To all of our clients and trusts with business ownership, a new law has gone into effect this year requiring additional reporting about such business’s owners to FinCEN (Financial Crimes Enforcement Network). This new law requires a Reporting...
News
Settling Injury Cases in the Connecticut Probate Courts
Have you ever taken on a case involving a minor or a decedent? Cases involving minor children, wrongful death, or when a Conservator or Plenary Guardian is appointed for your plaintiff require an experienced probate attorney to swiftly navigate...
Making Sense of Probate
While the word, “probate” has many meanings with the most common form refers to legal issues which are resolved in the Connecticut Probate Courts. In this case, we will discuss the process of “probating a Will” or “probating property when someone...
A Statement Of Support For Disability Planning Partners
We pride ourselves in how we work with our clients. It's a relationship we seek to develop throughout the lifetime of working together. Lola, the daughter of one of our clients, sent us this note that does a great job of describing the experience...
Why do people choose to work with us?
Watch this video Ms. Alberta Elliot was featured on NBC because she is in her 90’s and was sewing masks right at the start of the COVID-19 pandemic. She also happens to be a client of our firm. Unsolicited, she created this video. A Client...
Legal Documents: An Insurance Policy against Disability
As an elder law and disability planning attorney, I am often asked for one piece of advice that I wish everyone would have. This is the easiest question to answer. By far, the most critical guidance I could offer is to tell every person to have...
What Is Undue Influence?
Saying that there has been "undue influence" is often used as a reason to contest a will or estate plan, but what does it mean? Undue influence occurs when someone exerts pressure on an individual, causing that individual to act contrary to his or...
Presentation: Estate Planning for Families with Special Needs
May 20, 2021: 4:00 p.m. - 6:00 p.m.
Trusts: An Estate Planning Tool For Families
A Lesson in Trusts: An Estate Planning Tool for Adam and Eve One important tool in estate planning, elder law, and disability planning is Trust. Yet, it is also the most commonly misunderstood document. A trust is a document that sets forth rules...
What is Long-Term Care and Who Provides It?
How Does Long Term Care Work? Long-term care is the care you need if you aren’t able to perform daily activities on your own for an extended period of time. There are a number of different ways that long-term care can be provided. There are also...
The Benefits of the Asset Preservation Trust
What Are The Benefits of the Asset Preservation Trust? Modern medicine gives us the ability to live longer. And, as we age, most of us feel scared about whether we will be able to take of ourselves. If we cannot, further questions arise, “who...
Aging Well – Family Estate Planning Discussions You Need To Have
Family Estate Planning: What your adult children want you to know As modern medicine keeps us living longer, we find that roles may reverse where “help” from adult children can feel more like “parenting.” This dynamic can be difficult for parents...