Welcome to Chipman Mazzucco Emerson’s Estate Planning and Elder Law Blog

Updated on October 23, 2018, and published by Chipman Mazzucco Emerson LLC Attorneys at Law, Danbury, Connecticut.

Chipman Mazzucco Announces New Partners, Firm Name and New Location

Effective October 23, 2018, four luminaries of the Danbury, Connecticut, bar have joined us to form a new law firm that will go by Chipman Mazzucco Emerson LLC.  In addition we have added a new Southbury, Connecticut, office.  For details, click here: Meet Dick Emerson, Tom Rickart, Jim Flaherty and Frank Scinto.

shutterstock_189423563Dick Emerson and Jim Flaherty join our Estate Planning and Probate group.  Tom Rickart will continue his focus on commercial real estate and Frank Scinto will focus on litigation, zoning and land use.

Chipman Mazzucco Emerson LLC now has 11 lawyers engaged in four principal practice areas: business law; civil litigation; commercial real estate and land use; and estate planning, estate administration, and elder law.

Annual Estate Planning Seminar October 25, 2018. It’s FREE.

Please join us for our annual free estate planning seminar for our clients and their advisers.  Ethan Allen Hotel, 21 Lake Avenue Extension, Danbury, Connecticut, from 6:30 to 8:30.

This year we return to the basics:

Estate Planning for Beginners

Elder Law in a Nutshell

How to Keep Your Estate Plan Current as Everything Changes (Including the recent Tax Cuts and Jobs Act)

For more information and how to register, see our post here: October 2018 CMLP Estate Planning Seminar.

 Chipman Mazzucco Has Moved

As of April 12, 2018, Chipman Mazzucco has a new home at 44 Old Ridgebury Road, Danbury, Connecticut.


Video Posted: Pass Thrugh Deductions and Other Tax Cuts and Jobs Subjects 

See our blog post here: Video Posted.

Part 1 of this video describes how the Tax Cuts and Jobs Act changes the most widely used income tax deductions related to state and local taxes, mortgage interest deductions and personal exemptions. It also covers how the increased standard deduction and lower rates may make up for lost deductions.

Part 2 describes the deduction available for individuals who receive pass through income.

Part 3 on planning to maximize Pass Through Income deductions is a work in process and coming soon.

Good News about Connecticut Estate Taxes (Avoid Accidental Disinheritance of Surviving Spouse)

Governor Malloy recently signed a new state budget into law, including significant changes to the Connecticut estate tax exemption that will phase in over the next three years.

The current exemption of $2 million will be increased to $2.6 million in 2018; $3.6 million in 2019; and will be set to match the federal estate tax exemption (currently $5.49 million) in 2020 (after Connecticut made the change to its exemption, the federal exemption was increased to $11,000,000; how Connecticut will react is unclear).  While this is good news for those who are worried about estate taxes at death, it could also cause unintended consequences for those with a particular kind of estate plan designed to avoid or minimize estate taxes. Read more….

Video of October 5, 2017, Seminar Posted to YouTube

On November 19, 2017, we posted to YouTube the video of our annual fall estate planning seminar (held on October 5, 2017).

Topic: Senior Autonomy: A Guide for Families as Roles are Reversed

Including: How to Make Certain Your Estate Plan Works as Everything Else Changes

You can see the videos here: Video of October 5, 2017, Seminar Posted to YouTube.


Review of LegalZoom’s Estate Planning Document Preparation Service

LegalZoom advertises legal services heavily on television, radio and online.  In light of its visibility, Richard S. Land reviewed its Estate Planning document preparation service.   

How does he rate LegalZoom’s Estate Planning document preparation service?  Excellent?   Good?   Fair?   Poor?

You can see the video review here: Legal Zoom Review.

In Part 1 of this review, Richard takes you through the LegalZoom estate planning experience from login to the end of the online interview.  Not only will you learn a lot about the LegalZoom process, you will learn a lot about basic estate planning.

Part 2, including an analysis of the documents which resulted from the LegalZoom online interview, was posted on November 5, 2016.  

Chipman Mazzucco Offers Complimentary Estate Plan Review

We recently updated our review service to take New York estate tax changes into account.

Answer a series of online thought-provoking questions about your circumstances and objectives and receive a personalized report.  We are providing this service without charge to encourage you to reflect on your estate plan from time to time.

To register and participate in the Review, click on this link: Chipman Mazzucco Online Estate Plan Review.

For a short demonstration (4.5 minutes), click on the video below.  We hope this helps you keep your estate plan current.

To see the Online Review video, go here: Online Review Video.

Chipman Mazzucco Announcements

Chipman Mazzucco’s Library of YouTube Videos:  We have posted a number of informative videos on YouTube.  Access them by clicking on the links below:

Basic Estate Planning (15 parts; 10 to 15 minutes each)

Estate Settlement and Trust Administration (6 parts; 10 to 15 minutes each)

Trusts and Trust Administration (3 parts; 10 to 15 minutes each)

Long Term Care Issues and Medicaid (4 parts; 8 to 15 minutes each)

About CMLP and this Blog

Check out our archives for related articles on trusts and estates and elder law.  We will be posting more articles so stay tuned.

CMLP attorneys who devote their practices to estate planning, elder law, and estate settlement are:  Richard S. Land, Alyson R. Marcucio and Elizabeth J. Hartery.  Click on their names for more information about them.

For more information about our firm go here:  CMLP Web Site.

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