Estate Planning

Our Trusts and Estates Group assists clients with the preservation and disposition of personal and business assets, including closely held stock and other business interests; residential, agricultural, and commercial real estate; qualified and nonqualified retirement plan benefits; stock options; and inherited property. We also advise clients on intergenerational family-owned business planning and on a wide range of charitable giving techniques.

We advise individuals with regard to entrepreneurial interests and complex taxation matters involving the imposition of income, estate, gift, succession, excise, and generation-skipping taxes. We help clients make informed choices with respect to a variety of personal and technical issues that include these areas:

  • transferring assets during lifetime or upon death
  • using trusts, partnerships, and other devices to hold, preserve, and dispose of assets
  • charitable giving of vehicles and philanthropic planning
  • reducing or eliminating estate and gift taxes
  • planning for liquidity to meet personal needs, tax liabilities, and other obligations through the use of life insurance policies, buy-sell agreements, and other arrangements
  • analyzing life insurance needs and products
  • selecting guardians, executors, and trustees
  • providing for family members, including those with special needs
  • establishing multigenerational plans
  • planning for the long-range use of qualified retirement plans
  • insulating assets from claims of future creditors
  • planning for business succession
  • preserving and protecting family residences and open land

We have published an Estate Planning Handbook that provides general information on estate planning. We also publish a periodic bulletin entitled Planning Pointers.

To receive the Estate Planning Handbook or to be added to our Planning Pointers mailing list, please call Linda J. McDowell at (860) 275-8313 or toll-free at (800) 826-3579.

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      • October 21, 2013

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      • August 16, 2013

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      • November 7, 2012

        Robinson & Cole Receives 32 First-Tier Metropolitan Rankings and Four National Rankings in U.S.News - Best Lawyers Survey

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      • October 24, 2012

        Robinson & Cole’s Women’s Initiative Honored Partner Linda J. McDowell with Inaugural Ladder Award at its Women’s Retreat

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        Super Lawyers® Names 49 Robinson & Cole Attorneys to 2012 List and Recognizes 26 as Rising Stars

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      • September 14, 2012

        Ten Robinson & Cole Attorneys Selected as “Lawyers of the Year”

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      • August 28, 2012

        Robinson & Cole Receives Top Listing in Connecticut Attorney Count in Best Lawyers National Peer Review Survey

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      • March 7, 2012

        Jeanmarie B. Shea Elected Secretary of The Mark Twain House & Museum Board of Trustees

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      • December 5, 2011

        Robinson & Cole Attorneys Participate in the Connecticut Society of CPAs’ Annual Tax Conference

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      • December 2, 2011

        Jeanmarie Shea Selected for Two Leadership Positions in the Community

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      • September 12, 2011

        Robinson & Cole Receives Top Listing in Connecticut Attorney Count in Best Lawyers National Peer Review Survey

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      • July 15, 2011

        Candace Cunningham Authors Content for American Bar Association Web Site

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      • July 6, 2011

        Attorney Presents on Estates and Probate Court

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      • June 17, 2011

        Linda McDowell Elected President of Estate & Business Planning Council of Hartford

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      • May 18, 2011

        Jeanmarie Shea Receives Award From Yale Club of Hartford

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      • October 5, 2010

        McDowell Appointed to Board of Trustees of Statewide Organization

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      • September 17, 2010

        Robinson & Cole LLP Receives Most Connecticut First-Tier Rankings in Inaugural U.S.News - Best Lawyers Survey

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      • June 10, 2010

        Robinson & Cole Attorney Interviewed in Giving Advice: A Resource for Professional Advisors

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      • November 18, 2008

        Robinson & Cole Attorney Appointed to Committee of Hartford Foundation for Public Giving

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