Estate & Trust Services

At Hallisey and D'Agostino LLP, Certified Public Accountants, a Hartford CPA firm, we provide a wide variety of estate planning and trust services to protect our client's wealth for future generations. Our services are designed to simplify the process for you by providing comprehensive wealth management and asset protection services.

Estate tax planning Estate and trust administration Trusts -- irrevocable, marital, living, and land trusts Trustee services Gift services Retirement planning Asset protection Corporate executor services Established relationships with attorneys and banks Ongoing administration services All related tax services and filings

Because many of our clients are family owned businesses, we have developed an expertise in helping families transfer wealth of family businesses in an equitable manner over the past two decades. Since we totally understand both the human and financial elements involved with these transitions, our clients call us when they need a Connecticut CPA firm.

We offer a FREE intitial consultation.  Please contact us at 860-563-8271, extension 106 and ask for Adelbert Hallisey or extension 222 and ask for Gerald Cibalskas regarding our services for estates and trusts.

For more information, please fill out the following form and a representative will contact you: