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A graduate of Harvard College and Harvard Law School, Arthur has over 30 years of experience in the areas of Wills, Trusts, Taxation, Probate, Business Structuring, Business Transactions, Asset Protection, and Representation of Seniors.

Arthur is licensed to practice law in Connecticut, New York and Florida. His principal office is located in Centerbrook, Connecticut, with a satellite office in Ponte Vedra Beach, Florida.  He welcomes clients from throughout Middlesex, Hartford and New Haven counties.  Having also lived and worked in Florida, he welcomes clients,  as well, who have migrated to Florida as "Snowbirds" and maintain their primary residences in Connectticut, or who have become, or are, permanent Florida residents.

Arthur served as a trial attorney in the Tax Division of the Department of Justice in Washington, D.C. for several years after graduation from law school, before going into private practice.

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Arthur is a member of the Bar Association of Connecticut, as well as the Sections thereof on Estate Planning and Probate, Taxation, and Elder Law.  

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Office:     (860) 876-6246

Cell:        (850) 368-3369

Email:      arthurstern3@gmail.com

I welcome your call or e-mail to schedule a no-fee consultation

WILLS, TRUSTS, & ESTATE PLANNING

Estate planning is not cut and dry. To be sure, it normally involves drawing a Will. But more fundamentally, it is about establishing priorities for you and your family, and fulfilling those priorities through carefully considered strategies and drafting . The appropriate use of trusts, beginning with a Living Trust, is normally a key to careful planning for yourself and your family, both before and after you die.

 

BUSINESS & RETIREMENT

How you structure your business (e.g. sole proprietorship, LLC, corporation or partnership), and how you plan for the succession of your business, will have substantial income tax consequences, and affect family and employee harmony. Recent changes in the tax law affecting Retirement Plans (the "Secure Act") require careful planning to make sure you are maximizing the ability of your heirs to continue realizing tax-free growth for as long as possible, while  protecting those assets from dissipation.

When you die, your assets, other than those in your Living Trust, or that otherwise pass outside of your estate, will go through probate, a Court process. Your Executor must collect these assets, file an inventory with the Court, assure the satisfaction of your liabilities, prepare any required estate tax returns, and file an accounting with the Court. I would consider it my privilege to represent your Executor in navigating this process.

PROBATE

If charitable giving is an important focus of yours, charitable planning provides a unique opportunity for fulfilling your objectives in a way that also provides you with significant income and estate tax savings. . Charitable Remainder Trusts, Charitable Lead Trusts, Private Foundations or establishing a donor-advised fund with a local or regional Community Foundation are some of the strategies that my clients employ with my advice and assistance.

CHARITABLE PLANNING

REPRESENTATION OF SENIORS

Seniors deserve particular attention to concerns they did not face, or plan for, earlier in their lives. How can assets be protected from depletion by future nursing home care, or other costly medical expenses? Are you or your parents at risk of being taken advantage of, financially, by another person, even perhaps members of your family? Are you vulnerable to undue influence, or abuse by a health care facility? I consider it my responsibility to be an advocate for your health and well-being.

 

ASSET PROTECTION

Asset Protection is an important part of effective estate planning. Provisions in your Will or Living Trust that pass on assets to you children in further trust can protect these assets from claims by unwelcome creditors. Additionally, effective structuring of your business can insulate business assets from creditors whose claims arise outside of your business. The use of out-of-state trusts, or where the stakes are particularly high, off-shore trusts, enables you to benefit from the most advantageous protections.

SPECIAL NEEDS TRUSTS & ABLE ACCOUNTS

Helping you take advantage of recent advancements in the ability to preserve and utilize your assets for the care and comfort of disabled family members, while continuing to remain eligible for government benefits, represents an increasing focus of our practice. We focus increasingly on the effective use of Special Needs Trusts in combination with Able accounts.    

TAX AUDIT & LITIGATION

Proceeding from my experience as a tax trial attorney in the Department of Justice, I am prepared to represent you in any IRS audit or in litigation.