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Trust and Estate Administration & Probate
Settling an Estate
Zlokower & Miller has the experience to assist families with the legal and administrative challenges faced by families when a loved one dies. From assisting in determining whether a probate estate should be opened to filing the necessary tax forms to distributing assets either in accordance with the will or the laws of intestacy if there is no will, we work to make the process as simple and stress-free as possible.
Because each person’s circumstances are unique and individual, we will meet with surviving family members to assess what estate settlement services are needed.
We can represent the court appointed executors or administrators in completing the required documentation necessary to pay creditors and transfer assets from the estate to the intended beneficiaries. We can also complete the necessary estate tax returns for the estate.
Often the settlement of an estate includes the sale of real estate and we have significant experience to represent the estate in the sale of any real estate.
While most estates are settled without any conflict, conflicts do arise between the administrators and beneficiaries of the estate. When conflicts do arise, we have experience representing either parties.
When a person is unable to take care of his or her personal and/or financial affiairs and has not given authority to another party either through powers of attorney or trusts to manage his or her affairs, the Probate Courts in Connecticut will appoint a Conservator to manage his or her affairs. We are able to represent clients who are appointed as Conservators and advise them in their legal obligation as Conservator, as well as assist in the filing of the appropriate documents and the administration of the conservatorship.
We are also able to serve as conservator for our clients, assisting them in the management of their financial and personal affairs.
When our clients are faced with the prospects of being placed under a conservatorship we are available to represent our clients in the probate court and to review the conservatorship proceedings to protect our client’s interest.
Zlokower & Miller has the experience to assist families with the legal and administrative challenges faced by families when a loved one dies, when one a loved one requires the assistance of a conservator or when a child requires a guardianship estate to be created and administered.
Administering a Guardianship Estate
When a child under the age of 18 recieves property of a value over $5000, the property is to be held by a guardian appointed by the Probate Court. We are able to represent guardians of the estate and advise them in their legal obligations as guardian of the estate, as well as assist in the filing of the appropriate documents and administration of the guardianship.
Administering a Trust
While the use of trusts are invaluable to estate planning, the role of a trustee can seem daunting. The Trustee is responsible for managing the assets in the trust, following the grantor's directions in the trust and treating the beneficiaries fairly, while keeping accurate financial records and filing the necessary tax returns. We are available to assist Trustees in all aspects of their duties.