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Can the Attorney, that represented our Mother in the creation

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of her Trust, and defined...
Can the Attorney, that represented our Mother in the creation of her Trust, and defined by Co-Counsel, the Architect of the Trust, for my Mother, also be a Beneficiary?
Is there Connecticut law on an Attorney, that represented the Settlor, that was deemed the Architect of the Trust and/or had extensive imput into the Trust, also be a beneficiary?
Submitted: 1 year ago.Category: Estate Law
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5/11/2016
Estate Lawyer: J. Warren, Attorney replied 1 year ago
J. Warren
J. Warren, Attorney
Category: Estate Law
Satisfied Customers: 2,249
Experience: Experience in estate planning including wills, trusts and succession planning.
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Hello and welcome to JustAnswer. Please note:This is general information for educational purposes only and is not legal advice. No specific course of action is proposed herein, and no attorney-client relationship or privilege is formed by speaking to an expert on this site. By continuing, you confirm that you understand and agree to these terms.This is problematic as the Rule 1.8(c) of the Connecticut Rules of Professional Conduct consider this a conflict of interest:"(c) A lawyer shall not solicit any substantial gift from a client, including a testamentary gift, or prepare on behalf of a client an instrument giving the lawyer or a person related to the lawyer any substantial gift, unless the lawyer or other recipient of the gift is related to the client. For purposes of this paragraph, related persons include a spouse, child, grandchild, parent, grandparent or other relative or individual with whom the lawyer or the client maintains a close, familial relationship" see source: http://www.jud.ct.gov/publications/PracticeBook/PB.pdfAll my best and encouragement. Thank you for allowing me to help you with your questions. I have done my best to provide information which fully addresses your question. If you have any follow up questions, please ask! Please press a positive rating above this message box in the ratings section so I will be paid for my time assisting you on this matter. Pressing a positive rating will not cost any additional money - it is simply the trigger used by Just Answer to pay me for my time (pressing the middle star or the fourth or fifth star on the right are all positive rating buttons).
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Estate Lawyer: J. Warren, Attorney replied 1 year ago
Can I answer any additional follow up questions for you or clarify anything I have written above? If not, can you please press a positive rating above this message box in the ratings section so I will be paid for my time assisting you on this matter? Pressing a positive rating will not cost any additional money - it is simply the trigger used by Just Answer to pay me for my time (pressing the middle star or the fourth or fifth star on the right are all positive rating buttons).
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Estate Lawyer: J. Warren, Attorney replied 1 year ago
Hello and welcome to JustAnswer. Please note:This is general information for educational purposes only and is not legal advice. No specific course of action is proposed herein, and no attorney-client relationship or privilege is formed by speaking to an expert on this site. By continuing, you confirm that you understand and agree to these terms. A handwritten will does not need to be notarized nor signed by witnesses although it is a good idea. Here is the statute:"14-2503. Holographic willA will that does not comply with section 14-2502 is valid as a holographic will, whether or not witnessed, if the signature and the material provisions are in the handwriting of the testator."
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J. Warren
J. Warren
J. Warren, Attorney
Category: Estate Law
Satisfied Customers: 2,249
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