Bloomfield, Connecticut Estate Planning Lawyers

Jeffrey Seth Rivard
PREMIUM

Connecticut Estate Planning Attorney with 13 years experience

Jeff genuinely likes meeting new people and is curious to learn all he can about you and your situation. In this process you’ll get to know him, and we are confident that you will discover he is precisely the type of... Read More »
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Frank A May
PREMIUM

Connecticut Estate Planning Lawyer with 44 years experience

Attorney Frank May concentrates his practice in the areas of Estate Planning, Elder Law, Medicaid Law, Probate/Trust Administration, Special Needs Planning for family members and individuals and litigation. He is also... Read More »
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Ruth Fortune
PREMIUM

Connecticut Estate Planning Attorney

Over the years, you’ve built your estate piece-by-piece. You may have attained significant wealth, or you may have a home and some savings. Regardless of size, you need to protect it and may want to leave a legacy.... Read More »
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Renée Goldman Schwartz
Claimed Lawyer Profile
Bloomfield, CT Estate Planning Lawyer with 26 years experience
(860) 997-5562 34 Jerome Avenue
Suite 120
Bloomfield, CT 06002
Free ConsultationEstate Planning and Elder
Western New England University School of Law and Widener University Commonwealth Law School
Steven Basche
Claimed Lawyer ProfileQ&ASocial Media
Glastonbury, CT Estate Planning Attorney with 33 years experience
(860) 651-1333 628 Hebron Ave.
Suite 212
Glastonbury, CT 06033-6212
Estate Planning, Business, Elder and Probate
University of Connecticut School of Law
Estate planning is not just for millionaires. You may not think you have an estate let alone any need for a plan, but if you have children, if you have things of value, if you own a home, you need an estate plan. An estate plan ensures that you decide who gets your hard earned assets, whatever their size or value-- not the government. Without an estate plan, your wealth , your estate will pass according to the state intestacy statute. Don't you want to decide to whom and when your assets should be distributed and not a probate...
Carmine Perri
Claimed Lawyer ProfileLII SilverBlawgsearchSocial Media
Simsbury, CT Estate Planning Lawyer with 14 years experience
(860) 259-1575 237 Hopmeadow St
Simsbury, CT 06089
Estate Planning, Elder and Probate
Quinnipiac University School of Law
Carmine was admitted to the Connecticut Bar in 2005, the U.S. District Court, District of Connecticut in 2005, and the Second Circuit Court of Appeals in 2011.

Carmine is a member of the Connecticut Bar Association Elder Law Section and a member of the Connecticut Chapter of the National Academy of Elder Law Attorneys (N.A.E.L.A). For the sixth year in a row, Carmine was selected as a New England Elder Law “Rising Star” by New England Super Lawyers magazine.

In 2011, Carmine was appointed to the Probate Court Rules Advisory Committee. The Committee drafted new rules and revised existing rules...
Jennifer Reale
Claimed Lawyer ProfileLII SilverBlawgsearchSocial Media
Simsbury, CT Estate Planning Lawyer with 4 years experience
(860) 259-1575 237 Hopmeadow St
Simsbury, CT 06089
Estate Planning, Elder and Probate
Texas Tech University School of Law
Jennifer, a litigation attorney, appreciates that a day in court can be an intimidating and stressful experience for you. That’s why she makes it a point to take you by the hand and guide you through the process with an understanding and gentle manner. Jennifer’s relationship with her clients goes beyond just straight legal representation – she also keeps in mind your emotional and privacy concerns.

What She Does

-Defends and prosecutes Will contests, trust and Will construction proceedings, and other Probate and Superior court litigation

-Investigates and challenges fiduciary accountings and mismanagement at both...
Nicole O'Connor
Claimed Lawyer ProfileBlawgsearchSocial Media
Simsbury, CT Estate Planning Lawyer with 1 year experience
(860) 259-1575 237 Hopmeadow St
Simsbury, CT 06089
Estate Planning, Elder, Nursing Home and Probate
University of Connecticut School of Law
Paul J. Knierim
Claimed Lawyer ProfileLII GoldBlawgsearchSocial Media
Simsbury, CT Estate Planning Lawyer
(860) 259-1575 237 Hopmeadow St
Simsbury, CT 06089
Estate Planning, Elder and Probate
Yale Law School
Tegan Blackburn
Claimed Lawyer ProfileSocial Media
Simsbury, CT Estate Planning Attorney with 29 years experience
573 Hopmeadow Street
Simsbury, CT 06070
Estate Planning, Business, Communications and Family
Claudia Weinstein Englisby
Claimed Lawyer Profile
Simsbury Center, CT Estate Planning Lawyer with 18 years experience
(860) 748-3740 41 Squadron Line Rd
Simsbury Center, CT 06070
Estate Planning
Andrew Bilodeau
Claimed Lawyer ProfileQ&ABlawgsearchSocial MediaResponsive Law
Hartford, CT Estate Planning Lawyer with 14 years experience
(855) 502-2529 100 Pearl St
14th Floor
Hartford, CT 06013
Free ConsultationEstate Planning, Business, Probate and Real Estate
Roger Williams University School of Law
Andrew Bilodeau is the managing partner at Bilodeau Capalbo, LLC and is admitted to practice in Rhode Island and Connecticut state and federal courts, and Washington DC.

A small sample of his experience includes work on behalf of individuals in estate planning, probate and administration, will contests, contractor disputes, insurance claim disputes, real estate transactions and litigation (adverse possession).

Andrew's representation also includes small & large businesses, real estate developers, contractors, national banks, creditors, insurance companies, representing them in transactions, foreclosures, litigation, collection actions, bankruptcies, and receiverships. Andrew is also a Rhode Island Court appointed Receiver and a Certified Mediator.

Andrew...
Damon Kirschbaum
Claimed Lawyer ProfileSocial Media
West Hartford, CT Estate Planning Attorney with 21 years experience
(860) 522-7000 433 South Main Street, Suite 101
West Hartford, CT 06110
Estate Planning, Elder and Probate
Quinnipiac University School of Law
Damon Kirschbaum is the founder and managing attorney of Kirschbaum Law Group, LLC. For more than 19 years, he has been helping clients solve important and difficult legal problems.
Simon J. Lebo
PREMIUM

Connecticut Estate Planning Lawyer with 20 years experience

Attorney Simon Lebo joined the firm in 1999 and his principal areas of practice include Elder & Medicaid Law, Veteran's Benefits, Estate Planning, Probate and Trust Administration, Business Law, Taxation and Real... Read More »
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Paul T. Czepiga
PREMIUM

Connecticut Estate Planning Lawyer with 35 years experience

Paul is a principal of Czepiga Daly Pope & Perri. In addition to being a lawyer, Paul is also a certified public accountant and has an MBA degree in business from Northwestern University. Paul’s estate and elder... Read More »
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Scott Carlson
Claimed Lawyer ProfileSocial Media
Hartford, CT Estate Planning Attorney with 10 years experience
(860) 455-4179 144 Whitney St
Hartford, CT 06105
Free ConsultationEstate Planning, Criminal, Personal Injury and Real Estate
Roger Williams University School of Law
If you are looking for an attorney in Hartford, you have come to the right place! Carlson & Dumeer law office has earned its highly-respected reputation and is just the law firm for you. Attorney Scott Carlson attended Roger Williams University, where he earned his undergraduate degree. He later obtained his Juris Doctorate from Roger Williams University School of Law. The team at this law office is equipped and qualified to stand beside you and support you at this time in your life. They are associated with the American Association for Justice, the Connecticut Trial Lawyers Association, and the Connecticut...
Peter Van Dyke
Claimed Lawyer ProfileSocial Media
West Hartford, CT Estate Planning Lawyer with 17 years experience
(860) 232-7200 24 Arapahoe Road
West Hartford, CT 06107
Estate Planning, Business, Criminal and Personal Injury
University of Connecticut School of Law
Eagan, Donohue, Van Dyke & Falsey, LLP is a general practice law firm located in West Hartford, Connecticut. We have attorneys licensed to practice in Connecticut and Massachusetts, and we handle cases in both state and federal court. Our approach to the practice of law is simple. We are more than just lawyers, we are also counselors at law. We are conscious of the fact that clients come to us to solve problems, not to create them. The size of our firm is one of our biggest assets, allowing us to be highly responsive to our client's needs, while still...
Justin Marti
Claimed Lawyer ProfileSocial Media
West Hartford, CT Estate Planning Lawyer
(860) 249-1070 71 Raymond Road
West Hartford, CT 06107
Estate Planning, Business, Elder and Real Estate
Western New England University School of Law
I started a business at 25 with two partners, knowing very little about the industry (a dental group). We grew the brand to over 40 locations across the Northeast before consummating a private equity sale. During that time my passion for business and law grew, thus I attended Western New England University School of Law at night. Now, having passed the CT State Bar, I am using my business experience in helping fellow entrepreneurs, business owners and families at all stages of business. Additionally, due to the significant overlap with Estate Planning, I have tailored my...
Brian Dumeer
Claimed Lawyer ProfileSocial Media
Hartford, CT Estate Planning Lawyer with 10 years experience
(860) 788-2741 144 Whitney St
Hartford, CT 06105
Estate Planning, Criminal, Personal Injury and Real Estate
Roger Williams University School of Law
Jeremiah Nii-Amaa Ollennu
Claimed Lawyer ProfileSocial Media
Hartford, CT Estate Planning Lawyer with 13 years experience
(860) 218-2122 10 Grand Street
Hartford, CT 06106
Estate Planning, Arbitration & Mediation, Divorce and Family
Attorney Jeremiah N. Ollennu has dedicated his legal career to the practice of divorce and family law. Since 2008, he provides reconciliation counseling, assists couples in collaborative divorce, divorce mediation and rigorously represents clients in family, custody and dissolution of marriage disputes. His experience and focus includes child custody disputes including litigation and resolution, child support enforcement matters, alimony modification, grandparents’ rights, juvenile and child protection matters as well as property division including real-estate and retirement assets.

Attorney Ollennu believes that the best way to resolve family disputes is through the process of divorce mediation. He has successfully mediated...
Paul T. Czepiga
Claimed Lawyer ProfileLII GoldBlawgsearchSocial Media
Berlin, CT Estate Planning Lawyer with 35 years experience
(860) 236-7673 15 Massirio Dr
Berlin, CT 06037
Estate Planning, Elder and Probate
Syracuse University College of Law
Paul is a principal of Czepiga Daly Pope & Perri. In addition to being a lawyer, Paul is also a certified public accountant and has an MBA degree in business from Northwestern University. Paul’s estate and elder law planning consists of representing a range of clients, from high net worth individuals and families who require sophisticated techniques to accomplish their objectives of reducing estate taxes and preserving wealth for future generations, to older couples of modest means whose goal is to protect their assets from having to be spent for nursing home care. Paul’s general...
Jeffrey Seth Rivard
Claimed Lawyer ProfileLII GoldBlawgsearchSocial Media
Berlin, CT Estate Planning Attorney with 13 years experience
(860) 236-7673 15 Massirio Dr
Berlin, CT 06037
Estate Planning, Elder and Probate
University of Connecticut School of Law
Jeff genuinely likes meeting new people and is curious to learn all he can about you and your situation. In this process you’ll get to know him, and we are confident that you will discover he is precisely the type of person you are looking to for guidance.

Helping you create plans for a solid, secure future that ultimately give you peace of mind - this is what gives Jeff great joy.

When it comes to working with you, Jeff naturally goes the extra mile. Once, on a Saturday, he drove many miles to the home of a terminally-ill client to help...
Brendan F. Daly
Claimed Lawyer ProfileLII SilverBlawgsearchSocial Media
Berlin, CT Estate Planning Attorney with 21 years experience
(860) 236-7673 15 Massirio Dr
Berlin, CT 06037
Estate Planning, Elder and Probate
Quinnipiac University School of Law
Brendan is one of Connecticut’s top elder law attorneys, according to Super Lawyers Magazine. With his gentle manner, he’ll explain, in plain English, how you can protect your assets while receiving public benefits. He can help you get Medicaid benefits so you can preserve the money you’ve worked so hard for. And because of his success in many appeals of Medicaid cases, he can fight to get you benefits even if you’ve already been denied.

Brendan's focus on estate planning includes customized planning strategies that allow you to build wealth, save on taxes and protect the people who depend on...
Lara J. Schneider-Bomzer
Claimed Lawyer ProfileLII SilverBlawgsearchSocial Media
Berlin, CT Estate Planning Lawyer with 18 years experience
(860) 236-7673 15 Massirio Dr
Berlin, CT 06037
Estate Planning, Elder and Probate
Benjamin N. Cardozo School of Law
Whether you are caring for an ill spouse and worried about losing your savings to pay for long term care, or you have decided to put your estate plan together to protect your family’s future, Lara will reduce the stress that often accompanies such financial and medical care challenges.

She will also draft your Will, trusts, powers of attorney, healthcare directives and estate tax documents so you can relax knowing that your estate planning is done according to your specific wishes.

With more than 15 years of experience assisting people who are in need of estate planning, asset protection and Medicaid planning,...
Anthony J. Gryk Jr.
Claimed Lawyer ProfileSocial Media
Manchester, CT Estate Planning Lawyer with 33 years experience
(860) 646-1188 333 E Center St
Manchester, CT 06040
Free ConsultationEstate Planning, Business, Probate and Real Estate
Widener University
In his general practice of law. Mr. Gryk provides representation on a variety of complex legal issues, including Personal Injury Claims, Probate Matters, Estate Planning, Real Estate transactions, Business matters, Criminal Litigation and Civil Litigation.

In his Personal Injury practice he has represented a variety of individuals in various complex personal injury matters. Mr. Gryk strives to always balance the needs of his clients while advocating for the best possible outcomes, recognizing the legal, financial, emotional and health concerns faced by his clients as a result of their injuries.

Whether you are creating a will, power of attorney, living will, dealing with...
Carmine Perri
PREMIUM

Connecticut Estate Planning Lawyer with 14 years experience

Carmine was admitted to the Connecticut Bar in 2005, the U.S. District Court, District of Connecticut in 2005, and the Second Circuit Court of Appeals in 2011. Carmine is a member of the Connecticut Bar Association... Read More »
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Brendan F. Daly
PREMIUM

Connecticut Estate Planning Attorney with 21 years experience

Brendan is one of Connecticut’s top elder law attorneys, according to Super Lawyers Magazine. With his gentle manner, he’ll explain, in plain English, how you can protect your assets while receiving public benefits.... Read More »
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Adrian Mark Baron
Claimed Lawyer ProfileSocial Media
New Britain, CT Estate Planning Lawyer
(860) 223-4000 202 Broad Street
New Britain, CT 06053
Estate Planning, Criminal, DUI and Family
Uniwersytet Jagellonski and Pace University
A native of Connecticut, Adrian Mark Baron is a partner in the law office of Podorowsky, Thompson & Baron. Attorney Baron has been profiled by various publications including the distinguished New York Law Journal, publications of the American Bar Association,the New Britain Herald, Boston's White Eagle News and the Pace Law School Alumni Magazine He is currently the co-author of a weekly legal issues column appearing throughout Connecticut and Massachusetts that reaches an estimated 25,000 readers. His views on Immigration reform, Polish-American relations, and other topical issues have been published in such wide forums as the New York Post, the...
Colleen E. Masse
Claimed Lawyer ProfileLII SilverBlawgsearchSocial Media
Berlin, CT Estate Planning Lawyer with 24 years experience
(860) 236-7673 15 Massirio Dr
Berlin, CT 06037
Estate Planning, Elder and Probate
University of Connecticut School of Law
Compassion. Knowledge. Tenacity. These are words used to describe Colleen’s work in advocating for individuals with disabilities.

Having a loved one with disabilities (or having disabilities yourself) can be incredibly challenging in ways that only you know. It’s easy to get overwhelmed. Colleen understands - she has spent years working with and advocating for people who are challenged with disabilities.

Within five minutes of meeting her, you’ll know you’re in great hands. Her calm, kind, and understanding demeanor will assure you that you’re working with the right person to make plans for your future.

Colleen can show you how to use a Special...
Simon J. Lebo
Claimed Lawyer ProfileLII GoldSocial Media
Glastonbury, CT Estate Planning Lawyer with 20 years experience
(860) 659-0700 2252 Main Street
Glastonbury, CT 06033
Free ConsultationEstate Planning, Elder, Probate and Real Estate
Pennsylvania State University - Dickinson School of Law
Attorney Simon Lebo joined the firm in 1999 and his principal areas of practice include Elder & Medicaid Law, Veteran's Benefits, Estate Planning, Probate and Trust Administration, Business Law, Taxation and Real Estate. Attorney Lebo regularly prepares wills, revocable trusts (also known as living trusts), irrevocable trusts, special needs trusts, healthcare and financial Powers of Attorneys and living wills for clients all over Connecticut. In addition, he has served as Court appointed Guardian Ad Litem, Legal Counsel, and Administrator in a number of Probate Courts. Attorney Lebo handles both simple and complex real estate transactions, including like-kind exchanges, commercial...
Daniel O Tully
Claimed Lawyer ProfileSocial Media
Bristol, CT Estate Planning Attorney with 31 years experience
(860) 583-1341 120 Laurel Street
Bristol, CT 06010
Free ConsultationEstate Planning, Elder and Real Estate
Vermont Law School
Daniel O. Tully, Esq. is a former Assistant Attorney General for the State of Connecticut and lectures on Elder Law, Total Care Planning, estate administration and estate planning for the elderly with long term medical needs. Attorney Tully is a former member of Board of Directors of the National Academy of Elder Law Attorneys (NAELA). Attorney Tully is one of only three Connecticut Attorneys ever elected to the National Academy of Elder Law Attorneys (NAELA) Board of Directors. He served two consecutive terms. A founding member, and former member as the National Chairman of the National Academy of Elder Law...
Irene C. Olszewski
Claimed Lawyer ProfileBlawgsearchSocial Media
East Hartford, CT Estate Planning Lawyer with 18 years experience
(860) 216-2649 100 Main Street
Suite 200
East Hartford, CT 06118
Estate Planning, Divorce and Family
Quinnipiac University School of Law
Attorney Irene C. Olszewski earned her J.D. from Quinnipiac University School of Law in 2001. She earned awards for Outstanding Legal Scholarship, Distinguished Academic Achievement and Superior Classroom Performance. Attorney Olszewski consults with clients in her East Hartford, Connecticut office. The law firm concentrates on "Client-Focused Legal Solutions" in the areas of Family Law, Probate Law, Wills and Documents, and Lesbian & Gay Law.
Sharon L. Pope
Claimed Lawyer ProfileLII SilverBlawgsearchSocial Media
Berlin, CT Estate Planning Lawyer
(860) 259-1575 15 Massirio Dr
Berlin, CT 06037
Estate Planning and Elder
Western Michigan University Cooley Law School
Frank A May
Claimed Lawyer ProfileLII Gold
Glastonbury, CT Estate Planning Lawyer with 44 years experience
(877) 783-5367 Brown, Paindiris & Scott, LLP
2252 Main St Glastonbury
Glastonbury, CT 06033
Free ConsultationEstate Planning, Elder and Probate
Western New England University School of Law and University of Connecticut School of Law
Attorney Frank May concentrates his practice in the areas of Estate Planning, Elder Law, Medicaid Law, Probate/Trust Administration, Special Needs Planning for family members and individuals and litigation. He is also knowledgeable in tax law as it relates to these areas of practice. Attorney May typically advises and counsels clients and families in preparing estate plans, wills, trusts (revocable, living, irrevocable, testamentary, special needs), Medicaid applications, Powers of Attorney, healthcare agent appointments and similar documents necessary to accomplish the planning goals of his clients. He also represents individuals, fiduciaries (executors, administrators, trustees, conservators) and other entities in Probate Court, administers...
Skip Rogers
Claimed Lawyer ProfileBlawgsearchSocial Media
New Hartford, CT Estate Planning Attorney
(860) 259-1575 7 Church Street North
New Hartford, CT 06057
Estate Planning, Elder and Probate
Boston University School of Law and Western New England University School of Law
Ruth Fortune
Claimed Lawyer ProfileLII GoldBlawgsearchSocial Media
Berlin, CT Estate Planning Attorney with 1 year experience
(860) 259-1575 15 Massirio Dr
Berlin, CT 06037
Estate Planning, Elder and Probate
University of Connecticut School of Law
Over the years, you’ve built your estate piece-by-piece. You may have attained significant wealth, or you may have a home and some savings. Regardless of size, you need to protect it and may want to leave a legacy.

Wouldn’t it make sense to work with an estate planning attorney who knows first-hand what it takes to build an estate and accumulate wealth?

Meet Ruth Fortune.

Before joining the team at Czepiga Daly Pope & Perri, Ruth was a financial advisor with Merrill Lynch. In this role, she focused on getting to know her clients and truly understanding their financial goals. Whether their wishes...
Joseph D. DiMauro
Claimed Lawyer ProfileSocial Media
Rocky Hill, CT Estate Planning Attorney with 17 years experience
(888) 346-2876 46 Church Street
Rocky Hill, CT 06067
Free ConsultationEstate Planning, Elder, Probate and Tax
Boston University School of Law and Quinnipiac University School of Law
Colleen E. Masse
PREMIUM

Connecticut Estate Planning Lawyer with 24 years experience

Compassion. Knowledge. Tenacity. These are words used to describe Colleen’s work in advocating for individuals with disabilities. Having a loved one with disabilities (or having disabilities yourself) can be... Read More »
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Jennifer Reale
PREMIUM

Connecticut Estate Planning Lawyer

Jennifer, a litigation attorney, appreciates that a day in court can be an intimidating and stressful experience for you. That’s why she makes it a point to take you by the hand and guide you through the process with... Read More »
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William E Carter
Claimed Lawyer Profile
East Berlin, CT Estate Planning Attorney with 11 years experience
(203) 630-1070 1224 Mill Street - Bldg. B
East Berlin, CT 06023
Free ConsultationEstate Planning and Bankruptcy
Quinnipiac University School of Law
Thomas Babson Kane
Claimed Lawyer ProfileSocial Media
Glastonbury, CT Estate Planning Attorney with 24 years experience
(860) 633-3651 972 New London Turnpike
Glastonbury, CT 06033
Estate Planning, Family, Juvenile and Real Estate
Western New England University School of Law
Tony Anthony
Claimed Lawyer Profile
New Britain, CT Estate Planning Lawyer with 10 years experience
(860) 357-3534 19 Bassett Street
Suite #102
New Britain, CT 06051
Free ConsultationEstate Planning, Divorce, Family and Probate
Benjamin N. Cardozo School of Law
Hardworking attorney dedicated to my clients and achieving the best possible outcome. Proud to have served this great country of ours and its citizens in the USArmy. Father and husband to my family, understanding what my clients' needs are.
Katherine McCann
Claimed Lawyer Profile
Manchester, CT Estate Planning Lawyer
1091 Main Street
Manchester, CT 06040
Estate Planning
Windsor, CT Estate Planning Attorney
(860) 285-9798 2000 Day Hill Road
Windsor, CT 06095
Estate Planning, Antitrust, Business and Employment
Simsbury Center, CT Estate Planning Attorney with 18 years experience
29 Hoskins Rd
Simsbury Center, CT 06070
Estate Planning and Elder
Hartford, CT Estate Planning Attorney
(860) 275-0100 242 Trumbull Street
Hartford, CT 06103
Estate Planning
Georgetown University Law Center
Hartford, CT Estate Planning Lawyer
(860) 275-0216 242 Trumbull Street
Hartford, CT 06103
Estate Planning, Antitrust, Appeals and Tax
University of Connecticut School of Law
Hartford, CT Estate Planning Lawyer
(860) 275-0273 242 Trumbull Street
Hartford, CT 06103
Estate Planning, Antitrust, Appeals and Tax
Harvard Law School
West Hartford, CT Estate Planning Lawyer with 17 years experience
(860) 313-4929 65 Memorial Road
West Hartford, CT 06107
Estate Planning and Business
University of Connecticut School of Law
Sharon L. Pope
PREMIUM

Connecticut Estate Planning Lawyer

Western Michigan University Cooley Law SchoolConnecticut
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Lara J. Schneider-Bomzer
PREMIUM

Connecticut Estate Planning Lawyer with 18 years experience

Whether you are caring for an ill spouse and worried about losing your savings to pay for long term care, or you have decided to put your estate plan together to protect your family’s future, Lara will reduce the... Read More »
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Estate Planning Lawyers in Nearby CitiesEstate Planning Lawyers in Nearby Counties

Bloomfield Estate Planning Legal Aid & Pro Bono Services

Greater Hartford Legal Assistance, Inc.
(860) 541-5000
Hartford, CT


Connecticut Volunteer Lawyers for the Arts
(860) 566-4770
Hartford, CT

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Related Practice Areas

Elder Law
Probate
Tax Law

Planning your estate?

Estate planning arranges for the transfer of an individual's estate at the time of death. An estate consists of all property owned at death before it is distributed by will, trust, or intestacy laws. An estate may contain both real property and personal property. Estate planning allows an individual to decide exactly who will benefit from his or her estate, and to what extent. It can also reduce the taxes imposed on the transfer of assets at death.

An experienced estate planning lawyer can help minimize the amount of the estate surrendered to taxes as well as ensure that the management and distribution of the estate is carried out according to your plans. Particularly when your plans are complex and/or you have substantial property or assets, it is important to have an attorney who can ensure that your plan functions the way you intend. Depending on the complexity of your individual situation, your estate planning team may include attorneys, financial planners, bankers and insurance professionals. Some states certify attorneys as estate planning specialists, which means they have met certain requirements for experience, education, and testing in that field.


Fiduciary: A person or institution who manages money or property for another and who must exercise a standard care imposed by law, i.e., personal representative or executor of an estate, a trustee, etc.

Personal representative: The person who administers an estate. If named in a will, that person's title is an executor. If there is no valid will, that person's title is an administrator.