Elder Planning

Protecting the rights, health and economic well-being of older adults and people with disabilities.

Robert A Scalise Jr., ES&M Attorney Partner



No matter the size, we offer a strong relationship, especially with the changing business landscape.

Stephen L. Mangan, ES&M Attorney Partner


April 26, 2016

Family trust could prohibit beneficiaries from going to court

People who set up trusts for children, grandchildren and other family members have a greater ability to limit the beneficiaries’ right to challenge trustees’ decisions in court, as a result of a new U.S. Tax Court decision. Here’s the background: … Continued

April 4, 2016

An important article from a friend of the firm.

Inheriting an IRA Although IRAs are primarily intended to help fund retirement, some people don’t withdraw all IRA assets during their lifetimes. Any remaining assets go to the account owner’s designated beneficiaries and could provide a generous legacy. If you’ve … Continued

April 2, 2016

Two trustees may be better than one.

A trustee has two important duties – managing the assets in the trust, and distributing them to the beneficiaries according to the donor’s wishes. But it can be hard to find one person who can do both things well. An … Continued

March 10, 2016

Real Estate Market Update from a Friend of the Firm.

Market Reports by county (PDF): Fairfield County | Hartford County | Litchfield County | Middlesex County | New Haven County | New London County | Tolland County | Windham County | Putnam County | Westchester County MARKETWATCH – MARCH 2016 … Continued

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