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Tax Planning

Minimizing Estate Taxes

Federal, state, estate, gift, income, and generation-skipping taxes are constantly shifting, with different implications for different people. Whether I work with you to create a plan or to settle an estate, I will make sure critical tax questions are answered.

There are often decisions that can significantly impact the tax liability of your estate, or the estate you are administering. I will focus on ensuring an orderly and tax-efficient property transfer, working with your investment advisors, accountants, insurance planners, or other professional advisors when appropriate.

Together, we will find the right balance of expressing your wishes while protecting against taxes to the fullest allowable extent.

Contact me to discuss the role of tax planning in your estate.

  • Mary Schinke provided expert guidance to me and my sons about estate planning, powers of attorney and healthcare proxies.  She was excellent at consulting each party as to their individual needs and then following up to assure alignment of my estate plan to theirs.

    M. Davis, New York, New York and Washington, Connecticut

  • Mary is always thoughtful, thorough and a true pleasure to work with.

    C. Haver & S. Skolnick, Roxbury, Connecticut

  • Mary was not only thorough and professional, but always kind and willing to go the extra mile.

    R. Hocking, New York, New York

  • Mary Schinke provided excellent guidance to me and my co-executor as we navigated the probate process, resolving an estate with many loose ends. It would have been impossible for us executors to navigate the issues without Mary—she patiently explained every legal obligation to us, and carefully led us in resolving debt issues and distributions. In preparing the paperwork for the court, Mary ensured that the most accurate information would be conveyed. Mary carefully prepared for every meeting, and had all the time in the world for us when we met with her. Her cheerful “can do” attitude went a long way in getting us past the knotty issues. We are grateful to have worked with Mary! 

    L. Pistell, Summit, New Jersey & S. Beard, Blandford, Massachusetts

  • I wasn’t looking forward to making my will, but working with Mary made the process easy and comfortable. She is calm, thoughtful, and easy to understand.  Mary also helped me through the process of serving as an Executor.  She demystified the process and was a delight to work with. Mary will remain my cherished counsel and confidant, not only in law but also in my life.

    M. Richardson, Southbury, Connecticut

  • Mary is a lawyer's lawyer. Incredible knowledge, completely trustworthy with a particular expertise in trust and estate work. As a partner in a same sex relationship, Mary's time and advice in helping us properly plan for the inevitable was priceless. And did I mention her comforting, humorous and loving manner? Simply the best.

    P. Healy, Roxbury, Connecticut & New York, New York

  • Mary, thank you so much for all you’ve done. Your compassionate warmth and professionalism have been so important to me.

    J. Taylor, Southbury, Connecticut

  • Mary is very easy to work with.  Her deep and broad knowledge and experience helped us get our wills and other important life documents completed.  And we actually had a good time doing it!

    L. Apolzon & J. Stanton, Roxbury, Connecticut & New York, New York

  • When my husband died Mary helped me settle his affairs. Working with her, the process was smooth and easy to understand. Mary’s caring manner was a comfort to me during a difficult time.

    J. Omenson, Roxbury, Connecticut

  • I appreciated Mary's exceptional service. Mary was calm and clear throughout the process, making it far less onerous than I had anticipated.

                                                                                                                      - S. Albrecht, Canton, Connecticut

  • I have nothing but good things to say about my attorney, Mary Schinke. Not only is she an 
    excellent lawyer who covers all bases in an accurate and comprehensive manner, but is also a
    compassionate and kind person.  I heartily recommend her.

    M. Garfin, Southbury, Connecticut

  • Mary always made us feel very comfortable with the process and her effort.

    D. Hocking, New Rochelle, New York