Trust Establishment and Termination

Mr. Clear regularly counsels clients on the far-reaching financial implications of estate planning, estate and trust administration, probate litigation, and business succession planning. His estate planning practice includes assisting individuals and families in tax-efficient and practical estate and gift planning, including the preparation of wills, revocable living trusts, insurance trusts, and entities to own special family assets such as vacation homes and collections. Mr. Clear’s estate and trust administration practice often dovetails with his probate litigation experience, where he advises clients in will and trust construction cases, contested accountings, fiduciary removal proceedings, payment of unpaid claims, and conservatorship and guardianship matters. Mr. Clear also assists business owners with succession planning by presenting to family groups on business/estate planning matters and by preparing business entities, shareholders’ agreements, buy-sell agreements, and grantor-retained annuity trusts. He often facilitates the sale or purchase of business assets.

Ms. O’Loughlin practices in the areas of trust and estate administration, estate and gift planning, and related services for individuals and families. She has extensive experience in complex trust and estate administration, including probate proceedings, multi-generational trust administration proceedings, claims against estates, and judicial accounting matters. Ms. O’Loughlin also has significant experience in estate tax audits with the Internal Revenue Service, Connecticut Department of Revenue Services, and the New York Department of Taxation and Finance.