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Bryan Matthew Etter's Legal Cases (5)

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Estate planning

Asset Protection and Estate Tax Planning

Aug 29, 2017

OUTCOME: Successful

Designed and executed a highly complex plan with elements of Asset Protection (Revocable Living Trusts) and Estate Tax avoidance (ILIT's) for a high net worth business owner.

Probate

Estate of CK

May 22, 2017

OUTCOME: Successful/closed

Worked on a CT probate coupled with a Trust Administration for a wonderful family. We efficiently closed the estate (and funded the trust) with no issues to speak of.

Probate

Estate of MJ

N/A

OUTCOME: Successful

Probated a large estate

Probate

Estate of WF

N/A

OUTCOME: Successful

Probated a large estate, as well as arranged for the appointment of a new Trustee. Represented the Trustee on trust administration matters.

Estate planning

Credit Shelter Trust (Asset Protection)

N/A

OUTCOME: Successful

Represented a wealthy CT-based business owner, and provided both protection and estate exclusion of his assets