Estate Planning & Administration
Wealth transfer, succession, and estate administration for families and business owners with real complexity.
Estate planning at Green & Sklarz is built for clients whose plans have to survive scrutiny — tax scrutiny, family scrutiny, and, sometimes, litigation. That means we design plans with the specific fact patterns of the family and the business in mind, and with the tax team and the corporate team involved from the start.
Engagements span first-time planning for new parents, sophisticated wealth transfer for business owners, generational succession for family enterprises, and full estate administration when a plan is executed.
Service scope
Lifetime gifting, grantor trusts, discount planning, and use of the federal exemption in ways that align with liquidity, control, and family dynamics.
Revocable and irrevocable trusts, wills, health care proxies, living wills, and durable powers of attorney.
Buy-sell agreements, ownership transfer between generations, key-employee structures, and coordinated income and estate tax planning.
Private foundations, donor-advised funds, charitable trusts, and lifetime and testamentary charitable structures.
Probate, trust settlement, fiduciary accountings, and administration of taxable estates including 706 preparation coordination.
Special needs trusts, Medicaid planning, and long-term care structures that protect family assets and eligibility.
Domestic asset protection structures and integration with existing entities and insurance.
Representation of trustees, executors, and beneficiaries — including in contested administrations.
- Business owners planning succession or exit
- High-net-worth individuals and families
- New parents and blended families
- Trustees, executors, and beneficiaries
- Clients coordinating estate plans with existing entities or trusts
Aligned professionals
Common questions
How often should a plan be reviewed?+
Every three to five years as a baseline, and whenever a life event or a tax law change hits — sale of a business, marriage, divorce, death, meaningful liquidity event, or a shift in the federal exemption.
Do we need trusts, or is a will enough?+
That is a fact question about privacy, incapacity planning, minor children, blended-family issues, real property in multiple states, and tax exposure. A will alone is enough in some cases and not in others.
How do you handle business succession specifically?+
As a coordinated engagement between the estate planning, corporate, and tax teams. A buy-sell agreement without a companion estate plan and companion tax analysis is a partial answer.
What does probate actually involve?+
In Connecticut, court supervision of the estate settlement, creditor notice, asset marshalling, tax filings, and distribution. The firm handles the administration end-to-end and coordinates with accountants on returns.
Can you work with our existing advisers?+
Yes. Most engagements are collaborative with the client's CPA, investment adviser, and insurance professional.
Ready to talk through the matter?
Confidential consultations. Call the firm directly, or send a short note and we'll respond.