- Business DisputesDavid is past President and a former member of the Board of Directors of the Central Connecticut Business and Estate Planning Council. He is a member of the Connecticut Bar Association (Real Property and Business Law sections). David lives in Bolton with his wife, Nancy, and their two children, Emily and Evan. He is active in the Bolton community, where he has coached youth basketball, baseball, softball and soccer.
- Business TransactionsThe firm serves as legal counsel to a wide range of established business enterprises. The firm's client base includes many successful manufacturers, suppliers, retailers and service providers throughout the State of Connecticut. The firm's goal is to engage the business owner in the planning necessary to avoid legal controversies and to structure business transactions in a manner that makes sense from a tax and a financial point of view. The firm's experience encompasses the following...
- Limited Liability Companies
- Real Estate LitigationThe firm has substantial experience in representing clients in a variety of real estate matters, including representing purchasers, sellers and lenders in residential and commercial purchases and refinancings. In the event that a client is selling their real property without the assistance of a real estate agent, the firm can assist in the preparation of the real estate contract and, if the transaction is seller financed, the promissory note and mortgage deed. In addition, the firm represents landlords and tenants in the negotiation and preparation of residential and commercial leases.
- Real Estate TransactionsDavid is a principal in the law firm of Jaconetta, Burnham & Wimer, LLC, concentrating in the areas of business planning and transactions, real estate transactions, and income tax planning and preparation for estates and trusts (including charitable trusts and foundations). David is a graduate of The University of Connecticut School of Law and The Pennsylvania State University, where he earned a Bachelors of Science Degree in Accounting.
- Estate PlanningCollectively, the firm has over 70 years of experience in probate and estate administration matters. In addition, the firm has an established record of closing decedent's estates more quickly and efficiently than large institutions that perform the same functions. Our knowledge of the tax laws and the interrelationship between estate and income taxes has produced substantial tax savings during the estate administration process. The broad range of experience of the firm's professionals makes us distinctively qualified to handle all aspects of estate administration. In the context of representing the fiduciary of an estate, we will draft required probate documents; including inventories and accountings, and will represent the client at all hearings before the probate court. In addition, the firm will prepare the succession and estate tax returns, and fiduciary income tax returns for estates and trusts.
- WillsThe firm's estate planning practice includes everything from simple wills, living wills and powers of attorney, to family business succession planning. The practice also encompasses family limited partnerships and limited liability companies, and a broad range of trust arrangements such as living revocable trusts, marital trusts, credit shelter or by-pass trusts, irrevocable life insurance trusts, charitable remainder trusts, qualified personal residence trusts, and grantor retained annuity trusts.
- TrustsAnne is a principal of Jaconetta, Burnham & Wimer, LLC, in Glastonbury. Anne’s practice area focuses on estate planning, estate and trust administration, probate matters, elder law, and planning for individuals with disabilities or other special needs.
- Power of AttorneyOur firm advises elderly clients on a variety of legal matters; including determination of Medicaid eligibility, preparation of applications for Title XIX benefits, representation at fair hearings regarding the allowance of Title XIX benefits, selection of appropriate long term care facilities, analysis of the legal and tax consequences of gifting assets to family members, conservatorships, durable powers of attorney, and advance medical directives.
- Probate
- Tax LawThe paramount objective with every estate plan is to insure that the assets held by an individual at the time of death are conveyed in a manner consistent with his or her wishes. Since taxes imposed on an estate at death can exceed 70% of an individuals net worth, it is also important to engage in the appropriate level of tax planning. Attorney Jaconetta has an advanced law degree in taxation, and all of the firm's attorneys have several years of experience drafting estate plans that maximize the use of available credits and deductions, and minimize the impact of taxes applicable to decedents' estates. At the same time, the firm is committed to avoiding unnecessary complications, and assisting clients so that they understand the process and feel a sense of comfort knowing that their estates are in order.