Find Lawyers in Stamford, Connecticut for Trusts and Estates
Margaret A. Deluca is a Principal in Cummings & Lockwood's Private Clients Group and is based in the Stamford office. She joined the Firm in 1996 and concentrates in the areas of estate planning, business succession planning, estate and trust administration and probate litigation. She is on the Firm's Board of Directors and is the Administrative Co-Chair of the Stamford Private Clients Group.
Daniel G. Johnson is a Principal in Cummings & Lockwood's Private Clients Group and is based in the Stamford office where he has practiced since joining the Firm in 1997. He practices primarily in the areas of estate planning, family business succession planning, estate administration and trust administration. Dan frequently lectures on estate and tax planning topics before both lawyer and non-lawyer audiences.
John R. Musicaro, Jr. is a Principal in Cummings & Lockwood's Private Clients Group and is based in the Stamford office. John practices in the areas of estate planning, estate and trust administration and fiduciary services. He served as Chairman of the Firm's Private Clients Group for over 12 years.
Rachel B.G. Sherman is a Principal in Cummings & Lockwood’s Private Clients Group and is based in the Stamford office. She joined the Firm in 1999. Rachel works with high net worth individuals and families to address their estate planning needs, including the preparation of wills and trusts, tax planning, multi-generational planning, planning for retirement benefits and real estate holdings, gifting and preparation of gift tax returns. Rachel also focuses her practice on estate admi...
Conrad Teitell is a Principal in Cummings & Lockwood's Private Clients Group and is based in the Stamford office. Through his law practice, lectures, publications, columns and congressional activities, Conrad strives to help charitable organizations receive and donors make taxwise charitable gifts that take into account their entire estate plan for themselves and their families. He is also frequently called upon to help clients patch-up plans that have gone awry. He has been an adjunct la...
Howard S. Tuthill III (Terry) is a Principal with Cummings & Lockwood in its Stamford office and a member of the Firm's Private Clients Group. Terry joined Cummings & Lockwood in 1993 after practicing for 14 years with the New York law firm of Kelley, Drye and Warren and seven years with the Connecticut law firm of Cross, Brodrick & Chipman.
Katherine "Katie" McAllister, a Senior Associate at Day Pitney, counsels high net worth individuals and families on estate planning, estate administration and trust administration. She advises private clients on the design and implementation of tax-efficient estate plans that further their personal and financial objectives. Katie assists clients with all aspects of the estate administration and probate process, including representation of fiduciaries and beneficiaries in probate proceedings a...
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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