David R. Hermenze is the Managing Member of the Westport, Connecticut law firm of Hermenze & Marcantonio, LLC. He practices in the areas of estate and trust planning and administration. Dave received his J.D. cum laude from Cornell University Law School in 1986. He is a Fellow of the American College of Trust and Estate Counsel, a member of the Executive Committee of the Estates and Probate Section of the Connecticut Bar Association, and a Past President of the Estate Planning Council of Lower Fairfield County, Inc.. He is AV rated by Martindale-Hubbell and has been named a Connecticut Super Lawyer each year since its inception in 2006.
Education
Cornell University, J.D. cum laude, 1986
Beloit College, B.A., magna cum laude, 1982
Bar Admissions
Connecticut
Areas of Concentration
Estate Planning
Estate and Gift Taxation
Wills, Revocable Living Trusts, Irrevocable Trusts
International Estate Planning
Estate Administration
Trust Administration
Fiduciary Practice
Professional Affiliations
Fellow, American College of Trust & Estate Counsel
-Elected 1998
-Member, Connecticut Nominating Committee
Member, Executive Committee, Estates & Probate Section of the Connecticut Bar Association
–Appointed 1998
–Steering Committee 2006-2008
–Nominating Committee 2008, 2011
–CLE Committee co-Chair 2006-2008
–Editor, Notes & Commentary 2004-2008
Member, Estate Planning Council of Lower Fairfield County, Inc.
–Executive Committee Member 1994-2002
–President 2002
Member, American Bar Association Real Property, Trust and Estate Law Section
Awards & Recognition
AV Rating, Martindale-Hubbell Peer Review Ratings 1997-present
Connecticut Super Lawyers 2006-present
Connecticut Super Lawyers Blue Ribbon Nominating Committee 2008, 2009, 2011
Recent Publications and Professional Presentations
Author, “Practical Steps in Handling an Estate Planning Matter”, A Practical Guide to Estate Planning in Connecticut, 2013, MCLE, Inc.
Author, “Trusts”, Connecticut Lawyer’s Deskbook, 1998 and 2008 Editions, Connecticut Bar Association
9/10/11
American College of Trust & Estate Counsel
New England Regional Meeting
“Connecticut Estate Tax Law Update”
5/2/11
CBA Estates and Probate Section
Open Meeting
“Notes from the ACTEC Annual Meeting”
3/16/11
Estate Planning Council of Lower Fairfield County, Inc.
Breakfast Meeting
“Trust Decanting In Connecticut”
4/5/10
CBA Estates and Probate Section
Open Meeting
“Coping With the Repeal of the Federal Estate Tax”
4/5/06
Fairfield County Bar Association
CLE Seminar
“Understanding the Connecticut Estate Tax”
5/5/05; 5/24/05; 11/7/06
Estate Planning Council of Lower Fairfield County, Inc.; Connecticut Estate & Tax Planning Council, Inc.; Western Connecticut Estate & Tax Planning Council, Inc.
Quarterly Meetings
“Finding the Middle Ground in Asset Protection Planning”
1/25/05
CBA Estates and Probate Section and Connecticut Probate Assembly
Challenging Topics in Estate Administration and Planning; Shared Perspectives of Judges and Practitioners Seminar
“Examination of a Meat and Potatoes Qualified Disclaimer in the Administration of a Connecticut Estate”
11/12/04
CBA Estates and Probate Section
Compact Sophisticated Estate Planning Seminar
“Allocation of GST Exemption To Life Insurance Trusts”
Prior Firm Affiliations
Associate Attorney, Cummings & Lockwood, Stamford, Connecticut 1986-1994
Personal and Community Involvement
Dave lives in Redding, Connecticut, with his wife Rosanne and their three children. He is a member of the Redding Fire & EMS Co. #1.
Active Member, Redding Fire & EMS Co. #1
–Treasurer, 2005-2011
–Lieutenant, Engine 2 (Class A Pumper)
–Certifications: CT Firefighter I; CT Emergency Apparatus Operator’s License; CT Hazardous Materials Operational; CT Chimney Fires; CT Hybrid Vehicle Extrication; FEMA NIMS and ICS-100
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