Group Contact

Leonard Leader
203-363-7602
lleader@wiggin.com

ESTATE PLANNING


Our attorneys help you plan for the transfer of your wealth in a tax efficient and cost-effective manner and provide comprehensive and attentive estate-planning counsel. You'll work with a skilled senior attorney experienced in creating lifetime tax-savings planning strategies, ranging from wills and revocable trusts to more sophisticated techniques, including:

  • Family limited-partnerships
  • Limited-liability companies
  • Grantor-retained annuity trusts
  • Sales to intentionally defective grantor-trusts
  • Qualified personal-residence trusts
  • Charitable split-interest trusts
  • Business-succession planning
  • Asset-protection planning

We're also adept at generation-skipping transfer tax planning and life-insurance planning, including preparing life-insurance trusts.

Advisories

06/02/2014 Significant Changes to New York Estate and Income Tax Law Effective April 1, 2014
02/03/2014 Estate Planning For Your Digital Assets
12/06/2013 2013 Year-End Estate Planning Advisory
04/30/2013 Income Tax Provisions of the American Taxpayer Relief Act of 2012 and Other Recent Legislation
01/14/2013 Estate Planning Ramifications of the American Taxpayer Relief Act of 2012
10/16/2012 Affordable Care Act Tax Provisions Scheduled to Take Effect on January 1, 2013
06/21/2012 Window May Be Closing Soon on Significant Estate Planning Opportunities; Federal Estate and Gift Tax Provisions Set to Expire on December 31, 2012
12/27/2011 Significant Estate Planning Opportunities Available Until the End of 2012
11/17/2011 Estate Planning for Non-Traditional Couples
06/10/2011 2010 Federal Estate, Gift & GST Tax Changes May Affect Your Estate Plan
12/22/2010 New Legislation Affecting Estate, Gift and GST Tax Finally Enacted - Special Year-End Gift Opportunities Available
11/29/2010 2010 Year-End Planning Opportunities
10/29/2010 Strategies for Owning Property in Multiple States
02/01/2010 Should You Convert Your Traditional IRA into a Roth IRA?
01/26/2009 A Silver Lining? Recent Market Declines May Present Estate Planning Opportunities
08/18/2008 2009 Federal Estate Tax Changes Focus Attention on State Estate Taxes
Non-Residents May Also Face State Estate Taxes
11/08/2007 Estate Planning: There's More at Stake than Just Taxes
06/28/2007 Domicile and Residence
11/16/2006 Update on Recent Developments
08/09/2006 Paying for Education Expenses

Published Works

12/01/2010 Business Succession as an Evolutionary ProcessTrusts & Estates
08/25/2010 Fate of Famed Art Collection UnresolvedTrusts & Estates
07/28/2010 The Future of PhilanthropyTrusts & Estates
06/23/2010 A Second Golden Age of American Philanthropy?Trusts & Estates
08/24/2006 Estate Tax Deferral if Estate Assets Consist Largely of Closely Held Business Interests: Internal Revenue Code ยง6166Tax Newsletter of the Connecticut Bar Association, August 2, 2006


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