Estate and Tax Planning

Fasano, Ippolito, Lee & Florentine offers estate and tax planning services.

Having a properly prepared estate plan is a critical step toward protecting one's assets and leaving them to loved ones as desired.  Estate planning is definitely not one-size-fits-all. Our experienced professionals have the expertise to properly assist families in planning their estates.

We provide customized legal plans for our clients by assisting them in all areas of estate planning, including the following: asset protection, wills and trusts, advance medical directives, and powers of attorney.

The documents required in a typical estate plan consist of a will describing how assets are to be distributed; a statutory durable power of attorney; an advance directive which contains a “living will”; an appointment of a health care representative and an appointment of a conservator should one be needed in the future; and a medical privacy release form.  In certain situations, you may also want a revocable trust (sometimes called a “living trust”),  or an irrevocable trust, or a life insurance trust.

A proper estate plan will not only safeguard the testator's wishes after death, but also will make the probate process much easier and less expensive for all surviving heirs. Without advanced estate planning strategies, assets accumulated over the course of a lifetime may not end up where intended. We help families preserve their wealth for future generations.

We strive to help our clients feel comfortable sharing intimate details of their lives with us so that we can craft the most suitable plan for each individual situation. We walk our clients through the entire estate planning process, from analyzing a family’s financial circumstances and goals to drafting and implementing the estate plan. Our attorneys are well-versed in the estate planning laws of Connecticut and the United States. In the representation of a variety of clients, our firm has the experience to assess each client’s personal situation and establish the estate planning procedure suitable for clients' specific needs, wishes, and legal requirements.

Whether our clients are seeking to establish and execute a “simple will”, an asset protection, or any complicated trust plan, our attorneys can assist.

Services include:

• Last Will and Testament drafting;
• Irrevocable and Revocable Trust drafting and administration;
• Special Needs Trusts;
• Testamentary Trusts;
• Powers of Attorney;
• Health Care Proxies;
• Living Wills; and
• Estate Planning services