As your New Fairfield, Kent, Sherman, and Putnam Lake estate planning law firm, we will keep an eye on all issues, such as asset protection, elder law, Medicaid planning, Special Needs Trust planning, college financial aid eligibility, and tax planning.
Throughout and after life, you want your assets to go where you want and serve you and your family. However, this does not always turn out to be the case. Through ourmeticulous drafting skills and ability to spot each issue, we will do all we can to protect you and your family's assets against creditors, divorcing in-laws, taxes, Medicaid spenddown, or even a disgruntled disinherited relative.
Options include wills, revocable trusts, irrevocable trusts, and on the personal side, healthcare documents.
I have not only a law degree and license but also an MBA, having graduated with a 4.0 GPA from business school. Before starting my own law firm, I worked with numerous financial institutions including Morgan Stanley, Commonwealth Financial, and Rothstein Kass (now part of Big 4 accounting firm KPMG). These quantitative skills for financial analysis will ensure that you receive an optimum solution that will protect your family's net worth.