Best Lawyers Near You in Waterbury, Connecticut for Trusts and Estates

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 ...

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.

Paul L. Bourdeau is a Principal in Cummings & Lockwood's Private Clients Group and is based in the West Hartford office. He joined the Firm in 1980 and was the founder of the West Hartford office. Paul advises clients in the areas of estate planning, tax efficient wealth transfer, estate settlement, trust administration, business succession planning, taxation and charitable giving. In addition, he has extensive experience serving as an Executor and Trustee. His clients include corporate e...

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...

Ann L. Fowler-Cruz is a lawyer recognized by Best Lawyers in the practice areas of Elder Law and Trusts and Estates. Ann L. practices law in Danbury, Connecticut Best Lawyers has recognized Ann L. Fowler-Cruz since 2021. 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 Ann L. Fowler-Cruz is held by other lawyers.

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...

Ellen focuses her practice on elder law and trusts and estates. She assists her clients in meeting their estate planning goals and protecting their assets for their loved ones. Ellen has significant experience in navigating the complicated long-term care system, and preparing for and filing Medicaid long-term care applications. She regularly works with clients who are able to plan for asset preservation, as well as those who must act immediately to access public benefits systems. Ellen repres...

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...

Barbara A. Taylor is a lawyer recognized by Best Lawyers in the practice area of Trusts and Estates. Barbara A. practices law in Hartford, Connecticut Best Lawyers has recognized Barbara A. Taylor 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 Barbara A. Taylor is held by other lawyers.

Alan S. Parker is chair of the firm’s Trusts & Estates Department. He practices in the areas of estate planning and trust and estate administration. He counsels individuals and institutional fiduciaries concerning their role as executor, trustee and conservator. Alan also is engaged in counseling individuals and nonprofit organizations on activities relating to tax exempt issues, including private foundations and community foundations. He has conducted seminars on estate planning an...

Ingi represents clients in the areas of estate planning, probate, trust administration, and estate settlement. She provides sensitive and attentive service to clients of all ages and professions in identifying their estate planning needs. Ingi creates individually tailored estate plans designed for multiple purposes: lifetime asset management; health care and financial decision-making in the event of incapacity; lifetime gift and asset distributions; protection of assets for blended families;...

David L. Sfara is a lawyer recognized by Best Lawyers in the practice area of Trusts and Estates. David L. practices law in Woodbury, Connecticut Best Lawyers has recognized David L. Sfara since 2016. 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 David L. Sfara is held by other lawyers.

Robert B. Fawber is a Principal in Cummings & Lockwood's Private Clients Group and is based in the West Hartford office. His primary areas of practice are estate and charitable planning, estate settlement, trust administration and residential real estate transactions. Prior to joining Cummings & Lockwood, Bob practiced real estate, estate planning and general business law in the Hartford area from 1975 to 1996. While at Georgetown Law, Bob served in the United States Army Reserve, Jud...

Mark W. Dost is a lawyer recognized by Best Lawyers in the practice areas of Elder Law and Trusts and Estates. Mark W. practices law in Southbury, Connecticut Best Lawyers has recognized Mark W. Dost since 2001. 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 Mark W. Dost is held by other lawyers.

Caroline Demirs Calio is a Principal in Cummings & Lockwood's Private Clients Group and is based in the West Hartford office. She practices in the areas of estate and gift tax planning, asset protection, estate settlement and trust administration. In addition, Caroline advises closely-held business owners on succession planning issues and various general corporate matters. She also has experience serving as an Executor and Trustee. Prior to joining Cummings & Lockwood, Caroline worked...