Our Trusts and Estates Practice Group has a depth and breadth of experience which is unique in southeastern Connecticut. Our attorneys include fellows of the American College of Trust and Estate Counsel, a nationally known expert in the field of conservation easements, founders and a past president of the Community Foundation of Southeastern Connecticut, and members of the Estate and Tax Planning Council of Eastern Connecticut, Inc. They have substantial knowledge and experience in handling estate planning with retirement benefits assets.

Waller, Smith & Palmer, P.C.'s trusts and estates attorneys take a systematic and comprehensive approach to estate planning, yet are keenly sensitive to the unique needs, dynamics, and wishes of the particular family or individual client. Our attorneys take pride in careful analysis and draftsmanship, yet recognize the importance of economy to the prudent client. Accordingly, we strive for "efficient excellence" in our estate planning and administration practice.

In the area of estate and trust administration, our attorneys have substantial experience handling sophisticated estates and large trusts and counseling Trustees and Executors in discharging their legal obligations. Our attorneys have handled a large number of federal estate tax audits, often successfully reaching settlement or obtaining favorable results on appeal.

The following are examples of matters our Trusts and Estates Practice Group handles on a regular basis: