Estate Planning
Wills, Trusts and Probate • Business Succession Planning • Estate Taxation

There is a point in most people’s lives when they feel a responsibility to plan for the care of their loved ones and the orderly disposition of their property after their death.

In order to fulfill this responsibility properly, with due care and attention to detail, it is important to secure the services of an attorney who is knowledgeable about estate planning and the tax consequences of various estate planning vehicles. As an estate planning lawyer, I am prepared to help individuals and families consider all the estate planning options available to fulfill their intent while minimizing the tax consequences upon their surviving family members.

Our estate planning law practice provides estate planning, probate and estate administration services. We have extensive experience with the complex network of laws governing gifts, estate planning, wills, and trusts and that knowledge is used to help clients fulfill their short-term and long-term asset management and asset transfer goals.  These services include:

• Drafting of wills and living wills
• Drafting of trusts, living trusts, revocable and irrevocable trusts, life insurance trusts, charitable remainder trusts and special (supplemental) needs trusts
• Drafting of health care proxies and durable powers of attorney to enable someone to make decisions when you cannot and to give direction for end of life care
• Probate, including filing of paperwork and preparing required tax forms
• Estate administration to handle the disposition of personal and real estate property
• Review of life insurance policies and life insurance needs
• Executor and Trustee services

Business Succession
We assist clients who own and manage family-owned businesses to prepare for the transfer of a business to the next generation. For example, family limited-liability companies allow for the transfer of the value of business assets to family members in order to take advantage of beneficial tax laws while still allowing the transferor to retain control over assets. This business succession strategy can minimize gift taxes on the transfer and estate taxes on the death of the transferor.

Contact us to discuss the variety of estate planning vehicles that can be used and the circumstances under which those tools are most appropriate for the transfer of assets or management of a business.

Click here for Estate Planning Frequently Asked Questions.

Law Offices of Brad M. Aron
Estate Planning Lawyer 
180 Post Road East
Westport, CT  06880
Telephone 203-226-3442 | Fax 203-226-6113

47 Pine Street
New Canaan, CT 06840
Telephone 203-966-2954 | Fax 203-966-3882

The Westport and New Canaan estate planning Law Offices of Attorney Brad M. Aron serve individual and business clients throughout Fairfield County, Connecticut, including the towns of Westport, New Canaan, Greenwich, Stamford, Weston, Wilton, Fairfield, Norwalk, Redding, Ridgefield, Darien, Rowayton, Stratford, Shelton, Milford, Trumbull, Bridgeport, Danbury, and New Haven, as well as Westchester County and Manhattan in New York.