Estate planning is not just for millionaires. You may not think you have an estate, let alone any need for a plan, but if you have children, if you have things of value, if you own a home, you need an estate plan. An estate plan ensures that you decide who gets your hard earned assets, whatever their size or value-- not the government. Without an estate plan, your wealth, your estate will pass according to the state intestacy statute. Don't you want to decide to whom and when your assets should be distributed and not a probate court?
Estate is planning how you direct to whom your property will be distributed and who will care for your minor children. Estate planning helps reduce tax liabilities, court costs, and attorneys' fees, and can minimize disputes after your death the loss of family members. We can also design your estate plan to deal with your possible future mental or physical incapacity, either through a trust or a durable power of attorney.
In addition, we can guide you through many situations that come up in everyday life that have a legal angle. Whether you are buying or selling a home, starting, buying or selling a business, switching jobs and need a severance or non-compete agreement reviewed, dealing with a minor criminal mater or have been injured in a car accident, you should have a lawyer you can turn to for advice. If we don't have the expertise to help you, we will find someone who does. The bottom line is that we want to be your lawyer.
You have a family doctor (now they call them primary care physicians); you should have a family lawyer. If you want the benefit of a lawyer with a combination of 34 years of far reaching experience, offering values-based, parent-centered estate planning, and a passion for helping clients, call or email Steve today.
- University of Connecticut School of Law
- J.D
- -
-
- Partner
- Hassett & Geoge, PC
- - Current
- Principal
- Law Offices of Steven M. Basche, LLC
- -
- Of Counsel
- Sabia, Taiman
- -
- Partner
- Jacobs, Walker, Rice & Basche, LLC
- -
- Associate
- Cohn & Birnbaum
- -
- Associate
- Schatz & Schatz, Ribicoff & Kotkin
- -
- Estate Planning 101, Summer Conference, Mohegan Sun
- Connecticut Education Association
- Basic estate planning for Teachers
- How can owners keep what they have earned., Exit Planning Exchange (XPX), Hartford CT
- XPX Hartford
- The Importance of Special Needs Trusts, Parent Partnership, Cromwell, Connecticut
- Adelbrook
- Educational presentation to parents of kids with special needs on the purposes of Special Needs Trust.
- Estate Planning Basics, CEA Summer Conference, Mohegan Sun
- CEA
- AV Rating
- Martindale Hubbell
- AV Rating
- Martindale Hubbell
- AV Rating
- Martindale Hubbell
- AV rated since 2012
- Connecticut Bar Association
- Member
- - Current
-
- NAELA
- Member
- -
-
- Connecticut
-
- 2nd Circuit
-
-
Credit Cards Accepted
Major Credit Cards Accepted -
Contingent Fees
Are available
- Estate Planning
- Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills
- Probate
- Probate Administration, Probate Litigation, Will Contests
- Elder Law
- Business Law
- Business Contracts, Business Dissolution, Business Finance, Business Formation, Business Litigation, Franchising, Mergers & Acquisitions, Partnership & Shareholder Disputes
- Real Estate Law
- Commercial Real Estate, Easements, Land Use & Zoning, Mortgages, Neighbor Disputes, Residential Real Estate
- English: Spoken, Written
- Q. Our son is the beneficiary of a GST set up by his grandparents. Can he draw on the trust before we die?
- A: To answer your question, we would need to review the trust agreement itself. It really depends on the language used in the document. My guess is that your son should be able to get money from the trust, but without reviewing the document it's impossible to say.
- Q. Can a 401k and HSA distribution be added to a general estate bank account if there are no beneficiaries assigned?
- A: Yes, the proceeds from the 401k and HSA can, and should, be added to the estate checking account. Keep in mind, there will be income taxes due on both distributions. Those assets will then be distributed to your brothers heirs as determined by the CT intestacy statute.
- Q. If a stepdaughter gets poa of her mother to get my dads estate while we are in probate court will she inherit some estat
- A: The step-daughter will not inherit money for herself, but rather the money will (or should) go to her mother. As the POA, the step-daughter has a duty to use the money for her mother's benefit, but we all know that doesn't always happen.
Law Offices of Steven Basche