Learn How to Handle Assets, Taxes, Personal Representatives, and More!
This step-by-step practical instruction offers essential knowledge of probate processes and best practices for handling each unique case effectively. Learn how to tackle crucial first steps; handle the personal executive; gather, value, and distribute all assets; and successfully complete the final accounting and tax returns. Arm yourself with the foundational knowledge and best practices you need to ensure a smooth administration from start to finish. Register today!
Don't overlook anything important: confidently navigate critical first steps.
Understand executor powers, duties, responsibilities, and compensation guidelines.
Learn how to effectively marshal and inventory all assets.
Pick up tips for validating, prioritizing, and satisfying creditor claims.
Get practical guidance for post-mortem planning, trust administration, and tax hurdles.
Put the decedent's affairs to rest by making distributions, filing the final tax return, and completing the final accounting.
Discover how to litigate deed contests, lost or contested wills, fiduciary misconduct, and more.
STEP 1: OPENING THE ESTATE
STEP 2: PREPARING THE PERSONAL REPRESENTATIVES FOR THE JOB
STEP 3: MANAGING THE ESTATE: VALUATIONS, SPOUSAL SHARE, AND MORE
STEP 4: ADDRESSING CREDITOR CLAIMS
STEP 5: POST-MORTEM TAX PLANNING, DISTRIBUTIONS, AND TRUST ADMINISTRATION
STEP 6: HANDLING ESTATE CLOSING, FINAL ACCOUNTING, AND TAX RETURNS
MAINTAINING AN ETHICAL PRACTICE
STEP 7: RESOLVING DISPUTES AND NAVIGATING PROBATE LITIGATION
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 6.0 self-study hours toward your annual CLE requirement in Connecticut, including 1.0 self-study hour(s) of ethics/professionalism.
Kimberly J Campbell is an attorney with the law office of Brown Hutchinson LLP, in Rochester, New York. Ms. Campbell practices in the areas of civil litigation, commercial litigation, personal injury, business law and estate administration. She received her B.A. degree from Miami University, Oxford, Ohio and her J.D. degree from The Ohio State University Michael E. Moritz College of Law.
David J DePinto is managing partner at DePinto Faldetta LLP, where he practices in the areas of trusts, estate planning, asset protection, charitable entities, business and succession planning for closely held businesses, estate and gift taxation, income taxation, elder law, guardianship, probate and administration of trusts and estates, and estate litigation; and also provides representation to guardians, trustees and other fiduciaries. Mr. DePinto is an NYS certified public accountant and a certified elder lawyer certified by the National Elder Law Foundation as accredited by the American Bar Association. He is the recipient of the Edith Blum Foundation Award for Excellence in taxation and the Professor's Award for Academic Achievement in taxation. Mr. DePinto earned his LL.M. Master of Laws degree from NYU Law School; his J.D. degree from Brooklyn Law School; his M.S. degree, in taxation, with academic honors, from Long Island University CW Post; and his B.B.A. degree from Hofstra University.
Leslie E Levin is special counsel to the firm Cuddy & Feder LLP, in White Plains, New York, where she practices in estate planning, probate, estate and trust administration, gift and generation-skipping tax transfer planning, asset protection, IRA distribution planning, not-for-profit organizations, charitable planning, special needs and disability planning, Medicaid planning, and elder law. Ms. Levin earned her B.A. degree, summa cum laude, high honors, from Brandeis University, and her J.D. degree from the University of Pennsylvania Law School. She is admitted to practice in both New York and Connecticut.
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