Bridgeport Estate Planning Lawyer, Connecticut, page 2

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Includes: Gift Taxation

V. James Ferraro

Business Organization, Criminal, Estate Planning, Government Agencies
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

Edward F. Piazza

Litigation, Wills & Probate, Estate Planning, Family Law, Personal Injury
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

Gia Schioppo Calistro

Family Law, Workers' Compensation, Estate Planning, Real Estate
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

Anthony D. Sutton

Litigation, Estate Planning, Family Law, Criminal
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

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Ann L. Fowler-Cruz

Wills & Probate, Trusts, Estate Planning, Elder Law
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

E. O'Malley Smith

Wills & Probate, Estate Planning, Corporate, Business Organization
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

Brendan L. Froehlich

Wills & Probate, Elder Law, Estate Planning, Land Use & Zoning
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

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Brian T. O'Connor

Trusts, Estate Planning, Corporate, Business Organization, Other
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

Richard A Sarner

Estate Planning, Wills & Probate, Real Estate, Trusts
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

Irving J Kern

Corporate, Business Organization, Estate Planning, Wills & Probate
Status:  Deceased *Status is reviewed annually. For latest information visit here           Licensed:  54 Years

Free Help: Use This Form or Call 800-814-6700

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LEGAL TERMS

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)
Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property per capita, Julie and the two grandchildren will each take a third. If, on the other hand, Fred's will states that heirs of a deceased beneficiary are to receive the property per stirpes, Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation).

SURROGATE COURT

See probate court.

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

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.'

DEED OF TRUST

See trust deed.

SUCCESSION

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which d... (more...)
The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which determine who inherits property when someone dies without a valid will. When used in connection with real estate, the word refers to the passing of property by will or inheritance, as opposed to gift, grant, or purchase.

DEVISEE

A person or entity who inherits real estate under the terms of a will.

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.

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

SAMPLE LEGAL CASES

Przekopski v. Przekop

... defendants' appeal. The plaintiff and Barbara Przekop are siblings and the children of the decedent. Prior to the decedent's death, he had used survivorship bank accounts as a means of estate planning. He had established ...

PRZEKOPSKI v. PRZEKOP

... defendants' appeal. The plaintiff and Barbara Przekop are siblings and the children of the decedent. Prior to the decedent's death, he had used survivorship bank accounts as a means of estate planning. He had established ...

State v. Coccomo

... For instance, the transfer of property may be done for many legitimate purposes, such as estate planning, gifts to children, or a bona fide sale to an independent third party. The act of the transfer in the present case does not imply the fact to be inferred—that of a guilty mind. ...

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