Bridgeport Wills & Probate Lawyer, Connecticut, page 7

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Includes: Estate Administration, Living Wills, Wills

James Dean Funnell

Special Education, Wills, Estate Administration, Estate Planning
Status:  In Good Standing           Licensed:  37 Years

Jennifer Anne Basciano

Wills, Estate Administration, Estate Planning, Elder Law
Status:  In Good Standing           

Thomas J Walsh

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

William John Britt

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

Ronald B Noren

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

Heather J. Lange

Tax, Litigation, Wills, Estate Planning
Status:  In Good Standing           

David R. Hermenze

Wills, Trusts, Estate Planning
Status:  In Good Standing           

James Dean Funnell

Estate Planning, Wills
Status:  In Good Standing           Licensed:  37 Years

Daniel F Schopick

Estate Administration
Status:  In Good Standing           Licensed:  51 Years

James Hogan Love

Real Estate, Estate, Estate Planning, Wills & Probate
Status:  In Good Standing           

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LEGAL TERMS

REMAINDERMAN

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderma... (more...)
Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderman because he will inherit the home in the future, after Alma dies.

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the trust.

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)
A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

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.

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)
A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

PROBATE

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased pers... (more...)
The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased person's affairs identifying and inventorying the deceased person's property paying debts and taxes identifying heirs, and distributing the deceased person's property according to the will or, if there is no will, according to state law. Formal court-supervised probate is a costly, time-consuming process -- a windfall for lawyers -- which is best avoided if possible.

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, ...

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