Jeffrey C. Rivard's Profile Image

Jeffrey C. Rivard

Toll Free: 888-822-8778
Local: 860-769-6938

Jeff is an associate attorney with the law firm of Weatherby & Associates, PC in Bloomfield, Connecticut. 

Jeff is a cum laude graduate of Tufts University where he earned a Bachelor of Arts degree, majoring in history with a minor in drama. While at Tufts, Jeff won the Albert H Imlah Excellence in History Prize and completed a semester abroad program at University College Dublin, Ireland.

Jeff earned his JD from the University of Connecticut School of Law where he also completed a Certificate of Taxation. While in law school, Jeff won the Thomas A. Gallivan, Jr. Property Award and a CALI Award for Excellence in Land Use Controls. Jeff served on UConn Moot Court Board and as a teaching assistant for the school’s first year moot court program.

During law school, Jeff was a summer associate with the law firm of Updike, Kelly & Spellacy, PC and an intern for the Connecticut Office of the Attorney General. He is admitted to practice in the Connecticut and New York. Jeff is a Board Member for the Connecticut Care Planning Council. He is a member of the Connecticut Bar Association and the New York Bar Association.

Below is a listing of some of the programs that Jeff has attended.

  • Specialty Education
  • BC’s of Estate Planning
  • Searching Land Titles: An Overview
  • The Mathematics of Estate Planning
  • Practical Applications of Employee Stock Options Plans
  • The Mathematics of Roth Conversions, Stretch IRA’s and Life Insurance Used to Protect IRA’s
  • Practical Aspects of Deferred Compensation
  • Recent Developments with Qualified Appraiser and Appraisal Requirements: The Broad Impact on Gift and Estate Tax Returns
  • Exciting New Opportunities in Business Succession Planning
  • Planning for Special Needs Beneficiaries
  • Planning for Unmarried Couples
  • The Team Approach to Senior Clients
  • Income Tax Rules Every Planner Should Know
  • DRA Implementation Report
  • VA Aid & Attendance Benefits: Are Your Clients Missing
  • Out on Vital Cash Benefits?
  • Medicaid Compliant Annuities – 2008 and Beyond
  • Asset Protection Planning
  • Final Expense Trusts
  • Picking up the Pieces of the Sub Prime Mess: Short
  • Sales, Flipping and Mortgage “Rescue”
  • Becoming Your Client’s Trust Advisor
  • Planning For Non-Business Active Children
  • Personal Asset Protection Planning
  • Drafting and Administering Special Needs Trusts
  • FLP’s and LLC’s as Financial Tools
  • Creating a Family Legacy With Life Insurance
  • Asset Protecting IRA’s and Qualified Plans
  • Employee Stock Ownership Plans
  • Survey of Tax-Favored Investments
  • Planning Opportunities with Cost Segregation
  • Living With Alzheimers – Legal and Financial Issues
  • The Use of Captive Insurance

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