Is probate really necessary? How do you distinguish between probate and non probate assets? What are the top mistakes executors commonly make and how can you keep them from happening? How do you handle difficult, non-divisible, joint, hidden and unusual assets? In this comprehensive, all-inclusive guide to everything probate, you'll get answers to these questions and so much more. Whether you are new to the probate process, or are just needing a refresher, this guide is for you. From petition to inventory to creditors to closing - this guide walks you step by step through the process and procedures, while addressing sticking points along the way. Order today!
Day 1: Process, Initial Steps, Executor Mistakes, Assets and Wills
Day 2: Trusts, Taxes, Final Accounting and Closing the Estate
KRISTIN A. CANTY is a partner with Donohue, O'Connell & Riley PLLC, where she practices in the areas of estate planning and administration and elder law. Ms. Canty is admitted to practice in New York and New Jersey. She is a member of the New York State Bar Association. Ms. Canty earned her B.A. degree from the University of Richmond and her J.D. degree from Rutgers University School of Law, Newark.
STEPHEN E. DIAMOND is a partner in the law firm of Stenger, Roberts, Davis & Diamond, LLP. He practices primarily in the areas of estate planning and administration, business formation and transactions, real estate, and elder law issues. Mr. Diamond is past chairman of and current legal counsel to the Dutchess County Regional Chamber of Commerce, and a past member of the Board of Directors of The Community Foundation of Dutchess County. He is a frequent lecturer on the topics of estate and retirement planning and elder law issues. Mr. Diamond is admitted to practice in New York, Florida, and Massachusetts. He earned his J.D. degree from Pepperdine University and his LL.M. degree, in taxation, from the University of Florida.
AUSTIN F. DuBOIS is a partner with Blustein, Shapiro, Rich & Barone, LLP, where he helps people protect their assets from nursing home and long-term care costs, designs and implements complex and high net worth estate plans, and is general counsel to a select group of businesses. Mr. DuBois is a member of WealthCounsel and ElderCounsel, and regularly educates other attorneys, financial planners, accountants, and the general public about various techniques and topics related to his areas of practice. He is also a member of the Hudson Valley Estate Planning Council. He is admitted to practice law in New York, New Jersey, and Pennsylvania. Mr. DuBois is a cum laude graduate of SUNY Fredonia and received his J.D. degree from Rutgers University School of Law at Camden. He also received his LL.M. degree in taxation, with a focus in estate and business planning, from Temple University Law School.
RACHEL FLANAGAN FROST is a sole practitioner at the Law Office of Rachel Flanagan Frost where she focuses her practice on estate planning, elder law and probate. Ms. Frost is also the special prosecutor for the Beekman Town Court. She is admitted to practice in New York. She is a member of the Dutchess County Bar Association (secretary), Mid-Hudson Women's Bar Association (past president, vice-president, and treasurer), and Elder Abuse Coalition. She is currently serving as an advisory board member of the Dutchess Community College Paralegal Program. Ms. Frost earned her B.S. degree, cum laude, from Marist College and her J.D. degree from Regent University School of Law.
ANTAR P. JONES is the founder of the Law Office of Antar P. Jones, PLLC, located in Brooklyn, New York. His practice concerns, among other things, advising fiduciaries and successful individuals concerning income and estate taxation matters. Mr. Jones' practice involves many complex post mortem taxation issues. In addition to having advised clients regarding insurance trusts, Mr. Jones has advised fiduciaries on taxation matters concerning how living trusts are taxed once the grantor has passed. Also, he has done extensive work concerning the annuity reporting requirements of qualified domestic trusts in addition to how specifically marital deductions operate with respect to such trusts where there is a foreign spouse from a country that has a tax treaty with the United States. Mr. Jones is a member of the New York State Bar Association, where he is active in the Estate and Trust Administration Committee of the Trusts and Estates Section. He received his LL.M degree in taxation from the Graduate Program in Taxation at New York Law School and his J.D. degree from the New York Law School.
IAN S. MacDONALD is a partner with the law office of Daniels, Porco & Lusardi, LLP, where he practices in the areas of municipal law, litigation, elder law, trusts and estates, tax certiorari, and real estate. He is admitted to practice before the U.S. District Court for the Northern District of New York and the U.S. Supreme Court. Mr. MacDonald is a member of the Dutchess County, New York State and American bar associations. He earned his B.A. degree, magna cum laude, from Iona College and his J.D. degree from Albany Law School of Union University.
MELISSA MANNA-WILLIAMS is an attorney with the law firm of Rusk Wadlin Heppner & Martuscello, LLP, where she practices in the areas of estate planning, elder law, and trust and estates. Ms. Manna-Williams is a member of the New York State Bar Association, the Dutchess County Bar Association, Mid-Hudson Women’s Bar Association (president), and Hudson Valley Estate Planning Council (vice president). She earned her B.S. degree from the University of Delaware, her J.D. degree from Pace Law School, and her M.B.A. degree from Pace University-Lubin School of Business.
JOHN J. WADLIN is of counsel with Rusk Wadlin Heppner & Martuscello, LLP, where he focuses in the areas of estate administration, estate planning, and real estate. He is a member of the New York State Bar Association and the Hudson Valley Estate Planning Council. Mr. Wadlin earned his B.S. degree from Syracuse University and his J.D. degree from Syracuse University College of Law.