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The C&Z TrustElderLaw Blog

When planning for the end of your life, it is only realistic to think about what would happen if you become physically or mentally incapacitated. Advance directives were created to enable you to give clear directions for what to do to ensure that your wishes are carried out if you become unable... Read more.

May 18, 2017

If a loved one has recently been diagnosed with dementia or another cognitive abnormality, it may not be too late for them to create a will.  However, there are some potential problems with creating a will after a diagnosis of Alzheimer’s or dementia. Signing a will now, even after diagnosis,... Read more.

Apr 21, 2017

If you want legal and financial protection from a greedy or meddling relative, a voluntary conservatorship can put the court between that relative and your property. To get the protection in Connecticut, you file a Petition for Voluntary Representation in the Probate Court where you live. The... Read more.

Apr 6, 2017

On February 10th of this year the Connecticut Banking Commission introduced a bill to the Connecticut Legislature entitled An Act Concerning the Protections of Elderly Persons from Actual or Suspected Financial Abuse.

          What does this Bill say?  Subsection (b) of... Read more.

Mar 8, 2017
How to Avoid a Will Contest

While the vast majority of Wills pass through probate without problems, it is hard to predict whether a family member will challenge your Will upon your death. Any “interested party” - anyone who could potentially gain or lose something if the will is carried out as written - can contest a Will... Read more.

Mar 7, 2017
Financial Steps after Alzheimers Diagnosis

A diagnosis of Alzheimer’s Disease can send you and your caregivers reeling. Not only are there many things to learn about the disease and the many services you may need but you will have financial concerns to address. As soon as you can, focus on gathering information and weighing your options... Read more.

Feb 24, 2017

When it comes to annual estate planning, we must consider both estate taxes and gift taxes. In this article, we discuss gift taxes for 2017. You can learn more about the estate taxes for 2017 here(1).

2017 Annual Gift Tax Exclusion

The annual federal gift tax exclusion for 2017... Read more.

Jan 25, 2017
2017 Federal CT Estate Tax Exemption

If you’re trying to manage your estate’s federal and state tax liability, you need to keep in mind both the federal and state estate tax exemption.

Federal Estate Tax Exemption

The estate tax is a tax on the value of property transferred at death.  Property includes life... Read more.

Jan 7, 2017

First, what does the term “undue influence” mean?  

Undue influence is a term that means persuasion exercised by one or more people over someone else, to bring that person to the point of signing a Will, a Trust or a Deed that does not truly represent how that person would want to see... Read more.

Nov 16, 2016

Attorneys spend several hours preparing customized Wills, Trusts, and Durable Powers of Attorney. But do they prepare a flow chart that shows where assets will go under their client's estate plan?  Some attorneys summarize key provisions for their clients. Yet, these carefully crafted... Read more.

Nov 2, 2016

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