Woodstock, Connecticut Estate Planning Lawyers

Brian S. Mead
Claimed Lawyer ProfileResponsive Law
Quinebaug, CT Estate Planning Attorney with 39 years experience
(860) 935-9211 148 Old Turnpike Rd
Quinebaug, CT 06281
Free ConsultationEstate Planning, Business, Elder and Probate
Western New England University School of Law
1. Military Service:
Enlisted May 2, 1966 Private Infantry Commissioned 2nd Lieutenant Infantry May 15, 1967
1967-1973: Majority of Assignments US Army Special Forces /or Military Schools 1973-1975: Selected for the fully funded Army Degree Completion: University of Wisconsin at Parkside
August 6, 1976: Medically Retired as a Captain.

2. Education:
1961-1965: High School Tourtellotte Memorial
1965-1966: Uconn at Storrs- Majored Engineering quit 2nd semester to join Army
1973-1975: Army Degree Completion University of Wisconsin at Parkside Double Major Psychology/Sociology graduated Cum Laude
.1977-1980: Western New England School of Law- took Connecticut Bar exam, February1980...
Michele Ann Palulis
Claimed Lawyer ProfileSocial Media
Putnam, CT Estate Planning Attorney with 18 years experience
(860) 928-9928 158 Main Street, Suite 2
P. O. Box 616
Putnam, CT 06260-0616
Free ConsultationEstate Planning, Bankruptcy, Elder and Probate
Western New England University School of Law
Attorney Michele Ann Palulis - serving the Quiet Corner and beyond with friendly compassionate legal services for you and your loved ones. Attorney Michele Ann Palulis is a lawyer serving the Quiet Corner and beyond with a general practice encompassing most areas of law, concentrating her practice on Elder Law, Title XIX Planning & Application, Probate Matters, Estate Planning (Wills, Living Wills & Health Care Directives, Powers of Attorney, etc.), Personal Injury, Issues of Social Service, and many, many more areas. Please call for your free telephone consultation or to set up an appointment to discuss your legal...
Storrs, CT Estate Planning Attorney with 35 years experience
(860) 456-9494 22 Professional Park Road
Storrs, CT 06268
Estate Planning and Real Estate
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...
Carmine Perri
Claimed Lawyer ProfileBlawgsearchSocial 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...
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...
R.J. Connelly III
Claimed Lawyer ProfileQ&ASocial Media
Mystic, CT Estate Planning Lawyer with 23 years experience
(855) 724-9400 18A Stafford Street
Mystic, CT 06355
Free ConsultationEstate Planning, Elder, Probate and Tax
Quinnipiac University School of Law
Attorney R. J. Connelly III is a Pawtucket estate planning lawyer who is ready to take on your case and support you! He has dealt with all kinds of cases and complications, and he is equipped to stand beside you and assist you now. At Connelly Law Offices, Ltd., you can rest assured in the help you can procure from a lawyer who has earned his highly-respected reputation. He received his Juris Doctorate at Quinnipiac Law School after obtaining his Bachelor of Arts degree from Providence College. He is a member of the Rhode Island Bar Association, the Connecticut Bar...
Simon J. Lebo
Claimed Lawyer ProfileSocial 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...
Jennifer Reale
Claimed Lawyer ProfileBlawgsearchSocial 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...
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...
Joseph M. Busher
Claimed Lawyer ProfileSocial Media
East Haddam, CT Estate Planning Lawyer with 22 years experience
(860) 873-2994 51 Dolbia Hill Road
East Haddam, CT 06420
Free ConsultationEstate Planning, Appeals, Insurance Claims and Personal Injury
University of Connecticut School of Law
I am an East Haddam lawyer serving Moodus, East Haddam, Salem and Colchester. I have been highly peer review rated by Thompson_Reuters since 2006. I am also highly peer-review rated by Martindale-Hubbell as well, another independent rating service. I strive to aggressively represent your interests, and get the best results possible, in personal injury matters, insurance matters and estate planning, as well as appellate law. Call me at 860 873 2994 to discuss your issue. I look forward to helping you.
Steven Basche
Claimed Lawyer ProfileQ&ASocial Media
Glastonbury, CT Estate Planning Attorney with 32 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...
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...
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...
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,...
Damon Kirschbaum
Claimed Lawyer ProfileSocial Media
West Hartford, CT Estate Planning Attorney with 20 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.
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...
Frank A May
Claimed Lawyer Profile
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...
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...
Peter Van Dyke
Claimed Lawyer ProfileSocial Media
Enfield, CT Estate Planning Lawyer with 16 years experience
Enfield, CT
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...
Aleksandr Y. Troyb
Claimed Lawyer ProfileSocial Media
Hartford, CT Estate Planning Lawyer with 10 years experience
100 Pearl Street - 14th Floor
Hartford, CT 06103
Estate Planning, Elder, Immigration and Real Estate
Pace Law School
Aleksandr ("Alex") Y. Troyb relies on his diverse background to advise clients on various aspects of real estate, immigration, divorce law and civil litigation. In addition, Alex assists clients with business entity formation, construction and development law, estate planning and probate administration.
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
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
Jack Reardon J.D., LL.M.
Claimed Lawyer Profile
New London, CT Estate Planning Lawyer with 20 years experience
(860) 442-0150 261 Williams Street
New London, CT 06320
Estate Planning, Elder and Probate
Western New England College and Suffolk University
As one of seven children, Jack knows the importance of family relationships and the internal bond that holds a family together through the inevitable ups and downs of life. When Jack and his six siblings gather at their parents’ house with their spouses and children in tow, the head count reaches thirty-six at the dinner tables, not counting the often multitudes of aunts and uncles and first cousins. As with many large families, Jack’s extended family gatherings often occur because of weddings or funerals. He has been fortunate to attend many happy weddings and watch the next generation of toddlers...
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
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
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
Irene C. Olszewski
Claimed Lawyer ProfileBlawgsearchSocial Media
East Hartford, CT Estate Planning Lawyer with 17 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.
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.
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...
Joan Reed Wilson
Claimed Lawyer ProfileSocial MediaResponsive Law
Middletown, CT Estate Planning Lawyer with 21 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
Jeremiah Nii-Amaa Ollennu
Claimed Lawyer ProfileSocial Media
Hartford, CT Estate Planning Lawyer with 12 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...
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
James L. Young Jr.
Claimed Lawyer Profile
Waterford,, CT Estate Planning Lawyer with 38 years experience
(860) 444-2101 567 Vauxhall St Ext
Suite 118
Waterford,, CT 06385
Estate Planning, Elder, Probate and Real Estate
I have practiced law since 1981, the first six years in Portland, OR, where I worked as in house counsel at two commercial banks. During that time I spent time collecting defaulted loans (mostly commercial), and two years as a personal trust officer administering trusts, and then two more years as counsel to the corporate loan department, which made large loans to corporations.

Before attending law school, I worked for a year as an orderly in the Jewish Home for the Aged in New Haven, CT, and much of what I experienced there has stayed with...
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, Elder, Probate and Social Security Disability
Western New England University School of Law and Widener University Commonwealth Law School
Chris Gauthier
Claimed Lawyer Profile
Uncasville, CT Estate Planning Attorney
(860) 373-7703 1060 Route 32
Uncasville, CT 06382
Free ConsultationEstate Planning, Elder, Family and Probate
Real Estate, Elder Law and Nursing Home Asset Protection, Estate Planning, DUI, Family Law, Divorce, Custody, Probate, General Practice
Thomas Babson Kane
Claimed Lawyer ProfileSocial Media
Glastonbury, CT Estate Planning Attorney with 23 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
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
John C. Zaccaro Jr.
Claimed Lawyer ProfileSocial Media
New London, CT Estate Planning Lawyer
(860) 442-0150 261 Williams Street
New London, CT 06320
Estate Planning, Business, Elder and Probate
Matthew J. Curtiss
Claimed Lawyer Profile
Mystic, CT Estate Planning Attorney
(860) 536-9100 Block Janney & Pascal LLC
12 Roosevelt Avenue
Mystic, CT 06355
Estate Planning
Lawyer Rating
Years of Experience
Language
Fees
Profile Strength
Estate Planning Lawyers in Nearby CitiesEstate Planning Lawyers in Nearby Counties

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.