Waterbury, Connecticut Estate Planning Lawyers

Matthew A. Wiley
PREMIUM

Connecticut Estate Planning Lawyer with 10 years 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 »
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James William Cummings
Claimed Lawyer ProfileSocial Media
Waterbury, CT Estate Planning Lawyer with 32 years 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...
Bryan McEntee
Claimed Lawyer ProfileSocial MediaResponsive Law
Waterbury, CT Estate Planning Lawyer with 10 years 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.
William F. Breg
Claimed Lawyer ProfileSocial Media
Waterbury, CT Estate Planning Lawyer with 38 years 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.
Anne Murdica
Claimed Lawyer ProfileSocial Media
Waterbury, CT Estate Planning Attorney with 17 years 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.
Amy B. Smith
Claimed Lawyer Profile
Waterbury, CT Estate Planning Lawyer with 20 years 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...
Waterbury, CT Estate Planning Attorney
(866) 818-0095 60 North Main Street
Waterbury, CT 06702
Estate Planning
Thomas S. Groth
Claimed Lawyer ProfileSocial Media
Naugatuck, CT Estate Planning Attorney with 7 years experience
(203) 628-2952 18 Park Pl, 1st Fl
Naugatuck, CT 06770
Free ConsultationEstate Planning, Administrative, Probate and Tax
Quinnipiac University School of Law
Andrew S. Knott
Claimed Lawyer Profile
Cheshire, CT Estate Planning Lawyer with 16 years 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.
Eugene Glouzgal
Claimed Lawyer ProfileSocial Media
Naugatuck, CT Estate Planning Attorney with 6 years 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.
Daniel O Tully
Claimed Lawyer ProfileSocial Media
North Haven, CT Estate Planning Attorney with 31 years experience
(860) 583-1341 605 Washington Avenue
North Haven, CT 06473
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...
Joseph D. DiMauro
Claimed Lawyer ProfileSocial Media
Plantsville, CT Estate Planning Attorney with 17 years 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
Paul T. Czepiga
Claimed Lawyer ProfileBlawgsearchSocial 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...
Brendan F. Daly
Claimed Lawyer ProfileBlawgsearchSocial 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...
Jeffrey Seth Rivard
Claimed Lawyer ProfileBlawgsearchSocial 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...
Matthew A. Wiley
Claimed Lawyer ProfileQ&ALII GoldSocial MediaResponsive Law
(203) 951-1222 97 Washington Ave. Ste. 2
North Haven, CT 06473
Free ConsultationNorth Haven, CT Estate Planning Lawyer with 10 years 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...
Lisa Nachmias Davis
Claimed Lawyer ProfileResponsive Law
New Haven, CT Estate Planning Attorney with 29 years 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...
Lara J. Schneider-Bomzer
Claimed Lawyer ProfileBlawgsearchSocial 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,...
Scott Carlson
Claimed Lawyer ProfileSocial Media
Middletown, CT Estate Planning Attorney with 10 years experience
(860) 819-1034 100 Riverview Center #130
Middletown, CT 06457
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...
Colleen E. Masse
Claimed Lawyer ProfileBlawgsearchSocial 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...
Brian Dumeer
Claimed Lawyer ProfileSocial Media
Middletown, CT Estate Planning Lawyer with 10 years experience
(860) 819-1034 100 Riverview Center
Middletown, CT 06457
Estate Planning, Criminal, Personal Injury and Real Estate
Roger Williams University School of Law
Jerome Louis DiMenna III
Claimed Lawyer ProfileSocial Media
(203) 446-4725 97 Washington Ave, Suite 2
North Haven, CT 06473
Free ConsultationNorth Haven, CT Estate Planning Lawyer with 7 years 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...
Sharon L. Pope
Claimed Lawyer ProfileBlawgsearchSocial 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
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...
Cecilia Buck-Taylor
Claimed Lawyer ProfileSocial Media
New Milford, CT Estate Planning Attorney with 28 years experience
(860) 355-9191 P.O. Box 1121
15 Bennitt Street
New Milford, CT 06776
Estate Planning, Divorce, Elder and Family
Fordham University School of Law
The Law Offices of Cecilia Buck-Taylor, P.C. has been providing our clients with experienced legal services for over 25 years. We provide all of our clients with personalized professionalism so that we successfully represent the needs of each of our clients. Cecilia Buck-Taylor, J.D. has been practicing law for over 25 years in the areas of Domestic & Family Law, Real Estate, Probate, Corporate, and Criminal law. Attorney Buck-Taylor also has many years of experience and training as a mediator, collaborator and an arbitrator and is committed to resolving disputes outside of the court system. Attorney...
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.
Lynda Lee Arnold
Claimed Lawyer ProfileBlawgsearchSocial Media
New Milford, CT Estate Planning Lawyer with 23 years experience
(860) 350-0055 15 S Main St
New Milford, CT 06776
Estate Planning, Probate and Tax
Western New England University School of Law and Pace University
When you meet with Lynda, you’ll notice immediately her gentle approach and calm demeanor. You’re not just working with an attorney who is creating your Will, trust, or completing your Medicaid application, you’re working with a compassionate person who wants to know you and your story.

For many, estate planning and planning for long-term care can be a complicated puzzle filled with anxiety. Lynda has the acute ability to comfort those in distress and can help guide you through these rough waters if you happen to be in them.

Lynda is a member of a number of professional legal associations, including...
Joan Reed Wilson
Claimed Lawyer ProfileSocial MediaResponsive Law
Middletown, CT Estate Planning Lawyer with 22 years experience
(860) 669-1222 363 Main Street, Suite 401
Middletown, CT 06457
Estate Planning, Elder, Probate and Real Estate
Boston Univ School of Law
Shari-Lynn Cuomo Shore
Claimed Lawyer Profile
Hamden, CT Estate Planning Lawyer with 10 years experience
(203) 745-3151 3190 Whitney Avenue, Building 5
Hamden, CT 06518
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...
Steven Z Gu
Claimed Lawyer Profile
Stamford, CT Estate Planning Attorney with 9 years 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
Andrew J Pianka
Claimed Lawyer Profile
Seymour, CT Estate Planning Lawyer with 23 years 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.
Bryan Matthew Etter
Claimed Lawyer ProfileSocial Media
(203) 446-4725 97 Washington Avenue
Ste. 2
North Haven, CT 06473
North Haven, CT Estate Planning Lawyer with 6 years 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...
Ruth Fortune
Claimed Lawyer ProfileBlawgsearchSocial 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...
Jonathan A Wetmore
Claimed Lawyer ProfileSocial Media
Shelton, CT Estate Planning Attorney with 13 years 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...
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.
Kristen Wolf
Claimed Lawyer ProfileSocial Media
Hamden, CT Estate Planning Lawyer with 10 years experience
(203) 745-3151 3190 Whitney Avenue
Building 5, Floor 2
Hamden, CT 06518
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...
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
Aaron Hershman
Claimed Lawyer Profile
New Haven, 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...
Attorney Vincent M Simko Jr
Claimed Lawyer Profile
Shelton, CT Estate Planning Attorney
(203) 925-1800 2 Corporate Dr Ste 234
Shelton, CT 06484-6213
Estate Planning, Real Estate and Workers' Comp
Univ. of Bridgeport School of Law
Richard D Sperry
Claimed Lawyer Profile
Roxbury, CT Estate Planning Lawyer with 48 years experience
(860) 355-3525 41 Chalybes Road
Roxbury, CT 06783-1417
Estate Planning, Business and Probate
University of Wisconsin - Madison
Kishore I. Kapoor
Claimed Lawyer Profile
Hamden, CT Estate Planning Lawyer
(203) 693-8055 3000 Whitney Ave, Ste 239
Hamden, CT 06518
Estate Planning
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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.