We're really different. Our name says it all. We do only trusts and estates. Our unique psychological approach, plain English documents and fixed fee guarantee set us apart from other law firms. Our clients include successful business owners, professionals, seniors, parents and grandparents who take an active role in the estate planning process and want to transmit not only assets, but their traditional values, to their beneficiaries.
Services
Jeff works with successful individuals, families and business owners to design wealth transfer plans that benefit families, employees and charities. He has extensive experience representing both executors and contestants in will contests and has settled many large and complex estates. He is an avid fan of the New Britain Rock Cats, shoots in pistol and rifle competitions and is a certified scuba diver.
All lawyers' estate planning questionnaires ask about family and assets. At Trustlawyer, LLC, we delve deeper. For example, we ask about children's money management ability and clients' relationships with in laws and We will provide you with the tools to examine and think through your unique situation.
Eavesdrop on a conversation among estate and trust lawyers. What do you hear? "How do we plan for "portability" of the estate tax exemption?" What's your experience been with valuation discounts for partial interests in real property? For many lawyers, it's almost always about TAX. What do clients want?
His documents are unique in that they reflect the client's individual desires in clear and straightforward language that is far from boilerplate. I look forward to working with Jeff for years to come. We spend our time in law school primarily reading court decisions, statutes and documents written by generations of lawyers.
Before we go to work on an estate planning or estate settlement engagement, you will know exactly how much you are going to pay. You will not be charged for every tenth of an hour. Estate planning is much more than "just the facts, Ma'am." We want you to be able to discuss what's important to you without having to think: "this question is going to cost me $100."
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