Plymouth Trusts Lawyer, Connecticut

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Andrew Joseph Nargi

General Practice
Status:  In Good Standing           Licensed:  43 Years

David Louis Sfara

Litigation, Trusts, Trusts, Estate
Status:  In Good Standing           

Deborah Marie Gaffney

General Practice
Status:  In Good Standing           Licensed:  34 Years

Janie L. Mcdermott

Landlord-Tenant, Trusts, Elder Law, Personal Injury
Status:  In Good Standing           

Michael Reardon

Trusts, Elder Law, Corporate, Personal Injury
Status:  In Good Standing           

Michael Broderick

Dispute Resolution, Criminal, Business Organization, Trusts, Corporate
Status:  In Good Standing           Licensed:  44 Years

Michael J Reardon

Trusts, Elder Law
Status:  In Good Standing           Licensed:  40 Years

Stephen O Allaire

Wills & Probate, Trusts, Estate, Elder Law
Status:  In Good Standing           Licensed:  50 Years

Thomas Frederick Heden

General Practice
Status:  Inactive           Licensed:  62 Years

Wendy R. Federer

Estate, Trusts, Estate Planning, Estate Administration
Status:  Retired           

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LEGAL TERMS

DEED OF TRUST

See trust deed.

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.

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.

ADMINISTRATRIX

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male... (more...)
An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male or female, this person is called the administrator.

MARITAL LIFE ESTATE TRUST

See AB trust.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)
In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

TAKING AGAINST THE WILL

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property.... (more...)
A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property. The surviving spouse can take that share instead of accepting whatever he or she inherited through the deceased spouse's will. If the surviving spouse decides to take the statutory share, it's called 'taking against the will.' Dower and curtesy is another name for the same legal process.

SAMPLE LEGAL CASES

Taylor v. BARBERINO

... The plaintiffs, Marsha B. Taylor, formerly known as Marsha B. Petruzelli, and the accounting firm of Draskinis & Reims, PC, trustee of the Marsha B. Petruzelli Accumulation Trust and the Marsha B. Petruzelli Spray Trust (trusts), appeal from the summary judgment rendered by ...

Barber v. Barber

... At the hearing, the plaintiff disclosed that various partnership assets, including funds related to the sale of real property, had been transferred into two trusts in which he had a financial interest. Despite being directed by Kosowsky ...

Barber v. Barber

... At the hearing, the plaintiff disclosed that various partnership assets, including funds related to the sale of real property, had been transferred into two trusts in which he had a financial interest. Despite being directed by Kosowsky ...