Danbury Wills & Probate Lawyer, Connecticut

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Includes: Estate Administration, Living Wills, Wills

William Ralph Donaldson Lawyer

William Ralph Donaldson

VERIFIED
Bankruptcy & Debt, Real Estate, Estate, Wills & Probate

New York and Connecticut Licensed attorney. Primarily civil litigation (dissolution of marriage, contract disputes and the like). I further provide ba... (more)

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800-770-4771

Ann L. Fowler-Cruz

Wills & Probate, Trusts, Estate Planning, Elder Law
Status:  In Good Standing           

Brendan L. Froehlich

Wills & Probate, Elder Law, Estate Planning, Land Use & Zoning
Status:  In Good Standing           

FREE CONSULTATION 

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E. O'Malley Smith

Wills & Probate, Estate Planning, Corporate, Business Organization
Status:  In Good Standing           

John Joseph Tuozzolo

Business Organization, Wills & Probate, Government Agencies, Corporate
Status:  In Good Standing           

Americo S. Ventura

Real Estate, Wills & Probate, Criminal, Personal Injury
Status:  Deceased           Licensed:  67 Years

Anthony Novella

Landlord-Tenant, Contract, Commercial Bankruptcy, Wills
Status:  In Good Standing           

Christopher Harold Weir

Wills, Trusts, Contract, Business
Status:  In Good Standing           Licensed:  29 Years

Christopher G. Winans

Lawsuit & Dispute, Wills & Probate, Estate, Bankruptcy, Accident & Injury
Status:  In Good Standing           

Daniel W Ogrady

Bankruptcy, Estate Planning, Estate Administration, Wills
Status:  In Good Standing           Licensed:  39 Years

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LEGAL TERMS

HOLOGRAPHIC WILL

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many stat... (more...)
A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many states, making a holographic will is never advised except as a last resort.

CREDIT SHELTER TRUST

See AB trust.

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)
The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)
Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

PROBATE COURT

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate cour... (more...)
A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate court' in New York and several other states, this court normally examines the authenticity of a will -- or if a person dies intestate, figures out who receives her property under state law. It then oversees a procedure to pay the deceased person's debts and to distribute her assets to the proper inheritors. See probate.

KINDRED

Under some state's probate codes, all relatives of a deceased person.

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)
A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)
Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

SAMPLE LEGAL CASES

Sandford v. Metcalfe

... This is an appeal from the judgments of the trial court sustaining two appeals from the Probate Court for the district of Greenwich, which refused to authorize a distribution to the plaintiffs, Irene Sandford and Gretchen Pulvermann, in accordance with the will of Mary Jane Watson ...

Heussner v. Hayes

... memorandum of decision granting the motions of the defendants Gregory A. Hayes and George T. Heussner, conservators of the estate of Anastasia Heussner (ward), to dismiss two companion appeals [1] filed by the plaintiff, Janet D. Heussner, from orders of the Probate Court. ...

IN RE PROBATE APPEAL OF CADLE COMPANY

In re PROBATE APPEAL OF CADLE COMPANY. In re Probate Appeal of David D'Addario, Executor (Estate of F. Francis D'Addario), et al. ... David W. Rubin and Andrew J. Soltes, Jr., in support of the petition. ... The petition by the executors of the estate of F. Francis D'Addario, ...