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Matthew A. Wiley

Matthew A. Wiley

Wiley Etter, LLC - Estate and Business Planning (Wills, Trusts, Probate)
  • Estate Planning, Business Law, Probate...
  • Connecticut, Florida, New York
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Summary

Attorney Wiley worked extensively throughout his undergraduate and law school years in the financial services industry. During the course of this period he spent several years working with Northwestern Mutual in Philadelphia, PA and Hamden, CT. Ultimately he served as investment coordinator for a top ranked Certified Financial Planner, before transitioning his planning experience into the legal arena.

Accepting an opportunity with Withers Bergman LLP, Attorney Wiley cultivated his now thriving passion for creating expertly crafted custom estate planning documents. After passing the bar in 2009, Attorney Wiley practiced under the tutelage of Attorney Suzann Beckett at the Estate Planning Law Center, LLC. Attorney Wiley has rapidly emerged as one of the top young attorneys in the industry, starting his own firm in 2012 focusing their areas of practice in Estate, Business, Tax, and Wealth planning. Under his leadership the firm continues to grow and thrive.

Attorney Wiley believes in two fundamental principles, Estate and Financial Planning should be simple and focused on the client’s needs. He therefore works tirelessly with a team of Advisors, Accountants, and other Professionals to ensure that his clients’ needs come first… Always.

Periodically he conducts workshops on a variety of topics to financial advisors (CE Credit), accountants (CPE credit) and the general public.

Attorney Wiley lives in Trumbull, Connecticut with his wife Amy, their son Luke, his daughter Brynn (who he helped deliver in their home) and their one Sphynx cats. His hobbies include hiking, cooking and adventure blogging.

Practice Areas
  • Estate Planning
  • Business Law
  • Probate
  • Elder Law
  • Real Estate Law
Fees
  • Free Consultation
  • Credit Cards Accepted
Jurisdictions Admitted to Practice
Connecticut
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Florida
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New York
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Languages
  • English: Spoken, Written
Professional Experience
Managing Partner
Wiley Etter, LLC
- Current
Wiley Etter, LLC is focused on providing high quality estate planning services. We utilize a variety of practice areas to ensure our clients are always prepared and two steps ahead. Key practice areas and speaking topics include: Wills, Revocable Living Trusts, Special Needs Trusts, IRA Trusts, Business Planning, Elder Law, Irrevocable Trusts, and Probate. The fundamental pillar of Wiley Etter, LLC is that the client absolutely must come first. We will tailor a solution to your family's specific needs on your terms. Estate Planning should be convenient and it is our goal to make the process simple and stress free. Estate Planning done your way.
Principal
Wiley Law, LLC
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Associate
Estate Planning Law Center, LLC
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Education
Quinnipiac University School of Law
J.D. (2009)
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Quinnipiac University School of Law Logo
Drexel University
B.S. (2006) | Management Information Systems and International Business
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Professional Associations
New York State Bar Association # 795057
Member
Current
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Florida State Bar Association
Member
Current
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Wealth Counsel
Connecticut Forum Leader
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Publications
Articles & Publications
The Increasing Need for Special Needs Planning
Generations
Speaking Engagements
Clinging to Gold Retaining Key Employees
Guardian Angel Trusts, Wiley Etter Guardian Angel Trust Seminar, 97 Washington Suite 2 North Haven, CT 06473
http://wileylegal.com/guardian-angel-trust/
On Target, Working with Estate Planners to Protect Your Clients, NAIFA CT ANNUAL CAREER CONFERENCE, https://www.naifact.org/event-2441859
NAIFA
https://www.naifact.org/event-2441859
Websites & Blogs
Website
Wiley Etter, LLC
Legal Answers
19 Questions Answered

Q. My dad passed away, I am the only one with permission, keys, and a code to it. Does it have to go through probate in CT?
A: Code to what? You should probably schedule a consult to go over the details. If your dad owned real property in his name probate is required. If he had any property in his name probate is probably required.
Q. My wifes cousin died in Sweden, She had a bank account in Connecticut, My wife lives in CT but the 3 other beneficiaries
A: You will need to file ancillary probate in Connecticut. The next steps depend on the size of the bank account. When international status is involved you should probably contact an attorney. Give my office a call. Happy to help.
Q. my parents died first mother then father two yrs later, will states everything goes to remaining spouse,
A: More than likely yes both spouses will need to go through probate. Generally the cost is actually more to do two simultaneous probates than if you had done them when the death happened. The passage of time causes a variety of complications. You should seek out a consultation to go over the exact details. I would be happy to meet to discuss your specific situation.
Q. My husband bought our house in his name only. I am not on mortgage or deed am I responsible for it if he dies. Thanks
A: This is a complicated question. You are most likely not responsible for it but you are probably the beneficiary of it. Spouses are not responsible for their spouses, debt so long as it is not medical debt. When someone passes without a will in Connecticut the wife usually inherits. How much depends on if he had children. The debt does however attach to the land. So if you want the property you have to pay the debt. You should probably do a full consultation with a lawyer to review all of your options. Feel free to reach out to me if I can be of assistance.
Q. Hi, my husband passed in June here in Connecticut. I'm trying to understand if I'm responsible for his medical bills.
A: While Nicole is correct on most of what she is saying with respect to probate and expense paying, she did not mention a very important state Statute Connecticut has a law that requires spouses to pay most medical expenses: C.G.S. §46b-37(b)(4) which can be read at: https://law.justia.com/codes/connecticut/2012/title-46b/chapter-815e/section-46b-37/ So if you apply Nicole's process slowly going through probate creditor provisions and find that some medical expenses were not paid, then yes the Spouse would be legally responsible for the medical bills. There is however some debate as to whether a nursing home counts as a medical expense under this statute. Hope this helps.
Q. must the executor of an estate, which has been through probate, have an attorney
A: An attorney is not required in Connecticut to go through the probate process. Though it is generally a huge help. Probate in CT is a complicated process in which you may not even realize a mistake was made for many years after the estate was "closed". To avoid these types of issues I personally advise everyone to use an attorney (or at least do a consultation with one) before attempting probate on their own. Your fact pattern with contingencies means it is more complicated than most. Therefore, yes, you should get an attorney. Happy to discuss this in more detail if you think it is appropriate.
Q. My mother passed with a will instructing executor to sell condo as soon as practicable and divide proceeds evenly.
A: It would make sense to hire an attorney or at the very least write a letter to the Probate Court. You are in a tough situation that is not black and white. Generally the court is ok with someone staying in the home for about 6 months. After that it becomes rather inappropriate. As to the split of the living expenses during that time it again becomes unclear. It is arguable that he should be paying the fair market value in rent. I suggest you reach out to an attorney for a consultation.
Q. If I die before my spouse and the mortgage and deed are in my name only, will she still inherit our house?
A: It depends. First if you have a will then that will govern who inherits your house at death. If you do not have a will then the CT rules of intestacy govern who inherits your house. The rules depend on whether you have children and a variety of other factors. Surprisingly, usually the spouse does not inherit 100% of a deceased spouses assets at death under intestacy. Why leave it to chance when you can easily prepare a fairly basic will to avoid this situation. The mortgage debt is secured to the property. Regardless of your death it has to be paid by whoever ends up owning the house. After your death it would no longer be personally guaranteed but the debt would still be attached to the house. The bank still has foreclosure rights over said house.
Q. What is the protocol for initiating a Mutual Distribution Agreement offer in CT. ? How should one party approach others?
A: The attorney should be the first one you discuss it with. You may ultimately need an attorney as a beneficiary as well. In order to get that MDA approved everyone and the Probate Judge would need to be in agreement.
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Contact & Map
North Haven Office
97 Washington Ave. Ste. 2
North Haven, CT 06473
USA
Telephone: (203) 951-1222
Fax: (203) 889-0193