New Haven County Estate Planning Lawyers

Compare 69 top rated Connecticut attorneys serving New Haven County.
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Matthew A. Wiley
PREMIUM
Matthew A. Wiley

New Haven County, CT Estate Planning Lawyer with 11 years of experience

Attorney Wiley worked extensively throughout his undergraduate and law school years in the financial services industry. During the course of this period he spent several years working with Northwestern Mutual in... Read More »
10.0Justia Lawyer Rating for Matthew A. Wiley View Profile
Erin O. Duques
PREMIUM
Erin O. Duques

New Haven County, CT Estate Planning Attorney

Knowledge. Experience. Someone who can translate complex information into plain English. That’s what you expect from your attorney. Enter Erin. She’s like your reliable advocate-daughter whom you can always count... Read More »
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Matthew A. Wiley
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Matthew A. Wiley
(203) 951-1222 97 Washington Ave.
Ste. 2
North Haven, CT 06473
Free ConsultationOffers Video ChatNew Haven County, CT Estate Planning Lawyer with 11 years of experience
Estate Planning, Business, Elder and Probate
Quinnipiac University School of Law
Attorney Wiley worked extensively throughout his undergraduate and law school years in the financial services industry. During the course of this period he spent several years working with Northwestern Mutual in Philadelphia, PA and Hamden, CT. Ultimately he served as investment coordinator for a top ranked Certified Financial Planner, before transitioning his planning experience into the legal arena.

Accepting an opportunity with Withers Bergman LLP, Attorney Wiley cultivated his now thriving passion for creating expertly crafted custom estate planning documents. After passing the bar in 2009, Attorney Wiley practiced under the tutelage of Attorney Suzann Beckett at the Estate Planning Law...
Bryan M. Etter
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Bryan M. Etter
(203) 446-4725 97 Washington Avenue
Ste. 2
North Haven, CT 06473
Free ConsultationOffers Video ChatNew Haven County, CT Estate Planning Lawyer with 7 years of experience
Estate Planning, Business, Elder and Probate
Tulane University School of Law
Doctor of Jurisprudence (J.D.), Tulane University Law School, 2012; Bachelor of Science (B.S.), Finance, University of Connecticut, 2009. Admitted to the bar of Connecticut and New York.

Attorney Etter joined forces with what was then known as Wiley Law, LLC in July of 2014. He narrowly tailors his focus to the areas he knows best: Estate, Business, Elder Law and Probate.

He utilizes his experience and personalized care to assist his clients by ensuring that their transactions are completed smoothly...
Scott D Rosenberg
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Scott D Rosenberg
New Haven County, CT Estate Planning Lawyer with 12 years of experience
(203) 871-3830 131 Dwight St
New Haven, CT 06511-4501
Free ConsultationEstate Planning, Elder and Probate
Boston University School of Law and New England Law | Boston
Attorney Rosenberg’s choice to focus on the practice of Elder Law through a client-centered approach is the culmination of years of diverse professional passions. A Cum Laude graduate and President’s Scholarship recipient at New England Law | Boston, Scott continued his studies in sophisticated estate and tax planning techniques with postgrad work at Boston University School of Law, initially practicing in his area. After several years of practice and seeing the increasing prevalence of long-term care issues in his clients, he that a more exclusive focus on elder law would allow him to incorporate his long-held interests in...
Charles L. Kurmay
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Charles L. Kurmay
New Haven County, CT Estate Planning Lawyer with 23 years of experience
(203) 380-1743 61 Cherry Street
Suite 1
Milford, CT 06460
Estate Planning, Elder, Nursing Home and Probate
Quinnipiac University School of Law
Charles Kurmay has nearly two decades of legal experience. He began his career as a judicial law clerk and public defender, gaining a valuable foundation of trial skills and experience. His firm now offers services in a broad range of civil and criminal practice areas, including business law, international law, personal injury, probate and real estate. A native of Stratford, Connecticut, Mr. Kurmay is well-respected in the local community for the high quality of his legal advocacy. His extensive experience in state and federal court equips him to handle large, complex cases with ease. Mr. Kurmay is active in...
Shari-Lynn Cuomo Shore
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Shari-Lynn Cuomo Shore
New Haven County, CT Estate Planning Lawyer with 11 years of experience
(203) 745-3151 167 Captain Thomas Boulevard
West Haven, CT 06516
Estate Planning, Family, Juvenile and Probate
Albany Law School
Attorney Shari-Lynn Cuomo Shore is a Partner and Owner of Wolf & Shore, LLC and is experienced in family law, estate planning, juvenile law, probate matters and residential closings. She was admitted to practice in the State of Connecticut in 2008. Prior to opening Wolf & Shore, LLC, Attorney Shore was a partner at a small general practice firm in Orange, Connecticut. Attorney Shore worked in the Schenectady County District Attorney’s Office during law school, where she focused primarily in appellate practice and the Special Victims Unit. During college, Attorney Shore interned at a Connecticut G.A. court...
William E Carter
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William E Carter
New Haven County, CT Estate Planning Attorney with 12 years of experience
(203) 630-1070 658 Broad Street
Meriden, CT 06451
Free ConsultationOffers Video ChatEstate Planning and Bankruptcy
Quinnipiac University School of Law
Rachel Topham Crane
Claimed Lawyer ProfileOffers Video Chat
Rachel Topham Crane
New Haven County, CT Estate Planning Lawyer with 12 years of experience
(203) 584-7232 243 Broad Street
Suite 3
Milford, CT 06460
Offers Video ChatEstate Planning, Family, Juvenile and Personal Injury
University of Connecticut
Lisa Nachmias Davis
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Lisa Nachmias Davis
New Haven County, CT Estate Planning Attorney with 29 years of experience
Davis O'Sullivan & Priest LLC
129 Church Street Suite 805
New Haven, CT 06510
Estate Planning, Elder and Probate
Yale Law School
My practice includes both planning for individuals (estate planning and administration, elder law, planning for those with disabilities) and advising nonprofit organizations. Some items of note: I have been given the designation "Certified Elder Law Attorney by the National Elder Law Foundation, after completing the Foundation's requirements. I am also a member of the Special Needs Alliance, an invitation-only organization dedicated to the concerns of individuals with disabilities and their families. I have been designated "Superlawyer" by my peers for many years, including among the top 25 women lawyers in the state in 2011. And...
Jerome Louis DiMenna III
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Jerome Louis DiMenna III
(203) 446-4725 97 Washington Ave, Suite 2
North Haven, CT 06473
Free ConsultationNew Haven County, CT Estate Planning Lawyer with 8 years of experience
Estate Planning, Business, Employment and Probate
New York Law School
Jerome “JD” DiMenna III began his legal career as a litigation associate at Silver & Kelmachter, LLP in New York City, primarily working with victims of medical malpractice and personal injury. During this time, he developed a reputation for crafting and then implementing legal strategies that brought personalized results for his clients.

Eventually, others began to take notice of his ability to solve complex problems in an efficient and creative manner. JD expanded these talents being named Vice President of Citibank’s anti-money laundering unit where his duties included the management of an investigatory team responsible for identifying and reporting suspicious retail...
Steven Z Gu
Claimed Lawyer Profile
Steven Z Gu
Fairfield County, CT Estate Planning Attorney with 10 years of experience
(203) 703-9776 6 Landmark Square 4th Floor
Stamford, CT 06901
Free ConsultationEstate Planning, Business and Tax
New York University School of Law and Columbia Law School
Aaron Hershman
Claimed Lawyer Profile
Aaron Hershman
New Haven County, CT Estate Planning Attorney
(203) 777-0001 One Church Street
New Haven, CT 06510
Estate Planning, Business, Elder and Tax
University of Connecticut School of Law
Aaron focuses his legal practice in the areas of business, tax, and estate planning at the law firm of Hershman Legal Group, P.C. While at the University of Connecticut School of Law, Aaron concentrated his studies in advance tax planning, including corporate, partnership, business, and estate planning. Aaron also focused his studies in the area of elder law, including Title 19 (Medicaid) planning. Aaron's past legal corporate experiences include working in house at Exelon Corporation during his second year of law school and working at Essex Financial Services during his first year of law school. Aaron gained...
Kishore I. Kapoor
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Kishore I. Kapoor
New Haven County, CT Estate Planning Lawyer
(203) 693-8055 3000 Whitney Ave, Ste 239
Hamden, CT 06518
Estate Planning
Nicole M. Camporeale
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Nicole M. Camporeale
New Haven County, CT Estate Planning Lawyer with 5 years of experience
(203) 795-1211 378 Boston Post Road
Orange, CT 06477
Free ConsultationEstate Planning, Probate and Real Estate
Quinnipiac University School of Law
Nicole M. Camporeale is an attorney practicing with Floman DePaola, LLC, a law firm in Orange, CT. She is admitted to the Connecticut and New Jersey Bar. Nicole attended Quinnipiac University School of Law where she graduated with honors in the Family Law concentration. While at Quinnipiac, Nicole worked in the New Haven Superior Court through the Sappern Fellowship Program providing assistance to pro-se parties filing temporary restraining orders and divorce paperwork. She also worked in the New Haven Probate Court drafting judicial opinions for Judge John Keyes, one of which was later published in the Quinnipiac Probate Law Journal.
Daniel O Tully
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Daniel O Tully
New Haven County, CT Estate Planning Attorney with 32 years of experience
(860) 583-1341 605 Washington Avenue
North Haven, CT 06473
Free ConsultationEstate Planning and Elder
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...
Mark Connell
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Mark Connell
New Haven County, CT Estate Planning Lawyer with 27 years of experience
(203) 488-5586 420 East Main Street
Suite 12
Branford, CT 06405
Offers Video ChatEstate Planning, Elder, Probate and Tax
Quinnipiac University School of Law
Before I became an Attorney, I was a Physical Therapist in large teaching hospitals, in private clinics, and in home care. And, prior to becoming a Physical Therapist, I was a Molecular Biologist doing research in protein synthesis. Having a strong analytical background with experience in health care gives me a unique perspective on planning for the future.
Andrew J Pianka
Claimed Lawyer Profile
Andrew J Pianka
New Haven County, CT Estate Planning Lawyer with 24 years of experience
(203) 463-4414 100 Bank Street
Suite 206A
Seymour, CT 06483
Estate Planning, Personal Injury, Probate and Real Estate
Quinnipiac University School of Law
Practice Areas: Wrongful Death; Traumatic Brain Injury; Personal Injury; Automobile Accidents and Injuries; Slip and Fall Accidents, Real Estate, Probate Administration, Probate Litigation; Wills and Estates

Admitted: 1996, Connecticut and U.S. District Court, District of Connecticut; 1997, New York; 2000, U.S. Supreme Court

Law School: Quinnipiac University, J.D. graduated Cum Laude

Member: Connecticut and New York State Bar Associations; Connecticut Trial Lawyers Association.

Biography: Author: “The Probate Courts Power to Probe You,” The Connecticut Probate Law Journal, Vol. 10, No. 1.

Member: Oxford Connecticut Lions Club, 2000—present.
Kristen Wolf
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Kristen Wolf
New Haven County, CT Estate Planning Lawyer with 11 years of experience
(203) 745-3151 167 Captain Thomas Boulevard
West Haven, CT 06516
Estate Planning, Family, Probate and Real Estate
Quinnipiac University School of Law
Hamden & New Haven County, CT Attorney Kristen Wolf is a partner and owner of Wolf & Shore, LLC. She received her Bachelor of Science degree from the University of Connecticut School of Business in 2006 and her Juris Doctor degree from Quinnipiac University School of Law in 2009. While in law school, Attorney Wolf had the honor of serving as the Student Bar Association Treasurer and the Finance Committee Chair and also received several awards including Excellence in Clinical Work. Prior to opening Wolf & Shore, LLC, Attorney Wolf was a partner at a small general...
James William Cummings
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James William Cummings
New Haven County, CT Estate Planning Lawyer with 33 years of experience
(203) 754-7779 21 Holmes Avenue
Waterbury, CT 06710
Free ConsultationEstate Planning, Criminal, Divorce and Family
University of the Pacific, McGeorge School of Law
At your side, on your side, every step of the way Respected personal, family, business and general practice lawyer James W. Cummings stands by his clients every step of the way. The Cummings Law Firm is the optimal choice for legal representation in the greater Waterbury, Connecticut area and in Litchfield, New Haven and Fairfield counties. Experience, integrity, and community service With over 25 years of legal experience, attorney Cummings listens to your special circumstances, ensures you understand all of your options, and works tirelessly to ensure you are treated fairly and justly. A rare combination of talents James Cummingsâs...
Thomas S. Groth
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Thomas S. Groth
Fairfield County, CT Estate Planning Attorney with 7 years of experience
(844) 486-6829 35 Nutmeg Dr
Trumbull, CT 06611
Free ConsultationEstate Planning, Administrative, Probate and Tax
Quinnipiac University School of Law
William F. Breg
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William F. Breg
New Haven County, CT Estate Planning Lawyer with 39 years of experience
41 Church Street
Waterbury, CT 06702
Estate Planning, Elder, Probate and Real Estate
Georgetown University Law Center
Attorney Breg was born in Fort Knox, Kentucky and grew up in Southbury. He currently resides in Watertown and practices out of the firm’s Southbury Office. Bill Breg practices in the areas of estate planning and probate administration with experience in the local probate courts. As a professional member of PLAN of Connecticut, Attorney Breg counsels individuals with special needs and advises them about special needs trusts. Attorney Breg also practices in the area of real estate.
Dennis J. Kokenos
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Dennis J. Kokenos
Fairfield County, CT Estate Planning Lawyer with 18 years of experience
(203) 375-0600 799 Silver Ln
Trumbull, CT 06611
Free ConsultationEstate Planning, Business, Personal Injury and Probate
University of Massachusetts School of Law
Attorney Kokenos concentrates his practice in the areas of civil litigation, personal injury, probate, trust & estates, business organization, administrative appeals and real estate. Attorney Kokenos was admitted to the Connecticut Bar in 2005 and was appointed associate Town Attorney for the Town of Trumbull in 2010. He is currently chief legal counsel for the Town of Trumbull as well as chief advisory counsel for the Connecticut Better Business Bureau. Attorney Kokenos has also been named Top 40 Litigation Lawyer Under 40 by the American Society of Legal Advocates.

Attorney Kokenos graduated from the University of Connecticut in 2002, with a...
Mark Dumas
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Mark Dumas
Fairfield County, CT Estate Planning Lawyer with 16 years of experience
(203) 275-9010 167 Cherry Street #107
Milford, CT 06614
Estate Planning, Business, Construction and Criminal
Benjamin N. Cardozo School of Law
Erin O. Duques
Claimed Lawyer ProfileOffers Video ChatLII GoldBlawg SearchSocial Media
Erin O. Duques
New Haven County, CT Estate Planning Attorney
(860) 259-1575 145 Durham Rd
Unit 9
Madison, CT 06443
Offers Video ChatEstate Planning, Elder and Probate
Quinnipiac University School of Law
Knowledge. Experience. Someone who can translate complex information into plain English. That’s what you expect from your attorney.

Enter Erin. She’s like your reliable advocate-daughter whom you can always count on. Or your smart and savvy sister or friend who knows precisely what you need. She will give you the wise and compassionate advice to help you achieve your goals. When you meet with her you’ll quickly see that what she accomplishes for you is much more than simply drafting legal documents.

Under Erin’s kind and gentle demeanor is an experienced attorney who will take great strides to understand your family...
Joseph D. DiMauro
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Joseph D. DiMauro
Hartford County, CT Estate Planning Attorney with 18 years of experience
(888) 346-2876 937 South Main Street
Plantsville, CT 06479
Free ConsultationEstate Planning, Elder, Probate and Tax
Boston University School of Law and Quinnipiac University School of Law
Eugene Glouzgal
Claimed Lawyer ProfileSocial Media
Eugene Glouzgal
New Haven County, CT Estate Planning Attorney with 7 years of experience
(203) 740-1400 18 Park Place
Naugatuck, CT 06770
Free ConsultationEstate Planning, Business, Personal Injury and Real Estate
Quinnipiac University School of Law and Western Connecticut State University
Attorney Eugene Glouzgal is a Connecticut Attorney with the firm of Glouzgal Ramos Groth LLP. Attorney Glouzgal is very proud to have received his education almost entirely in Connecticut. He received his Juris Doctorate from the Quinnipiac University School of Law in Hamden and his Bachelor of Science in Justice and Law Administration from Western Connecticut State University in Danbury. Attorney Glouzgal is a member of the Connecticut Bar Association including the Young Lawyers Section, a member of the American Bar Association and the Connecticut Trial Lawyers Association.
Lukas J. Thomas
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Lukas J. Thomas
Fairfield County, CT Estate Planning Attorney with 22 years of experience
(203) 375-0600 799 Silver Lane
Trumbull, CT 06611
Free ConsultationEstate Planning, Foreclosure Defense, Landlord Tenant and Real Estate
Quinnipiac University School of Law
Attorney Thomas's practice encompasses real estate law, civil litigation, foreclosure law, landlord and tenant law, business formations and law, trusts and estates, immigration and probate.

After spending the last twelve years serving clients as the managing member of the Law Office of Lukas J. Thomas, LLC, Attorney Thomas committed to a strategic merger with Owen, Schine & Nicola, PC that will undoubtedly strengthen and expand the legal services and offerings to clients of the firm throughout Connecticut. Attorney Thomas currently serves as the District Attorney for the Georgetown Fire District and has served as Assistant Town Attorney for the Town of...
Amy B. Smith
Claimed Lawyer Profile
Amy B. Smith
New Haven County, CT Estate Planning Lawyer with 21 years of experience
(203) 805-6866 41 Church Street
Waterbury, CT 06702
Estate Planning and Real Estate
New England Law | Boston
Amy Smith represents individuals and legal entities in both residential and commercial real estate transactions as well as in title-related litigation matters. She also advises clients in developing effective estate plans, including traditional will and trust planning with an emphasis on appropriate federal and state estate tax considerations. Attorney Smith assists families on an array of probate and elder law issues such as long-term care planning, conservatorship, and advance medical directives. Attorney Smith represents clients and families in the Probate Courts in the administration of trusts and decedent estates, as well as contested matters such as...
Kevin Burns
Claimed Lawyer Profile
Kevin Burns
Fairfield County, CT Estate Planning Lawyer with 43 years of experience
(203) 794-2321 799 Silver Lane
Third Floor
Trumbull, CT 06611
Free ConsultationEstate Planning, Business, Family and Probate
The Catholic University of America Columbus School of Law
Bryan McEntee
Claimed Lawyer ProfileSocial MediaResponsive Law
Bryan McEntee
New Haven County, CT Estate Planning Lawyer with 11 years of experience
(203) 982-8396 19 Mitchell Avenue, 2nd Floor
Waterbury, CT 06710
Estate Planning, Criminal, Landlord Tenant and Real Estate
Massachusetts School of Law
Most people come looking for an attorney when something unpleasant has happened in their lives. Attorney McEntee understands the stress that you are experiencing. If retained, Attorney McEntee will personally dedicate himself to your legal matter and work hard to obtain the most positive outcome possible so that you no longer need to worry. Hard work, dedication, results. Rest assured. If you hire Attorney McEntee, your case will be handled competently.
Andrew S. Knott
Claimed Lawyer Profile
Andrew S. Knott
New Haven County, CT Estate Planning Lawyer with 16 years of experience
(203) 271-3031 325 South Main Street
Cheshire, CT 06410
Estate Planning, Elder, Nursing Home and Probate
Quinnipiac College
Andrew was born and raised in Cheshire, CT. After attending college, Andrew returned back to Connecticut and studied law at Quinnipiac University. Thereafter, he came to work with his father, who was then a solo. After five years, Andrew became a partner. Knott & Knott has four lawyers. Andrew is married with one child.
Anne Murdica
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Anne Murdica
New Haven County, CT Estate Planning Attorney with 18 years of experience
(203) 805-6858 41 Church Street
Waterbury, CT 06702
Estate Planning, Real Estate and Workers' Comp
Cornell University
Anne Murdica joined Secor, Cassidy & McPartland, P.C. as an Associate assisting in civil litigation and Workers’ Compensation matters. She has a background in drug and medical device product liability defense litigation, which was her primary focus while practicing law in New York City. After moving to Connecticut, her generalized practice included contract drafting, residential real estate transactions, estate planning and general litigation.
Jonathan A Wetmore
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Jonathan A Wetmore
Fairfield County, CT Estate Planning Attorney with 14 years of experience
(203) 926-1756 6 Huntington Street
Shelton, CT 06484
Estate Planning, Criminal, Divorce and Probate
Roger Williams University School of Law
Attorney Jonathan A. Wetmore earned his Juris Doctor from Roger Williams University School of Law and his B.A from Marist College. Jonathan is licensed to practice law in Connecticut and New York.

Attorney Wetmore's diverse law practice includes civil litigation, criminal and motor vehicle defense, family law, foreclosure defense, personal injury, real estate transactions and wills and probate.

In 2010, Attorney Wetmore appeared as a guest radio host on WICC-600 "Smart Money" to discuss foreclosure defense. In addition, Jonathan is a professor at Charter Oak State College and currently teaches a Real Estate Law course.
Jonathan was born...
John N. Massih
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John N. Massih
Fairfield County, CT Estate Planning Lawyer
(203) 880-9980 6515 Main Street
STE 1L
Trumbull, CT 06611
Estate Planning
University of Nebraska - Lincoln
At Massih Law, LLC we build customized solutions for our clients estate planning needs using wills, trusts, and other personal and family protection documents. My clients include seniors, young families with minor children, parents and grandparents with special needs children of all ages, and families wishing to protect and preserve the value of their legacy. My philosophy is that all clients are unique and that the Estate Planning process should be tailored to reflect each client's goals, concerns, values and beliefs.
John Cyril Drapp III
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John Cyril Drapp III
Fairfield County, CT Estate Planning Lawyer with 16 years of experience
(203) 333-3571 1057 Broad Street
Bridgeport, CT 06604
Offers Video ChatEstate Planning, Criminal, Elder and Probate
Quinnipiac University School of Law
Attorney Vincent M Simko Jr
Claimed Lawyer Profile
Attorney Vincent M Simko Jr
Fairfield County, CT Estate Planning Attorney
(203) 925-1800 2 Corporate Dr Ste 234
Shelton, CT 06484
Estate Planning, Real Estate and Workers' Comp
Univ. of Bridgeport School of Law
Laurie B. Giles
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Laurie B. Giles
Fairfield County, CT Estate Planning Lawyer with 32 years of experience
(203) 502-8851 799 Silver Lane
Trumbull, CT 06611
Free ConsultationEstate Planning, Elder and Employment
For nearly thirty years Attorney Laurie Giles has answered those questions for her clients and helped them navigate through life's most challenging times. She has the knowledge and compassion to guide clients through the legal maze and find the resolution which best suits their personal needs and desires.

Laurie Giles, who is the Author of What Now? Divorce Planning and What Now? Elder Planning (both available on Amazon). Her ability to present complex legal and business issues in an understandable manner has made her a sought-after speaker, continuing education lecturer, and media source. A former radio talk...
James Stapleton
New Haven County, CT Estate Planning Lawyer
(203) 752-5019 One Audubon Street
New Haven, CT 06511
Estate Planning, Antitrust, Appeals and Tax
Georgetown University Law Center and Boston College Law School
Mark Sklarz
New Haven County, CT Estate Planning Attorney
(203) 752-5000 One Audubon Street
New Haven, CT 06511
Estate Planning, Business, Real Estate and Tax
New York University School of Law and University of Connecticut School of Law
James Flaherty
New Haven County, CT Estate Planning Lawyer
(203) 752-5010 One Audubon Street
New Haven, CT 06511
Estate Planning
Boston University School of Law and University of Connecticut School of Law
Peter Kenneth Rydel
New Haven County, CT Estate Planning Attorney with 19 years of experience
(203) 752-5015 One Audubon Street
New Haven, CT 06511
Estate Planning and Employment
Albany Law School
Estate Planning Lawyers in Nearby Cities

New Haven County Estate Planning Legal Aid & Pro Bono Services

AIDS Legal Network for Connecticut (ALN)
Hartford, CT


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

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