Attorney Gregory J. Spuches to Present on Trusts and Estate Planning for Wealth Management

Neubert, Pepe & Monteith, P.C. Attorney Spuches to Discuss Trusts Used for Tax Reduction and Estate Planning for the Disabled

Gregory J. Spuches, of counsel to the Connecticut law firm of Neubert, Pepe & Monteith, P.C., will present at a seminar titled, “Trusts 101” to be held June 5, 2015. Attorney Spuches will join co-presenters Doris D’Ambrosio, James Dougherty, Marissa Dungey, and Constance Shields for this NBI seminar. The day-long seminar will provide an overview of the variety of trusts available to address wealth management and preservation.

Attorney Gregory Spuches will cover the topics Trusts Used for Tax Reduction and Estate Planning for the Disabled. Trusts Used for Tax Reduction will include: Charitable Remainder Trusts; Qualified Domestic Trusts; Qualified Personal Residence trusts; Defective Trusts; Education Trusts for Children and Grandchildren; Generation Skipping Trusts; and Funding the Trust and Estate Planning for the Disabled will include: The Types of Special Needs Trusts and Their Specific Purposes; Who Can Be the Beneficiary; and Drafting Tips and Samples.

Attorney Spuches states, “While trusts are not right for everyone, they are valuable tools in many situations.  Those with disabled children, for example, can utilize a trust to ensure there will be assets available to provide services and recreational opportunities to their disabled child above and beyond what governmental benefits provide when they themselves are no longer around to provide them.  Trusts can also be very useful to help those with larger estates that will be subject to federal or state estate taxes to minimize the exposure of their estates to such taxes, thus ensuring the maximum amount of assets for the future enjoyment of their children and grandchildren.”

"While trusts are not right for everyone, they are valuable tools in many situations."

Gregory J. Spuches, Attorney

For nearly 30 years Attorney Gregory Spuches’ practice has been devoted primarily to tax, trusts and estates, and asset protection issues including federal, state and local income taxation, estate planning, probate, estate administration, elder law, and taxpayer representation before the IRS and Connecticut and New York tax agencies. Attorney Spuches is a member of the National Academy of Elder Law Attorneys, Inc. and the American, Connecticut and New York State Bar Associations.

About Neubert, Pepe & Monteith

Neubert, Pepe & Monteith, P.C. is a general practice law firm with offices in New Haven and Fairfield, Connecticut and White Plains, New York (www.npmlaw.com). The firm, founded in 1993, presently has twenty-eight attorneys, many of whom are leaders in their respective fields and have been listed in Best Lawyers in America and the Connecticut, New England and New York Tri-State Super Lawyer's lists. Neubert, Pepe & Monteith’s core practice areas are Professional Malpractice & Liability Defense, Litigation & Appeals, Healthcare Law, Bankruptcy, Commercial Finance & Banking, Real Estate, Construction Law, Employment & Pension Law, Taxation, Trusts & Estates.


Categories: Taxation and Tariffs, Education, Law

Tags: estate planning for the disabled, Gregory J. Spuches, New Haven tax attorney, New Haven trusts and estates att


About Neubert, Pepe & Monteith, P.C.

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Neubert, Pepe & Monteith, P.C. is a general practice law firm with offices in New Haven and Fairfield Connecticut and White Plains New York.

Adrian O. Sterling
Neubert, Pepe & Monteith, P.C.

203.821.2000
Neubert, Pepe & Monteith, P.C.
195 Church St. (13th flr.)
New Haven, CT 06510