Herbert H. Moorin has had a career of assisting entrepreneurs and other individuals in planning for the future and solving complex legal and business situations as well as successfully concluding the administration and tax proceedings of their estates at minimum tax costs. He began the firm’s Employee Benefits practice and has extensive experience with issues requiring the coordination of benefit issues with broader business, legal and personal considerations. Herb has been recognized as an expert witness in court proceedings and has been listed in The Best Lawyers in America.
Representative Experience
- Advice and preparation of documents in connection with both tax qualified retirement plans, including traditional plans and 401(k) and 403(b) plans and non-qualified deferred compensation plans including 409A compliance
- Preparation of estate plans of all kinds including those with minority and fractional interests and substantial retirement benefits and planning for beneficiaries with special needs
- Structuring of LLC’s and other assets to meet individualized family situations and to facilitate gifting
- Settlement of estates and estate tax audits including representation before IRS Appellate Division
- Termination of retirement plans and distribution of their assets
Professional Affiliations
- American Bar Association
- Connecticut Bar Association
- Bridgeport Bar Association
Community Involvement
- Bridgeport's Kennedy Center (for developmentally disabled individuals) - former chair, board of directors
- Bridgeport Public Education Fund - former chair, board of directors
- Greater Bridgeport Symphony - board of directors