Joan Reed Wilson, Esq., LLC

Home

Firm Overview

Practice Areas Overview

Estate Planning

Probate / Elder Law

Real Estate

Attorney Bio

Articles and Resources

Newsletters

Contact Us

    

Probate / Elder Law

Add To Favorites

Reed Wilson & Pinder, LLC
The Personal Touch Your Most Important Decisions Deserve
Probate & Estate Administration ▪ Elder Law

Reed Wilson & Pinder, LLC assists people with the process of probating an estate. Contact us for more information on our probate and elder law services.

Probate & Estate Administration

Probate is the legal process in which an estate’s assets are distributed and any remaining debts are paid off. We assist our clients at all stages of probate and estate administration.

If you are the personal representative handling a will for someone who has passed away, we can guide you through the process of admitting the will to probate. If the person dies without a will (intestate), we determine the proper heirs according to the applicable Connecticut laws. We also assist with the rest of the probate process, including identifying and valuing the assets, determining how the assets will be distributed, determining whether there are any valid claims of creditors and paying off those claims.

If the estate is large, there may be federal or Connecticut death taxes due. We will prepare the necessary estate tax forms and calculate the estate taxes owed.

The benefit of choosing attorney Joan Reed Wilson is that she understands the intricacies of probate law and is experienced with helping people through the long and confusing probate process.

Elder Law

As part of our estate planning services, we work with elderly people and the adult children of elderly parents to determine whether their assets will cover them for potential long-term care needs. Attorney Joan Reed Wilson will sit down with our clients and work to develop a plan of how to transfer, gift, or organize assets to ensure that there is enough money to pay for long-term care needs.

We often help our clients with organizing their assets in such a way that they will be able to qualify for Medicaid (Title 19). One common issue that arises in Medicaid estate planning is the look-back, where the transferor will be penalized from receiving Medicaid state aid for long-term care if he or she makes a gift during a certain period before applying for Medicaid. In February 2006, President Bush signed the Deficit Reduction Act into law.  Among other things, this law significantly changes the look-back and penalty period.  For more information on recent Medicaid and gifting law changes, see Joan's December 2005 article "Medicaid and Gifting: The Good, the Bad and the Ugly"

Many times the concern is whether there will still be some money available for parents to leave to their children. We firmly believe that the earlier people start planning for long-term care, the more options that will be available to them.

Reed Wilson & Pinder, LLC

Contact Joan Reed Wilson Today.

Available evenings and weekends by appointment.

Office

Reed Wilson & Pinder, LLC
9 Old Post Road
Clinton, CT 06413
Phone: (860) 669-1222
Fax: (860) 669-9800

Reed Wilson & Pinder, LLC, is located in Clinton, Connecticut, and serves clients on the Connecticut Shoreline and throughout Middlesex County, including the communities of Clinton, Killingworth, Essex, Westbrook, Guilford, Branford, Madison, Old Saybrook, Deep River, Haddam, and Higganum.


The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for individual advice regarding your own situation.

Copyright © 2008 Reed Wilson & Pinder, LLC. All rights reserved. You may reproduce materials available at this site for your own personal use and for non-commercial distribution. All copies must include this copyright statement.