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Matthew R. Peterson

Matthew R. Peterson

Partner

  • New Haven
  • mpeterson@carmodylaw.com

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Legal Services

  • Business Succession Planning
  • Corporate & Business
  • Litigation
  • Probate Litigation
  • Tax-Exempt Organizations & Nonprofits
  • Trusts, Estates & Fiduciary

Education

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

Admissions

Bar Admissions

  • Connecticut
  • Massachusetts
  • New York

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

Matthew R. Peterson

Partner

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Home » Our Team » Matthew R. Peterson

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Matt 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. When a loved one dies, Matt advises families through the estate settlement process, including post-mortem tax and trust planning considerations involving complicated estates subject to state and federal estate tax liability.

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, national and international financial institutions serving as trustee and fiduciary.

Affiliations

  • Connecticut Bar Association, Estates and Probate Section

  • New Haven County Bar Association

Distinctions

  • Best Lawyers® – Trusts and Estates, 2021-2025, Elder Law, 2024-2025, Litigation: Trusts and Estates, 2024-2025

  • Connecticut Super Lawyers® – Trusts and Estates, 2011-2019

Community

  • The Guilford Foundation, Inc., Board Member
  • Faulkner’s Island Light Brigade, Board Member
  • Past President, University of Connecticut School of Law Alumni Association
  • Past service on Boards of Connecticut Trust for Historic Preservation; Neighborhood Music School, Inc.; and PLAN of Connecticut, Inc.

Experience

  • 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.

Carmody Lawyers Ranked in More than 30 Areas of Law in Best Lawyers in America 2024

August 17, 2023
Carmody Torrance Sandak & Hennessey has received more than 90 accolades across over 30 areas of law and across all its offices in Connecticut, in the 30th edition of The Best Lawyers in America® 2024. Forty-two Carmody lawyers are named to the ‘Best Lawyers’ list and ten lawyers are listed
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Carmody attorneys named to The Best Lawyers in America 2022 List

September 20, 2021
Carmody is pleased to announce that 30 attorneys have been selected for inclusion in The Best Lawyers in America 2022. Three Carmody attorneys have also been recognized as "Lawyer of the Year". Congratulations to David T. Grudberg, William J. Hennessey, Jr. and Peter M. Nolin. Only one lawyer is recognized
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Remote Notarization Procedure

April 02, 2020
Pursuant to the Governor’s Executive Order No. 7Q (“Order No. 7Q”) of March 30, 2020 (click here), the remote notarization provisions of Executive Order No. 7K were modified to address some of the issues and oversights therein. While the 10-year retention requirement for recordings remains, Order No. 7Q does incorporate
Read More
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