Whitman Breed Abbott & Morgan LLC

Full-Service Law Firm Based in Greenwich, CT

Smith,
George L.

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George practices in all areas of estate and trust planning and administration, including advising individuals on the tax consequences associated with planning for the disposition of assets. In addition to representing individuals in their estate planning matters, he represents individuals, banks, and trust companies serving in fiduciary capacities. Mr. Smith also assists individuals in designing charitable giving plans.

He is admitted to practice law in Connecticut, New York, and Florida and is a member of the bar association in each of these states. He is a Fellow of the American College of Trust and Estate Counsel and an ex-officio member of the Executive Committee of the Estates and Probate Section of the Connecticut Bar Association. In addition, he is an Emeritus Professional Advisor of Fairfield County’s Community Foundation Professional Advisory Council.

Professional & Community Affiliation

  • Connecticut Bar Association, Member
  • New York State Bar Association, Member
  • Florida Bar Association, Member
  • American Bar Association, Member
  • Greenwich Bar Association, Past President
  • Executive Committee of the Estates and Probate Section of the Connecticut Bar Association, Ex-Officio Member
  • Lower Fairfield County Estate Planning Council, Member

Honors & Recognition

  • Fellow, American College of Trusts and Estates Counsel, 2001 – 2020
  • The Best Lawyers in America for Trusts & Estates Law, 2006-2020 (See Selection Process)
  • New England Super Lawyers for Estate Planning & Probate, 2006 – 2020 (See Selection Process)

Publications & Presentations

  • Speaker, Estate Administration, Greenwich Bar Association
  • Speaker, Connecticut Bar Association – Various Topics on Estate Planning & Administration
  • Speaker, Estate Planning, Stamford Regional Bar Association
  • Speaker, Will Awareness, Archdiocese of New York

Walsh,
Kevin A.

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Kevin is the head of the Firm’s Tax Department and is a member of the Business Law Department and the Trusts and Estates Department. He joined Whitman Breed in 1994 after spending 15 years at Hall, McNicol, Hamilton & Clark and Keck, Mahin & Cate in New York City. His practice includes tax and business law advice to corporations, partnerships and limited liability companies of all sizes regarding structural, operational and transactional matters, including acquisitions and divestitures, debt and equity financings, executive compensation, shareholder relations and succession planning.

In addition, complementary to his tax and business law practice, Kevin provides estate and tax planning, including preparation of wills, trusts and related documents. He also represents individual and institutional executors and trustees in the administration of estates and trusts in both Connecticut and New York.

Professional & Community Affiliation

  • American Bar Association
  • Connecticut Bar Association
  • Darien YMCA (Board Member, 1992-1998; President 1993-1995)
  • Family Centers, Inc., Board Member (since 1999; Executive Board since 2002)
  • Darien Land Trust (Trustee, 2008-2012)
  • Fairfield County Community Fund (Emeritus Professional Advisory Council Member since 2010)
  • Hospital for Special Surgery Wilson Society, Advisory Council (2015 to 2020)
  • Tokeneke Club Board of Governors (2016-present)

Honors & Recognition

  • Recipient, Helen Gratz Rockefeller Outstanding Volunteerism Award, Family Centers, Inc., 2004
  • Recipient, Lou Ferraro YMCA Excellence Award for service to the Greenwich YMCA, Greenwich YMCA, 2012
  • AV Preeminent Rating, Martindale-Hubbell® Peer Review Ratings™

Publications & Presentations

Speaker at “Tax-Exempt Organizations in New York,” regarding IRS Intermediary Sanction Rules, White Plains, NY, September, 2001

Speaker before the Stamford, CT Society of Investment Analysts on Fiduciary Responsibilities of Investment Advisors under ERISA, May, 2002

Peden,
Harry E. III

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Harry is a founding Partner of the firm, a member of the Business Law Department and former Managing Partner. Since 1975, he has represented individuals and business entities in connection with business, financial and corporate law matters. In particular, he has advised clients with regard to forming, structuring and restructuring of business and nonprofit entities and the financing, acquisition and sale of businesses. Prior to practicing law, Harry’s business experience included commercial aviation as a pilot and manager of a charter aviation business. Harry’s clients range from local businesses and homeowners’ associations to larger interstate commercial enterprises.

Professional & Community Affiliation

  • Connecticut Bar Association (formerly, Executive Committee of the Banking Law Section)
  • Greenwich Family YMCA (formerly, Chairman of the Board of Trustees)
  • The Patricia S. Heyman Foundation, Greenwich, Connecticut (President and Trustee)
  • The Children’s School, Stamford, CT (President of the Board of Trustees)
  • The Pray Family Foundation and Malcolm S. Pray Jr. Achievement Center (Board of Trustees)