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Bloomfield Office
Three Regency Drive
Bloomfield, CT 06002
Phone: (860) 242-2221
Fax: (860) 286-0185

New Haven Office
1164 Townsend Avenue
2nd Floor
New Haven, CT 06512
Phone: (203) 468-4770
Clayman, Tapper & Baram, LLC offers a wide range of services to clients in the areas of estate and tax planning, estate and trust administration and charitable giving. The firm provides the counsel and tax planning necessary not only to preserve family wealth, but to enhance it.

Estate Planning and Administration
While wealth preservation involves a variety of issues, most of the services involve the estate planning and estate administration process. These services include the following:
  • developing an effective and coherent estate plan including
    • wills
    • durable powers of attorney
    • living wills
    • trusts
      • marital/credit shelter trust
      • special needs trust
      • life insurance trust
      • charitable remainder trust
  • counseling fiduciaries concerning estate administration and trust management
  • preparing necessary probate and tax documents
  • representing clients in probate court

Lawyer(s) Available
Francis J. Farrelly

 
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