Help

ALERT

RECENT INTERRUPTION IN SERVICES:
MCLE recently experienced an interruption in services. Our website is now back up and running. Most services are currently available, with full functionality to be restored incrementally over the coming days. We appreciate that you rely on MCLE resources to assist you in your practice and apologize for any inconvenience this interruption may have caused you.

A Practical Guide to Probate in Connecticut

book
  • Product Number: 2130484B00
  • Publication Date: 2/16/2021
  • Edition: 1st Edition 2013, with 2018 & 2021 Supplements
  • Copyright: © 2021 MCLE, Inc.
  • Add to Favorites List

Choose Format:

Also Available:
article
eArticles
See Table of Contents below to purchase individual chapters (including all chapter exhibits) from this book. Price per chapter: $50.00; Sponsor Members $45.00; New Lawyers $37.50 Free for OnlinePass subscribers.
article
eChecklists and eForms
See Table of Contents below to purchase individual checklists and forms from this book. Price per exhibit: $25.00; Sponsor Members $22.50; New Lawyers $18.75
  • Product Description
  • Table of Contents
  • Editors & Authors
  • Product Description

    Product Description

    A comprehensive manual that clarifies issues and procedures that pertain to Connecticut probate practice. This book guides you through details you should address before appointment of a legal representative, settlement of the intestate estate, fundamentals of probating the will, replacement of fiduciaries, procedures for bringing claims, practical tips on postmortem planning, fiduciary and attorney fees, inventories, distributions, accounts, real estate transfers, debts of the decedent—and much more.

    Recent updates:

    • Update: February 2021

      Dear Subscriber:

      Thank you for updating your library with the 2021 supplement to A Practical Guide to Probate in Connecticut. This latest product brings updated resources within your immediate reach—for fast, accurate, and practical solutions.

      Highlights from the 2021 supplement include

      • the implementation of a new e-filing system, effective January 1, 2020, for probate petitions and other filings with the Connecticut Probate Court;
      • a recent case on the requirements for changing domicile;
      • an executive order, effective March 30, 2020, authorizing the remote signing of wills and specifying the procedures that must be followed by testators and their counsel to effect a valid signature;
      • recent case law on testamentary capacity and undue influence;
      • adoption of the Connecticut Uniform Trust Code, effective January 1, 2020, establishing a set of rules for creating, administering, and terminating trusts;
      • a recent case addressing the requirements for a self-proving affidavit;
      • updated exemption amounts for federal and Connecticut estate tax;
      • standards for evaluating the reasonableness of fee awards in probate matters;
      • updates and other revisions to the book's step-by-step chronology of estate administration; and
      • updated court forms and information on fees.

      We trust you will find this latest version of A Practical Guide to Probate in Connecticut an invaluable resource for your busy practice.

      Cordially,

      John M. Lawlor, MCLE Publications Attorney

    • Update: October 2018

      Dear Subscriber:

      Thank you for updating your library with the 2018 supplement to A Practical Guide to Probate in Connecticut. This latest product brings updated resources within your immediate reach—for fast, accurate, and practical solutions.

      Highlights from the 2018 supplement include

      • updated procedures for initiating the administration or probate of an estate, including notice of hearing, waiver of notice, scheduling of a hearing, and special procedures for heirs who are members of one of the U.S. military services;
      • requirements for preparing an inventory of the estate, including guidance on handling particular types of assets, such as motor vehicles and bank accounts;
      • Superior Court cases addressing issues relating to fiduciaries, including
        • the court's discretionary power to remove a fiduciary;
        • the scope of the doctrine of virtual representation; and
        • amended statutory provisions governing the appointment of successor trustees;
      • application of the Connecticut Revised Uniform Access to Digital Assets Act and the Connecticut Uniform Power of Attorney Act;
      • a Superior Court case addressing when an insurer may contest payment under the decedent's life insurance policy;
      • caselaw on the power to surcharge a fiduciary in cases where the fiduciary's account is incomplete or incorrect; and
      • updated court forms and information on fees.

      We trust you will find this latest version of A Practical Guide to Probate in Connecticut an invaluable resource for your busy practice.

      Cordially,

      John M. Lawlor, MCLE Publications Attorney

  • Table of Contents

    Table of Contents

    expand all
    Chapter 1 expand

    Exhibit 1A

    - Petition/Access to Safe Deposit Box to Obtain Will/ Cemetery Deed (Form PC-203) Buy Form

    Exhibit 1B

    - Affidavit in Lieu of Probate of Will/Administration (Form PC-212) Buy Form

    Exhibit 1C

    - Affidavit for Filing Will Not Submitted for Probate (Form PC-211) Buy Form

    Exhibit 1D

    - Petition/Estate Examiner for Limited Purpose (Form PC-207) Buy Form

    Exhibit 1E

    - Model Application for Temporary Administration Buy Form
    Chapter 2 expand

    Probating the Will

    Buy Chapter
    Joseph A. Cipparone, Esq., Cipparone & Zaccaro PC

    Exhibit 2A

    - Affidavit in Lieu of Probate of Will/Administration (Form PC-212) Buy Form

    Exhibit 2B

    - Request for Order of Distribution (Form PC-212A) Buy Form

    Exhibit 2C

    - Petition/Estate Examiner for Limited Purpose (Form PC-207) Buy Form

    Exhibit 2D

    - Petition/Administration or Probate of Will (Form PC-200) Buy Form

    Exhibit 2E

    - Certification/Mailing of Document by Party (Form PC-151) Buy Form

    Exhibit 2F

    - Appointment of Probate Judge as Agent for Service by Nonresident Fiduciary (Form PC-482) Buy Form

    Exhibit 2G

    - Sample Affidavit Regarding Reciprocity Buy Form

    Exhibit 2H

    - Probate Bond (Form PC-480) Buy Form

    Exhibit 2I

    - General Waiver (Form PC-181) Buy Form

    Exhibit 2J

    - Self-Proving Affidavit Buy Form

    Exhibit 2K

    - Affidavit in Proof of Will and/or Codicil (Form PC-210) Buy Form
    Chapter 3 expand

    Probate of the Intestate Estate

    Buy Chapter
    James J. Flaherty, Jr., Esq., Chipman Mazzucco Emerson
    Marion B. Manzo, Esq., Gager, Bower & Scalzo LLP

    Exhibit 3A

    - Affidavit in Lieu of Administration (Form PC-212) Buy Form

    Exhibit 3B

    - Request for Order of Distribution (Form PC-212A) Buy Form

    Exhibit 3C

    - Petition/Estate Examiner for Limited Purpose (Form PC-207) Buy Form

    Exhibit 3D

    - Domicile Declaration (DRS Form C-3) Buy Form

    Exhibit 3E

    - Petition/Administration or Probate of Will (Form PC-200) Buy Form

    Exhibit 3F

    - Appointment of Probate Judge as Agent for Service by Nonresident Fiduciary (Form PC-482) Buy Form

    Exhibit 3G

    - Petition to Sell or Mortgage Real Property (Form PC-400) Buy Form

    Exhibit 3H

    - Special Appearance of Servicemember (Form PC-188) Buy Form
    Chapter 4 expand
    Chapter 5 expand

    Removal, Resignation, and Death of Fiduciaries

    Buy Chapter
    Christopher S. Drew, Esq., Drew, Mersereau & Cohen, P.C.

    Exhibit 5A

    - Sample Petition for Removal of Fiduciary Buy Form

    Exhibit 5B

    - Sample Affidavit of Request for Removal of Trustee and Waiver of Accounting Buy Form

    Exhibit 5C

    - Sample Declination of Service as Executor Buy Form
    Chapter 6 expand

    Exhibit 6A

    - Bibliography Buy Form
    Chapter 7 expand

    Guardians and Conservators

    Buy Chapter
    Tatiana F. DaSilva, Cohen and Wolf, PC
    Greta E. Solomon, Esq., Cohen and Wolf, PC

    Exhibit 7A

    - Standby Guardian Form Buy Form

    Exhibit 7B

    - Petition/Removal of Guardian (Form PC-500) Buy Form

    Exhibit 7C

    - Application/Appointment of Temporary Guardian (Form PC-504) Buy Form

    Exhibit 7D

    - Application/Guardianship of Person with Intellectual Disability (Form PC-700) Buy Form

    Exhibit 7E

    - Petition for Voluntary Representation by Conservator (Form PC-301) Buy Form

    Exhibit 7F

    - Petition for Appointment of Conservator (Form PC-300) Buy Form

    Exhibit 7G

    - Physician’s Evaluation (Form PC 370) Buy Form

    Exhibit 7H

    - Petition/Appointment of Temporary Conservator (Form PC-302) Buy Form

    Exhibit 7I

    - Petition for Provisional Order of Transfer of Conservatorship to Other State (Form PC-304) Buy Form

    Exhibit 7J

    - Petition for Provisional Order Accepting Transfer of Conservatorship from Other State (Form PC-305) Buy Form
    Chapter 8 expand

    Debts of the Decedent

    Buy Chapter
    Heather J. Lange, Esq., Brody Wilkinson, PC.

    Exhibit 8A

    - Notice to Creditors (Form PC-234) Buy Form

    Exhibit 8B

    - Return of Claims and List of Notified Creditors (Form PC-237) Buy Form

    Exhibit 8C

    - Application/Declaration of Insolvent Estate (Form PC-204) Buy Form
    Chapter 9 expand

    Testate and Intestate Distributions

    Buy Chapter
    Patricia R. Beauregard, Esq., Cummings & Lockwood LLC

    Exhibit 9A

    - Per Stirpes v. Per Capita Chart Buy Form

    Exhibit 9B

    - Degrees of Kindred Chart Buy Form
    Chapter 10 expand

    Real Estate Transfers and Sales

    Buy Chapter
    Amy L.Y. Day, Esq., McLaughlin & Stern LLP

    Exhibit 10A

    - Connecticut Standard of Title 13.1 Buy Form

    Exhibit 10B

    - Notice for Land Records/Appointment of Fiduciary (Form PC-251) Buy Form

    Exhibit 10C

    - Petition to Sell or Mortgage Real Property (Form PC-400) Buy Form

    Exhibit 10D

    - Application for Certificate Discharging Property Subject to Estate Tax Lien Buy Form

    Exhibit 10E

    - Petition for Certificate Releasing Liens (Form PC-205B) Buy Form

    Exhibit 10F

    - Reserved

    Exhibit 10G

    - Application for Certificate Releasing Connecticut Estate Tax Lien Buy Form

    Exhibit 10H

    - Reserved

    Exhibit 10I

    - Long Form Executor’s Deed Buy Form

    Exhibit 10J

    - Long Form Administrator’s Deed (Survivorship) Buy Form

    Exhibit 10K

    - Certificate of Devise, Descent, or Distribution (Form PC-250) Buy Form

    Exhibit 10L

    - Connecticut Standard of Title 13.3 Buy Form

    Exhibit 10M

    - Connecticut Standard of Title 13.2 Buy Form
    Chapter 11 expand

    Accounts

    Buy Chapter
    Kelley Galica Peck, Esq., Cummings & Lockwood

    Exhibit 11A

    - Waiver of Right to Hearing re Account (Form PC-245) Buy Form

    Exhibit 11B

    - Decedent’s Estate Administration Account (Short Form) (Form PC-242) Buy Form

    Exhibit 11C

    - Financial Report: Decedent’s Estate (Form PC-246) Buy Form

    Exhibit 11D

    - Fiduciary’s Periodic or Final Account (Form PC-441) Buy Form

    Exhibit 11E

    - Affidavit in Lieu of Probate of Will/Administration (Form PC-212) Buy Form

    Exhibit 11F

    - Request for Order of Distribution (Form PC-212A) Buy Form

    Exhibit 11G

    - Sample Form of Receipt, Release, Waiver, and Indemnification Agreement Buy Form
    Chapter 12 expand

    Attorney Fees and Executor Fees for Estate Administration

    Buy Chapter
    David R. Hermenze, Esq., Hermenze & Marcantonio

    Exhibit 12A

    - Sample Engagement Letter Buy Form

    Exhibit 12B

    - Sample Letter to an Executor Buy Form
    Chapter 13 expand

    Exhibit 13A

    - Request/Order Waiver of Fees—Petitioner (Form PC-184) Buy Form

    Exhibit 13B

    - Request/Order Waiver of Fees—Respondent (Form PC-184A) Buy Form

    Exhibit 13C

    - Petition/Extension of Time to Pay Probate Fees (Form PC-401) Buy Form
    Chapter 14 expand

    Chronology of Estate Administration

    Buy Chapter
    Patricia Lomartire, Smith & Grant LLP
    George L. Smith, Esq., Smith & Grant LLP
  • Editors & Authors

    Editor(s)

    Jennifer A. Basciano, Esq., Brody Wilkinson, PC., Southport
    Peter T. Mott, Esq., Brody Wilkinson PC, Southport

    Author(s)

    Patricia R. Beauregard, Esq., Cummings & Lockwood LLC, Stamford
    Joseph A. Cipparone, Esq., Cipparone & Zaccaro PC, New London
    Tatiana F. DaSilva, Cohen and Wolf, PC, Bridgeport
    Amy L.Y. Day, Esq., McLaughlin & Stern LLP, Westport
    Christopher S. Drew, Esq., Drew, Mersereau & Cohen, P.C., Avon
    James J. Flaherty, Jr., Esq., Chipman Mazzucco Emerson, Southbury
    David R. Hermenze, Esq., Hermenze & Marcantonio, Westport
    Heather J. Lange, Esq., Brody Wilkinson, PC., Southport
    Patricia Lomartire, Smith & Grant LLP, Greenwich
    Marion B. Manzo, Esq., Gager, Bower & Scalzo LLP, Southbury
    Kelley Galica Peck, Esq., Cummings & Lockwood, West Hartford
    George L. Smith, Esq., Smith & Grant LLP, Greenwich
    Greta E. Solomon, Esq., Cohen and Wolf, PC, Bridgeport
TOP