Trusts And Estates/Taxation

Providing High-Quality Estate Planning Services

The trusts and estates attorneys at Gregory and Adams, P.C., provide a full range of estate planning and administration services to individuals and families in Connecticut and New York.

We help our clients preserve family wealth and minimize income, estate, gift, and generation-skipping transfer taxes.

Our services include preparing wills and trusts of various kinds and active family business planning. When you meet with our lawyers, we go over your intentions, goals, and questions in detail.

Comprehensive Estate Planning And Personal Planning

We help you protect your assets. We prepare estate planning documents, including both simple and often complex wills and trusts of all kinds such as:

  • Revocable and irrevocable trusts
  • Generation-skipping trusts
  • Insurance trusts
  • QPRT or qualified personal residence trusts
  • Qualified domestic marital trusts
  • Personal residence trusts
  • Charitable remainder and LEEDS trust

We advise clients on charitable giving and assist them in dealing with complex issues related to setting up trusts for the future care of their young children or vulnerable, disabled children, their elderly spouse, and even their own incapacitation due to sudden illness or injury.

Estate And Trust Administration

In the administration of trusts and estates, our attorneys advise fiduciaries on fulfilling their responsibilities and meeting the requirements of probate and tax authorities. We represent individual and professional trustees as well as beneficiaries.

We can prepare:

  • All probate documents
  • Personal and fiduciary income tax returns
  • Estate tax returns

We expedite the probate process by:

  • Obtaining appraisals and valuation discounts
  • Assisting with the sale or transfer of assets

Other probate services include:

We encourage our clients to be as involved as they desire in the daily administration of estates.

We also represent individual and professional trustees as well as beneficiaries. We prepare and secure the settlement of trustee accounts, and prepare fiduciary income tax returns.

Maximize Your Tax Exemptions

We help you review your asset ownership to fully utilize your tax exemptions allowed by law. We can advise you on charitable trust creation as well as create:

  • Family partnerships
  • Limited liability companies
  • Business succession
  • Develop gift strategies
  • Prepare gift tax returns

Clients work with our trusts and estates attorneys to develop practical solutions for ownership transfers and to minimize tax consequences.

Personal Income Tax Planning

At Gregory and Adams, P.C., our comprehensive planning services include providing strategies to minimize your own personal income taxes. We can prepare personal income tax returns and represent individuals in connection with income tax audits.

For help with your trusts and estates and taxation matter, call our office at 203-529-1742. You may also reach out to us online.