Find Lawyers in New Haven, Connecticut for Trusts and Estates
Lou is a partner in the private client and tax team at Withers Bergman LLP. He concentrates his practice on estate planning and administration, income tax planning and commercial transactions with a particular emphasis on planning for closely held businesses. His work for clients focuses on a variety of matters, that touch on creating wealth and business succession structures to general legal business advice and spans a wide range of industries including real estate, manufacturing, and profes...
Ed is partner in the private client and tax team at Withers Bergman LLP. He focuses on domestic and international private client matters. Ed provides legal advice on US and international estate planning, income maximization strategies, FLP and LLC planning, wealth preservation, business succession planning, international tax planning for entities and individuals, trust structures and estate administration. Ed often uses sophisticated domestic and offshore insurance strategies to solve client ...
David is a partner in our private client and tax team at Withers Bergman LLP. He concentrates on the areas of estate and income tax planning for individuals, families and their businesses. David advises on tax, corporate, and succession planning for closely held businesses, handles estate settlement and trust administration and provides legal advice on pension, profit sharing and other tax and non-tax qualified deferred compensation programs.
Constance is a partner in the private client and tax team. She focuses on trusts and estates, and business succession matters for wealthy individuals and their families. Constance works with trusts and related business structures to preserve, protect and grow family wealth for multiple generations in a tax-efficient manner.
Karen is a partner in the Trust, Estates and Charitable Planning team. Karen’s practice is focused on wealth planning. She works with individuals, families and family offices providing legal advice on wealth transfer tax planning and fiduciary administration. As part of the wealth planning process, Karen regularly advises on business succession, charitable giving, and income tax planning for individuals, estates, trusts and business entities, including family offices and private trust c...
Andrea is an associate in our private client and tax team at Withers Bergman LLP. She focuses on tax, trust and estate planning for high net worth individuals and their families. She regularly advises clients on a broad range of international tax issues, including US taxation of foreign trusts with US beneficiaries and US tax reporting. She also enjoys helping clients with the formation and operation of private foundations so as to achieve their philanthropic goals.
Trusts and Estates Definition
How Can a Trusts and Estates Attorney Help You?
Trust and estate attorneys help clients plan for the efficient and effective transfer of assets to spouses, to younger generation family members, to other persons clients wish to benefit, and to charities. The practice involves the preparation of trust agreements, wills, powers of attorney, medical directives, and closely held business structures, including partnerships, limited liability companies, and corporations.
What are the Trusts and Estates Practices Focal Points?
When attorneys begin the planning process, they consider your objectives, your family relationships, charitable inclinations, and the relationship of federal and state estate tax, gift tax, and generation skipping transfer tax laws to these objectives. Attorneys then work with you and, in some cases, with other advisers to design the appropriate plan to meet your goals and objectives, prepare the necessary documents to carry out the desired plan, and assist with the implementation of your plan. In connection with family wealth planning, attorneys plan and draft trust agreements and wills, create various business entities, and carry out business reorganizations.
Trust and estate attorneys also handle the administration of estates. Attorneys confer with members of a decedent’s family on the various issues, including:
• Assistance to the executor with the preparation of the required probate documents and assist in valuation of estate assets
• Making insurance claims
• Preparation of final income tax returns and the estate’s income and federal and state estate tax returns
• Monitoring of the investment of the estate’s assets
• Arranging for the distribution of the estate’s net assets
• Throughout the administration of an estate, consideration is given to income tax savings through the timing of distributions and the timing and claiming of appropriate deductions.
In the trust administration area, attorneys advise and consult with corporate and individual trustees concerning the discharge of the trust’s terms and consult with beneficiaries concerning trust administration matters including the preparation of trust accounts.
Trust and Estate attorneys also assist clients in all phases of probate and trust litigation. This may involve construing or reforming the terms of a will or trust, prosecuting or defending a will contest action or surcharge actions against trustees.
What is a Trusts and Estates attorneys goal for its clients?
The goal of an trust and estate attorney is to assist clients to achieve their personal goals while obtaining the significant tax savings which may be available to them through proper planning. Attorneys in the practice spend a significant amount of time dealing with the federal estate, gift, and generation skipping tax issues involved in transfer planning.
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