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Category Archives: Estate Planning

TrustD

What Is A Connecticut Special Needs Trust?

By Brian S. Karpe |

Special needs trusts have evolved a lot in the past few decades. States recognized demand from families for a trust vehicle that offers assistance to children with developmental and physical disabilities, as well as aging seniors with increased needs. However, there is concern that without proper planning, an adult child, a disable person or… Read More »

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CollegeStudent

Is Your Child College-Bound? Consider Obtaining A Medical HIPAA Release This Year

By Brian S. Karpe |

Michael is a college sophomore excited to finally be back on campus this year. He has Type I Diabetes but it is managed with diet and insulin injections. His parents are worried about his health and would feel more comfortable if he checked in on a regular basis, but is a weekly phone call… Read More »

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EstPlan11

PROPOSED ESTATE AND GIFT TAX LAW CHANGES – OCTOBER 2021

By Brian S. Karpe |

The Biden Administration has proposed sweeping estate tax impacts to the estate and gift structure.  The proposed impact will effectively increase estate and gift tax liability significantly. The Biden campaign is proposing to reduce the estate tax exemption to $3,500,000 per person ($7,000,000 per married couple).  The current rate is an estate tax exemption… Read More »

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EstatePlanning2

Closing The Insolvent Estate In Connecticut

By Brian S. Karpe |

Angela’s father passed away last month. He did not leave a will or clear instructions about his finances, bills, or how he wanted his property divided. Now Angela has started to get past due bills for utilities, credit card bills, a payday loan and the mortgage on her late father’s home. She also visited… Read More »

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ElderCPlan

Preparing Connecticut Life’s Event Documents: Living Will, Healthcare Proxy And Advanced Directive

By Brian S. Karpe |

Darren and Marla are newlyweds planning to start a family. Darren has a rare respiratory disorder for which he requires frequent medical care. The couple is concerned about his health needs and what would happen if his health began to deteriorate. They drafted a will but friends keep bringing up legal terms and papers… Read More »

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EstateAdmin

Understanding The Difference Between Irrevocable And Revocable Trusts In Connecticut

By Brian S. Karpe |

Estate planning is not just for the elderly. While it is crucial to give thought to your long-term planning needs, it is also important to think about your financial needs and your family’s needs as well. Do you have young children for whom you need to provide after you pass on? Do you have… Read More »

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