Vincent A. Liberti, Jr.: Lawyer with Halloran & Sage LLP

Vincent A. Liberti, Jr.

Partner
Hartford,  CT  U.S.A.
Phone860-241-4048

Peer Rating
 4.4/5.0
BV® Distinguished

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Experience & Credentials Ratings & Reviews
 

Practice Areas

  • Elder Law
  • Estate Planning & Probate Administration
  • Real Estate
  • Income, Estate & Gift Taxation
  • Succession Planning
 
University Union College, B.S., Industrial Economics
 
Law SchoolWestern New England University School of Law, J.D.; Western New England University School of Law, LL.M., Estate Planning/Elder Law
 
Admitted1992, Massachusetts; 1993, Connecticut and New York; US District Court, District of Connecticut
 
Memberships 

Associations

American Bar Association
Connecticut Bar Association
- Estate and Probate Section
- Real Estate Section
New Haven County Bar Association,
- Trusts, Estates & Probate Committee
(Director 2005-2006)
- Real Estate Committee
American Bar Association
Estate and Business Planning Council
of Hartford

 
BornNew Haven, Connecticut, March 21, 1966
 
Biography

Vincent empowers clients by providing asset protection through developing their personal estate planning and business models. He advises them in efficiently acquiring, managing and distributing their assets in the most tax-efficient ways. His practice encompasses matters dealing with wealth acquisition, preservation and transfer using wills, trusts, and sophisticated estate planning techniques; asset protection methods; business formation and succession planning; elder law; probate administration; fiduciary representation; and real estate transactions, including IRC Section 1031 tax deferred exchanges. He represents individuals, couples and family-owned businesses and fiduciaries. Prior to establishing a legal practice, Vincent was involved in real estate and mortgage brokerage.

Vincent is a frequent lecturer in a variety of venues across Connecticut, presenting on topics including: Don't Die With Your Assets, The Tax Tsunami, The Sandwich Generation, and The Red Flag Seminar - Things You Need to Know About Your Wealth That Lawyers Don't Always Discuss as well as Estate Planning and Same-Sex Marriage issues. He has also been interviewed on television and the radio about Same-Sex Marriage issues pertaining to estate planning, pet trusts and advanced estate planning matters. Additionally, Vincent has published articles on pet trusts and advanced estate planning techniques involving tax loopholes.

He is an Adjunct Professor of Law at Western New England University School of Law's post-juris doctor, Master of Laws (LL.M.) degree program in Estate Planning and Elder Law.

Additionally, Vincent is active in numerous community organizations including the American Heart Association Advisory Club, the Estate and Business Planning Council of Hartford where he is a member of its Program's Committee and the Amity Club. He is also a former member of the West Haven Rotary Club.

Publication
How do the New Laws on Firearms Affect How You Hold and Transfer Them to Heirs?
By:Vincent A. Liberti Jr., 04/18/2014

News/Events
Vincent Liberti Jr. Facilitates National Seminar: For Richer or For Poorer: Dodging Pitfalls with Non-Traditional Estate Planning Clients

Testimonials

Thank you for going above and beyond the ordinary efforts in handling all of my affairs the last few years. I really appreciate it! I have the absolute trust and faith in your judgment.

-J. Panza

Vincent Liberti has a calm assuredness that overcomes the negative attorney stereotype and we feel confident, comfortable and well represented by him. Vincent has a knack for putting us at ease as he handles our legal situations, which he does with knowledge, skill, finesse and competent legal prowess.

-Dr. & Mrs. Bayuk

I have been represented by Attorney Vincent Liberti for nearly five years, during which time, he has successfully represented me in many legal matters. In each and every instance, I have been impressed by his responsiveness and professionalism in dealing with often complicated legal issues. Attorney Liberti is an able practitioner who skillfully and thoroughly conceptualizes potential issues and plans effective strategies which yield positive results. He has always gone the extra mile to completely familiarize himself with the pertinent aspects of my cases and thereby provided a comprehensive approach to my legal representation. I enthusiastically recommend him as a competent and accomplished attorney who consistently delivers high quality services of tremendous value.

-Dr. R.M. Anastasio

Thanks for all your help Vincent, you did a great job!

-S. DePino

 
Reported CasesRepresentative Matter: Manufacturer Represented in Stock Transactions; Key Corporate Governance Issues Resolved; Halloran & Sage represented a Connecticut manufacturing company in two separate stock redemption transactions involving the company's principal shareholder and a longtime member of the board of directors. The transaction involving the principal shareholder was tailored to maximize the shareholder's gifting limits under federal tax law, while the transaction involving the board member necessitated the resolution of corporate governance issues to properly proceed. The firm, led by partners James Maher and Vincent Liberti, Jr., and attorney Casey O'Connell, navigated the company through these issues to achieve successful redemptions within a year-end timeframe.
 
ISLN913519088
 


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Office Information

Vincent A. Liberti, Jr.

225 Asylum Street
HartfordCT 06103




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