Business Details
7 Years
experience
Estate Planning & Elder Law Services in Middletown, CT
Reed Wilson Case is a woman-owned and operated law firm based in Middletown, Connecticut, serving clients across Middlesex, Hartford, and New Haven Counties. Founded in 2019, the firm specializes in estate planning, trusts, probate, Medicaid, elder law, and real estate closings, offering personalized legal solutions to individuals and families. With a client-centered approach, the team provides guidance on asset protection, long-term care planning, and probate administration, ensuring clients navigate complex legal matters with confidence.The firms core values of quality, responsiveness, teamwork, and respect underpin its commitment to excellence and community engagement through initiatives like the RWC Foundation. Led by Managing Partner Joan Reed Wilson, the firm combines deep local roots with a dedication to compassionate, transparent legal services.
Services
Estate Planning
Elder Law
Probate Administration
Medicaid Planning
Real Estate Closings
Details
- Year established: 2019
Highlights and features
- Woman-owned and operated with deep community roots in Connecticut
- Personalized legal solutions for estate planning, elder law, and real estate
- Compassionate approach to complex probate and asset protection matters
- Led by experienced attorney Joan Reed Wilson with national legal expertise
- Active community engagement through the RWC Foundation initiatives
What people say
Exceptional legal expertise
Compassionate service
Stress-free closing
Thorough explanations
Highly recommended
Services
Estate Planning
We create customized estate plans including wills, trusts, and advance directives to ensure your wishes are honored. Our services protect assets and provide clarity for families during transitions. Clients receive personalized guidance through probate avoidance strategies and guardianship planning for minor children.
Elder Law
Our elder law practice focuses on Medicaid planning, asset protection, and long-term care strategies. We help clients navigate nursing home costs exceeding $15,000 monthly in Connecticut while preserving family assets through legal frameworks like funeral contracts and pooled trusts.
Probate Administration
We guide executors through probate processes for estates with or without wills. Services include document preparation, asset distribution, and title resolution for real estate matters arising during probate proceedings in Connecticut courts.
Medicaid Planning
Our Medicaid experts help clients qualify for benefits while protecting assets. We address the five-year look-back period and develop strategies to ensure eligibility for nursing home or home care coverage in Connecticut.
Real Estate Closings
We handle residential real estate transactions including sales, purchases, and refinancing. Our services cover title searches, mortgage payoffs, and deed preparation with expertise in resolving probate-related title issues during closings.
People
Joan Reed Wilson
Managing Partner
Managing Partner Joan Reed Wilson founded the firm after practicing law in California. She graduated cum laude from Boston University School of Law and brings extensive experience in estate planning and elder law to Connecticut clients.
Kristen B. Prout
Attorney
Attorney Kristen B. Prout specializes in estate planning and probate matters, providing clients with comprehensive legal solutions tailored to their unique family and financial situations.
Catherine M. Baccaro
Attorney
Attorney Catherine M. Baccaro focuses on elder law and Medicaid planning, helping families navigate complex long-term care requirements while maintaining asset protection strategies.
Cate A. Craig
Attorney
Attorney Cate A. Craig assists clients with estate planning documents and real estate transactions, known for her patient approach to explaining complex legal concepts in accessible terms.
Questions
What estate planning documents do I really need?
Every adult should have a will, power of attorney, and healthcare directive. Depending on your situation, trusts may help avoid probate or protect assets for children or special needs beneficiaries.
How does Medicaid planning work in Connecticut?
We help clients navigate Connecticut's Medicaid rules, using strategies like funeral contracts and asset transfers to qualify for benefits while protecting family resources from nursing home costs.
Can I avoid probate with a will?
A will alone doesn't avoid probate. We recommend living trusts to transfer assets directly to beneficiaries without court involvement while maintaining control during your lifetime.
What happens during a real estate closing?
Our team prepares documents, verifies titles, coordinates fund transfers, and ensures proper deed recording. We explain each document to buyers and sellers during the closing process.
How do I choose a guardian for my children?
We help draft wills naming guardians, considering factors like family relationships, values alignment, and the potential guardian's willingness to accept this responsibility.
What's the difference between a will and a trust?
Wills take effect after death and require probate. Trusts operate during your lifetime, allowing asset management and avoiding probate through direct beneficiary transfers.
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