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Estate & Trust Planning


Curtis, Brinckerhoff & Barrett, P.C. has distinguished trust and estate services where our clients and their interests are of the foremost priority. We form strong relationships with our clients with the goal of planning out their future, preserving their wealth, and enabling them to pass assets to their beneficiaries in the most appropriate and tax-effective manner. Our attorneys provide thoughtful and comprehensive advice to clients from different backgrounds and with diverse needs. From the young couple with their first child in need of a simple will, to estate planning for small business owners, we offer experience in all aspects of trust and estate law. Examples of our services include the following:

• Drafting of wills and trusts
• Planning and preparation of both simple and sophisticated estate plans
• Planning, preparation and administration of trusts including:

  • (Qualified Personal Residence Trust)
  • (Grantor Retained Income Trust)
  • (Charitable Remainder Trust)
  • (Charitable Remainder Unitrust)
  • (Grantor Retained Annuity Trust)
  • (Qualified Domestic Trust)

• Administration and settlement of estates
• Tax planning, advice, and opinions on related issues
• Medicare planning

The Estate & Trust Planning Department is under the direction of Ward Frank Cleary, Susan L. Stratton, John J. Louizos, Daniel J. Fox and J. Paul Johnson.