LexisNexis Practice Guide: Connecticut Probate and Estate Administration

LexisNexis Practice Guide: Connecticut Probate and Estate Assistants is a practise-oriented resources that assists attorneys in treatment every stride of the probate and manor assistants process.

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Print Volume:i volume, softbound

2021 Edition

ISBN: 9781663323859

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2021 Edition

ISBN: 9781663323866

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eBook:mobi

2021 Edition

ISBN: 9781663323866

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LexisNexis Do Guide: Connecticut Probate and Estate Administration is a practice-oriented resource that assists attorneys in handling every step of the probate and manor administration process. The authors share a wide variety of practise tips gathered through years of practice in this field. This practise guide includes in-depth analysis of topics such as: applicable Connecticut constabulary, jurisdictional issues, probate proceedings, will challenges, intestate administration, asset inventory, claims against the estate and fiduciary management of the estate. Also included are all the forms, letters and other documents necessary for probate and estate administration.

The 2020 edition ISBN is 9781663303080.

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Featured Authors

James I. Dougherty is an attorney in the Manor and Trust Administration Department of Withers Bergman LLP, admitted to practice law in the Land of Connecticut and the State of New York. He has had a lifelong interest and passion for probate, tax, trust, and estate issues. He is a fourth generation attorney and has the privilege of carrying on the family tradition which began in 1930 of serving clients in his home State of Connecticut. He graduated from Carnegie Mellon University, Phi Beta Kappa, with University and College Honors. He earned his law degree from William & Mary Law Schoolhouse where he was awarded the George Wythe Accolade. In addition cartoon on the collective decades of practice of trust and estates from his family, James was a summer clerk at a Connecticut Probate Court for four summers earlier joining Withers Bergman LLP. He assists executors and beneficiaries alike through all aspects of the manor administration process including probate, contested estates, contentious trust litigation, revenue enhancement, and postal service-mortem estate planning issues. His do also includes working with affluent individuals in the evolution and implementation of sophisticated planning techniques to help them accumulate, preserve, and transfer their wealth. James is a frequent author and speaker, nationally and internationally, on estate, trust, tax, and probate matters. He is a member of the Executive Committee for the Estates & Probate Section of the Connecticut Bar Association. James has been named every bit a Trusts & Estates Swain for the Existent Belongings, Trust & Estate Law Section of the American Bar Association for 2016-2018.

Louis R. Piscatelli

Louis R. Piscatelli is the head of Withers Bergman LLP's Estate and Trust Administration Department. He is admitted practise constabulary in the State of Connecticut, the Country of New York, and is a Registered Strange Lawyer in the United Kingdom. Louis earned his bachelor's degree from Colby College and his M.B.A. from Cornell University. He obtained his law degree from the Academy of Connecticut graduating with high honors. Louis joined Withers Bergman LLP, what was and then Bergman, Horowitz, and Reynolds PC, in 1987 and has been with the firm ever since. His practice focuses on manor and probate planning. He places a special accent on profitable families who own businesses create structures that are tax efficient and enables families to pass their wealth onto time to come generations. Every bit caput of the business firm'southward department which handles decedent's estates and trusts, Louis has built a team over the years to aid families through the estate administration process by providing solutions to the unique issues that present themselves in each manor.

Tabular array of contents

                  
CHAPTER 1 GOVERNING Law AND JURISDICTION IN PROBATE AND ESTATE ADMINISTRATION PROCEEDINGS                    
Chapter 2 PROBATING, CHALLENGING AND CONSTRUING Volition IN PROBATE Courtroom                    
CHAPTER 3 INTESTATE AND TEMPORARY ADMINISTRATION                    
Affiliate 4 SETTING UP AN ESTATE, COLLECTING PROBATE ASSESTS AND PREPARING INVENTORY
Chapter v Treatment CLAIMS Against As ESTATE
Chapter 6 [Reserved]                    
Chapter 7 PROBATE Court HEARINGS AND LITIGATION
Chapter ix MISCELLANEOUS ISSUES IN PROBATE AND Manor Assistants
Chapter 10 CONNECTICUT ESTATE AND GIFT TAXATION                    
CHAPTER 11 INCOME Tax OF ESTATES IN CONNECTICUT                    
                    CHAPTER 12 Court FEES, FIDUCIARY FEES, AND Attorney FEES                    
                    CHAPTER 13 DISCLAIMERS, Apportionment OF TAXES AND EXPENSES, AND DETERMINING AMOUNTS OF DISTRIBUTIONS                    
                    CHAPTER xiv ACCOUNTINGS                    
                    Affiliate 15 Ancillary ESTATE ADMINISTRATION IN CONNECTICUT                    
                    CHAPTER xvi SMALL Estate ADMINISTRATION PROCEDURES                    
                    CHAPTER 17 ADMINISTERING NON-PROBATE Assets AND TRUSTS