Best Lawyers in Connecticut, United States for Trusts and Estates
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...
JAMES D. FUNNELL, JR. is a principal of Brody Wilkinson and a member of the firm’s Trusts & Estates Group. His practice is limited to trusts and estates planning, special needs planning, and trusts and estates administration. Jim is widely known for helping clients use special needs trusts to create a financial safety net for a family member with a disability. Jim is admitted to practice in Connecticut and has practiced in Fairfield County for over thirty-five years. He is also admi...
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 ...
Greta E. Solomon is a principal and chair of Cohen and Wolf's Trusts & Estates, Elder Law, and Tax Groups. Ms. Solomon has been assisting clients in the areas of estate planning, elder law, and probate administration (including estates, trusts, conservatorships, guardianship, etc.) for more than 30 years. Her in-depth knowledge of the tax codes and sophisticated estate planning techniques allows her to provide counsel on complex estate matters. Ms. Solomon also has experience in retiremen...
Stanley is a founding partner of the firm Bergman Horowitz & Reynolds which merged with Withers in 2002 to create Withers Bergman in the US. His practice encompasses all phases of tax law, estate planning and trusts (both domestic and international), business law and advising on pension plans. He is a contributor to various tax periodicals and co-author of a book on the design of pension and profit sharing plans which is part of the tax management service published by the Bureau of Nation...
PETER T. MOTT is a principal of Brody Wilkinson and a member of the firm’s Trusts & Estates Group. Peter practices in the areas of estate planning and trust and estate administration. He assists individuals with tax and charitable gift planning, business owners with succession planning, and families planning for aging or incapacitated family members. Peter leverages his decades of experience to implement sophisticated yet practical estate plans for his clients. The depth of his know...
B. Cort Delany is a Principal in Cummings & Lockwood's Private Clients Group and is based in the Greenwich office. Cort, a Greenwich native, has worked with families from Connecticut and around the country to protect family assets from unnecessary taxes and attacks from third parties. Cort's ultimate goal is to allow successive generations to benefit from family wealth without precluding each family member from maximizing his or her personal potential.
EDWARD MARCANTONIO is a principal of Brody Wilkinson and a member of the firm’s Trusts & Estates Group. Ed practices in the areas of trusts and estates planning and administration. He assists individuals with tax and asset protection planning, estate settlement, and trust administration. Ed is a Martindale-Hubbell AV-rated attorney. He is admitted to practice in Connecticut and New York. Prior to joining the firm, Ed practiced at the former law firm of Hermenze & Marcantonio LLC...
Richard has forty years' experience advising clients in tax matters, estate planning and administration, and business law. His clients include closely held corporations, partnerships, funds, tax-exempt organizations and high net worth individuals. Prior to entering the practice of law, Richard practiced as a Certified Public Accountant. His extensive knowledge of tax law enables him to counsel clients with respect to complex estate planning issues as well as the formation, operation, and sale...
Daniel P. Fitzgerald is a Principal in Cummings & Lockwood's Private Clients Group and Principal-in-Charge of the Greenwich office. His practice focuses on estate planning, estate administration, taxation, partnerships, probate litigation and defending tax audits. Dan's extensive estate administration experience allows him to develop estate plans that address issues and concerns before they become problematic. He has worked with a broad range of finance, accounting, hedge fund and private...
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...
Kelley Galica Peck is a Principal in Cummings & Lockwood's Private Clients Group and is the Principal in Charge of the West Hartford office. Kelley focuses her practice in the areas of estate and trust planning and probate law. Kelley has significant experience working with individuals and families to plan for the management, protection, and transfer of wealth, including succession planning for owners of closely-held businesses. She handles complex charitable gift planning, estate plannin...
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.
Suzy Walsh-Brown is dedicated to supporting clients in Hartford, Connecticut, with a focus on Trusts and Estates. Her legal practice at Harris Beach Murtha encompasses estate planning, tax planning, particularly for families with children who have special needs, elder law, estate and trust administration, as well as trust modifications and trustee changes. Suzy is frequently invited to share her insights nationally through major speaking engagements and publications. Some of her notable appea...
John R. Ivimey is a lawyer recognized by Best Lawyers in the practice area of Trusts and Estates. John R. practices law in Hartford, Connecticut Best Lawyers has recognized John R. Ivimey since 2018. The Best Lawyers recognition is based on a peer-review survey of lawyers in the same geographic region and legal practice area. The recognition reflects the professional regard in which John R. Ivimey is held by other lawyers.
Our Methodology
Recognition by Best Lawyers is based entirely on peer review. Our methodology is designed to capture, as accurately as possible, the consensus opinion of leading lawyers about the professional abilities of their colleagues within the same geographical area and legal practice area.
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Best Lawyers employs a sophisticated, conscientious, rational, and transparent survey process designed to elicit meaningful and substantive evaluations of the quality of legal services. Our belief has always been that the quality of a peer review survey is directly related to the quality of the voters.
