In both our Milford and Madison locations, the attorney at the Law Offices of Charles L. Kurmay draw on a wide breadth of experience to help clients achieve their financial goals.

Helping You Achieve Your Goals

While life can and does change as we age, estate planning is just as critical for younger
individuals and families as it is for those in middle age, or retirement. Through a carefully crafted estate plan, you can be prepared for the unexpected, establish a legacy for your loved ones, avoid cumbersome probate or conservatorship proceedings, and minimize expenses and taxes. To do so we can help you create a tailor-made estate plan by using the tools available to us under state and federal law, including:

  • Wills
  • Probate avoidance devices
  • Revocable and Irrevocable Trusts
  • Special Needs Trusts
  • Medicaid and Estate Tax Planning

Our Focus on Estate Planning

In both our Milford and Madison locations, the attorneys at the Law Offices of Charles L. Kurmay draw on a wide breadth of experience to help clients achieve their financial goals. As a small firm, we value quality over quantity, and we emphasize client service through an accessible and responsive approach. We will take the time to understand your concerns and
develop a course of action that is best suited for your needs. We also have the experience, knowledge, and resources you would expect from a large firm. Our founding attorney has over 25 years of legal experience. The firm’s network of connections with trusted professionals provides an enhanced quality of comprehensive guidance for our clients.

These include: 

  • Tax advisers
  • Appraisers
  • Financial planners
  • Accountants

Skilled at Handling Complex, High-Value Assets

Many people are familiar with the nature and purpose of a will. Through a will, you can establish your wishes for the distribution of your property, designate an executor, choose a guardian for your minor children, and accomplish other important goals to help protect your loved ones.

Trusts can be tailored to accomplish more specific functions such as minimizing estate taxes and avoiding the probate process. A trust can also be used in combination with a will to reduce expenses and maintain confidentiality.

Different types of special needs trusts can be created to help a client qualify for Medicaid or
other types of governmental assistance. We also assist in protecting those benefits for those who are already receiving aid, while shielding an inheritance, a settlement, or other source of income that would disqualify them from receiving aid so that their benefits are not interrupted while avoiding costly spend-downs.

Our lawyers can help you sort through the various estate planning tools and implement those that will best advance your objectives. We are skilled and capable of providing sophisticated guidance for large, complex estates involving high-value assets. Our clients include individuals and families throughout Fairfield and New Haven counties. We also offer fiduciary services and handle probate matters.

Practice Areas:

Free Initial Consultation.
Evening & Weekend Availability.

For experienced, dedicated legal guidance in probate law, contact us at (203) 380-1743. We offer free initial consultations for prospective clients. Evening and weekend appointments are available for your convenience.

Small Firm Service | Large Firm Sophistication

Over 100 Years of Combined Legal Experience