Will And Trust Attorneys
At Berchem Moses PC, we develop comprehensive estate plans for clients throughout Connecticut. Our dedication to providing personally tailored legal solutions has been a hallmark of our firm since we first opened our doors in 1933. Today, we draft customized wills, trusts and other planning documents to help our clients achieve their goals and direct the distribution of their hard-earned assets.
The purpose of a will is to help individuals with the disposition of their assets, and, if necessary, to provide for the guardianship of their children after their death. Our attorneys are available to not only assist in carrying out our clients’ wishes, but also reduce or eliminate, where feasible, taxes payable upon death.
Our attorneys use their extensive estate planning experience to create wills that not only explain our clients’ wishes, but also meet all legal requirements imposed by Connecticut and federal law. Those who draft a will on their own or use a form from the Internet run the risk of not satisfying these requirements and having their will declared invalid. Should that happen, your property would be distributed according to state statute, not according to your wishes. To prevent this from happening, allow us to help you create a valid will or to analyze your current will and determine whether it is valid.
Our lawyers also have extensive experience in the preparation of all manner of trusts, which can play an important role in an estate plan, regardless of the level of wealth. The use of trusts is one of the best ways to avoid probate and ensure a seamless transfer of assets to your loved ones.
We help clients create a full slate of trusts based on their individual circumstances. This includes:
- Revocable trusts
- Irrevocable trusts
- Marital trusts (AB trusts)
- Generation-skipping trusts
- Special needs trusts
- Charitable giving trusts
- Credit shelter trusts
- Qualified residence trusts
- Life insurance trusts
- Family/bypass trusts
- Spendthrift trusts
- Pet trusts
Having a trust — as well as a will and other estate planning tools — in place will benefit your family after your death because it often makes the probate process simpler and quicker.
Contact Berchem Moses PC
Whether you need to create a will or trust, or have an existing will or trust that you would like our lawyers to review and update contact us at 203-783-1200 to schedule a free initial consultation. We maintain offices in Milford and Westport.