It’s not surprising that people are often confused by the terms “guardianship” and “conservatorship.” Usage of these terms varies from state to state, and multiple levels can apply in either case.
We hope this quick overview will help set the record straight about when and how these terms apply according to Connecticut law.
To get started, let’s take a high-level look at the different kinds of guardianship and conservatorship that are possible depending on the specific situation.
The subject of many a soap opera plot and even some films (like Rian Johnson’s 2019 sleeper hit, Knives Out), undue influence can be a fascinating way to explore family dynamics. But, it’s a little more nuanced than Hollywood makes it out to be – and a little less entertaining in real life.
In this article, we define what is and isn’t considered undue influence, take a look at what happens when someone suspects undue influence, and provide some guidance about how to avoid the drama, inconvenience, and pain that are usually the result of someone contesting a Will.
As if losing a parent wasn’t hard enough, that loss often comes hand in hand with the very real potential for life-changing sibling rivalry over the inheritance. In fact, disagreement over whether an inheritance has been divided fairly is the number one cause of adult sibling rivalry.
At the root of all such conflicts is a lack of clear and consistent communication. When no one is willing to talk frankly about such concerns ahead of time, it’s inevitable that individual players will develop their own expectations about what they “deserve.”
At the same time, the parent—even when well meaning—may also hold opinions or make assumptions that are detrimental to a truly equitable inheritance strategy.
When you are putting your estate plan together, one of the advance directives you will want to create is a Designation of Conservator. It is probably something you haven’t thought about, or maybe even knew it existed! But it is really important.
What is this Designation of Conservator? It’s where you decide ahead of time who will manage your affairs – and under what certain circumstances – if you become incapacitated.
So what is a conservator?
A conservator is a person appointed by the probate court to oversee the financial and/or personal affairs of an adult who is determined by the probate court to be incapable of Continue reading
Recently, I came across an email that listed 45 synonyms for “old” and “old fashioned.”
In reviewing the 45 word list, I got to thinking more about the consequences of the meaning of each of these words.
As an example, what jumps to mind when I write the word vintage? Maybe that classic car? Maybe that high quality wine?
Certainly something that is excellent, enduring, and classical. Continue reading
Contrary to popular belief, a Will or Last Will and Testament, isn’t always written in stone.
Quite frequently, disputes arise over the contents of a Will and the parties who are at odds must seek outside help to resolve the issues. Because there are often conflicts of interest around such disputes, it’s important for each party Continue reading
Because of my practice area, probate and elder law litigation, I oftentimes find myself in either the courtroom or the hallway with a client fielding this all too common question:
“What could we have done to avoid all of this?”
You probably have an estate plan which means you have certainly taken a step in the right direction to protect your assets and ensure that they get distributed as you wish.
But you may be able to do more. Continue reading
This is the first in a two-part series about the realities of and remedies for sibling rivalry over family inheritance. The 2nd part in the series “How to Keep the Kids from Fighting Over Their Inheritance” provides tips on how to avoid these kinds of conflicts.
“Mom always liked you best,” Tommy Smothers used to say. Those five words make up one of the most recognizable catch phrases of the inimitable Smothers Brothers. Coined in the early 1960s, it captures — in a humorous way — the rivalry that is an almost ubiquitous part of growing up with siblings.
Most of the time, such rivalries fade over the years, becoming fodder for family ribbing around the holiday table. But when the passing of a parent drives siblings into the unfamiliar territory of dealing with an inheritance, those rivalries can rear their ugly heads in unexpected and sometimes heartbreaking ways.
With Thanksgiving behind us and other holidays quickly approaching, most of us are now in full holiday swing. Maybe it is simply the time of year where the word “expectation” is bouncing around in my mind.
With these holidays, we must at least consider the notion that expectations are created and that some of us, from children to adults, have some expectation about receiving gifts (from where is a conversation for you to have with your loved ones). Continue reading
So you’ve got your house in order, estate plan complete and signed, wishes documented. What are the chances of your Will being challenged?
From our experience, the chances are greater than before.
Will contests
Will contests, when one or more parties challenge a Last Will & Testament, are a direct attack in probate court against one’s estate plan. There is a growing trend however, of attacks against estate plans that take place outside of probate court.
We’ve been seeing a marked increase in people challenging Continue reading
Connecticut Estate Planning Attorneys Blog
