Posted tagged ‘Litigation’

Planning Question and Answer Sessions. Please Take This Survey!

May 15, 2012

When Do You Want an Estate Planning Q&A Session?  Please take this survey.

 May 15, 2012.

We recently published a Basic Estate Planning video on YouTube and DVD.  We hope that you will have a chance to see it if you have not already done so.

You can see the YouTube version here:  Basic Estate Planning Screencast on YouTube

We are scheduling group meetings so that interested parties can ask questions related to the subjects in the video.  There will be no charge or obligation. 

Location: Chipman Mazzucco, Attorneys, Matrix Corporate Center, 39 Old Ridgebury Road, Suite D-2, Danbury, Ct. o6810.

We ask you to click on the link below to complete this survey so that we know what will be convenient for you.  It will take only one minute.

Survey Link

 
Thank you for participating in the survey.  It will be a great help to us in our efforts to help you.
 
 
Posted on 5/15/2012 by Richard S. Land, Member, Chipman, Mazzucco, Land & Pennarola, LLC.

Notice: To comply with U.S. Treasury Department rules and regulations, we inform you that any U.S. federal tax advice contained in this communication is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction, tax strategy or other activity.

We frequently post articles relating to estate planning, estate settlement and elder law issues to this blog. We also post notices about our client seminars here. When we do, we send out notices to clients and friends of the firm. If you would like to get our notices, please join our mailing list by clicking below.

     
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Seminar Podcast/Slide Presentation (December 8, 2011)

December 26, 2011

Background

On December 8 we made an estate planning presentation to clients,  friends of the firm, and our new neighbors at the Matrix Corporate Center.  The title:  Planning Your Whole Estate (Coordinating Life Insurance, Employee Benefits and Other Nonprobate Property with the Rest of Your Estate Plan).

A question and answer period followed.  One of the more challenging questions, relating to the ability to roll over  lump sum distributions from retirement plans, inspired a post that you can find here:  Lump Sum Rollover of Retirement Account Not as Simple as Expected.

Although a podcast/slide show is not quite as effective (you miss out on the questions and answers) or fun (you miss out on the food, refreshments and good-natured conversation) as the actual in-person presentation, we thought those who could not attend might appreciate the podcast/slide show as presented below in eight parts. 

The Podcast/Slide Presentation

We hope you find the presentation helpful.

Planning Your Whole Estate Part 1 (your will; probate property vs. nonprobate property)

Planning Your Whole Estate Part 2 (common estate planning mistakes; life insurance beneficiary designations; trusts; guardianships; “in trust for accounts”, retirement accounts; joint property; protection from long term care costs; simple wills)

Planning Your Whole Estate Part 3  (jointly owned property; “in trust for” accounts; life insurance beneficiary and ownership)

Planning Your Whole Estate Part 4 (taxation of life insurance; retirement plan accounts; special tax problems relating to individual retirement accounts and other similar accounts)

Planning Your Whole Estate Part 5 (continuation of special tax problems relating to individual retirement accounts and other similar accounts)

Planning Your Whole Estate Part 6 (continuation of special tax problems relating to individual retirement accounts and other similar accounts; trusts as beneficiary of IRA; beneficiary designation forms)

Planning Your Whole Estate Part 7 (revocable living trusts; reasons to consider: asset management during disability and probate avoidance)

Planning Your Whole Estate Part 8 (continuation of issues relating to revocable living trusts including bogus reasons for revocable living trusts)

We hope you will join us at our next seminar.  If you would like to attend, join our email list by clicking on the button below.

Posted on 12/26/2011 by Richard S. Land, Member, Chipman, Mazzucco, Land & Pennarola, LLC.

Notice: To comply with U.S. Treasury Department rules and regulations, we inform you that any U.S. federal tax advice contained in this communication is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction, tax strategy or other activity.

We frequently post articles relating to estate planning, estate settlement and elder law issues to this blog. We also post notices about our client seminars here. When we do, we send out notices to clients and friends of the firm. If you would like to get our notices, please join our mailing list by clicking below.

     
  Join Email List  
     

Chipman Mazzucco | Promote Your Page Too

Timothy M. Herring Joins CMLP Litigation Department as a Member

July 25, 2011

We are pleased to announce that Timothy M. Herring will be re-joining our firm as a Member effective August 1, 2011.

Timothy M. Herring Joins CMLP Litigators as a MemberTim started his legal career with us in 2004. Since then he has devoted his practice to litigation. After a stint in the litigation department of Cummings & Lockwood in Stamford, Connecticut, he returns to us now with even more experience in dispute resolution.

Tim is married and resides in Danbury, Connecticut.

His practice has focused on complex civil litigation in federal and state courts. He represents individuals and companies in a broad range of matters, including closely held business, partnership, and joint venture disputes, employment litigation, landlord/tenant disputes, prosecuting and defending mechanic’s lien foreclosures, home improvement disputes, unfair trade practice claims, real estate disputes, eminent domain proceedings, non-competition agreement violations, probate litigation, commercial real property tax appeals, general contract disputes, and arbitration.

Tim was recently named a “Rising Star” by Super Lawyers Magazine.

Representative Experience

Here are examples of the types of matters Tim has handled:

Successfully defended limited partners sued by a partnership for delinquent capital contributions in excess of $1 million.

Obtained a judgment of dismissal on behalf of a corporation against securities fraud and related claims by a shareholder, and successfully defended the judgment on appeal in the United States Court of Appeals for the Second Circuit.

Obtained a discharge of mechanic’s lien filed by a contractor against a homeowner’s residence.

Successfully foreclosed a preferred ship mortgage on behalf of a Fortune 100 company.

Obtained emergency injunctive relief prohibiting the holder of a power of attorney from exercising his powers as attorney-in-fact in light of questionable financial transactions.

Successfully defended a trustee and investment adviser from breach of fiduciary duty and related claims asserted by beneficiaries.

Successfully resolved a homeowner dispute with the prior owners of a residence concerning undisclosed environmental issues.

Bar Admissions

Tim is a member of the Connecticut bar, and is admitted to practice before the United States District Court for the District of Connecticut and the United States Court of Appeals for the Second Circuit.

Education

Tim received his B.A., cum laude, from George Washington University, where he graduated with Honors Program Distinction. Tim earned his Juris Doctor, cum laude, from the University of Connecticut School of Law. While at UConn, Tim was an editor of the Connecticut Law Review and a member of the Connecticut Moot Court Board.

Membership

Tim is a member of the Connecticut Bar Association and the Raymond E. Baldwin American Inns of Court.

Other Members of the CMLP Litigation Group

Tim is only the most recent addition to our firm’s litigation group. Other litigators are:

Ward J. Mazzucco (Member), Francis G. Pennarola (Member), Lilian C. Gustilo (Associate), and Debbie Bing-Zaremba (Associate). For a more complete description of our litigation group, go here: CMLP Litigation Group.

Effective August 1, Tim can be reached at tmh@danburylaw.com.

We frequently post articles relating to estate planning, estate settlement and elder law issues to this blog. We also post notices about our client seminars here. When we do, we send out notices to clients and friends of the firm. If you would like to get our notices, please join our mailing list by clicking below.

     
  Join Email List  
     

Chipman Mazzucco | Promote Your Page Too


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