Estate Planning Lawyers
Family Focused Firm Established in 1991
Family Focused Firm Established in 1991
Why Estate Planning with Attorney Gary Oberst
Attorney Gary Oberst has spent his legal career helping high net worth and other clients plan how to pass assets to the next generation. Estate planning is the greatest act of love and kindness we can do for our heirs and beneficiaries.
Attorney Gary Oberst will meet with you and help you think through the facts of your particular family and the best way to protect your assets while you are still using them and distribute them appropriately when you are done.
The moment in their lives when your loved ones need you the most is the exact time you cannot be there for them. They are frequently confused and lost, in addition to the grief of their loss. Our work to help you plan your estate and protect your assets helps create a safety net for your family. We guide you in helping them be prepared to know what to do, what your wishes are, and how you have provided for their futures.
What Oberst DeFala Law Provides
Last Will and Testament
- Must be executed pursuant to the Connecticut Statute of Wills to be considered valid.
- These are your final wishes, the assets you have accumulated over the course of your life and the people who will benefit from them when you no longer need them.
Health Care Directives
Teach your loved ones how to care for you while you are still alive but may need extra attention.
Living Wills
What can your loved ones do - what do they need to know - to do if you are in a persistent vegetative state and cannot make decisions for yourself.
Revocable Living Trusts
A place to store assets that you wish to share with your beneficiaries but allows you to still have access while you are alive.
Appointment of Agent for Healthcare Decisions
It is important to have a well-informed and empowered health care advocate to interact with you and the doctors on your behalf. This document can give permission for the doctors to share vital information with your most trusted health care advocate.
Power of Attorney
The ability to speak on your behalf when you need someone to go to the bank or other transactions for you. We recommend using this particular document sparingly and in limited, specific situations. We can help you decide if it is the right thing for your family.
Conservator of Person
Who will make decisions for you when your abilities are failing? If you have not chosen a conservator on your own, the court may appoint a member of the local bar association, or a relative who petitions for the role. You might want to let the court know - in advance - that if you ever do need a conservator, this is the person you most trust to fulfill the role.
Conservator of the Estate
Who will preserve your financial assets on your behalf while you still need them? As we age, our ability to remember details may become less reliable. It is worth it for some people to take a precautionary step and decide who may someday help you with these details.
Special Needs Trusts
Money set aside for adults who may not be able to become independent.
Trusts
Intervivos Trusts ("between living people") assign rights while the benefactor and the beneficiary are both still alive. They can be permanent (irrevocable) or temporary (Revocable), depending on the purpose for which they are being constructed. Testamentary Trusts are created by the will at the time of the benefactor's demise. They are irrevocable, because the benefactor no longer needs the assets in question.
Pets and Your Estate Plan
Who adopts your pets, and with what means? How to make sure that they continue to live the life you have prepared for them for as long as they can.
Learn More About
Oberst DeFala Law, PC
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