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Charles (“Terry”)
E. Coates III |
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Practice
Areas |
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Estate Planning
and Administration, Wills and Trusts, Elder
Law, Real Estate Law
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Education |
Harvard Law School, J.
D., 1974 |
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Harvard College, 1970
B. A. magna cum laude
in American Government
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Admitted
to Practice |
Connecticut (1974)
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U.S. District Court-Connecticut (1975)
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U.S. Court of Appeals-
Second Circuit (1975)
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U.S. Tax Court (1975)
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New York (1988) |
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Profile |
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Terry
Coates has practiced law in Greenwich with
Whitman Breed Abbott & Morgan LLC and
its predecessor firms since graduating from
Harvard Law School in 1974. His practice
is focused primarily on estate planning
(including tax planning); preparation of
wills, living trusts, powers of attorney,
living wills and related documents; administration
of estates and trusts; problems of incapacity;
qualification for such benefits as Title
XIX; and contested probate proceedings.
He appears frequently in the probate courts
of Connecticut and the surrogate’s
courts of New York on both contested and
uncontested matters, and handles probate
appeals and other proceedings in the Connecticut
Superior and Appellate Courts.
Terry has been selected as a Connecticut
Super Lawyer for 2006 and 2007.
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Professional
and Community Affiliations |
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Greenwich
Bar Association (President, 1986-87) |
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Connecticut
Bar Association (Executive Committee, Estates
and Probate Section, 1983-84 and 2003-present;
House of Delegates, 1985-88; Board of Governors,
1987-88) |
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American
Bar Association (Real Property, Probate
and Trust Law Section, 1975-present; Member
of Committee on Estate and Trust Litigation
and Controversy and Committee on Long Term
Care, Medicaid and Special Needs Trusts)
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Former
Committeeman, Trustee, Director and/or Officer
of Community Centers, Inc.; United Way of
Greenwich, Inc.; Utilize Senior Energy,
Inc.; New Canaan Community Nursery School,
Inc.; First Presbyterian Church of New Canaan;
New Canaan Environmental Commission; and
King Low-Heywood Thomas School. |
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Publications/Presentations |
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Lecturer on Estate
Planning and Fiduciary Income Taxation,
University of Connecticut Law School and
Connecticut Bar Association Joint Continuing
Legal Education Program.
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Panelist, Regional Bar Association
Program on Recent Developments in Land
Use Law.
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Panelist, Connecticut Bar Association
Program on Use of Disclaimers in Estate
Planning and Administration. |
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Co-Author, “Appellate Court Decision
Appears to Change the Standards for Timeliness
of Probate Appeals,” Estates and Probate
Notes and Commentary, March, 2006. |
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Panelist, Connecticut Bar Association, 2007 Annual Meeting Program on Hot Topics and Recent Developments in Fiduciary Litigation. |
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