Diserio Martin O'Connor & Castiglioni LLP

Trusts & Estates

Our lawyers in the Trusts & Estate Department counsel and represent clients throughout Connecticut, New York and Florida, ranging from individuals, families, and closely-held businesses to major trust and charitable institutions. Our lawyers have served the trusts and estates and related needs of a large number of distinguished families for many years, assisting and advising them in perpetuation of their personal wealth and investments for later generations.

Practice Areas: 

Administration

Our Trusts & Estates Department has extensive experience in dealing with the Probate Courts, Surrogates Courts, the Internal Revenue Service, and State inheritance tax agencies in New York, Connecticut and Florida. We assist the Executor in preparing federal estate tax returns and the state estate, inheritance and succession tax returns.

Estate Planning and Wills

Frequent changes in federal tax and state probate and trust laws challenge lawyers to maintain skills that are current and forward-looking and require a depth and breadth of legal knowledge. In addition, our lawyers in the Trusts & Estates Department draw on others in the firm with experience in tax, labor, general corporate, litigation, and other practice areas and work closely with outside accounting, insurance, investment, banking, and trust professionals in meeting our clients’ needs. 

Taxation

Our attorneys are well-versed in all areas of taxation and offer years of quality experience in tax and estate planning matters. We counsel individuals and businesses in a range of tax and estate planning strategies, taking into consideration federal and state estate taxes, inheritance taxes, income taxes and generation skipping transfer taxes, as well as partnership and corporate tax issues. We work closely with our clients to develop strategies to meet their current and long-term business, financial and personal goals, while allowing them to achieve significant tax savings.