Main Office • One Financial Plaza • Hartford, Connecticut 06103 • Phone 860.278.1150 • Fax 860.240.1002

Estate Planning

The Individual Client Services Practice Area at Reid and Riege offers clients a wide range of services in estate planning through all stages of their adult lives. We represent clients who have significant assets and require careful planning to control the disposition of those assets and reduce taxes.

Estate planning services include extensive consultation, preparation of customized wills and trusts, and development of gift strategies. These services have two aims:
  • To develop estate plans that achieve the client’s goals for distributing assets, including prenuptial planning, charitable planning, business succession planning, asset protection planning and planning for family members with special needs, and

  • To minimize tax obligations through gifting, estate planning and post-mortem strategies.

Occasionally attorneys from the Individual Client Services Practice Area are asked to serve as an executor or trustee for a client. If it is in the best interest of the client, the attorney accepts the responsibility in conjunction with management from our Fiduciary Services Group.

New Clients: After contacting one of the attorneys in this Practice Area, please print and complete the "Estate Planning Questionnaire" prior to your meeting.

2009 Estate Planning Update
Estate Planning Questionnaire
Basic Estate Tax Planning for Married Couples

For additional information, contact Frederick J. Mullen Jr. (860) 240-1048, fmullen@reidandriege.com, Suzanne S. Bocchini (860) 240-1030, sbocchini@reidandriege.com, John R. Ivimey (860) 240-1062, jivimey@reidandriege.com, Greg R. Barringer (203) 401-6144, gbarringer@reidandriege.com, Richard K. Snyder (203) 401-6147, rsnyder@reidandriege.com, Barbara A. Taylor (860) 240-1033, btaylor@reidandriege.com or Ingi-Mai Loorand (203) 401-6146, iloorand@reidandriege.com.

Client Alerts