Attorney Mark S. Steier routinely assists clients with the preservation and disposition of personal and business assets. These services have two aims:
- To develop estate plans that achieve the client’s goals for distributing assets, including prenuptial planning, charitable planning, business succession planning and asset protection planning; and
- To minimize tax obligations through gifting, estate planning and post-mortem strategies.
We help clients make informed choices with respect to a variety of personal issues that include the following:
- Transferring assets during life or upon death;
- Using trust, partnerships and other devices to hold, preserve and dispose of assets;
- Charitable gifting;
- Reducing or eliminating the state gift taxes;
- Analyzing life insurance needs and products;
- Selecting guardians, executors and trustees;
- Planning for business succession; and
- Preserving and protecting family residences and open land.
Attorney Steier also assists family members in the orderly settlement of decedents’ estates, including the preparation and timely filing of state and federal tax returns and reports to the probate court. The following matters must be resolved when dealing with decedents’ estates:
- Collecting and valuing assets;
- Determining paying debts and expenses;
- Paying taxes after death;
- Preparing and filing probate inventories and accounts;
- Complying with federal and state reporting requirements for estate and income taxes; and
- Distributing assets to the beneficiaries.
Attorney Steier’s motivation for practicing in this area arises from the satisfaction that comes from helping people to identify and achieve their personal and family goals. He provides comprehensive services including assisting executors and trustees with estate administration and guiding them through the probate court system, appearing in probate court on behalf of estates and heirs or beneficiaries. During this often difficult time for families, Attorney Steier manages the settlement of estates for our clients with efficient, sensitive, responsive and result-oriented representation.
MARK S. STEIER
860-233-1271 X 110
marks@stmclaw.com
Steier & McCormick, LLC
35 North Main Street
West Hartford, CT 06107-1926
Toll Free: 866-895-5199
Telephone: 860-756-0387
Fax: 860-232-3789
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124 Simsbury Road
Riverdale Farms Box 9-P
Avon, CT 06001
Telephone: 860-677-6277
Fax: 860-677-8831
Map and Directions