Best Western Plus North Haven Hotel
201 Washington Avenue
North Haven, CT 06473
Areas of Professional Practice: 13.00
Behavioral Ethics: 1.00
Specialized Knowledge: 6.00
Chartered Advisor for Senior Living: 14.00
Course book included with all formats
Your Definitive Guide to the Probate Process
When the client is no longer there to make his or her voice heard, the task of interpreting his/her wishes to accurately settle the estate falls on your shoulders. Do you have all the tools you'll need? This start-to-finish course will take you through each stage of probate and offer time-tested techniques to handle challenges at each step of the way. Join your colleagues for two days of engaging discussion and legal analysis and get up to speed on the latest court rulings and tax rules, the proper application of the exemption portability, and the most effective post-mortem planning tactics. Whether you're a beginner or a veteran practitioner, you'll come away with information you can use - register today!
This two-day, basic level seminar is designed for:
including - Ethics: 1.00
Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for up to 12.0 hours toward your annual CLE requirement in Connecticut, including 1.0 hour(s) of ethics/professionalism.
including - Ethics: 1.00 Areas of Professional Practice: 13.00
This course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for a maximum of 14.0 credit hours. 13.0 hours can be applied to the Areas of Professional Practice requirement. and 1.0 hour can be applied toward the ethics and professionalism requirement. This live format program is appropriate for newly admitted and experienced attorneys.
including - Behavioral Ethics: 1.00 Specialized Knowledge: 6.00 Taxes: 7.00
NBI, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. This program is designed to qualify for 14.0 hours (based on 50 minute credit hour) of continuing professional education credit for accountants. For more information regarding administrative policies such as complaint, refund and program cancellation, please contact our offices at (800) 930-6182.
This is a Basic level program presented in a group live setting. No advanced preparation or prerequisites are required. Upon completion of this course, attendee will be able to: 1. Relay what must be done within the first 48 hours of the decedent's passing. 2. Restate statutory requirements of marshalling and governing assets in probate. 3. Identify key deciding factors in choosing what property to sell to satisfy creditor claims. 4. Explain how to determine the spouse's elective share. 5. Clarify the personal representative's authority and responsibility in regards to the decedent's business. 6. State two essential tax forms in probate. 7. Explain how ABA rules of professional conduct are applied in probate practice. 8. Explain how bankruptcy affects probate. 9. Identify common causes of action related to fiduciary liability. 10. Compare probate inventory with the final accounting and explain the discrepancies. Field(s) of Study -- Behavioral Ethics; Specialized Knowledge; Taxes.
NBI, Inc. is accredited by the International Association for Continuing Education and Training (IACET) and is authorized to issue the IACET CEU. NBI, Inc. is authorized by IACET to offer 1.20 CEUs for this program. At the end of the program, participants must complete a self-assessment in order to receive credit. 100% attendance is required. (Provider #1004558)
Upon completion of this course, attendee will be able to: 1. Relay what must be done within the first 48 hours of the decedent's passing. 2. Restate statutory requirements of marshalling and governing assets in probate. 3. Identify key deciding factors in choosing what property to sell to satisfy creditor claims. 4. Explain how to determine the spouse's elective share. 5. Clarify the personal representative's authority and responsibility in regards to the decedent's business. 6. State two essential tax forms in probate. 7. Explain how ABA rules of professional conduct are applied in probate practice. 8. Explain how bankruptcy affects probate. 9. Identify common causes of action related to fiduciary liability. 10. Compare probate inventory with the final accounting and explain the discrepancies.
including - Chartered Advisor for Senior Living: 14.00
This seminar qualifies for 14.0 PACE (Professional Achievement in Continuing Education) credit hours for CASL.
PAUL BEDARD is a practicing attorney at Sheffy, Mazzaccaro, DePaolo & DeNigris, L.L.P., in Southington, Connecticut. Mr. Bedard has been an active contributor for various public service boards within his community, including the Southington Zoning Board of Appeals and the Central Connecticut Regional Planning Agency. He has written articles for local and national periodicals covering various legal topics. Mr. Bedard practices regularly in Connecticut probate courts handling matters involving trusts and estates, conservatorships, probate disputes, and the termination of parental rights. He earned his J.D. degree from the Quinnipiac University School of Law and was awarded the Distinguished Achievement Award for highest grade in negotiation. He is also trained as a mediator, having been certified by the University of Connecticut Labor Education Center and the Quinnipiac University Center on Dispute Resolution. Mr. Bedard is admitted to practice in the state of Connecticut. (East Hartford and North Haven locations)
ALANA DeCHELLO is an attorney with DeChello Law Firm LLC. She focuses her practice in the areas of estate planning, residential real estate, elder law, and probate. Ms. DeChello is a member of the Connecticut Bar Association's Estates & Probate Section, New Haven County Bar Association's Young Lawyers Committee, Connecticut Bar Association's Real Property Section, and WealthCounsel. She was named a Super Lawyers Rising Star in 2018-2019. Ms. DeChello earned her B.S. degree, magna cum laude, from Albertus Magnus College and her J.D. degree from New England Law Boston. (North Haven location)
THOMAS S. GROTH is an attorney and partner with G&G Law, LLC, located in Brookfield, Connecticut. He focuses his practice on tax representation, tax planning, business planning, estate planning, and probate. Mr. Groth represents individual and business clients in state and IRS income and sales tax audits, and negotiates favorable payment arrangements for tax debts which are not in dispute. He has been named a Super Lawyers Rising Star since 2017. Mr. Groth is a member of the Connecticut Bar Association, Tax and Business sections. He earned his B.A. degree from Stonehill College and his J.D. degree, cum laude, from Quinnipiac University School of Law. (North Haven location)
STEPHEN B. KEOGH is a partner in the Norwalk law firm of Keogh, Burkhart & Vetter, practicing primarily in elder law and probate law. A magna cum laude graduate of Yale College, Mr. Keogh earned his J.D. degree from Columbia University. He is a member of the Fairfield County, Connecticut and American bar associations; and the National Academy of Elder Law Attorneys. Mr. Keogh is a member of the Board of Directors of the Connecticut Chapter of the National Academy of Elder Law Attorneys, a member of the Executive Committee of the Elder Law Section of the Connecticut Bar Association, and a past co-chair of the Elder Law Section of the Fairfield County Bar Association. He is also a member of the Community Bioethics Forum, which is sponsored by the Program for Biomedical Ethics at the Yale School of Medicine, and was the first recipient of the Glenn E. Knierim Pro Bono Award, given by the Connecticut Probate Assembly, in April 2012. (East Hartford and North Haven locations)
BARBARA S. KOTEEN is a partner in the trusts and estates department at Diserio Martin O'Connor & Castiglioni LLP. She has more than 20 years of experience providing clients with advice on estate planning, estate administration, and tax issues. Ms. Koteen also represents clients in probate court matters involving estates, trusts, conservatorships, and guardianships. She is a member of the Connecticut, New York State, and Fairfield County bar associations. Ms. Koteen earned her B.A. degree from the University of Massachusetts at Amherst and her J.D. degree from Pace University School of Law. (North Haven location)
CHARLES KURMAY is the owner of the Law Offices of Charles Kurmay and he is based out of their Milford, Connecticut office. He has nearly two decades of experience that he utilizes when representing clients in contentious and complex probate, civil and criminal matters in Connecticut and New York state and federal courts. Mr. Kurmay graduated with his B.A. degree from St. Thomas Aquinas College and he earned his J.D. degree from Quinnipiac College School of Law, Hamden, Connecticut. He is a member of the National Association of Criminal Defense Lawyers, the Connecticut Criminal Defense Lawyers Association, the Bridgeport Bar Association, and the International Criminal Court, The Hague, Netherlands, as well as the Connecticut Bar Association, and practices with his dad a former probate court administrator and Stratford Probate Judge. Mr. Kurmay is admitted to practice law in Connecticut, and before the U.S. District Court District of Connecticut and the Supreme Court of the United State of America. (North Haven location)
KATHERINE A. McALLISTER is an attorney in Cummings & Lockwood LLC's private clients group and is based in the Stamford office. She focuses her practice on estate planning, and estate and trust administration. Prior to joining Cummings & Lockwood LLC, she served as a judicial clerk to the Honorable Peter T. Zarella of the Connecticut Supreme Court. Ms. McAllister earned her B.A. degree, cum laude, from Williams College; and her J.D. degree, magna cum laude, from Boston College Law School. She is a member of the Connecticut Bar Association, Fairfield County Bar Association and the Connecticut Supreme Court Historical Society. (East Hartford location)
SHARON HOLLAND PURTILL is of counsel with the law firm of McElroy, Deutsch, Mulvaney & Carpenter, LLP. Ms. Purtill is a member of the firm's private client services group and counsels individuals and families on all aspects of business and succession planning, limited liability companies, trusts, taxation, estate and trust administration, pre-nuptial agreements, conservatorships, estate planning, charitable giving, wealth preservation, and asset protection planning. She received her B.A. degree from Bucknell University, her J.D. degree from the University of Connecticut, and her LL.M. degree in taxation from Boston University. Ms. Purtill is the chair of the Estates and Probate Section of the Hartford County Bar Association and a member of the Estate and Probate, Elder Law and Taxation sections of the Connecticut Bar Association. She is the former attorney-member of the Connecticut Council on Probate Judicial Conduct and the chairwoman of the Glastonbury Town Plan and Zoning Commission. (East Hartford location)
ROBERT J. SANTORO is a partner with the law firm of Knott & Knott, LLC. Mr. Santoro practices in the areas of probate, wills, trusts and estates. He earned his J.D. degree, cum laude, from Quinnipiac University School of Law, where he concentrated in health care law (with honors). There, Mr. Santoro served as the executive managing editor of the Quinnipiac Probate Law Journal. Before law school, he received his B.S. degree in biology from Boston College and received his Masters of Theological Studies, with a concentration in bioethics, from Boston College. Mr. Santoro is admitted to practice in Connecticut state and federal courts and is a member of the Connecticut and New Haven County bar associations. (East Hartford and North Haven locations)
RICHARD H. SAXL is a solo practitioner with offices in Westport, Connecticut. His practice emphasizes all aspects of estate planning and probate, including probate litigation. Mr. Saxl has argued and won cases in numerous Connecticut probate and superior courts, the Connecticut Appellate Court and the Connecticut Supreme Court. He is a member of the Estates and Probate Section of the Connecticut Bar Association. Mr. Saxl previously taught probate administration at Fairfield University. Mr. Saxl has served as a faculty member for numerous estate planning and probate seminars. On several occasions he has been designated as a Connecticut Super Lawyer, a rating service which recognizes lawyers who have attained a high degree of peer recognition and professional achievement. Mr. Saxl earned his B.A. degree from the University of Pennsylvania and his J.D. degree from Rutgers, The State University of New Jersey School of Law-Camden. (East Hartford and North Haven locations)
$525 / Each Additional
$555 / New Professional