A Local Firm With A National Reputation

Patricia R. Beauregard

Partner
Location:
Simsbury, CT
Phone:
860-651-1333 Ext. 102
Fax:
860-651-1888
Email:
vCard:

Patricia Beauregard focuses on sophisticated estate, tax, and wealth planning for high net worth individuals and family businesses, as well as estate and tax administration for individuals, banks, and trust companies.

Patti works with families on estate administrations to settle estates quickly, efficiently and compassionately, and advises trustees and executors on trust administrations, probate accountings, construction proceedings, receipt and release agreements, and fiduciary duties and liabilities.

She has extensive experience advising individuals and tax-exempt organizations, including public charities, educational institutions, hospitals and private foundations on issues regarding entity formation, obtaining tax-exempt status, solicitation of charitable funds, planned giving, endowments, board governance and policies, compensation, unrelated business income tax, self‑dealing, excise taxes and prudent management of institutional funds.

Patti welcomes clients from all walks of life, races, and backgrounds and treats all her clients with the respect and dignity they deserve.

 

Areas Of Practice

  • Wills, Trusts and Estate Planning
  • Probate and Estate Administration
  • Fiduciary and Trustee Services
  • Wealth Protection Planning
  • Business Succession Planning

Bar Admissions

  • New York, 1999
  • Connecticut, 1998
  • United States District Court, District of Connecticut

Education

  • Fairfield University (B.A. in English,magna cum laude) Dual major in Writing and Literature, Alpha Sigma Lambda National Honor Society
  • Quinnipiac University School of Law (J.D.,magna cum laude, 1998)

Professional Associations and Memberships

  • American Bar Association
  • Connecticut Bar Association
    • Estates & Probate Executive Committee, Member
    • Decanting Legislation Drafting Subcommittee, Chair
    • CBA Estate & Probate Newsletter, Associate Editor
  • Connecticut Bar Foundation, James W. Cooper Fellows Program, Fellow, 2013
  • New York State Bar Association
  • Fairfield County Bar Association
  • New Haven County Bar Association
  • Client Security Fund Committee, appointed by Connecticut Supreme Court Chief Justice Chase T. Rogers, 2011 – Present

Professional Recognition

Civic and Philanthropic Activity

  • The Michael Bolton Charities, Inc., Board of Directors
  • The Junior League of Eastern Fairfield County, Chair, Education and Training Committee
  • The Community Foundation for Greater New Haven, Professional Advisor
  • Trumbull and Westport Continuing Education Programs, Instructor, Estate Planning

Articles/Publications/Presentations

  • 10 Charitable Planning Ideas That Can Turn Any Client into a Philanthropist, CL-Law.com, News, Nov 2016
  • “Improper Payments by Private Foundations”, Trusts & Estates Magazine Website, March 2016
  • “Patching Up Mucked Up CRTs”, Trusts & Estates Magazine, August 2015, co-author with Conrad Teitell and Stefania L. Bartlett
  • “Testate and Intestate Distributions”, Chapter 9, A Practical Guide to Probate in Connecticut, MCLE, 2013
  • “Wait No Longer – Non-Tax Reasons for Estate Planning”, Connecticut Bar Association, Estates and Probates Newsletter, May 6, 2012
  • “The New Environment in Connecticut for the Investment and Management of Trusts and Charitable Assets”, The Quinnipiac Law Journal, 14 Quinn. Prob. Law Jour. 419, 2000