By listening carefully we help business owners make better decisions that save them money and time. Call today for a consultation.By listening and providing thoughtful counsel we help client create plans that work for them. Call today for a consultation.We help families deal with one of the most difficult times in life and make the process manageable. Call today for a consultation.We help our clients have the best possible quality of life, protect assets and have peace of mind. Call today for a consultation.By listening and providing thoughtful counsel we help clients create plans that work for them. Call today for a consultation.Helping families navigate the Medicare maze. Helping middle class families preserve and protect assets they've earned through hard work. Call today for a consultation.
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
Practice areas
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
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
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
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
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
Languages spoken
English
693 Bloomfield Ave.
Suite 200
Bloomfield, CT, 06002
State | Status | Acquired | Updated |
---|---|---|---|
MA | Active | 2001 | 05/30/2022 |
ID | Senior | 1994 | 06/10/2022 |
NJ | Active | 1994 | 03/22/2022 |
CT | Active | 1993 | 06/16/2022 |
Award name | Grantor | Date Granted |
---|---|---|
Super Lawyer | SuperLawyers | 2021 |
AV Preeminent Rated | Martindale-Hubbell | 2020 |
Title | Company name | Duration |
---|---|---|
President | Weatherby & Associates, PC | 1998 - Present |
Visiting Lecturer | University of Connecticut School of Law | 1998 - 2008 |
Partner | McClure & Weatherby, LLC | 1993 - 1998 |
Association name | Position name | Duration |
---|---|---|
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 |
Publication name | Title | Date |
---|---|---|
Weatherby & Associates, PC BLOG | Staying Hydrated in Summer | 2015 |
Weatherby & Associates, PC BLOG | VA Eliminates Net Worth Requirement for Healthcare | 2015 |
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 |
Estate Planning Strategies | Estate Planning Strategies Collective Wisdom Proven Techniques | 2009 |
The Constitutional Today | As the Economy Cools Keeping the Fire in Your Belly | 2009 |
AICPA | The CPA's Long-Term Care Planning | 2008 |
A Legal Guide for Connecticut Entrepreneurs | A Legal Guide for Connecticut Entrepreneurs | 1994 |
School name | Degree | Graduated |
---|---|---|
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 |
Conference name | Title | Date |
---|---|---|
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 |
Posted by Rona
January 4, 2011
Posted by Joe
June 14, 2021
Posted by Frances
October 20, 2020
Sebastian Desantis, Probate Attorney on Nov 26, 2018
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.
Nelson Donovan, Estate planning Attorney on Apr 21, 2020
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.
Nelson Donovan, Estate planning Attorney on Apr 21, 2020
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.
Sebastian Desantis, Probate Attorney on Nov 26, 2018
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.
Keith Davis, Estate planning Attorney on Nov 23, 2015
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.
Thomas Fafinski, Estate planning Attorney on Nov 22, 2015
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.
Stanley Miller, Estate planning Attorney on Nov 21, 2015
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.
Christian Lassen, Unknown Attorney on Aug 31, 2014
Relationship: Fellow lawyer in community
Top-notch attorney. Highly respected in the legal community.
Jonathan Frank, Estate planning Attorney on May 20, 2013
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.
Matthew Wiley, Estate planning Attorney on May 25, 2012
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.
Dennis Sullivan, Estate planning Attorney on Mar 29, 2012
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.
Joseph Cipparone, Estate planning Attorney on Nov 23, 2011
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.
Frank Bridges, Estate planning Attorney on Mar 2, 2011
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
Michael Cody, Estate planning Attorney on Feb 27, 2011
Relationship: Fellow lawyer in community
I endorse this lawyer.
Jonathan Reed, Elder law Attorney on Feb 13, 2011
Relationship: Fellow lawyer in community
I endorse this lawyer's pioneering work in expanding estate planning to life care planning.
Scott Hamilton, Estate planning Attorney on Dec 22, 2010
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.
Kathleen Grover, Estate planning Attorney on Sep 8, 2010
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.
Kevin Quinn, Estate planning Attorney on Sep 8, 2010
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.
George Constant, Estate planning Attorney on Sep 7, 2010
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.
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