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The C&Z TrustElderLaw Blog

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

What Is a Hotchpot?

I know it sounds like a delicious dish, but a hotchpot is actually an estate planning tool used in many Trusts and Wills. While it is also used in other contexts, as an estate planning doctrine, it dates back as early as the 12th century.

Our children are... Read more.

Oct 14, 2016

Those who age alone are “orphan elders.” Orphan elders may have no surviving spouse, may never have had children, or may have lived long enough to have no surviving close friends or family. Because of health or financial reasons, they may be socially isolated, either completely or partially.... Read more.

Sep 29, 2016

What is a “no contest” clause in a will?

... Read more.

Sep 15, 2016

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