Bethel Estate Planning Lawyer, Connecticut

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Andrew Amendola
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Andrew M Amendola, Attorney at Law
591 Thompson Avenue East Haven, CT 06512» view map
Accident & Injury, Criminal, Estate, Real Estate
Where Every Client Matters

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800-942-4780
1. Andrew Amendola East Haven, CT
  Attorney at Law, CT
2. AboutAndrew M Amendola, Attorney at Law
  Where Every Client Matters
3. Practice AreasExpertise
  Accident & Injury, Criminal, Estate, Real Estate
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Includes: Gift Taxation

Ann L. Fowler-Cruz

Wills & Probate, Trusts, Estate Planning, Elder Law

Status: In Good Standing

CONTACT

158 Deer Hill Ave, Danbury, CT 06810

E. O'Malley Smith

Wills & Probate, Estate Planning, Corporate, Business Organization

Status: In Good Standing

CONTACT

148 Deer Hill Avenue, Danbury, CT 06810

Brendan L. Froehlich

Wills & Probate, Elder Law, Estate Planning, Land Use & Zoning

Status: In Good Standing

FREE CONSULTATION

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24 Delay Street, Danbury, CT 06810

Gregg A. Brauneisen

Foreclosure, Real Estate, Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 27 Years

CONTACT

148 Deer Hill Avenue, Danbury, CT 06810

Bryan V. Doto

Tax, Real Estate, Estate Planning, Corporate

Status: In Good Standing Licensed: 25 Years

CONTACT

131 Deer Hill Ave, Danbury, CT 06810

Paula Boa Sousa

Wills & Probate, Estate Planning, Corporate, Business Organization

Status: In Good Standing Licensed: 17 Years

CONTACT

148 Deer Hill Avenue, Danbury, CT 06810

800-923-0641

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LEGAL TERMS

MARITAL LIFE ESTATE TRUST

See AB trust.

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent beneficiary.

INTER VIVOS TRUST

The Latin name, favored by some lawyers, for a living trust. 'Inter vivos' is Latin for 'between the living.'

FUNDING A TRUST

Transferring ownership of property to a trust.

SPECIAL ADMINISTRATOR

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a spe... (more...)

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a special administrator with particular expertise on art might be appointed to oversee the probate of a wealthy person's art collection, but not the entire estate. (2) A person appointed to be responsible for a deceased person's property for a limited time or during an emergency, such as a challenge to the will or to the qualifications of the named executor. In such cases, the special administrator's duty is to maintain and preserve the estate, not necessarily to take control of the probate process

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

CERTIFICATION OF TRUST

See abstract of trust.

GROSS ESTATE

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of prob... (more...)

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of probate. Taxes are due only on the value of the property the person actually owned (the net estate) plus the amount of any taxable gifts made during life. In a few states, the gross estate is used when computing attorney fees for probating estates; the lawyer gets a percentage of the gross estate.

SAMPLE LEGAL CASES

Przekopski v. Przekop

... defendants' appeal. The plaintiff and Barbara Przekop are siblings and the children of the decedent. Prior to the decedent's death, he had used survivorship bank accounts as a means of estate planning. He had established ...

PRZEKOPSKI v. PRZEKOP

State v. Coccomo

... For instance, the transfer of property may be done for many legitimate purposes, such as estate planning, gifts to children, or a bona fide sale to an independent third party. The act of the transfer in the present case does not imply the fact to be inferredâ€”that of a guilty mind. ...

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Bethel Estate Planning Lawyer, Connecticut

Sponsored Law Firm

Andrew M Amendola, Attorney at Law

SPONSORED LAWYERS

Ann L. Fowler-Cruz

E. O'Malley Smith

Brendan L. Froehlich

Gregg A. Brauneisen

Bryan V. Doto

Paula Boa Sousa

TIPS

LEGAL TERMS

MARITAL LIFE ESTATE TRUST

QDOT TRUST

ALTERNATE BENEFICIARY

INTER VIVOS TRUST

FUNDING A TRUST

SPECIAL ADMINISTRATOR

RESIDUARY ESTATE

CERTIFICATION OF TRUST

GROSS ESTATE

SAMPLE LEGAL CASES

Przekopski v. Przekop

PRZEKOPSKI v. PRZEKOP

State v. Coccomo

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