Private Wealth Law
High Net Worth Guide 2024 : Connecticut
Band 3
About
Provided by Whitman Breed Abbott & Morgan
Whitman Breed and its predecessors have dealt creatively, pragmatically, and privately with wealth preservation, wealth transfer and tax planning, estate and trust administration, and private wealth disputes since the 19th Century.
Our approach to estate planning is client-driven. We formulate custom, effective, and holistic estate plans using a variety of structures, including traditional wills, revocable trusts, irrevocable trusts, specialized trusts, and family limited partnerships. Our trust and estate administration practice sensitively and effectively carries out the plans we structure. We provide individual and corporate executors and trustees a comprehensive array of legal services, including appointing fiduciaries, admitting wills, preparing accountings, resolving claims, and handling tax matters.
Whitman Breed's market-leading private wealth litigation practice has handled some of the largest disputes in Connecticut, often reaching into other jurisdictions, for clients including corporate and individual fiduciaries, family offices, and individual beneficiaries and contestants. Our disputes experience runs the gamut, including fiduciary removal proceedings, fiduciary accountings, contested conservatorships, will and trust challenges, disputes with taxing authorities and charities bureaus, and related business litigation.
Chambers Review
Whitman Breed Abbott & Morgan frequently provides estate planning and tax advice to ultra-wealthy families and company CEOs, typically with multimillion-dollar assets.
Strengths
Provided by Chambers
"Whitman Breed Abbott & Morgan have a very strong understanding of probate law and litigation."
"I have always had a good experience working with them."
"Whitman Breed Abbott & Morgan have a very strong understanding of probate law and litigation."
"I have always had a good experience working with them."
Notable Practitioners
Charles Pieterse is a renowned trust and estate litigator in Connecticut.
"Charles is a delight to work with. He is very experienced, keeps his promises, and is straightforward and reassuring."
"Charles is among the very best trusts and estates litigators in Connecticut."
George Smith advises high net worth clients on estate and trust planning and administration.
"I would recommend George without hesitation. He is a very thoughtful lawyer."
"George is always very responsive and knowledgeable. He balances technical tax planning with the clients' goals and the practical application of the documents he creates."
Jevera Hennessey advises wealthy clients on trust and estate planning and administration matters. Her work includes estate and gift tax plans.
"Jevera is very committed to client service and has built a very strong practice."
"Jevera has been so helpful to me. She is knowledgeable, thoughtful, looks out for me and thinks about different possibilities of scenarios that could occur."
Ranked Individuals at
Whitman Breed Abbott & Morgan
Connecticut
Members
Provided by Whitman Breed Abbott & Morgan