Importance of Updating Estate Plans
Jul 10, 2018
Every day, I see the hardships created when people failed to make or update estate plans. Being both a practicing attorney and a sitting Connecticut Probate Judge, I have a unique perspective on the w...
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Fiduciaries Part 3
Aug 24, 2017
In my previous article in this series on fiduciaries, I examined situations where a fiduciary (trustee, executor, administrator, guardian of the estate or conservator of the estate) may be removed. Th...
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Fiduciaries Part 2: Removal of Fiduciaries
Aug 10, 2017
In my first article on fiduciaries, I explained the role of executors and administrators in decedent’s estates. This next article in the Fiduciaries series examines situations that may require a court...
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Connecticut Estate Taxes
Jun 30, 2017
For Connecticut residents who die on or after January 1, 2005, Connecticut imposes a state estate tax. This is in addition to the federal estate tax. Connecticut residents who died before that date we...
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Fiduciaries Part 1: Executors
Jun 30, 2017
This article, the first in a multipart series, examines the roles of fiduciaries in probate matters. What is a Fiduciary? Fiduciary is a term used to describe someone who serves in a role where they m...
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Health Care Representatives
May 13, 2017
Some time ago, Joan Rivers, a well-known television personality, had to be placed on life support after it was reported that she experienced complications during a surgical procedure. When I originall...
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How To Choose the Right Probate Attorney
May 03, 2017
This article outlines important factors in the process of evaluating potential attorneys for probate matters, helping you make the best choice. This is based on my experience as a Connecticut Probate ...
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Advantages of Living Trusts Part 3: Tax Planning
Apr 23, 2017
This last article in my series on the advantages of living trusts looks at how living trusts can be used in planning for Connecticut estate taxes. Connecticut estate taxes may be due after a Connectic...
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Advantages of Living Trusts Part 2: Providing for Minor Children
Apr 19, 2017
I recently had a discussion with a married couple with two children, ages 4 and 2. They were interested in providing for their children if something were to happen to both parents. One way to accompli...
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Advantages of Living Trusts Part 1
Apr 15, 2017
There is a great deal of confusion about trusts. This is partly due to the claims some purveyors of living trusts make in order to sell more of their "one size fits all" living trust packages. This fi...
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