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Kevin D Quinn
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About Kevin
Biography
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, New Hampshire, & Vermont
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
Celebrating 30 Years of Helping Families Create a Lasting Legacy
Practice Areas
6
Practice Areas
Estate Planning
30%
Business
25%
Elder Law
15%
Medicaid and Medicare
10%
Fees and Rates
Cost
Retainer
Sometimes
Payment Methods
- Cash
- Check
- Credit Card
Awards
2011
Licenses
Licensed in Connecticut for 32 years
State: Connecticut
Acquired: 1993
No misconduct found
Licensed in Massachusetts for 32 years
State: Massachusetts
Acquired: 1993
No misconduct found
Location
Legacy Counsellors, P.C.
117 Pleasant Street, Easthampton, MA, 01027
legacycounsellors.com/index.phpLegacy Counsellors, P.C.
699 Bloomfield Avenue, Bloomfield, CT, 06002
legacycounsellors.com/index.phpGallery
Online Presence
Other places you can find Kevin online.
Kevin D Quinn's Reviews
Avvo Review Score
10 Client Reviews
Filter Avvo Reviews (10)
Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.
Practice Areas
Showing 1 - 5 of 5 reviews | Practice Area Knowledge
Posted by Dan | August 14, 2013 | Estate Planning
Estate Planning Excellence
As an Insurance and Financial Advisor, I have referred several clients to Kevin for his Estate Planning expertise. Last month, he worked with my 77 year old couple with complex Estate and Business Planning needs. His recommendations were clear, met their needs and wants, and will significantly reduce...
Posted by Bev & Jim | October 24, 2011 | Estate Planning
Highly Recommend Kevin
We have used Kevin's services for some 4 years now for estate planning, designing and implementing trusts and our family foundation. He is extremely knowledgeable in all areas and has provided invaluable insights, advice and counsel to our whole family. He has not only worked on educating us but our ...
Posted by anonymous | October 04, 2011 | Estate Planning
Great Service
Kevin's primay strength is the ability to take complex issues and translate them into understandable English. I have enjoyed working with him and count on him for all of my trust/estate related questions
Posted by Rich | August 31, 2011 | Estate Planning
Review of Kevon Quinn
Kevin is an expert in Estate Planning. We've found him trustworthy, thorough and always willing to answer questions in a complicated field. Best of all - His regular educational tutorial sessions on various Estate topics are absolutely invaluable.
Posted by Alan | August 19, 2011 | Estate Planning
estate plannig
We met with Attroney Quinn thorougly confused about setiing up our estate and he was very knowlegeabe and helpful. He and his staff are always ready and willing to answer any questions and concerns that we have had.
Kevin D Quinn's Lawyer Endorsements
"I endorse this lawyer."
"Kevin is an excellent attorney and I highly recommend him. Beyond his legal skills Kevin is genuinely kind and compassionate - I'm honored to know him. We've worked together on a few cases and I always come away being a better lawyer."
"Top-notch attorney. Highly respected in the legal community."
"I endorse this lawyer. Kevin is well-known nationally for his expertise in complex estate planning matters. His attention to detail, vast knowledge and high-degree of professionalism are unparalleled in the estate planning field. I would recommend anyone needing estate planning to visit Kevin."
"Kevin and I belong to several professional organizations together. He is very knowledgeable and a strong advocate for his clients. He is a serious and intellectual attorney who is state of the art in all matters."
"I know Kevin through professional organizations we belong to. Kevin is extremely knowledgable in the areas of estate planning, asset protection and elder law. He has represented both very high net worth clients as well as those with few assets. Kevin has the highest character and I would not hesitate to refer clients to him."
"I have known Kevin Quinn for almost 15 years. Kevin is a true counselor and advocate for his clients. His ability to listen to client's needs, develop Estate Planning solutions, and communicate those solutions is outstanding. I have worked closely with Kevin on various cases and consider him an expert in the Estate Planning field. He represents his clients with professionalism, effectiveness and warmth."
"I endorse Kevin Quinn as an extremely qualifed attorney. Kevin is highly skilled and truly takes the time to address his clients needs and concerns. He is an asset to the Elder Law community."
"I have known Kevin as a colleague for several years. Kevin takes his calling seriously, and works hard to deliver top-level service to his clients. He is a genuine person, who is respectful of others. I admire and respect his competence in guiding successful families, and his ability to serve as their authentic advisor. I would not hesitate to hire Kevin."
"I endorse this lawyer. Attorney Quinn shows excellent understanding of asset protection issues. He would be especially good for a business owner whose estate plan would need to involve asset protection and business elements."
"I have known Kevin for approximately 13 years. Kevin is a very caring person who always does a great job for his clients. He has a great knowledge in the estate planning area. Kevin always works hard to improve his services, so his clients receive excellent results. I would feel comfortable referring any of my family or friends to him."
"Kevin Quinn is one of the brightest most through attorneys that I have had the privilege to work with. Over the 15 plus years that I have known him I have had occasion to work together for the same client and as opposing counsel in matters. Kevin is respected by his peers and other professionals with whom he works. Kevin is excellent at explaining complex concepts in terms that anyone can understand. The legal profession needs more attorneys like Kevin; he raises the standard to which we should all aspire. I would not hesitate to have Kevin represent a family member because I know they would get sound advice and counsel from a man who strives to do the best he can for his clients."
"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."
Steven Riley
Ethics and professional responsibility lawyer | Apr 29
Relationship: Fellow lawyer in community
"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."
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Experience
Honors
2011
2011 Connecticut Wealth Advisors, Connecticut Magazine
2001
Fellow of the Institute, Esperiti Peterson Institute
Work Experience
2001 - Present
Founder & Instructor, Wealth Strategies Institute, LLC
1994 - Present
President, Legacy Counsellors, P.C.
1988 - 1995
Adjunct Professor, University of Hartford Barney School of Business Administration
1986 - 1996
Senior Budget Analyst, Kaman Aerospace
1982 - 1986
Corporate Pilot, Northampton Coca-Cola Bottling Company
Associations
2000 - Present
Central Connecticut Business and Estate Planning
2000 - Present
Wealth Counsel Forum - Connecticut
WealthCounsel, LLC
Member
National Counsel on Planned Giving
Connecticut Planned Giving Group
Wealth Legacy Development Project
Massachusetts Bar Association's Probate and Estates section
Connecticut Bar Association's Probate and Property section
American Bar Association's Probate and Property section
1991 - 2001
National Network of Estate Planning Attorneys
Esperti-Pterson Institute
Full Fellow
Sample of Legal Cases
Confidential
Approximately $2 million of assets protected, claimant deterred from further action
Education
2001
Esperti Peterson Institute
Post Doctoral
1993
Western New England College School of Law
Juris Doctorate
1986
University of Connecticut
MBA
1980
Embry-Riddle Aeronautical University
BS - Bachelor of Science
1980
Embry-Riddle Aeronautical University
AS Aviation Management
Speaking Engagements
2023
Charitable Planning- Planned Giving
Charitable Planning- Planned Giving
2023
Back to the Future
Back to the Future
2022
The Truth About Estate Planning
The Truth About Estate Planning
2022
Perpetuate Family Wealth
Perpetuate Family Wealth
2022
More Truth About Estate Planning
More Truth About Estate Planning
2021
What You Can Do NOW To Prepare for Biden Admin Tax Leg.
What You Can Do NOW To Prepare for Biden Admin Tax Leg.
2021
Understanding & Planning for Medicaid
Understanding & Planning for Medicaid
2021
Resurrection of the ILIT
Resurrection of the ILIT
2021
Planned Giving
Planned Giving
2021
Estate Settlement
Estate Settlement
2021
Asset Protection
Asset Protection
2021
Asset Protection
Asset Protection
2020
Wealth Transfers
Wealth Transfers
2020
SECURE Act Solutions
SECURE Act Solutions
2020
Perpetuate Family Wealth
Perpetuate Family Wealth
2020
Lessons Learned
Lessons Learned
2020
CT Uniform Trust Code
CT Uniform Trust Code
2017
The Truth about Estate Planning
The Truth About Estate Planning
2017
Estate Administration from Start to Finish
Handling Estate Administration Tax Issues and Distribution / Closing of the Estate
2017
Business Succession Planning
Business Succession Planning
2016
The Probate Process From Start to Finish
The Probate Process From Start to Finish
2013
Wealth Strategies Institute, LLC
Business Succession Planning
2013
Rules of Trust Administration in CT
Trust Administration
2013
Rules of Trust Administration - Hartford, CT
Rules of Trust Administration
2013
Northwest Mutual
Planning under the 2012 Tax Relief Act
2013
LIMRA International
Planning under the 2012 Tax Relief Act
2013
LIMRA
Business Succession Planning
2012
Wealth Strategies Institute, LLC
Asset Protection Planning
2012
Wealth Strategies Institute, LLC
Business Succession And Estate Planning for Business Owners
2012
Wealth Strategies Institute
Charitable Planning In light of the 2012 election results
2012
LIMRA International
Use of Intentionally Defective Grantor Trusts
2012
LIMRA International
Irrevocable Life Insurance Trusts
2012
LIMRA International
Long Term Care Planning
2012
LIMRA International
Creditor Protection Planning
2012
LIMRA International
Planning Opportunities under the 2010 Tax Act
2011
LIMRA International
Planning Opportunities under the 2010 Tax Act
2011
Advice One, LLC
Planning Opportunities under 2010 Tax Act
2010
UBS Financial Services
Estate Planning Update
2010
LIMRA International
Advanced Estate Planning of IRA Distributions
2010
LIMRA International
Sophisticated Estate Planning with Large IRAs
2010
LIMRA International
Use of Split Dollar Agreements
2010
LIMRA International
Estate Planning Update
2010
LIMRA International
Business Transfer Strategies
2010
LIMRA International
Creditor Protection Planning
2010
LIMRA International
Advanced Estate Planning of IRAs
2010
LIMRA International
Integrating Sophisticated Planning Solutions into a Single Wealth Strategies Plan
2010
LIMRA International
Decision in Crisis
2010
AdviceOne, LLC
Use of Split Dollar Agreements
2009
Wealth Strategies Institute, LLC
Decision in Crisis
2009
Wealth Strategies Institute, LLC
Estate Planning with GRITs, GRATs and QPRTs
2009
Wealth Strategies Institute, LLC
Alaska Trusts
2009
Wealth Strategies Institute, LLC
The Role of the Family Office
2009
People's Financial and Insurance Services
The Truth About Estate Planning
2009
People's Financial and Insurance Services
Irrevocable Life Insurance Trusts
2009
People's Financial and Insurance Services
Long-Term Care Planning
2009
People's Financial and Insurance Services
Solutions for Estate Planning IRA Distributions
2009
People's Financial and Insurance Services
Asset Protection
2009
People's Financial and Insurance Services
Creditor Protection Planning
2009
People's Financial and Insurance Services
Use of Family Limited Partnerships in Sophisticated Estate Planning
2009
People's Financial and Insurance Services
Charitable Lead Trust Planning
2009
People's Financial and Insurance Services
Charitable Remainder Trust Planning
2009
People's Financial and Insurance Services
Use of Private Foundations in Wealth Strategies Planning
2009
LIMRA International
Business Succession Planning
2008
The 8 Greatest Estate Planning Techniques
Sale to Grantor Trusts
2008
The 8 Greatest Estate Planning Techniques
Grantor Retained Annuity Trusts and Qualified Residence Trusts
2008
The 8 Greatest Estate Planning Techniques
Protecting the Estate from Taxes and Creditors - Family Limited Partnerships
2008
The 8 Greatest Estate Planning Techniques
Making the Most of Life Insurance - Irrevocable Life Insurance Trusts
2008
The 8 Greatest Estate Planning Techniques
Revocable Living Trusts: Will They Work - Effectively Using Revocable Trusts
2008
The 8 Greatest Estate Planning Techniques
Problems with Traditonal Planning - Title, Beneficiary Designations and Wills
2008
The 8 Greatest Estate Planning Techniques
Effective Estate Planning - A New Perspective
2008
Smith Barney
The Family Limited Partnership
2008
LIMRA International
Use of Intentionally Defective Grantor Trusts
2008
LIMRA International
Creditor Protection Planning
2008
LIMRA International
Charitable Lead Trusts
2008
LIMRA International
The Family Limited Partnership
2008
LIMRA International
The Role of the Family Office
2008
LIMRA International
Business Transfer Strategies
2008
LIMRA International
The Current State of the M&A Market
2008
LIMRA International
Business Valuation Techniques
2008
Financial Planning and Investement Conference
Current Issues in Inherited IRAs and Trusts
2008
AdviceOne, LLC
Use of Intentionally Defective Grantor Trusts
2008
Accounting for Estates and Trusts in Rhode Island
Leveraging the Power of Gifts in Estate Planning
2008
Accounting for Estates and Trusts in Rhode Island
IRD and Retirement Plans
2007
Trust Administration in Connecticut
Trust Administration in Connecticut
2007
The 8 Greatest Estate Planning Techniques
Sale to Grantor Trusts
2007
The 8 Greatest Estate Planning Techniques
Grantor Retained Annuity Trusts and Qualified Residence Trusts
2007
The 8 Greatest Estate Planning Techniques
Protecting the Estate from Taxes and Creditors - Family Limited Partnerships
2007
The 8 Greatest Estate Planning Techniques
Making the Most of Life Insurance - Irrevocable Life Insurance Trusts
2007
The 8 Greatest Estate Planning Techniques
Revocable Living Trusts: Will They Work - Effectively Using Revocable Trusts
2007
The 8 Greatest Estate Planning Techniques
Problems with Traditional Planning - Title, Beneficiary Designations and Wills
2007
The 8 Greatest Estate Planning Techniques
Effective Estate Planning - A New Perspective
2007
Succession Planning for Single-Owner Businesses
Succession Planning for Single-Owner Businesses
2007
Succession Planning for Single-Owner Businesses
Succession Planning for Single-Owner Businesses
2007
LIMRA International
Charitable Lead Trusts
2007
LIMRA International
Intentionally Defective Grantors Trust
2007
LIMRA International
Family Limited Partnership
2007
LIMRA International
Solutions for Estate Planning IRA Distributions
2007
Creditor Protection Planning
Creditor Protection Planning
2007
Business Succession Planning
Business Succession Planning
2007
Business Succession Planning
Business Succession Planning
2007
Business Succession Planning
Business Succession Planning
2007
Asset Protection Planning
Asset Protection Planning
2006
The 8 Greatest Estate Planning Techniques in Connecticut
Protecting the Estate from Taxes and Creditors - Family Limited Partnerships
2006
The 8 Greatest Estate Planning Techniques in Connecticut
Effective Estate Planning
2006
The 8 Greates Estate Planning Techniques in Connecticut
Maximizing Wealth While Minimizing Issues - Charitable Trusts
2006
The 8 Greates Estate Planning Techniques in Connecticut
Sale to Grantor Trusts
2006
The 8 Greates Estate Planning Techniques in Connecticut
Grantor Retained Annuity Trusts and Qualified Residence Trusts
2006
The 8 Greates Estate Planning Techniques in Connecticut
Making the Most of Life Insurance - Irrovacable Life Insurance Trusts
2006
The 8 Greates Estate Planning Techniques in Connecticut
Planning that Focuses on What Clients Really Care About: Counseling-Orientated Estate Planning that Avoids Ethics Traps
2006
The 8 Greates Estate Planning Techniques in Connecticut
Revocable Living Trusts: Will They Work? - Effectively Using Revocable Trusts
2006
The 8 Greates Estate Planning Techniques in Connecticut
Problems with Traditonal Planning - Title, Beneficiary Designations and Wills
2006
Post-Mortem Estate Planning
Post-Mortem Estate Planning: Minimizing Taxes and Optimizing Results
2006
LIMRA International
Trust Administration in Connecticut
2006
Accounting for Estates and Trusts in Rhode Island
Leveraging the Power of Gifts in Estate Planning
2006
Accounting for Estates and Trusts in Rhode Island
IRD and Retirement Plans
2006
Accounting for Estates and Trusts in Rhode Island
Principles of Estate Planning as they Relate to Trust Accounting
N/A
Planning Opportunities Under TRA 2012 - An Update
Planning possibilities available under TRA 2010
N/A
Northwestern Mutual
Planning Opportunities under the 2010 Tax Act
N/A
LIMRA International
Planning under the 2012 TRA
Publications
2013
Planning under the New American Taxpayer Relief Act of 2012
Planning under the New American Taxpayer Relief Act of 2012
2013
Legacy Counsellors, P.C. Blog
Sphere of Care
2013
Wealthcounsel Quarterly
Carpe Diem - Seize the Day!
2003
GIVING - Philanthropy for Everyone
GIVING - Philanthropy for Everyone
2002
"Strictly Business" Planning Strategies for Privately Owned Businesses
"Strictly Business” Planning Strategies for Privately Owned Businesses
1999
"Generations" Planning for Your Legacy
"Generations" Planning for Your Legacy
Languages
English
Activity
Legal Answers
Legal Answers
Q&A
I have a revocable trust, how important is it to have my real estate, car registrations and titles in the name of my trust for
18 Oct 2012
Q&A
When moving property to a trust, does a deed have to be drawn transferring the property to the trust .
29 Jan 2012
Q&A
If a surviving spouse dies and an adult child is named beneficiary to mass state retirement plan what will happen
30 Dec 2011