PRACTICE GROUPS
Trusts & Estates
TRUSTS & ESTATES
About
The lawyers in our Trusts & Estates Group provide comprehensive client-focused legal services in the areas of estate and tax planning, estate settlement, trust administration, philanthropic giving, and probate litigation.
Our Approach
Our trust and estates lawyers provide services in the following areas, among others:
Estate and Tax Planning and Administration
Our trusts and estates lawyers represent individuals and families, non-profit organizations, beneficiaries, heirs, and individual and corporate executors and trustees in connection with a wide variety of probate, tax, and fiduciary matters, including the following:
- Development and implementation of effective estate plans
- Preservation and transfer of assets during lifetime and upon death
- Selection of guardians, executors, and trustees
- Income and transfer tax planning
- Estate settlement, including preparation of probate court and tax filings
- Trust administration
- Charitable giving techniques and philanthropic planning
- Planning for liquidity
- Representation in Connecticut Probate and Superior Courts in connection with uncontested and contested matters
Probate Litigation
Our trusts and estates lawyers represent individuals and families, non-profit organizations, beneficiaries, heirs, and individual and corporate executors and trustees in connection with a wide variety of contested probate, tax, and fiduciary matters, including the following:
- Will contests, including lack of capacity and undue influence claims
- Will and trust construction actions
- Breach of fiduciary duty claims
- Valuation disputes and accountings
- Income, gift, and estate tax audits and appeals
- Trust modification and termination actions
We have represented clients in both the Connecticut Probate and Superior Courts and have appeared pro hac vice in other states.
For more information about our Trusts & Estates Group, contact Jeanmarie B. Shea.
ATTORNEYS
Our Team
Our attorneys combine legal and practical experience in a diverse range of businesses and industries. We have created a unique culture that encourages personalized service, a focus on results, and a relaxed, comfortable working environment. You can expect hard work, diligence, and a commitment to excellence from each member of our team.