Matthew R. Peterson
Partner
New Haven
203.784.3111
203.784.3199

Education

  • University of Connecticut School of Law, Law School
    J.D. 1998
  • Trinity College, Undergraduate
    B.A. 1994
    ,with honors

Admissions

  • Bar Admissions
  • Connecticut
  • New York
  • Massachusetts
  • Court Admissions
  • U.S. District Court, District of Connecticut
  • U.S. District Court, Eastern District of New York
  • U.S. District Court, Southern District of New York

Matt is a partner in the firm’s Private Clients Group, where he advises clients in all areas of estate planning and probate law and he routinely represents individual and institutional clients in litigated matters in the Probate and Superior Courts.   Matt’s estate planning practice ranges from the estate planning needs of younger individuals and families to high net worth clients with sophisticated business and estate planning objectives.  His practice also includes planning for individuals with special needs and those who have suffered significant injury or disability, and planning for the needs of the elderly.  When a loved one passes, Matt advises families through the estate settlement process, including post-mortem tax and trust planning considerations. 

Matt’s practice is unique: he is both a planning attorney, developing estate plans and settling decedents’ estates, and an effective advocate and litigation attorney when estate and trust matters become contested.  He frequently represents individuals and families in will, trust and contested conservatorship matters, and represents leading Connecticut, regional and national financial institutions serving as trustee and fiduciary.    

  • Successfully proved undue influence and lack of testamentary capacity to invalidate Will,  Kane v. Appeal from Probate, 2009 WL 943761 (Scholl, J.)
  • Prevailed in defense of Trustee in partition action involving disputed valuation of trust asset, Christie v. US Trust Bank of America Private Wealth Management,  2013 WL 6510926 (2013) (Quinn, J.)
  • Successfully handled numerous contested conservatorship matters, including appeals to Superior Court. Matters have included difficult substance abuse and young adult psychiatric cases.
  • Prevailed representing beneficiaries in Trustee removal proceedings, and has successfully defended individual and institutional Trustees alleged to have committed breaches of trust and fiduciary duty
  • Recognized by New England Super Lawyers Magazine in the area of Estate Planning and Probate, 2014, 2013 & 2017, and as Rising Star or Connecticut Super Lawyer each year since 2008.

Community Involvement

  • Connecticut Trust for Historic Preservation, Board and Executive Committee Member, Chair of Grants Committee 
  • Faulkner’s Island Light Brigade, Board Member
  • Past President, University of Connecticut Alumni Association
  • Served many years on Board of PLAN of Connecticut, Inc., Trustee service provider for individuals with special needs

Affiliations

  • New Haven County Bar Association, Estates and Probate Section, former Committee Co-Chair
  • Connecticut Estate & Tax Planning Council, Inc., Board Member