Vincent Liberti Jr |

Halloran & Sage LLP

Vincent Liberti Jr | Halloran & Sage LLP

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Firm Summary

“I empower clients by developing their ideal personal estate and business planning models that provide asset protection for them, their families, and their businesses.”
Vincent Liberti combines a down-to-earth manner with nearly thirty years of experience and over a decade of teaching estate planning to lawyers across the country to adroitly advise clients in acquiring, managing, and distributing their wealth in the most optimal and tax-proficient ways.

Vincent’s practice encompasses matters dealing with wealth acquisition, preservation, and transfer using Wills, Trusts, and other sophisticated estate planning techniques creatively drafted for his clients’ specific needs and objectives. The following are among the matters he is skilled in:

• capital gains, gift, and estate tax analyses;
• asset protection methods;
• business formation and succession planning;
• elder law matters;
• Medicaid planning;
• prenuptial agreements;
• probate administration and fiduciary representation;
• residential and commercial real estate transactions;
• IRC Section 1031 tax deferred exchanges; and
• trust analysis for legal matters.

His clients are individuals, couples, fiduciaries, lawyers, and family-owned businesses. He brings a breadth of experience to his clients given his involvement in real estate and mortgage brokerage prior to establishing a legal practice.

Vincent has been interviewed for television, radio, and print about same-sex marriage and estate planning issues, pet trusts, reverse mortgages, the elderly, and various other creative estate planning issues. He is author of “Preparing for Your Elder Years: Taking Charge of Estate Planning, Long-Term Care, Asset Protection, and Medicaid” and has published numerous articles regarding estate planning matters, with a particular focus on the Connecticut, New York, and Massachusetts regions.

Vincent was previously an Adjunct Professor of Law for Western New England University School of Law’s postdoctoral Master of Laws (LL.M.) degree program in Estate Planning and Elder Law. He was included in the 2023 edition of The Best Lawyers in America® in the areas of Elder Law and Trusts & Estates.

Representative Matters
Client Testimonials
Manufacturer Represented in Stock Transactions; Key Corporate Governance Issues Resolved

News & Publications
Vincent Liberti Presents at CBA Seminar: Firearms, Probate, and Estate Planning
Twenty-Four Halloran Sage Attorneys Recognized in The Best Lawyers in America® 2023
Elder Law, Medicaid and Estate Planning Topics of Video Interview with Attorney Vincent Liberti
New Opportunities in Protecting Your Assets
Long Term Care Considerations
Client Alert: Lawmakers Pass Legislation Regarding Connecticut Real Estate Closings
Retirement Plans and Your Designated Beneficiaries Are at Issue If You Designated Your Trust as Beneficiary
Is A Will All I Need?
Creating An Estate Plan
Avoiding Probate
Ten Common Mistakes In Managing Your Affairs
Women at Risk
First Considerations in Elder Protection
Tax Alert for Closely Held Businesses: Business Valuation Impact
Vincent Liberti Presents at 2016 CT Land Conservation Conference
Vincent Liberti Jr. Facilitates National Seminar: “For Richer or For Poorer: Dodging Pitfalls with Non-Traditional Estate Planning Clients”
Same-Sex Marriages and DOMA

Practice Areas
Succession Planning
Elder Law
Estate Planning & Probate Administration
Income, Estate & Gift Taxation
Real Estate

Education
Union College
BS, Industrial Economics
Western New England University School of Law
JD
Western New England University School of Law
LLM (Estate Planning and Elder Law)

Admissions
Connecticut
Massachusetts
New York
US District Court, District of Connecticut