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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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 optimal and tax-proficient 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:

 
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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