John R. Ivimey

John R. Ivimey

Stockholder & Management Committee
John R. Ivimey

John R. Ivimey

Stockholder & Management Committee

John provides solutions to tax and family problems to preserve family wealth and protect loved ones from themselves and outside parties.

John has provided trust and estate planning and settlement service to individuals, families and corporate clients for more than 25 years.  He helps achieve the efficient and effective transfer of assets, the family’s financial and estate planning goals, and the avoidance of disputes.  If disputes do arise, he combines zealous advocacy with pragmatic resolutions.  John works with corporate clients in and outside of court to make sure they are following the law and complying with proper policies and procedures.  John also serves as a fiduciary to continue clients’ personal goals and strategies.


John provides solutions to tax and family problems to preserve family wealth and protect loved ones from themselves and outside parties.  He prepares wills and trust agreements after consultation with clients about their goals and concerns.  He counsels clients on how to comply with the law and achieve the best results under the law. 

Representative Experience

  • Developed estate plans for hundreds of individuals and families in Connecticut to achieve each of their specific family and tax goals.
  • Settled many estates in Connecticut in an efficient and effective manner, including successfully resolving and avoiding many tax audits.
  • Represented corporate fiduciaries and individuals in many disputes over the interpretation of trust documents.
  • Developed a strategy eventually approved by the Connecticut Supreme Court to decant trust assets to protect from the trust beneficiaries’ creditors.
  • Developed close relationships with beneficiaries as trustee for family relationships.

Practice Areas

Admissions

  • State of Connecticut

Education

  • University of Connecticut School of Law, J.D. (with high honors)
  • Wesleyan University, M.A. (Humanities)
  • Colgate University, B.A. (Physics and Philosophy)

Professional & Community Involvement

  • Connecticut Bar Association, Estate and Probate Section (past Chair)
  • American College of Trust and Estate Counsel
    • Fellow
    • Member of the State Law Subcommittee
  • American Bar Association
  • Hartford Business and Estate Planning Counsel
  • The Connection, Inc., Treasurer of the Board of Directors
  • Chester Rotary, past President

Honors & Awards

    Publications & Speaking Engagements

    • "2017 Developments in Connecticut Estate and Probate Law," Co-Author, Connecticut Bar Journal (Vol. 92, No. 2)
    • "2016 Developments in Connecticut Estate and Probate Law," Co-Author, Connecticut Bar Journal (Vol. 91, No. 1)
    • "2015 Developments in Connecticut Estate and Probate Law," Co-Author, Connecticut Bar Journal (Vol. 89, No. 4)
    • "2014 Developments in Connecticut Estate and Probate Law," Co-Author, Connecticut Bar Journal (Vol. 89, No. 2)
    • "2013 Developments in Connecticut Estate and Probate Law," Co-Author, Connecticut Bar Journal (Vol. 88, No. 1)
    • "2012 Developments in Connecticut Estate and Probate Law," Co-Author, Connecticut Bar Journal (Vol. 87, No. 2)
    • A Practical Guide to Probate in Connecticut, Co-Author, MCLE – New England (July 2013)
    •  "2011 Developments in Connecticut Estate and Probate Law," Co-Author, Connecticut Bar Journal (Vol. 86, No. 2)
    •  "2010 Developments in Connecticut Estate and Probate Law," Co-Author, Connecticut Bar Journal (Vol. 85, No. 2)
    • "2009 Developments in Connecticut Estate and Probate Law," Co-Author, Connecticut Bar Journal (Vol. 84, No. 1)
    • "2008 Developments in Connecticut Estate and Probate Law," Co-Author, Connecticut Bar Journal (Vol. 83, No. 2)
    • "2007 Developments in Connecticut Estate and Probate Law," Co-Author, Connecticut Bar Journal (Vol. 82, No. 2)
    • "Pitfalls, Open Questions and Potential Planning Opportunities," Estate and Probate Notes and Commentary, Connecticut Bar Association(July 2006)
    • "State Estate Taxes After EGTRRA: A Long Day's Journey into Night," Co-Author, The Quinnipiac Probate Law Journal (Spring 2004)
    • "Drafting in Light of Changes in Tax Law," Estate and Probate Notes and Commentary, Connecticut Bar Association (December 2003)
    • Numerous legislative proposals and recommendations on behalf of the Connecticut Bar Association, regarding tax and trust and estate law

    News