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Individual Client Services

Reid and Riege’s Individual Client Services Practice Area provides sophisticated estate planning and settlement services to a wide range of clients, including wealthy professionals, business owners, and individuals and their families who seek representation for the most personal aspects of their lives. Our attorneys provide sound advice, personal service, technical proficiency, and attentiveness to client needs.

We help clients achieve their estate planning goals. Our attorneys are knowledgeable in sophisticated methods to minimize estate, gift, and inheritance taxes, including the advantages of using charitable gifts and disclaimers. We assist clients in solving problems associated with complex family situations, civil unions, second marriages, and wealth management. We prepare customized documents to carry out our clients’ objectives. We also advise trustees, executors, and beneficiaries on trust administration and probate matters.

The Individual Client Services Practice Area consists of seven attorneys, four paralegals, and one trust professional who have extensive knowledge and experience. Our attorneys are located in both our Hartford and New Haven offices. Our collective knowledge and collaborative services enable us to meet the specific needs of each client.

Practice areas within this group include Estate Planning, Estate Settlement, Business Succession Planning, Executive and Physician Planning, Fiduciary and Probate Litigation, and Fiduciary Services. As a dedicated Practice Area within a larger law firm, we provide the personal attention that a client expects from a family advisor, while drawing on the resources and knowledge of all Reid and Riege attorneys from various legal fields. Our Individual Client Services attorneys regularly consult with other Reid and Riege attorneys in the Corporations and Business Organizations Practice Area, Real Estate Practice Area, Employee Benefits and Pension Practice Area, Tax Practice Area and Health Care Practice Area on legal issues relating to our clients' interests.

Attorneys in the Individual Client Services Practice Area provide legal advice in the following areas:

• Business Succession Planning
• Estate Planning
• Estate Settlement
• Executive and Physician Planning
• Fiduciary and Probate Litigation
• Fiduciary Services

Client Alerts

• Federal and Connecticut Tax Planning Update (Winter 2010)
• 2009 Estate Planning Update
• Connecticut's Revised Estate and Gift Tax Laws
• Estate Planning Features of the New Tax Law
• Estate Planning Provisions of the Pension Protection Act of 2006
• Federal and Connecticut Tax Planning Update (Fall 2008)
• Federal and Connecticut Tax Planning Update (March 2008)
• Federal Gift and Estate Tax Changes for 2006
• Fiduciary Litigation Report (Fall 2006)
• Fiduciary Litigation Report (Winter 2006 - 2007)
• Final Minimum Distribution Rules for Retirement Benefits
• Major Gift Tax Changes in 2002
• Significant Estate Tax Changes