CONNELLY LAW
Serving Rhode Island, Massachusetts and Connecticut
401-724-9400
Southern New England's Certified Elder Law Attorney
Rhode Island, Connecticut, and Massachusetts Certified Elder Law Attorney
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Real Estate and Property Management
Decades of Real Estate Experience
Connelly Law is proud to present an extensive portfolio of residential and commercial real estate legal services, meticulously integrated with estate planning, trust formation, property downsizing, probate administration, Medicaid planning, and advanced property security solutions. Backed by nearly thirty years of dedicated experience, Attorney Connelly and our accomplished team—including licensed realtors, estate cleanout specialists, and certified property appraisers—deliver unparalleled expertise and practical insight to every client engagement.
Our firm excels at guiding clients through routine real estate transactions and at designing sophisticated wealth-transfer and asset-protection strategies tailored to their unique needs and goals. We are committed to ensuring the seamless succession and preservation of family assets across generations, providing comprehensive support and personalized counsel every step of the way.
Estate Planning
We provide truly personalized estate planning services tailored to each client's family dynamics, asset portfolio, and long-term vision. Our attorneys draft clear, enforceable wills, both simple and complex trusts (including revocable living trusts, irrevocable trusts, special needs, and charitable trusts), and powers of attorney for both financial and healthcare decisions. We also assist clients in addressing real estate and property concerns, such as proper titling of homes, vacation properties, and investment assets, ensuring they are seamlessly integrated into their estate plans. Strategies for transferring real property, safeguarding interests in jointly owned or inherited properties, and mitigating potential disputes are carefully considered to protect family wealth.
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We counsel clients on beneficiary designations, asset titling, succession planning for closely held businesses, and strategies to minimize estate, gift, and generation-skipping transfer taxes. Our comprehensive guidance extends to real estate succession, including the orderly transfer of family residences and investment properties, as well as methods to maximize property value and minimize tax liabilities. We also guide clients through the nuances of incapacity planning, ensuring comprehensive protection and peace of mind for themselves and their loved ones.
Trust Creation and Administration
Our team advises on selecting and establishing the right trust vehicles, whether for probate avoidance, asset protection, charitable giving, or multi-generational wealth preservation. We draft detailed trust instruments and assist with funding, including retitling real estate, business interests, and investment accounts. Following a trust’s creation, we support trustees in fulfilling their fiduciary duties—managing assets, making distributions, meeting tax obligations, and fulfilling all reporting and compliance requirements—while offering dispute-resolution services if disagreements arise among beneficiaries.
Probate and Decedent Estate Administration
We guide families and fiduciaries through every step of the probate process, starting with the petition for estate administration, notification of heirs and creditors, and preparation of inventories and accountings. Our team handles complex estates with multiple properties, business interests, or assets in various jurisdictions. We address outstanding debts, negotiate creditor claims, resolve will contests or beneficiary disputes, and oversee asset distribution or liquidation when necessary. With our methodical approach, we work to streamline the process, minimize court involvement, and ensure compliance with all legal requirements, thereby reducing stress and uncertainty for families during difficult times.
Medicaid Planning
Our Medicaid planning services are comprehensive and proactive. We help clients understand asset and income thresholds, look-back periods, and the impact of transfers on eligibility. Our team utilize tools such as irrevocable Medicaid Asset Protection Trusts, life estates, annuities, and strategic gifting to protect homes, investments, and family legacies while qualifying for essential long-term care benefits. We regularly update plans in light of legislative changes and assist clients who suddenly face nursing home admission or rapidly escalating healthcare costs, always with a focus on asset preservation and compliance.
Downsizing, Cleanout and Security
When it comes to estate downsizing, we offer hands-on guidance for every phase. Our team manages extensive property cleanouts, coordinating the removal, donation, or sale of household contents and valuables. We work with licensed appraisers, auctioneers, and estate sale professionals to maximize asset value and ensure proper documentation. For properties awaiting sale or transfer, we implement rigorous security protocols—changing locks, securing entrances, arranging for on-site supervision, and coordinating with local authorities as needed to prevent trespassing, vandalism, or theft. Our support extends to preparing real estate for listing, including minor repairs and staging, ensuring properties show at their best and command optimal market value.
General Property Liquidation
We facilitate the efficient and strategic liquidation of all real estate and personal property, whether through private sales, public auctions, or direct negotiation with buyers. Our attorneys ensure that legal title is clear, that all necessary disclosures and regulatory requirements are fulfilled, and that proceeds are properly allocated in accordance with client directives or estate settlement needs. Each solution is fully customized to reflect the client's goals, timelines, and any tax or legal considerations.
Here for You
At Connelly Law, our holistic approach encompasses every facet of legal representation, ensuring that each client receives comprehensive guidance tailored to their unique circumstances. Our team is dedicated to maintaining meticulous attention to detail throughout all stages of real estate transactions, estate planning, and asset management. We uphold the highest standards of professionalism, providing thorough risk assessments, strategic counsel, and clear communication to safeguard your financial interests, preserve your property, and secure your long-term peace of mind. By integrating advanced legal strategies and proactive planning, we strive to anticipate challenges and deliver solutions that protect your assets and support your objectives across all areas of practice.
Contact Us!
"Because of the court's involvement, probate, and trust sales have a vocabulary all their own. Petitions requesting the court's permission must be filed and approved before the house can be marketed. Various disclosure documents required by the courts are not used in other real estate transactions. The staff at Connelly Law Offices is familiar with the real estate sales process and all the necessary documents. We can provide your needed services whether acting as or representing the executor."
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---- RJ Connelly III
Rhode Island, Massachusetts, and Connecticut Certified Elder Law Attorney
"Southern New England's Certified Elder Law Attorney"
Call Connelly Law Today
Rhode Island Elder Law Attorney
Phone: 401-724-9400
Fax: 401-724-3046
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