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Henry C. Weatherby

Medicaid and medicare Attorney at Bloomfield, CT

5.0   3 reviews

Licensed for 28 years

Virtual consultation available

About Henry

Learn Henry’s areas of practice.

5
Practice areas
  1. Medicaid and medicare
    30%
    Weatherby & Associates, PC Life Care Planning team can help with a wide variety of services and solutions to give your loved ones a better life in their aging years,

    24 years

  2. Estate planning
    25%
    Our Estate Planning practice focuses on assisting clients provide for themselves when incapacitated. We also strive to make sure that our clients understand their planning options and results they get from each option. To accomplish this objective we have long term personal relationships with our clients with regular recurring contact. This is accompanied by people, systems and process that assist our clients in getting the results they wanted by dealing with the inevitability of change.

    29 years

  3. Elder law
    20%
    Over nearly 20 years we have developed people, systems and process to help make sure that our clients get the results they wanted when they are needed. Our Elder Law/Care practice focuses on assisting clients to live as well as possible, as long as possible and where they want. To accomplish this objective we have long term personal relationships with our clients with regular recurring contact. We assist our clients throughout their lifetime deal with the inevitability of change.

    24 years

  4. Probate
    20%
    Being named to settle the estate of a loved one is an honor that is very demanding on your time and resources. Generally there is little understanding of the tremendous responsibilities and the complexities that may be involved and the deadlines one must manage. Our services make it possible for the complete novice to accept this challenge with confidence that the job will be completed timely and as smoothly as we can possibly make it. We want our clients to sleep comfortably every night.

    29 years

  5. Business
    5%
    Weatherby & Associates, PC have been helping business owners get more out of their businesses for nearly 20 years. We help clients position their businesses to ensure long-term viability and maximize benefits for owners and their families.

    29 years

Hank is the founding principal of the law firm of Weatherby & Associates, PC. He has a BS in Human Resource Management from the State University of New York, Albany and a JD degree from the University of Connecticut School of Law.

Hank also holds the CLU (Chartered Life Underwriter), and ChFC (Chartered Financial Consultant) designations and is a CEBS (Certified Employee Benefits Specialist), a designation granted by the International Association of Employee Benefit Specialists and the Wharton School.

Hank is the contributing editor of A Legal Guide for Connecticut Entrepreneurs, published by the Connecticut Small Business Administration. He has also authored and co-authored articles on estate planning, pension administration issues, COBRA, Family Medical Leave Act and the Americans with Disabilities Act.

Hank is a member of the National Academy of Elder Law Attorneys, Wealth Counsel, the Hartford Business and Estate Planning Counsel, the Central Connecticut Estate Planning Counsel, and the Society of Financial Service Professionals.

He is a founder and past President of the Connecticut Chapter of the National Institute of Pension Administrators and a former President of the Hartford Chapter of the Society of Financial Service Professionals. Hank is a member of the Connecticut and Idaho Bar Associations and the Hartford County Bar Association.

He is a member of the Elder Law, Estate Planning, and Taxation sections of the Connecticut Bar Association. Hank has developed and regularly conducts continuing education programs on estate, business and exit planning, as well as elder law in both Connecticut and Massachusetts. Below is a listing of some of the programs that Hank has either taught or attended.

Specialty Education in Advanced Estate and Business Planning

Estate Planning With Family Limited Partnerships

Nuts and Bolts of Trusts

Exit Planning for Business Owners

Overview of Entity Selection

Advanced Wealth Planning

Fundamental & Advanced Estate Planning

Planning with IRAs and Qualified Plans

Asset Protection: Domestic & Offshore Strategies

Helping Families Understand Advance Directives

Estate Planning and Long-Term Care

How to Save Your Home and Your Life Savings in the Event of Catastrophic Illness

Post-Mortem Trust Administration

Charitable Lead Trusts

Integrating Retirement Plans into the Estate Planning Process

Tax Consequences of Unmarried Cohabitation

Living With Alzheimer’s Disease – Legal Issues

Estate Planning Considerations for Unmarried or Opposite Sex Cohabitants

Using GRATs, Charitable Lead Trusts, ILITs, Split-dollar Insurance, Limited Partnerships and Private Foundations as Planning Solutions

Estate Planning in the New Millennium Medicaid/Medicare – Does It Matter?

When Special Needs Trusts Go Bad

Non-Qualified Deferred Compensation Plans for Estate Planning Clients

AV Preeminent Peer Review Rating
AV Preeminent Peer Review Rating

Martindale-Hubbel

Top Contributor 2013
Top Contributor

Avvo

Photos and videos

Licensed for 28 years
State MA
Status Active
Acquired 2001
Updated 09/19/2022
State NJ
Status Active
Acquired 1994
Updated 11/08/2022
State CT
Status Active
Acquired 1993
Updated 11/28/2022
State ID
Status Senior
Acquired 1994
Updated 11/20/2022

We have not found any instances of professional misconduct for this lawyer.

Contact Henry

Henry C. Weatherby
693 Bloomfield Ave.
Suite 200
Bloomfield, CT, 06002

Reviews

5.0 / 5.0
  3 customer reviews
5 Star
 
100%
4 Star
 
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Posted by Rona | January 4, 2011
Estate Planning made Painless - Excellent Ongoing SUpport
My husband and I engaged Hank Weatherby's services last year to help us plan for our children and grandchildren. As this is my second marriage and the third for my husband, with children from each marriage, we had thought this would be a very stressful process. Hank immediately put us at ease. He provided helpful materials that helped us formulate our goals. He provided practical examples and explanations for legal concepts that would otherwise have been difficult to understand. We had been avoiding this task for several years. Hank guided us through every step of the process and made what had been an overwhelmingly complex matter seem straight-forward and understandable. He never imposed his personal views. Rather, he helped us understand our wishes (which we really hadn't thought through before) and then implemented them. We've been delighted with the outcome and the ongoing communications and support. Hank is proactive and always accessible to answer questions. Had we known how painless he would make the process, we would never have procrastinated. We highly recommend his services
Read less
Posted by Joe | June 14, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Provided a Simple Solution to a Complext Problem
I was referred to Attorney Weatherby by a friend. I have no family but I wanted to leave a separate parcel of land with a garage to a neighbor and my home across the street to a friend. I was procrastinating and dreading the process. Attorney Weatherby was able to provide a draft of the plan as we spoke and shortly after receiving a few missing pieces of information. He also made sure that I had a living will, POA, advanced designation of conservator, etc. He was very thorough and very nowledgeable.
Read less
Posted by Frances | October 20, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Not a One-Size-Fits All Attorney
I worked with Hank Weatherby after a general practice attorney I hired had made substantial errors when advising me on a family member's Medicaid spenddown. The nursing home had threatened to take my home away at one point! Hank took over, unraveled the extremely tangled knot, and provided me with answers and peace of mind. Hank then worked with me on my estate plan to clearly explain all the options I had which were unique to me- there were no fill-in-the-blanks documents. Hank's comprehensive approach to planning and his innovative Lifebridge plan ensures that my estate documents are up to date and are relevant to my life circumstances.
Read less

Cost

Rates
  • Retainer Sometimes
Payment methods
Cash, Check, Credit Card

Resume

AVVO RATING 10.0 (Superb)

Work Experience

  • President
  • Weatherby & Associates, PC
  • 1998 - Present
  • Visiting Lecturer
  • University of Connecticut School of Law
  • 1998 - 2008
  • Partner
  • McClure & Weatherby, LLC
  • 1993 - 1998

Education

  • University of Connecticut School of Law
  • JD
  • N/A
  • State University of New York, Albany
  • BS - Bachelor of Science
  • N/A
  • American College
  • CLU, ChFC
  • N/A
  • University of Pennsylvania, Wharton School
  • CEBS
  • N/A
View all education

Associations

  • Connecticut Bar Association, Elder Law Section
  • 2002 - Present
  • National Academy of Elder Law Attorneys
  • Member
  • 2001 - Present
  • Wealth Council
  • Founding Member
  • 1997 - Present
  • Connecticut Bar Association, Trusts and Estates Section
  • 1994 - Present
  • National Academy of Elder Law Attorneys (Connecticut chapter)
  • Officer
  • 2012 - 2019
  • National Academy of Elder Law Attorneys (Connecticut chapter)
  • Director
  • 2010 - 2012
View all associations

Languages Spoken

  • English

Awards

  • Super Lawyer
  • SuperLawyers
  • 2021
  • AV Preeminent Rated
  • Martindale-Hubbell
  • 2020

Publications

  • AFFC Publications
  • Don't Go Broke in a Nursing Home
  • 2013
  • Collaborative Press, LLC
  • Being In Business is a Funning Thing - Getting Out Isn't
  • 2011
  • News Capsule, Fairfield County Medical Association
  • Legal Corner - Why Your Practice Should Never Own Anything! What Mistakes Are You Making?
  • 2010
  • News Capsule, Fairfield County Medical Association
  • Legal Corner - Dispelling the #1 Myth of Asset Protection: Why You Can Lose Assets in a Medical Malpractice Lawsuit
  • 2010
  • A Legal Guide for Connecticut Entrepreneurs
  • A Legal Guide for Connecticut Entrepreneurs
  • 1994
View all publications

Speaking Engagements

  • inPractice
  • Law Firm Succession Planning
  • 2013
  • Elder Law Seminar
  • Don't Go Broke in a Nursing Home
  • 2013
  • Elder Law Seminar
  • Don't Go Broke in a Nursing Home
  • 2013
  • CPA Continuing Education Workshop
  • The Advisors Role in Exit Planning
  • 2013
  • CPA Continuing Education Workshop
  • How to Get a Double Set Up in Basis
  • 2013
  • Masonic Care In-Service
  • Aid & Attendance Benefits(What Social Workers Need to Know)
  • 2010
  • CT NACVA Quarterly Meeting
  • Valuation & Other Issues
  • 2010
  • Business Enterprise Institutes Annual Conference
  • Charitable Lead Trusts and Their Use In Exit Planning
  • 2010
  • Women Forum at Prudential
  • Medicare and Medicaid an Overview
  • 2009
  • Wealth Counsel
  • Understanding and Drafting Business Succession Documents
  • 2007
View all speaking engagements

Attorney endorsements

Received (17)
Given (33)
Probate Attorney | Nov 26
Relationship: Fellow lawyer in community
"I discussed a trust issue with him and he was very knowledgeable, insightful and helpful on how best to resolve an unusual issue. I would use him personally if it had come to that point and would refer client's having probate or trust issues."
Estate planning Attorney | Apr 21
Relationship: Fellow lawyer in community
"Henry Weatherby is a first-rate attorney. Not too many people share his ability to explain complex estate planning techniques with such ease. He understands the needs of families and has the knowledge and experience to help them protect, preserve and transfer wealth. His dedication and enthusiasm for the subject matter are readily apparent. He has a way of explaining complex and interrelated topics so that they make sense. He is a lawyer’s lawyer, with a tremendous grasp of how to use trusts and business entities to accomplish a number of goals efficiently and privately. Anyone would be lucky to have an attorney of his caliber."
Estate planning Attorney | Nov 23
Relationship: Worked together on matter
"I fully endorse this lawyer. I have known Hank for many years and respect his knowledge and judgement. He is the first lawyer i tun to when i have a legal matter needing attention in CT."
Estate planning Attorney | Nov 22
Relationship: Other
"I have worked with Hank at the national level dealing with advanced estate planning methods, techniques and trends. I am truly impressed with the wealth of his knowledge and always look forward to the opportunity to collaborate with him. Hank is a thought leader at the national level and has worked to help lawyers across the country to learn about his enlightened approach to client issues."
Estate planning Attorney | Nov 21
Relationship: Worked together on matter
"I have known Hank for more than 20 years. I have worked with him on client matters and participated in dozens of continuing education programs where he was a participant and thought leader. Hank takes his work and his client relationships seriously."
Unknown Attorney | Aug 31
Relationship: Fellow lawyer in community
"Top-notch attorney. Highly respected in the legal community."
Estate planning Attorney | May 20
Relationship: Worked together on matter
"Henry is an experienced and knowledgeable attorney. We have worked together in the past for several mutual clients who were very satisfied with the results. I highly recommend Henry."
Estate planning Attorney | May 25
Relationship: Friend
"I first met Hank about 3 years ago and since that time it has become exceedingly clear to me that Hank has the rare ability to take a complex problem, simplify it, and drive home results for his clients- consistently. Simply put Hank is one of the leading minds in estate planning industry and I consider him a valued mentor."
Estate planning Attorney | Mar 29
Relationship: Fellow lawyer in community
"I belong to several national associations made up of estate planning and elder law attorneys. Hank Weatherby has a terrific reputation among the members of these organizations. When I have a client who has a family member in need of estate planning or elder law services in Connecticut, he will take the time to understand their concerns. He also has the expertise to help them plan to protect what is most important to them as he is committed to continuing improvement in estate planning and elder law."
Estate planning Attorney | Nov 23
Relationship: Fellow lawyer in community
"Hank is an excellent attorney who is very knowledgeable in this practice area. He works diligently and thinks creatively. He is an excellent choice as an attorney for business and estate planning. He knows a lot about employee benefits and investments and how they affect your estate plan. We serve together on the Connecticut Chapter of the National Academy of Elder Law Attorneys."
Estate planning Attorney | Mar 02
Relationship: Fellow lawyer in community
"I endorse this lawyer. I know Hank to be a careful and skillful lawyer who cares about his clients and works hard to help them achieve their objectives. I would not hesitate to recommend him to clients, colleagues and friends. Frank L. Bridges"
Estate planning Attorney | Feb 27
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Elder law Attorney | Feb 13
Relationship: Fellow lawyer in community
"I endorse this lawyer's pioneering work in expanding estate planning to life care planning."
Estate planning Attorney | Dec 22
Relationship: Worked together on matter
"I endorse this lawyer. Hank spends the time necessary to fully understand the goals of his clients and then works diligently to help them realize those goals. Highly recommend."
Estate planning Attorney | Sep 08
Relationship: Worked together on matter
"Hank's primary focus is on the needs of his clients and what works best for them in their individual circumstances. He is very practical and works to educate his clients without being condescending. At the same time, he keeps himself up to date on the many changes in the financial and tax structures so that he can best assist his clients, both individual and business. I endorse his work."
Estate planning Attorney | Sep 08
Relationship: Fellow lawyer in community
"I endorse this lawyer's work. I have known Hank for 15 years or more. We have worked on a variety of matters together and do to one conflict or another I have occasionally referred matters to Hank. Hank is creative in his solutions; thorough and careful in his analysis; ethical in all manner and respects; and dedicated to his client's success. Hank is able to explain complex legal and financial concepts in clear and effective language that allows clients to make informed decisions. Hank has earned the respect he is afforded in our community."
Estate planning Attorney | Sep 07
Relationship: Worked together on matter
"I wholeheartedly endorse Hank's work. Hank is a trusted colleague with whom I have forged a collaborative relationship to better serve our mutual clients on advanced estate and business planning matters. He possesses a rare blend of exceptional technical abilty and superior client service skills. I am proud to be associated with Hank."
View more endorsements
Estate planning
Estate planning
Estate planning
Estate planning
Estate planning
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Estate planning
Bankruptcy and debt
Estate planning
Estate planning
Estate planning
Estate planning
Wills and living wills
Estate planning
Estate planning
Estate planning
Bloomfield Medicaid and medicare Lawyer Henry C. Weatherby
Henry C. Weatherby
Medicaid and medicare Attorney
Bloomfield, CT
Licensed for 28 years
Virtual consultation available