Come for a visit or stay home … It’s up to you!

During this pandemic, we realize some of our clients want to meet in our office with masks and some would prefer to meet through Zoom or merely by telephone.  We can accommodate any location for interacting.    

Clients continue to be able to sign documents remotely.  You just need to be able to send the documents to us electronically after signing.  We have some clients using scanners and emails, apps on their phones, fax machines, or a nearby office store to send us documents electronically.  

      Don’t hesitate to contact us during this crisis!

July 2020 #28

Joe Cipparone wrote the articles in this edition.  No taxpayer can avoid tax penalties based on the advice given in this newsletter.  This information is for general purposes only and does not constitute legal advice.  For specific questions related to your situation, you should consult a qualified estate planning attorney.

About the Author

Joseph Cipparone

In his 30 years in practice, Joe has become a leader in the trust and estate and elder law field. He is a Fellow in the Amercian College of Trust & Estate Counsel (ACTEC). He serves on the Executive Committees of the Estates & Probate Section and the Elder Law Section of Connecticut Bar Association (CBA). He has served as chair of the continuing legal education committee of CT-NAELA and the CBA Elder Law Section. Joe has led many seminars for CT-NAELA and the Elder Law Section on topics as diverse as evidence in conservatorship proceedings, special needs planning in the family law setting, veterans’ benefits, and home health care strategies.