Chatham, NY asked in Probate and Estate Planning for Connecticut

Q: A Mutual Distribution Agreement, Involving a Charity, represented by the AG office.

CT - Does the AG office, in addition to representing the charity, also act as guardian of the testators's intent, in a Mutual Distribution Agreement between a charity and income beneficiaries?

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1 Lawyer Answer
Matthew A. Wiley
Matthew A. Wiley
PREMIUM
Answered
  • Estate Planning Lawyer
  • North Haven, CT
  • Licensed in Connecticut

A: No. The Executor or Trustee would represent the grantors intent to the extent it is allowed. The AG would represent potentially the charity and definitely the public's interest. Intent is somewhat irrelevant to the AG in this context.

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