusts & Estates
Our trusts and estates lawyers provide comprehensive client-focused legal services in the areas of estate and tax planning, special needs trusts, estate settlement, trust administration, philanthropic giving and probate litigation. We counsel individuals, families, non-profit organizations, and individual and corporate fiduciaries in connection with a wide array of issues and services, including the following:
- Development and implementation of effective estate plans
- Preservation and transfer of assets during lifetime and upon death
- Selection of guardians, executors and trustees
- Income and transfer tax planning
- Estate settlement, including preparation of probate court and tax filings
- Trust administration
- Charitable giving techniques and philanthropic planning
- Planning for liquidity
- Representation in Connecticut Probate Courts in connection with uncontested and contested matters
- Probate litigation
- Special/Supplemental Needs Trusts
For more information, contact Jeanmarie B. Shea.