Attorneys Who Know.
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Residents of Connecticut who want to help their families avoid having to pay taxes on their estate may want to consider setting up a dynasty trust. While dynasty trusts may not be the best solution for everyone, it may help to think about what will happen to your...
Many people in the Greenwich area have thought about their legacy after they are gone. Some people may have come from a long lineage of charitable giving while others are just now considering it. Besides naming a charity in a will or traditional trust, a charitable...
Trusts are separate legal entities designed to manage a person’s assets. For those of varying degrees of wealth, they can be vital instruments for avoiding probate upon their death and reducing tax burdens. Revocable, or living trusts, give the owner flexibility to...
Many people in the Greenwich area have created a trust as part of their estate planning. A revocable living trust is a good way for a family to protect their assets and their family’s future. A successor trustee is an important part of a revocable living trust. This...
If you are setting up a trust, you will likely have concerns about how – and when – your beneficiaries will receive their inheritances. The value of your estate may be substantial, and you may want them to receive their shares of it over time, rather than as lump...
There are different types of trusts that can serve different purposes. The charitable remainder trust (CRT), for example, is a popular type of irrevocable trust for charity-minded individuals. It offers a variety of benefits, but there are some potential risks as...
Acting as trustee is an important task, and choosing a trustworthy person to oversee the trust is one of the most important ways to protect your assets and the loved ones who will act as beneficiaries. Connecticut law allows you to name multiple trustees to act...
When a person leaves a trust or inheritance to a loved one, there are certain rules and regulations that govern the trust. In fact, some cases may require estate litigation. It is important that beneficiaries truly understand the process so that they receive the gift...