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Mark W. Dost

E-mail MeMark W. Dost

Partner
Location:
Waterbury, Connecticut
Phone:
866-818-0095 (Toll free)
Fax:
203-596-9036
Email:

Mark works with individuals and families, providing a full range of estate planning services. The Trusts and Estates Practice Group at Tinley, Renehan & Dost focuses on avoidance and deferral of death taxes and other transfer taxes, on gift and estate planning, on the preparation of simple and sophisticated wills and trusts, and on Medicaid and long-term care issues.

The Trusts and Estates Practice Group represents trusts, estates and the beneficiaries thereof at probate hearings and prepares estate, inheritance and income tax returns, as well as probate accountings.

Other practice areas within the Practice Group include family law, incapacity, and conservatorships.

Mark is admitted to practice before State and Federal Courts in Connecticut and the United States Tax Court. His practice is primarily devoted to the areas of estate planning, probate and taxes. These areas encompass gift planning, preparation of wills and trusts, administration of trusts, planning for long-term care and Medicaid qualification, settlement of estates in the probate courts, and representation in audits and proceedings before the Internal Revenue Service, the Connecticut Department of Revenue Services, and State and Federal Courts.

Honors and Awards:

Areas of Practice

  • 50% Estate Planning, Probate, Estate and Trust Administration, and Tax Planning
  • 50% Elder Law and Medicaid Planning

Bar Admissions

  • Connecticut, 1981
  • U.S. District Court District of Connecticut, 1986
  • U.S. Tax Court, 1985

Education

  • Boston College Law School, Boston, Massachusetts
    • J.D. cum laude - 1981
    • Honors: Member, Boston College Law Review, 1979-1980
  • University of Massachusetts, Amherst, Massachusetts
    • A.B. summa cum laude - 1978

Published Works

  • "A Practical Guide to Issues in Connecticut Elder Law," general editor (with Susan Nobleman) and contributor, LawFirst Publishing, Connecticut Bar Association, 2012
  • "Estate Planning with Retirement Benefit Distributions," (Co-Author with J. Galiette), Aspen Law & Business, 3d ed, 2006
  • "Charitable Deduction Planning for Avoiding the Connecticut Cliff Tax", Connecticut Bar Association (CBA), December, 2008
  • "Annuities and Medicaid Planning and Qualification after the Deficit Reduction Act", National Academy of Elder Law Attorneys CT Chapter, October, 2007
  • "Annuities and Medicaid Planning and Qualification after the Deficit Reduction Act", Connecticut Bar Association (CBA), June , 2008
  • "Testamentary Trusts, Taxes, and Title 19: The Use of Marital and Nonmarital Trusts in Planning for Long-Term-Care Costs", Connecticut Bar Association (CBA), November, 2004
  • "Gift Planning by Connecticut Conservators", CBA Estates and Probate Newsletter, August, 2002
  • "Basic Tax Planning Considerations in Elder Law", Fourth Annual New England Elder Law Symposium, September, 2001
  • "Minimum Distribution Rules for Dummies? (The New Minimum Distribution Regulations);" The ElderLaw Report, Panel Publishers, April, 2001
  • "Medicaid Update: Congress Amends Section 217 and the Department of Social Services Develops the 1115 Waiver", CBA, November, 1997
  • "Geriatric Jails? Congress Attempts to 'Criminalize' Asset Transfers", CBA (Reprinted in Estates and Probate Newsletter, November 1996), October, 1996
  • "Estate Planning with Retirement Benefits", National Academy of Elder Law Attys. Annual Symposium,Seattle, May, 1994
  • "Transferring Personal Residences by Individuals of Modest Means", CBA (reprinted in Estates and Probate Newsletter, December 1993 and February 1994), November, 1993
  • "How Connecticut's New Gift Tax Impacts Medicaid Planning", CBA Estates and Probate Newsletter, April, 1992
  • "Planning for Incapacity", Connecticut Lawyer, March and April, 1991

Professional Associations and Memberships

  • Chairman, Elder Law Section, Connecticut Bar Association, 1994 - 1996
  • Fellow, American College of Trust and Estate Counsel
  • Member, Executive Committees of the Estates and Probate Section and Elder Law Section, Connecticut Bar Association
  • Member, Tax Section, Connecticut Bar Association
  • Member, American Bar Association & National Academy of Elder Law Attorneys