Find Lawyers in West Hartford, Connecticut for Trusts and Estates
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...
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...
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...
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...
Heather J. Rhoades is Chairman of Cummings & Lockwood's Private Clients Group and is based in the West Hartford office. She practices in the areas of estate planning, estate settlement, trust administration and charitable planning. Heather is a member of the Firm's National Charitable Planning Group.
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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