Estate Planning

Connecticut Estate Planning Attorneys

The estate planning lawyers at Jackson, O'Keefe and Phelan, in Hartford, provide sophisticated legal counsel in all matters related to estate planning and probate administration. The firm's attorneys have a thorough understanding of the tools available to plan for the distribution of your estate, as well as the tax and probate implications of the different strategies. Jackson, O'Keefe and Phelan will work with you to ensure that your estate incurs the minimal tax burden and that your heirs receive the full benefit of your estate.

Whether you are nearing retirement and need a review of your existing estate plan or have yet to put the tools in place to govern the distribution of your estate at death, the lawyers at Jackson, O'Keefe and Phelan can help. The firm provides comprehensive estate planning advice to clients throughout Connecticut. Contact the firm to schedule a consultation.

The firm's estate planning attorneys will work closely with you to help you understand the advantages and disadvantages of different estate planning strategies, so that you can make an informed decision that meets your needs. Some specific strategies include the creation of trusts, the re-titling of assets to avoid probate, and the use of family limited partnerships and other legal mechanisms to safely and easily transfer business and personal assets.

Once you have decided how to proceed, the firm will prepare any documents required to implement your estate plan, including wills, trusts, powers of attorney and health care directives. Jackson, O'Keefe and Phelan will also serve as conservator if your loved one lacks capacity or advise you if you have been appointed as a conservator.

If you would like to learn more about the different estate planning strategies available to you, see the firm's Estate Planning Information Center.

The attorneys at Jackson, O'Keefe and Phelan are committed to providing professional representation as effectively and efficiently as possible. The firm has represented individuals throughout Connecticut for over 50 years. Contact the firm to discuss your estate planning needs.

*CV, BV and AV are registered certification marks of Reed Elsevier Properties Inc., used in accordance with the Martindale-Hubbell certification procedures, standards and policies. Martindale-Hubbell is the facilitator of a peer review rating process. Ratings reflect the confidential opinions of members of the Bar and the Judiciary. Martindale-Hubbell Ratings fall into two categories - legal ability and general ethical standards.

Jackson, O'Keefe and Phelan
Hartford Estate Planning Attorneys