Connecticut Asset Protection and Preservation Lawyers
Asset Preservation in Stamford, New Canaan and Surrounding Areas
Planned allocation of your estate's assets can include your elder years in addition to the future well-being of your heirs. Depending on your unique situation, a simple will may not be appropriate. We take the time to learn about you, your wishes and your finances. Only then can our estate planning law firm can help you make sensible decisions regarding revocable or irrevocable trusts and joint tenancy arrangements, to Medicaid planning, estate litigation support and more.
At Brandner & Ponzini in Stamford, Connecticut, an experienced attorney will help you find ways to effectively manage and transfer assets to meet your estate planning goals for the years ahead. When challenges arise, we offer aggressive representation to help ensure your wishes are followed and your assets protected.
Free initial consultation: Fill out our online form or call (203) 327-5609
Transferring Assets With Trusts
Trusts are written agreements that name a person of your choosing to be responsible for managing your money and property for your benefit or the benefit of others. Revocable trusts, also called "living trusts" are created while you are alive and may be changed or terminated by you anytime, for any reason during this time.
Special needs trusts can be used to set aside funds for your elder care needs or for ongoing care of a disabled loved one upon your death. Passing assets to a spouse through a marital deduction trust can make more sense than leaving them through a will. Brandner and Ponzini will examine your particular financial and family situations and help you establish the appropriate trust.
Medicaid and Medicare Planning
Careful planning today can help avoid problems with Medicaid or Medicare benefits tomorrow. Look-back periods on fund transfers can compromise your ability to pay for a nursing home or residential care facility, or they can even result in allegations of fraudulent conveyance of assets given as gifts. Medicare and Medicaid planning can be complex, however. The purpose of this planning is to protect your assets while at the same time not jeopardizing your eligibility for government benefits when you need them. Our role is to guide you through the processes, from the community spouse rule to Medicaid applications and other elder care needs.
Joint Tenancy and Other Estate Planning Options
A joint tenancy with right of survivorship could be an invaluable way to shift property or financial assets from the decedent to the surviving spouse. Living wills regarding end-of-life decisions, powers of attorney to make financial decisions and other planning options addressing retirement accounts, we will examine your situation and help you make sound decisions about what will work for you and why.
Contact Us Today
We have been located in and serving clients throughout the Stamford area for over 20 years. If you seek experienced estate planning assistance in Connecticut, contact an attorney at Brandner & Ponzini for sound advice in protecting your hard-earned assets for later use by you and other loved ones.
