I am named executor in my brother's trust. As with the trustee, is my appointment automatic, or would I still be appointed .
Jack's answer
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Answered on July 02, 2015
You should consult an estate planning attorney to review the will and trust. It sounds like you are confusing the terms executor and trustee. A...
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Can I choose my child's legal gardien?
Jack's answer
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Answered on July 02, 2015
You can designate one or more future guardians for your children in a written instrument. This can be done in your will but I recommend you do it...
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Can I make a will so if I die first I can choose who ii leave my half of our joint monies to
Jack's answer
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Answered on June 30, 2015
A will generally only controls your individual property interests at the time of your death. Property that passes by beneficiary designation or...
I created a Will to be notarized. Every notary I ask will not sign it as they say you need a lawyer. Lawyers won't do it.
Jack's answer
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Answered on June 08, 2015
Lawyers are extremely hesitant (and rightfully so) to sign a document they did not prepare because many self prepared legal documents contain...
Does Connecticut have a "Lady Bird Deed" otherwise known as "enhanced life estate"
Jack's answer
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Answered on May 22, 2015
No we don't have these deeds in CT. The difference is a lady bird deed is a revocable transaction. In a Lady Bird deed, the grantor conveys the...
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When children have life use of real estate and one parent dies, are they allowed to move a boyfriend or husband in with them?
Jack's answer
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Answered on May 18, 2015
This goal can be accomplished more appropriately with a trust to hold the real estate. I recommend your mother consult with an experienced trusts...
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My mother died without a will. Most of her estate had beneficiaries, she had a
Bank account with a co signer.
Jack's answer
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Answered on May 12, 2015
That depends upon the type of account and what you mean by co-signer. If it was a Joint Account with the co-signer then it would pass to the...
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I have a company. I want to give it to my employee after I'm dead. How can I avoid estate tax under this situation?
Jack's answer
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Answered on May 04, 2015
You need to consult with an experienced Trusts and Estates attorney to review all of your taxable assets and your goals to determine your potential...
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My mother died while on Title XIX. Her only asset was a life insurance policy valued at $1,015. Does this revert to the State?
Jack's answer
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Answered on April 24, 2015
Without seeing the policy it is not possible to give you a definitive answer. An applicant for Title XIX is allowed to keep a whole life insurance...
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Father passed away this week, no Will. Not sure where to start.
Jack's answer
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Answered on April 24, 2015
Your inclination to hire a probate attorney is wise. I recommend you hire an attorney who focuses in probate law. If your father did not have a...
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