Developing and periodically reviewing a sound estate PLAN is the first, and most essential, step in estate planning. It has been estimated that about fifty (50%) percent of adults do not even have a Will. And how many of the other fifty (50%) percent have not reviewed or updated their older estate documents? Protecting oneself […]
Halloran Sage is pleased to announce that Rachel Fain, Casey O’Connell and Oscar Suarez have been elected as Partners. Rachel Fain is a member of the Firm’s Litigation & Dispute Resolution and Insurance Practice Groups. She handles coverage disputes and personal injury cases—including those involving auto, general and premises liability for both first and third […]
Creating a trust and transferring assets to it during your life avoids many concerns of the probate process. Although the value of assets held in a revocable trust are includable in one’s gross taxable estate, they are not probate assets subject to the probate process. If assets outside of trust that pass through probate are […]
Believing that a Will alone is an estate plan. Laws concerning probate, real estate, income taxes (including capital gains) and gift and estate taxes, beneficiary designations, how title is held, changes in family circumstances (including births and deaths), all have an impact as to how (and to whom) your assets pass. For some estates, holding […]
Women are disproportionately affected by long term care issues. The main reason: women live longer than men. As a result, their need for vital long term health care increases. Such care ranges from help with day-to-day activities to sophisticated therapy such as stroke rehabilitation. But that is not the full picture. Most importantly, women are […]
The essential INITIAL STEP in elder law is to determine if one has adequate medical and financial powers. Although many states provide for medical powers in a power of attorney, other states have health-care directives or proxies, which involve living wills, appointment of a health-care agent, choice of a conservator of estate (for finances) and […]
Recent changes in the law affecting Halloran Sage’s municipal clients include two recent Connecticut Supreme Court decisions and two new statutory amendments. Click on the links below for full access to complete summaries. The case of Kuchta v. Arisian, 329 Conn. 530 (August 21, 2018) concerns the Connecticut Supreme Court decision on municipal regulation of […]
Halloran Sage Partner Joe Fortner was a guest recently on FOX 61 news to discuss how use of marijuana that is legal on the state level may affect or limit individual rights. Joe is a business and IP litigator who was part of the Halloran Sage team which helped one of the first medical marijuana producers […]
Matthew Necci and Claudia Heyman, partners in the Workers’ Compensation practice group, recently presented at the ALFA International 2018 Workers’ Compensation Seminar in Paradise Valley, Arizona. Matt was a panelist in the Breakout Session, How to Facilitate and Improve Communications Between Self-Insured Employers, Third-Party Administrators and Defense Counsel. The panel discussed the importance of open […]
Attorney Andrew Schaffer creates new possibilities for his clients, working with them to find the best possible resolution to any divorce or family law matter. We recently received the following testimonial from one of his clients regarding his counsel during a challenging time. “Thank you so much for fixing a very broken situation and restoring […]