A Practical Guide to Estate Planning in Connecticut

Straightforward guidance, applied law, and inside tips from respected members of the New Hampshire family law bar

Product Number: 2130489B00
Publication Date: 9/24/2024
Edition: 3rd Edition 2024
Copyright: © 2024 MCLE, Inc.
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A Practical Guide to Estate Planning in Connecticut

Straightforward guidance, applied law, and inside tips from respected members of the New Hampshire family law bar

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Pricing: $195.00; Members: $175.50; New Lawyers: $97.50

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Product Description
Product Description

Straightforward guidance, applied law and inside tips from respected members of the New Hampshire family law bar....that's what A Practical Guide to Divorce in New Hampshire offers—and more! Under the editorial direction of the Honorable Michael Alfano, MCLE|New England has assembled thirty of New Hampshire's best authorities on divorce law practice to share their techniques, tips, strategies and best practices for handling a variety of legal issues in the context of divorce. The book's authors include judges and lawyers from all corners of New Hampshire—North Conway to Nashua and Auburn to Portsmouth! Now, you can benefit from their collective expertise in advocating for your client, managing the stages of litigation, and preparing for trial.

Recent updates:
- Update: March 2025
  Dear Subscriber:
  
  Thank you for choosing to keep your copy of A Practical Guide to Divorce in New Hampshire current with this 2025 edition. This edition contains updated information, including the following:
  - Motions for temporary orders. See chapter 5 for new practice guidance and cautions as to court orders regarding the exchange of exhibits prior to a hearing.
  - Marital assets defined See chapters 6 and 8 for comments regarding the division of the marital estate, along with discussion of a 2024 case addressing a two-step analysis for determining which assets constitute marital property under N.H. Rev. Stat. Ann. § 458:16-a, I, and exercising the court's discretion to equitably distribute those assets pursuant to N.H. Rev. Stat. Ann. § 458:17-1, II.
  - Discovery. Chapter 7 includes comments regarding Rule 1.25-A(D) and its authorization of the court to impose severe sanctions on a party for failing to comply with mandatory initial self-disclosure. The chapter provides examples of sanctions.
  - Alimony and the interplay with child support. Chapter 8 provides new commentary on deductions from the alimony payor's income and included in the payee's income prior to the time that the statutory percentage is calculated on the difference in monthly income. Citation to a 2024 decision is supplied.
  - Deviations from child support guidelines. Chapter 10 addresses the use of the parenting schedule. It discusses the situation where the parties have a substantially shared or approximately equal parenting schedule and no extraordinary circumstances, and the impact of that situation on the child support order.
  - Addiction to substances and the impact on parenting plans. Chapter 11 discusses the New Hampshire Supreme Court's recent (2024) consideration of evidence of a party's sobriety in relation to their request to modify the parenting plan. It cites a case where the court held that denial of a parent's request to expand their parenting time could not be based solely on concerns over the parent's sobriety.
  - Use of experts; valuation. Chapter 13 cites a case finding that, even if experts do testify with regard to estate valuation, the trial court has discretion to formulate its own valuation calculation.
  We at MCLE trust that you will find this new material useful in your family law practice and valuable in maintaining your law library.
  
  Cordially,
  
  MCLE Press
Table of Contents

Table of Contents
expand all

Chapter 01 expand

Practical Steps in Handling an Estate Planning Matter
Buy Chapter
David R. Hermenze, Esq., Brody Wilkinson PC.

Checklist 1.1
- Considerations for Initial Estate Planning Client Contact Buy Form

Checklist 1.2
- Checklist for Introductory Estate Planning Client Meeting Buy Form

Exhibit 1A
- Introductory Letter (Short Form) Buy Form

Exhibit 1B
- Introductory Letter (Long Form) Buy Form

Exhibit 1C
- Estate Planning Questionnaire (Short Form) Buy Form

Exhibit 1D
- Estate Planning Questionnaire (Long Form) Buy Form

Exhibit 1E
- Nonengagement Letter Buy Form

Exhibit 1F
- Engagement Letter (Short Form) Buy Form

Exhibit 1G
- Engagement Letter (Medium Form) Buy Form

Exhibit 1H
- Engagement Letter (Long Form) Buy Form

Exhibit 1I
- Letter of Explanation (Single Client) Buy Form

Exhibit 1J
- Letter of Explanation (Married Clients) Buy Form

Exhibit 1K
- First-Draft Follow-Up Letter Buy Form

Exhibit 1L
- Letter Enclosing Final Drafts Buy Form

Exhibit 1M
- Self-Proving Affidavit Buy Form

Exhibit 1N
- Letter Enclosing Copies of Signed Originals and Concluding Representation Buy Form

Exhibit 1O
- Final Fixed-Fee Bill Buy Form

Chapter 02 expand

Estate, Gift, and Generation-Skipping Transfer Taxes
Buy Chapter
Edward F. Krzanowski, Esq., Day Pitney LLP
Anna Rothfus Merin, Esq., Day Pitney LLP

Checklist 2.1
- Checklist of Gifting Considerations Buy Form

Exhibit 2A
- GST Tax: Questions and Answers for Spotting Potential Skips Buy Form

Exhibit 2B
- GST Tax: Examples and Illustrations for the Rules on Automatic Deemed Allocation of GST Tax Exemption to “Indirect Skips” Buy Form

Chapter 03 expand

Fundamental Testamentary Planning
Buy Chapter
Danielle P. Ferrucci, Esq., Shipman & Goodwin LLP
Bryon W. Harmon, Esq., Shipman & Goodwin LLP

Exhibit 3A
- Pour-Over Will Provision: Pour-Over Residue to Own Trust Buy Form

Exhibit 3B
- Pour-Over Will Provision: Residue to Other Person’s Trust Buy Form

Exhibit 3C
- Marital Deduction/Generation-Skipping Trust Buy Form

Chapter 04 expand

Marital Deduction Planning and Drafting Techniques
Buy Chapter
John R. Ivimey, Esq., Reid and Riege, PC

Checklist 4.1
- Checklist of Considerations as to Whether a Trust Qualifies as a Marital Deduction (Connecticut) Buy Form

Checklist 4.2
- Checklist of Reasons Not to Use a Single QTIP Trust (Connecticut) Buy Form

Chapter 05 expand

Lifetime Asset Transfers
Buy Chapter
Lisa F. Metz, Esq., Brody Wilkinson PC
Peter T. Mott, Esq., Brody Wilkinson PC

Checklist 5.1
- Nontax Considerations for Establishing an Inter Vivos Trust Buy Form

Exhibit 5A
- Sample Section 2503(c) Trust Buy Form

Exhibit 5B
- Sample Crummey Trust for Minor Children Buy Form

Exhibit 5C
- Sample Crummey Trust for One Minor Child Buy Form

Chapter 06 expand

Charitable Giving Outright and in Trust
Buy Chapter
Peter Chadwick, Esq., Day Pitney LLP
Jennifer M. Pagnillo, Esq., Day Pitney LLP

Exhibit 6A
- IRS Revenue Procedures Issuing Sample Charitable Split-Interest Trust Forms Buy Form

Chapter 07 expand

Life Insurance and Estate Planning
Buy Chapter
Richard A. Marone, Esq., Murtha Cullina LLP

Chapter 08 expand

Durable Powers of Attorney, Advance Health Care Directives, Living Wills, Appointment of Health Care Representatives, and Designation of Conservator
Buy Chapter
Greta E. Solomon, Esq., Cohen and Wolf, PC

Exhibit 8A
- Durable Power of Attorney Buy Form

Exhibit 8B
- Durable Statutory Power of Attorney (Long Form) Buy Form

Exhibit 8C
- Durable Statutory Power of Attorney (Short Form) Buy Form

Exhibit 8D
- Connecticut Statutory Living Will Buy Form

Exhibit 8E
- Connecticut Statutory Appointment of Health Care Representative Buy Form

Exhibit 8F
- HIPAA Release Form Buy Form

Exhibit 8G
- Designation of Conservator Buy Form

Chapter 09 expand

Estate Planning for Retirement Benefits
Buy Chapter
Mark W. Dost, Esq., Chipman Mazzucco Emerson LLC
Ronald J. Koniuta, Esq., Reid and Riege, PC

Exhibit 9A
- Uniform Lifetime Table A-2 Buy Form

Exhibit 9B
- Uniform Lifetime Table A-3 Buy Form

Exhibit 9C
- Sample Basic Beneficiary Designation Buy Form

Exhibit 9D
- Single Life Expectancy Table A-1 Buy Form

Exhibit 9E
- Distribution Period Buy Form

Chapter 10 expand

Basic Strategies to Preserve and Protect the Family Business
Buy Chapter
Jay M. Sattler, CPA, Clifton Larson Allen

Chapter 11 expand

Drafting and Administering the Special Needs Trust
Buy Chapter
Rebecca A. Iannantuoni, Esq., Day Pitney LLP

Exhibit 11A
- Sample: Material and Primary Purpose of Third-Party-Funded Trust Buy Form

Exhibit 11B
- Sample: Sole, Absolute, and Uncontrolled Discretion Provision for Third Party-Funded Trust Buy Form

Exhibit 11C
- Sample: Two-Share Provision Discretionary Supplemental Needs Trust Agreement Buy Form

Exhibit 11D
- Sample: Material and Primary Purpose of OBRA ’93 Trust Buy Form

Exhibit 11E
- Sample: Sole, Absolute, and Uncontrolled Discretion Provision for OBRA ’93 Trust Buy Form

Exhibit 11F
- Sample: Payback Provision for OBRA ’93 Trust Buy Form

Chapter 12 expand

Marital Agreements
Buy Chapter
Edward Bryan, Louden, Katz, McGrath & Bryan LLC

Checklist 12.1
- Premarital Agreement Checklist Buy Form

Checklist 12.2
- Postmarital Agreement Checklist Buy Form

Checklist 12.3
- Separation Agreement Checklist Buy Form

Checklist 12.4
- Cohabitation Agreement Checklist Buy Form

Chapter 13 expand

Nontraditional Estate Planning
Buy Chapter
Oliver K. Ayer, Esq., Day Pitney LLP
Christiana N. Gianopulos, Esq., Day Pitney LLP

Chapter 14 expand

Postmortem Estate Planning
Buy Chapter
Gregory A. Hayes, Esq., Day Pitney LLP
Darren M. Wallace, Esq., Day Pitney LLP

Checklist 14.1
- Checklist for Disclaimers Buy Form

Exhibit 14A
- Disclaimer of Powers as Beneficiary of Trust Buy Form

Exhibit 14B
- Disclaimer of an Interest in Real Estate Buy Form
Editors & Authors

Editor(s)

B. Dane Dudley, Esq., Day Pitney LLP, West Hartford

Author(s)

Oliver K. Ayer, Esq., Day Pitney LLP, West Hartford

Edward Bryan, Louden, Katz, McGrath & Bryan LLC, Hartford

Peter Chadwick, Esq., Day Pitney LLP, West Hartford

Mark W. Dost, Esq., Chipman Mazzucco Emerson LLC, Southbury

Danielle P. Ferrucci, Esq., Shipman & Goodwin LLP, Hartford

Christiana N. Gianopulos, Esq., Day Pitney LLP, West Hartford

Bryon W. Harmon, Esq., Shipman & Goodwin LLP, Hartford

Gregory A. Hayes, Esq., Day Pitney LLP, Stamford

David R. Hermenze, Esq., Brody Wilkinson PC., Southport

Rebecca A. Iannantuoni, Esq., Day Pitney LLP, New Haven

John R. Ivimey, Esq., Reid and Riege, PC, Hartford

Ronald J. Koniuta, Esq., Reid and Riege, PC, Hartford

Edward F. Krzanowski, Esq., Day Pitney LLP, West Hartford

Richard A. Marone, Esq., Murtha Cullina LLP, Hartford

Anna Rothfus Merin, Esq., Day Pitney LLP, West Hartford

Lisa F. Metz, Esq., Brody Wilkinson PC, Southport

Peter T. Mott, Esq., Brody Wilkinson PC, Southport

Jennifer M. Pagnillo, Esq., Day Pitney LLP, Greenwich

Jay M. Sattler, CPA, Clifton Larson Allen, West Hartford

Greta E. Solomon, Esq., Cohen and Wolf, PC, Bridgeport

Darren M. Wallace, Esq., Day Pitney LLP, Stamford

TOP

A Practical Guide to Estate Planning in Connecticut

Straightforward guidance, applied law, and inside tips from respected members of the New Hampshire family law bar

A Practical Guide to Estate Planning in Connecticut

Straightforward guidance, applied law, and inside tips from respected members of the New Hampshire family law bar

Choose Format:

Product Description

Recent updates:

Table of Contents

Practical Steps in Handling an Estate Planning Matter

Checklist 1.1

Checklist 1.2

Exhibit 1A

Exhibit 1B

Exhibit 1C

Exhibit 1D

Exhibit 1E

Exhibit 1F

Exhibit 1G

Exhibit 1H

Exhibit 1I

Exhibit 1J

Exhibit 1K

Exhibit 1L

Exhibit 1M

Exhibit 1N

Exhibit 1O

Estate, Gift, and Generation-Skipping Transfer Taxes

Checklist 2.1

Exhibit 2A

Exhibit 2B

Fundamental Testamentary Planning

Exhibit 3A

Exhibit 3B

Exhibit 3C

Marital Deduction Planning and Drafting Techniques

Checklist 4.1

Checklist 4.2

Lifetime Asset Transfers

Checklist 5.1

Exhibit 5A

Exhibit 5B

Exhibit 5C

Charitable Giving Outright and in Trust

Exhibit 6A

Life Insurance and Estate Planning

Durable Powers of Attorney, Advance Health Care Directives, Living Wills, Appointment of Health Care Representatives, and Designation of Conservator

Exhibit 8A

Exhibit 8B

Exhibit 8C

Exhibit 8D

Exhibit 8E

Exhibit 8F

Exhibit 8G

Estate Planning for Retirement Benefits

Exhibit 9A

Exhibit 9B

Exhibit 9C

Exhibit 9D

Exhibit 9E

Basic Strategies to Preserve and Protect the Family Business

Drafting and Administering the Special Needs Trust

Exhibit 11A

Exhibit 11B

Exhibit 11C

Exhibit 11D

Exhibit 11E

Exhibit 11F

Marital Agreements

Checklist 12.1

Checklist 12.2

Checklist 12.3

Checklist 12.4

Nontraditional Estate Planning

Postmortem Estate Planning

Checklist 14.1

Exhibit 14A

Exhibit 14B

Editor(s)

Author(s)