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Trusts and Estates

Trusts and Estates

Our Trusts and Estates attorneys provide guidance on matters involving estate and tax planning, estate settlement and trust administration. In all areas, our priority is to understand our clients’ goals, concerns and circumstances and then provide counsel that is not only technically sound but tailored to each individual client’s needs. Our commitment is to offer a consistent and personal level of service to all clients and their families.

Estate Planning

A wide variety of families and individuals including business owners, executives of public and private companies, professionals, retirees, philanthropists and sophisticated private investors rely on us for estate planning advice during all stages of their adult lives, often in consultation with those clients' other professional advisors. We assist them with a full range of services from simple wills to the most sophisticated gift, estate and generation-skipping transfer tax-savings techniques that utilize various types of trusts, other entities (such as partnerships, limited liability companies and foundations) and charitable-giving vehicles.

Estate Settlement

With our extensive experience and sophisticated systems, we provide comprehensive services in the probate courts as well as in the preparation and filing of estate tax returns and fiduciary income tax returns. In addition, we represent and advise corporate fiduciaries actively settling estates.

Trust Administration

Since 1985 the Trusts and Estates group has actively administered trust accounts for which members of the firm serve as trustees.  With the assistance of investment advisors, all trusts receive continuous investment supervision and are reviewed formally at least quarterly.  Periodic statements are provided and income tax returns are prepared.   In addition, the group represents and advises individual and corporate trustees administering trusts.

Fiduciary Litigation

Shipman & Goodwin has extensive experience in the representation of individual and institutional fiduciaries and beneficiaries in trust and estates litigation including will contests, trustee surcharge and removal proceedings, contested accountings, claims for breach of fiduciary duty, suits involving lifetime transfers and trust and will construction actions.

News

October 1, 2019  Shipman & Goodwin Expands Trusts & Estates Practice, Opens Old Lyme Office, With Addition of Kitchings & Potter Attorneys
August 15, 2019  "Best Lawyers in America" Recognizes 43 Attorneys
July 12, 2019  Chambers Again Ranks Firm Among Advisers to Private Wealth Market
November 1, 2018  Shipman & Goodwin LLP Ranked Among 2019 "Best Law Firms"
August 15, 2018  "Best Lawyers in America" Recognizes 43 Firm Attorneys
July 19, 2018  Chambers Again Ranks Firm Among Advisers to Private Wealth Market
November 1, 2017  Shipman & Goodwin Ranked Among 2018 "Best Law Firms"
September 14, 2017  Chambers Again Ranks Firm Among Advisers to Private Wealth Market
August 15, 2017  "Best Lawyers in America" Recognizes 43 Firm Attorneys
November 1, 2016  Shipman & Goodwin Ranked Among 2017 "Best Law Firms"
October 18, 2016  CT Attorneys Recognized as 2016 Super Lawyers
August 15, 2016  "Best Lawyers in America" Recognizes 39 Firm Attorneys
June 24, 2016  Chambers Ranks Firm Among Advisers to Private Wealth Market
November 2, 2015  Shipman & Goodwin Ranked Among 2016 "Best Law Firms"
October 19, 2015  CT Attorneys Recognized as 2015 Super Lawyers
November 3, 2014  Shipman & Goodwin Ranked Among 2015 "Best Law Firms"
November 1, 2013  Shipman & Goodwin Ranked Among 2014 "Best Law Firms"
March 13, 2013  Ferrucci a Fellow of National Trust & Estate Organization
November 1, 2012  Firm Ranked Among 2013 "Best Law Firms"
September 13, 2012  Six Firm Attorneys Receive "Lawyer of the Year" Honors

Events

October 9, 2019  2019 Conference of State Bank Supervisors Trust Forum
June 10, 2019  2019 Connecticut Legal Conference
April 26, 2019  A Practitioner's Guide to Elder Law
December 6, 2018  CLE Event: Webinar: Key Considerations when Planning for Financial Powers of Attorney and Health Care Instructions
November 28, 2018  CLE Event: 2018 Year End Tax Seminar
October 9, 2018  Webinar: Relocation Roadmap - A Guide to Avoiding Tax Traps When Changing Residency
June 11, 2018  CBA 2018 Connecticut Legal Conference
September 13, 2017  Webinar: A Legal Primer: Tax and Charitable Giving for Independent Schools
June 21, 2017  Financial Health for Physicians "A Prescription for Peace of Mind"
March 8, 2017  Annual Meeting of The American College of Trust and Estate Counsel (ACTEC)
February 10, 2017  2016 Fiduciary Update: Significant Developments Affecting Corporate & Professional Trustees
June 22, 2016  Distribution Issues in Decedents' Estates: Disclaimers & Mutual Distributions
April 18, 2016  Webinar: 2015 Fiduciary Update - Significant Developments Affecting Corporate and Professional Trustees
February 9, 2016  2015 Fiduciary Update: Significant Developments Affecting Corporate and Professional Trustees
April 29, 2015  Choosing A Trustee
October 15, 2013  When and How to Start Saving for College: Understanding Your Options
July 11, 2013  The Estate Planning Landscape in 2013: Five Ways it has Changed
May 29, 2013  Are you ready for the new probate rules that take effect on July 1, 2013?
April 24, 2013  Five Changes to the Estate Planning Landscape and What They Could Mean to You
May 29, 2012  The Modern Prudent Investor Rule
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