Guidance on Grandparent Gifting

Grandparents are regularly generous with grandchildren, sometimes giving significant amounts of money. With the holidays approaching, gifting increases. Often grandparents want to share their resources to leave a legacy. In some cases, their children or grandchildren are dealing with financial … Continued

Avoid these mistakes when setting up a trust

When setting up a revocable trust, you need to be diligent about asset transfers, beneficiary designations and funding formulas. Failure to complete certain steps can prevent the trust from acting as you intended, creating additional cost and unintended consequences for … Continued

Congratulation to David Grossmann

Congratulation to our client David Grossmann who received a first place award in the Black & White Landscape division at the Goshen Fair. David and his wife Cynthia have been clients of ESM for years. He is an avid photographer. … Continued

Connecticut Domestic Asset Protection Trust (DAPT)

For years clients have asked us about forming asset protection trusts. We were always forced to form them in other states or even other countries. Effective January 1, 2020, Domestic Asset Protection Trusts can be formed in Connecticut. At the … Continued

Use a lawyer for Medicaid planning

Many seniors and their families don’t use a lawyer to plan for long-term care or Medicaid, often because they’re afraid of the cost. However, an attorney can help you save money in the long run and make sure you’re getting … Continued