Claudia W. Englisby, JD, LL.M.
Attorney
Tina Brown
Paralegal
Samuel R. Laurencelle
Attorney
Taylor Dalton
Paralegal
Jacqui Maxon
Paralegal
Our Culture
Disability Planning
Elder Law: Legal planning solutions for individuals 65+ years old
Medicaid Planning
Community Based Supports
Skilled Nursing Facility
Catastrophic Injuries and Settlement Planning
Early On-set Medical Conditions: ALS, MS, Brain Injury, Parkinson’s
Intellectual and Related Disabilities
Use of Special Needs Trusts
Social Security Disability Benefits
Probate
Dementia and Capacity Issues
Conservatorship
Guardianship
Decedent’s Estates
Wrongful Death Settlements
Probate Litigation
Estate Planning and Asset Preservation Planning
Fiduciary Services
Trust Administration
Referring Legal Professionals:
Attorneys
Referring Financial Professionals:
CPAs
Financial Advisors
Insurance Professionals
Referring Medical Professionals:
Geriatric Care Managers
Dementia-Certified Professionals
Medical Personnel
Healthcare Professionals
It’s not uncommon for clients to call us in a panic because a bank or financial institution has refused to accept a valid power of attorney (POA) prepared for them. Naturally, they want to know what can be done to resolve the situation. The good...
This question comes up often, so it’s our “Question of the Month”! I also chose this topic to highlight beneficiary designations, which are a simple yet powerful planning tool. In this post, I’ll give an overview of beneficiary designations: what...
As we age, planning for the future involves more than just drafting a will. Legal, financial, and healthcare decisions often overlap in ways that can feel confusing and overwhelming. If you are supporting a senior or thinking ahead for yourself,...
Why You Should Be Thinking About Business Succession Planning If you are the owner of a business you should be thinking about business succession planning. The prior statement applies to owners of every kind of business: from sole proprietors all...
To all of our clients and trusts with business ownership, a new law has gone into effect this year requiring additional reporting about such business’s owners to FinCEN (Financial Crimes Enforcement Network). This new law requires a Reporting...
While the word, “probate” has many meanings with the most common form refers to legal issues which are resolved in the Connecticut Probate Courts. In this case, we will discuss the process of “probating a Will” or “probating property when someone...
We pride ourselves in how we work with our clients. It's a relationship we seek to develop throughout the lifetime of working together. Lola, the daughter of one of our clients, sent us this note that does a great job of describing the experience...
Watch this video Ms. Alberta Elliot was featured on NBC because she is in her 90’s and was sewing masks right at the start of the COVID-19 pandemic. She also happens to be a client of our firm. Unsolicited, she created this video. A Client...
As an elder law and disability planning attorney, I am often asked for one piece of advice that I wish everyone would have. This is the easiest question to answer. By far, the most critical guidance I could offer is to tell every person to have...
Saying that there has been "undue influence" is often used as a reason to contest a will or estate plan, but what does it mean? Undue influence occurs when someone exerts pressure on an individual, causing that individual to act contrary to his or...
May 20, 2021: 4:00 p.m. - 6:00 p.m.
A Lesson in Trusts: An Estate Planning Tool for Adam and Eve One important tool in estate planning, elder law, and disability planning is Trust. Yet, it is also the most commonly misunderstood document. A trust is a document that sets forth rules...