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Kevin D Quinn
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Kevin D Quinn

Practice areas:

Estate Planning, Business, Elder Law

About Me

An accomplished Estate and Wealth Strategies Planner®, Mr. Quinn is a full Fellow of the Esperti-Peterson Institute and has completed the institute's three year post-doctoral program in Wealth Strategies Planning®. Attorney Quinn is a member of the WealthCounsel, LLC. Mr. Quinn is a former member of the National Counsel on Planned Giving and the Connecticut Planned Giving Group. He is a co-founder of the Wealth Legacy Development Project, an organization dedicated to helping non-profit organizations develop planned giving programs.


 


Mr. Quinn is the founder and an instructor of the Wealth Strategies Institute, LLC, a professional education institute which provides continuing education to certified public accountants, certified financial planners, attorneys, development officers and insurance professionals. He is a former Adjunct Professor of the Estate and Wealth Strategies Institute at Michigan State University and has taught classes for Lorman Education Services, Wealth Counsel, LLC and the National Network of Estate Planning Attorneys.


 


Licensed In:
Connecticut
Massachusetts


 


Areas of Expertise:
Planning for Affluent Families
Wills & Trusts
Gift and Estate Tax Planning
Probate/Trust Administration
Planning for Non-traditional Families
Income Tax Planning
Elder Law/Medicaid Planning
Gift and Estate Tax Audits
Charitable Planning
FLP & LLC Planning
Business Entities & Succession Planning
Asset Protection Planning

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Photos and Videos

1470229 1370896114

Practice Areas

Licensed since 1993

  1. Estate Planning: 50%
    21 years
  2. Elder Law: 25%
    21 years
  3. Business: 25%
    21 years

Payment

Fees:

Fixed (Sometimes), Retainer (Sometimes), Free Consultation (60 minutes)

Payment Types:

Cash, Check, Credit Card

Attorney Endorsements

13 total 

  • Steven Patrick Riley

    Kevin Quinn is an exceptional and gifted attorney. He cares deeply and compassionately about his clients while at the same time brings an exceptional intellectual, analytical mind to bear in solving his client’s problems. My dealings with Kevin over the past 10 years have left me with nothing but pride. I would not hesitate in sending a family member to him or utilizing his services myself.

    More 

    Steven Riley Estate Planning Attorney
    Relationship: Fellow lawyer in community

  • David Michael Frisse

    I have known Kevin about 10 years as a colleague. Kevin is relentless in his efforts to provide the best service to his clients. Few lawyers are able to think as deeply or creatively about Kevin. He sees his way around corners and obstacles like few others, yet is able to explain the complex in ways that are easily understood. He is a man of high character and fun to be around.

    More 

    David Frisse Trusts Attorney
    Relationship: Other

Contact Info

Legacy Counsellors, P.C.

117 Pleasant Street
Easthampton, MA, 01027

Legacy Counsellors, P.C.

699 Bloomfield Avenue
Bloomfield, CT, 06002

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Resume

License
StateStatusAcquiredUpdated
CTActive199306/19/2015
MAActive199304/14/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Awards
Award NameGrantorDate Granted
2011 Connecticut Wealth AdvisorsConnecticut Magazine2011
Fellow of the InstituteEsperiti Peterson Institute2001

Work Experience
TitleCompany NameDuration
Founder & InstructorWealth Strategies Institute, LLC2001 - Present
PresidentLegacy Counsellors, P.C.1994 - Present
Adjunct ProfessorUniversity of Hartford Barney School of Business Administration1988 - 1995
Senior Budget AnalystKaman Aerospace1986 - 1996
Corporate PilotNorthampton Coca-Cola Bottling Company1982 - 1986

Associations
Association NamePosition NameDuration
Central Connecticut Business and Estate PlanningN/A2000 - Present
Wealth Counsel Forum - ConnecticutN/A2000 - Present
National Network of Estate Planning AttorneysN/A1991 - 2001
WealthCounsel, LLCMemberN/A
American Bar Association's Probate and Property sectionN/AN/A
Connecticut Bar Association's Probate and Property sectionN/AN/A
Massachusetts Bar Association's Probate and Estates sectionN/AN/A
Wealth Legacy Development ProjectN/AN/A
Connecticut Planned Giving GroupN/AN/A
National Counsel on Planned GivingN/AN/A
Esperti-Pterson InstituteFull FellowN/A

Legal Cases
Case NameOutcome
ConfidentialApproximately $2 million of assets protected, claimant deterred from further action

See all Legal Cases 

Publications
Publication NameTitleDate
Legacy Counsellors, P.C. BlogSphere of Care2013
Planning under the New American Taxpayer Relief Act of 2012Planning under the New American Taxpayer Relief Act of 20122013
Wealthcounsel QuarterlyCarpe Diem - Seize the Day!2013
GIVING - Philanthropy for EveryoneGIVING - Philanthropy for Everyone2003
"Strictly Business" Planning Strategies for Privately Owned Businesses"Strictly Business” Planning Strategies for Privately Owned Businesses2002
"Generations" Planning for Your Legacy"Generations" Planning for Your Legacy1999

Education
School NameMajorDegreeGraduated
Esperti Peterson InstituteWealth Strategies PlanningPost Doctoral2001
Western New England College School of LawLawJuris Doctorate1993
University of ConnecticutBusinessMBA1986
Embry-Riddle Aeronautical UniversityAeronautical ScienceBS - Bachelor of Science1980
Embry-Riddle Aeronautical UniversityAviation ManagementAS Aviation Management1980

Speaking Engagements
Conference NameTitleDate
Wealth Strategies Institute, LLCBusiness Succession Planning2013
Rules of Trust Administration in CTTrust Administration2013
Rules of Trust Administration - Hartford, CTRules of Trust Administration2013
Northwest MutualPlanning under the 2012 Tax Relief Act2013
LIMRA InternationalPlanning under the 2012 Tax Relief Act2013
LIMRABusiness Succession Planning2013
Wealth Strategies Institute, LLCAsset Protection Planning2012
Wealth Strategies Institute, LLCBusiness Succession And Estate Planning for Business Owners2012
Wealth Strategies InstituteCharitable Planning In light of the 2012 election results2012
LIMRA InternationalUse of Intentionally Defective Grantor Trusts2012
LIMRA InternationalIrrevocable Life Insurance Trusts2012
LIMRA InternationalLong Term Care Planning2012
LIMRA InternationalCreditor Protection Planning2012
LIMRA InternationalPlanning Opportunities under the 2010 Tax Act2012
LIMRA InternationalPlanning Opportunities under the 2010 Tax Act2011
Advice One, LLCPlanning Opportunities under 2010 Tax Act2011
UBS Financial ServicesEstate Planning Update2010
LIMRA InternationalAdvanced Estate Planning of IRA Distributions2010
LIMRA InternationalSophisticated Estate Planning with Large IRAs2010
LIMRA InternationalUse of Split Dollar Agreements2010
LIMRA InternationalEstate Planning Update2010
LIMRA InternationalBusiness Transfer Strategies2010
LIMRA InternationalCreditor Protection Planning2010
LIMRA InternationalAdvanced Estate Planning of IRAs2010
LIMRA InternationalIntegrating Sophisticated Planning Solutions into a Single Wealth Strategies Plan2010
LIMRA InternationalDecision in Crisis2010
AdviceOne, LLCUse of Split Dollar Agreements2010
Wealth Strategies Institute, LLCDecision in Crisis2009
Wealth Strategies Institute, LLCEstate Planning with GRITs, GRATs and QPRTs2009
Wealth Strategies Institute, LLCAlaska Trusts2009
Wealth Strategies Institute, LLCThe Role of the Family Office2009
People's Financial and Insurance ServicesThe Truth About Estate Planning2009
People's Financial and Insurance ServicesIrrevocable Life Insurance Trusts2009
People's Financial and Insurance ServicesLong-Term Care Planning2009
People's Financial and Insurance ServicesSolutions for Estate Planning IRA Distributions2009
People's Financial and Insurance ServicesAsset Protection2009
People's Financial and Insurance ServicesCreditor Protection Planning2009
People's Financial and Insurance ServicesUse of Family Limited Partnerships in Sophisticated Estate Planning2009
People's Financial and Insurance ServicesCharitable Lead Trust Planning2009
People's Financial and Insurance ServicesCharitable Remainder Trust Planning2009
People's Financial and Insurance ServicesUse of Private Foundations in Wealth Strategies Planning2009
LIMRA InternationalBusiness Succession Planning2009
The 8 Greatest Estate Planning TechniquesSale to Grantor Trusts2008
The 8 Greatest Estate Planning TechniquesGrantor Retained Annuity Trusts and Qualified Residence Trusts2008
The 8 Greatest Estate Planning TechniquesProtecting the Estate from Taxes and Creditors - Family Limited Partnerships2008
The 8 Greatest Estate Planning TechniquesMaking the Most of Life Insurance - Irrevocable Life Insurance Trusts2008
The 8 Greatest Estate Planning TechniquesRevocable Living Trusts: Will They Work - Effectively Using Revocable Trusts2008
The 8 Greatest Estate Planning TechniquesProblems with Traditonal Planning - Title, Beneficiary Designations and Wills2008
The 8 Greatest Estate Planning TechniquesEffective Estate Planning - A New Perspective2008
Smith BarneyThe Family Limited Partnership2008
LIMRA InternationalUse of Intentionally Defective Grantor Trusts2008
LIMRA InternationalCreditor Protection Planning2008
LIMRA InternationalCharitable Lead Trusts2008
LIMRA InternationalThe Family Limited Partnership2008
LIMRA InternationalThe Role of the Family Office2008
LIMRA InternationalBusiness Transfer Strategies2008
LIMRA InternationalThe Current State of the M&A Market2008
LIMRA InternationalBusiness Valuation Techniques2008
Financial Planning and Investement ConferenceCurrent Issues in Inherited IRAs and Trusts2008
AdviceOne, LLCUse of Intentionally Defective Grantor Trusts2008
Accounting for Estates and Trusts in Rhode IslandLeveraging the Power of Gifts in Estate Planning2008
Accounting for Estates and Trusts in Rhode IslandIRD and Retirement Plans2008
Trust Administration in ConnecticutTrust Administration in Connecticut2007
The 8 Greatest Estate Planning TechniquesSale to Grantor Trusts2007
The 8 Greatest Estate Planning TechniquesGrantor Retained Annuity Trusts and Qualified Residence Trusts2007
The 8 Greatest Estate Planning TechniquesProtecting the Estate from Taxes and Creditors - Family Limited Partnerships2007
The 8 Greatest Estate Planning TechniquesMaking the Most of Life Insurance - Irrevocable Life Insurance Trusts2007
The 8 Greatest Estate Planning TechniquesRevocable Living Trusts: Will They Work - Effectively Using Revocable Trusts2007
The 8 Greatest Estate Planning TechniquesProblems with Traditional Planning - Title, Beneficiary Designations and Wills2007
The 8 Greatest Estate Planning TechniquesEffective Estate Planning - A New Perspective2007
Succession Planning for Single-Owner BusinessesSuccession Planning for Single-Owner Businesses2007
Succession Planning for Single-Owner BusinessesSuccession Planning for Single-Owner Businesses2007
LIMRA InternationalCharitable Lead Trusts2007
LIMRA InternationalIntentionally Defective Grantors Trust2007
LIMRA InternationalFamily Limited Partnership2007
LIMRA InternationalSolutions for Estate Planning IRA Distributions2007
Creditor Protection PlanningCreditor Protection Planning2007
Business Succession PlanningBusiness Succession Planning2007
Business Succession PlanningBusiness Succession Planning2007
Business Succession PlanningBusiness Succession Planning2007
Asset Protection PlanningAsset Protection Planning2007
The 8 Greatest Estate Planning Techniques in ConnecticutProtecting the Estate from Taxes and Creditors - Family Limited Partnerships2006
The 8 Greatest Estate Planning Techniques in ConnecticutEffective Estate Planning2006
The 8 Greates Estate Planning Techniques in ConnecticutMaximizing Wealth While Minimizing Issues - Charitable Trusts2006
The 8 Greates Estate Planning Techniques in ConnecticutSale to Grantor Trusts2006
The 8 Greates Estate Planning Techniques in ConnecticutGrantor Retained Annuity Trusts and Qualified Residence Trusts2006
The 8 Greates Estate Planning Techniques in ConnecticutMaking the Most of Life Insurance - Irrovacable Life Insurance Trusts2006
The 8 Greates Estate Planning Techniques in ConnecticutPlanning that Focuses on What Clients Really Care About: Counseling-Orientated Estate Planning that Avoids Ethics Traps2006
The 8 Greates Estate Planning Techniques in ConnecticutRevocable Living Trusts: Will They Work? - Effectively Using Revocable Trusts2006
The 8 Greates Estate Planning Techniques in ConnecticutProblems with Traditonal Planning - Title, Beneficiary Designations and Wills2006
Post-Mortem Estate PlanningPost-Mortem Estate Planning: Minimizing Taxes and Optimizing Results2006
LIMRA InternationalTrust Administration in Connecticut2006
Accounting for Estates and Trusts in Rhode IslandLeveraging the Power of Gifts in Estate Planning2006
Accounting for Estates and Trusts in Rhode IslandIRD and Retirement Plans2006
Accounting for Estates and Trusts in Rhode IslandPrinciples of Estate Planning as they Relate to Trust Accounting2006
Planning Opportunities Under TRA 2012 - An UpdatePlanning possibilities available under TRA 2010N/A
Northwestern MutualPlanning Opportunities under the 2010 Tax ActN/A
LIMRA InternationalPlanning under the 2012 TRAN/A

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