As your New Fairfield, Kent, Sherman, and Putnam Lake guardianships and conservatorships 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.
In life, you may have a family member or close friend who is unable to make financial or medical decisions. We have served as Conservator of individuals throughout western Connecticut, making financial and medical decisions with their input. We have managed hundreds of thousands of dollars as a fiduciary and are happy to guide you through the process during what is likely a sensitive time for you and your family. It may look difficult, but we will do all we can to calm your fears.
Generally, we work though the local probate courts to make this happen, including the Housatonic, Danbury, and Northern Fairfield County Probate Courts.
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 financial institutions such as 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.