Jeffrey L Crown’s Answers

Jeffrey L Crown

Rocky Hill Trusts Attorney.

Contributor Level 12
  1. Is there a time limit on filing with probate in CT. and FL?

    Answered over 4 years ago.

    1. Jeffrey L Crown
    2. Steven J. Fromm
    3. Paul Stephen Johnson
    4. Ruth Elaine McMahon
    4 lawyer answers

    You said that the person died in Florida. I'm assuming that he or she lived in Florida and his or her only connection with CT was owning real property here. If this is so, the personal representative (executor) will have to open an "ancillary estate" in CT. This means filing the will in the Probate Court and making an application for admission of the will in CT. A CT inventory and estate tax return are also required, although no tax would probably be due. We've done several ancillary...

    1 person marked this answer as helpful

  2. My wife's sister is the executor of their dad's .Is my wife entitled to obtain a copy of the signed will?

    Answered about 5 years ago.

    1. Jeffrey L Crown
    1 lawyer answer

    The first question is whether or not your father in law owned any "probate assets." These are assets that your father in law owned which do not pass outside of the probate system [non-probate assets]. Non probate assets include, for example, life insurance, retirement assets and annuities payable to a beneficiary; jointly owned assets payable to the survivor and "pod" or "transfer on death" assets. If your father in law owned any probate assets, then the will must be presented to the...

    1 person marked this answer as helpful

  3. What are the obligations of a trustee of an irrevocable trust in connecticut?

    Answered about 5 years ago.

    1. Jeffrey L Crown
    1 lawyer answer

    A trustee must invest the assets solely for the beneficiaries' benefit. If a trustee profits from trust investments, the profit belongs to the trust. The trustee is responsible to restore to the trust the greater of the value of the trust before the "self-dealing" investment or the value of the trust plus the additional profit. I'm a trust lawyer, not a criminal defense lawyer, so I can't answer the second part of your question.

    1 person marked this answer as helpful

  4. NJ Lawyer is executor of my fathers will and he wants to siphon 5 percent. Can we unload the bloodsucking lawyer?

    Answered about 5 years ago.

    1. Jeffrey L Crown
    2. Joseph Bernard Mchugh Jr
    2 lawyer answers

    This is actually a two part question. First is the lawyer's right to serve as executor. The 2d is his fee., First. If the lawyer was named in the will as executor, then, under Connecticut law, he probably has almost an absolute right to the job. Once appointed by the Probate Court, the executor is in full charge of the administration of the estate, including disposition of personal possessions. He does, however,have to follow the terms of the will. This does not mean, however, that you...

    1 person marked this answer as helpful

  5. Is the estate executor required to share the details of his parents' estate with his sibling?

    Answered over 5 years ago.

    1. Jeffrey L Crown
    2. Steven J. Fromm
    3. William A. Swendson II
    3 lawyer answers

    An executor has a duty to list all of the estate assets on an inventory. That inventory must normally be filed within 60 days from date of death. In cases where we can't get it done in time we file a written request for extension with the Probate Court. The inventory is public record. You may examine it at the Court. Even if the executor filed an inventory, it does not mean that he disclosed all of the assets. Only assets which your father owned in his own name (not joint assets or those...

    1 person marked this answer as helpful

  6. I want to close my revocable trust. my bank wants to charge me $1500 if i do. if its my money how can they.?

    Answered almost 4 years ago.

    1. Jeffrey L Crown
    2. Eliz C A Johnson
    2 lawyer answers

    Atty. Johnson is correct in that there is generally no fee to close out a bank account and that revoking a revocable trust should also be free of costs. Banks sometimes try to impose a "termination fee" when they're being removed as a trustee. Is the bank a trustee and are they trying to do this? If they are, did they provide you with a fee schedule which clearly states that there would be a termination fee? We've sometimes been able to have these fees abated by a court when we're removing a...

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  7. Can a lawyer in CT create a will for a client in North Carolina? Do they need to have a license in North Carolina?

    Answered over 2 years ago.

    1. Kevin Burns
    2. Steven M Zelinger
    3. Jeffrey L Crown
    4. Scott J. Wittlin
    4 lawyer answers

    I'm a Connecticut lawyer, and do not know North Carolina law. With that caveat, here are some thoughts. Many states,including CT, have a "borrowing statute". The CT statute, which is fairly typical, provides that a will validly executed in another jurisdiction is valid here. The caveat is that, although a will may be valid under a borrowing statute, language used in a will in state "A" may have a different meaning in state "B." Your CT lawyer should probably consult with North...

  8. Lack of trustee

    Answered almost 4 years ago.

    1. Jeffrey L Crown
    2. Jerry E Shiles
    2 lawyer answers

    I can't cite cases without doing the research. I've practiced exclusively trust and estate law for almost 40 years and can assure youthat this is what lawyers call "Black Letter Law." It is a universally accepted principle of trust law that is applicable in all common law jurisdictions. Jeffrey L. Crown Trustlawyer, LLC Rocky Hill, CT

  9. Trust

    Answered almost 4 years ago.

    1. Jeffrey L Crown
    2. Eliz C A Johnson
    3. Steven J. Fromm
    3 lawyer answers

    Let's take your question apart and answer it in order. Giving a trustee the discretion to distribute assets at any time is fairly common. Most of the time, trustees are given "standards," under which to exercise their discretion. These standards include making distributions for a beneficiary's "health, education, maintenance and support" [commonly referred to as "ascertainable standards"] and others, such as "comfort," "general welfare" and "happiness." These are "non-ascertainable...

  10. Does an Executrix have the power to prevent a beneficiary named in a will access to personal papers of the deceased?

    Answered almost 4 years ago.

    1. Christopher G Brown
    2. Jeffrey L Crown
    3. Steven J. Fromm
    3 lawyer answers

    Threatening you with arrest is extreme. You might want to ask the Probate Court to schedule a "status conference" at which the executor has to appear. The executor owes duties of care to the beneficiaries and any creditors. She cannot unilaterally deny you access to your father's personal papers. You should contact a lawyer who spends most of his or her time on estate and trust issues and ask him or her to speak with the executor's lawyer. If that conversation isn't fruitful, then your...

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