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Estate & Tax Planning and Administration

Trusts and Estates

Sophisticated Planning And Administration Services

At Berchem Moses PC, our trusts and estates lawyers have been providing individuals, families and business professionals with the full range of estate planning and estate administration services since 1933. We work closely with our clients to create individually tailored plans that meet all of their needs, and protect their ability to transfer assets to loved ones once they pass away.

Our full-service estate planning and administration includes the drafting of wills, trusts and other estate planning documents, probate and estate settlement services, trust administration, and the preparation of necessary tax documentation.

Our estate planning services include preparing such documents as:

  • Wills and trusts
  • Powers of attorney
  • Health care directives, including living wills
  • HIPAA authorizations
  • Prenuptial agreements
  • Designation of conservator in the event of incapacity

With their own areas of focus, our estate planning lawyers and business law attorneys work collaboratively to create integrated, customized business succession plans for small and closely held businesses throughout Connecticut. We also assist clients with the division of retirement accounts when creating an estate plan.

Contact Us

We look forward to becoming your trusted adviser in estate planning, business succession planning and administration matters. Call 203-783-1200 or reach out to us online to arrange a consultation at our Milford or Westport offices.