Probate Matters

Estate planning is an essential step for everyone. Proper planning ensures that your assets and wishes are adhered to and ensures that your loved ones are provided for upon your passing. Kennedy Luce can assist you in estate planning needs.

We also advise trustees, executors and beneficiaries on the legal and tax issues related to the death or incapacity of an individual.

In conjunction with trusts and estate planning, Kennedy Luce offers advice with regard to asset protection. Such protection is often necessary in uncertain financial times and as a result of our litigious society. Depending on the situation, Kennedy Luce can help protect and preserve assets from unfair seizure by creditors, plaintiff’s attorneys and other predators.

Planning in advance of health problems is essential and Kennedy Luce will advise you as to the use of various legal vehicles such as family limited partnerships, limited liability companies, and trusts, including special needs trusts.

Kennedy Luce has an extensive history of litigating probate and estate matters. We represent trustees, guardians, conservators, beneficiaries, heirs, and other interested parties in a variety of contested matters.




Power of Attorney

Living Wills


Title XIX/Special Needs Trusts

Revocable Trusts

Irrevocable Trusts

Life Insurance Trusts

Estate Tax Planning

Business succession planning

IRA and Retirement Planning

Representation of Heirs

Settlement of Estates

Will Contests

Will Construction Actions

Probate Appeals

Fraud Allegations

Lack of Capacity Claims

Undue Influence Allegations

Breach of Fiduciary Duty Actions

Interference with Inheritance Actions


Represented a beneficiary in extensive litigation against fiduciaries of a sizable trust.

Represented a client suing a relative over breach of fiduciary duty in administering an estate.

Represented a Connecticut estate with complicated multi-million dollar real estate holdings.  Ancillary probate proceedings in two other states.

Represented multiple conservators in prolonged litigation with family members of the conserved individual.

Represented an heir in a will contest action concerning a claim of undue influence.

Represented a client in the management of a private equity interest.

Drafted revocable trust tailored to the needs and desires of an elderly client.

Planned for the disposition of significant family real estate assets.

Preparation of hundreds of wills for clients.

Represented multiple executors in the administration of estates.