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Audio CD + Course Book

Probate Boot Camp

Audio CD + Course Book

Copyright Date:

December, 2017

Product ID#:

77431CDRA

Audio + Course Book

Credit Information

Continuing Legal Education

  • CT CLE - 12.00
From Event: Probate Boot Camp, held December 2017.

Program Description

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 truly 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. Get up to speed on the latest court rulings and tax rules, on 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 find information you can use - order today!

Course Content

DAY 1:

  1. First Steps
  2. Educating the Personal Representative
  3. Marshalling/Valuing Assets
  4. Handling Debts and Creditor Claims
  5. Spouses' Elective Share vs. Second Probate

DAY 2:

  1. Probating Estates That Include a Business
  2. Ethics
  3. Probating Insolvent Estates
  4. Probate Litigation
  5. Ancillary Probate and Other Problem Areas
  6. Closing the Estate

Continuing Education Credit

Continuing Legal Education – CLE: 12.00 CT - Credit Approval Expiration 12/14/2019 *


* denotes specialty credits

Agenda / Content Covered

Day 1

  1. First Steps
    9:00 - 10:10, Written by Michael J. Keenan. Presented by Michael J. Keenan in New Haven and Hartford, and Barbara S. Koteen in Stamford.
    1. The First 48 Hours
    2. Locating the Will and Beneficiaries
    3. Choosing the Best Form of Administration
    4. The Estate Timeline - What Must Be Done
    5. Probate Court Filing Procedures and Forms
    6. Initial Notices to Creditors, Beneficiaries and State Agencies
    7. Laws of Intestacy
  2. Educating the Personal Representative
    10:10 - 11:20, Written by Michael J. Keenan. Presented by Michael J. Keenan in New Haven and Hartford, and Barbara S. Koteen in Stamford.
    1. Duties, Powers, and Responsibilities
    2. Personal Representative Guide/Instructions
    3. Compensation Guidelines
  3. Marshalling/Valuing Assets
    11:35 - 12:45, Written by Barbara S. Koteen. Presented by Jane R. Marsh in New Haven and Hartford, and Barbara S. Koteen in Stamford.
    1. Statutory Requirements
    2. Collecting, Maintaining and Managing Assets
    3. Valuation Tools and Experts
  4. Handling Debts and Creditor Claims
    1:45 - 3:00, Written by Sharon Holland Purtill. Presented by Jane R. Marsh in New Haven, Sharon Holland Purtill in Hartford, and Stephen B. Keogh in Stamford.
    1. Validating Claims
    2. Priority of Creditor Rights
    3. Selling Property to Satisfy Claims
    4. Tax Claims and Liens
  5. Spouses' Elective Share vs. Second Probate
    3:15 - 4:30, Written by Jane R. Marsh. Presented by Jane R. Marsh in New Haven and Hartford, and Stephen B. Keogh in Stamford.
    1. Portability Rules, Claiming Unused Exemption
    2. Homestead Allowance
    3. How to Determine the Elective Share Estate
    4. Elective Share Rights and Procedure

Day 2

  1. Probating Estates That Include a Business
    9:00 - 10:00, Written by Paul Bedard. Presented by Paul Bedard in New Haven and Hartford, and Richard H. Saxl in Stamford.
    1. Business Interests of the Decedent (Particularly Failing Business Interests)
    2. Fiduciary's Authority/Obligation to Continue Decedent's Business
    3. Disputes Between the Estate and Business Partners
    4. Implementing the Business Succession Plan
  2. Ethics
    10:00 - 11:00, Written by Paul Bedard. Presented by Paul Bedard in New Haven and Hartford, and Mary P. Vozza in Stamford.
    1. Whom do You Represent? Conflicts of Interest
    2. Protecting Client Confidentiality
    3. Attorney Fees
    4. Practicing Law in More than One State
  3. Probating Insolvent Estates
    11:15 - 12:15, Written by John C. Drapp III. Presented by John C. Drapp III in New Haven and Hartford, and Michael T. Clear in Stamford.
  4. Probate Litigation
    1:15 - 2:15, Written by Robert J. Santoro. Presented by Charles Kurmay in New Haven, Robert J. Santoro in Hartford, and Richard H. Saxl in Stamford.
    1. The Ability of the Estate to Sue or Be Sued
    2. Causes of Action
    3. Procedural Rules and Evidentiary Provisions
    4. Lost and Contested Wills
    5. Deed Contests
    6. Fiduciary Misconduct, Liability, Disputes with Beneficiaries
  5. Ancillary Probate and Other Problem Areas
    2:15 - 3:15, Written by James I. Dougherty. Presented by Derek E. Donnelly in New Haven and Hartford, and James I. Dougherty in Stamford.
    1. Connecticut Estates Opening Probate in Other Jurisdictions
    2. Ancillary Probate in Connecticut
    3. Abatement and Ademption Related Bequests
    4. Gifts Considered an Advancement of a Bequest
    5. Death Before Divorce is Finalized
    6. Title Problems
  6. Closing the Estate
    3:30 - 4:30, Written by James I. Dougherty. Presented by John C. Drapp III in New Haven and Hartford, and James I. Dougherty in Stamford.
    1. Selection and Completion of Accounting Method (Financial Reports vs. Accountings)
    2. Final Distributions to Beneficiaries and Liability of Distributees
    3. Tax Returns - Estate and Income, State and Federal
    4. Final Accounting and Discharge of Fiduciary
    5. Closing Affidavits

PAUL BEDARD is a practicing attorney at Sheffy, Mazzaccaro, DePaolo & DeNigris, LLP, 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. (New Haven and Hartford locations)

MICHAEL T. CLEAR is a partner in the private client services department of the law firm of Wiggin and Dana LLP. Mr. Clear focuses his practice on estate planning, estate and trust administration, probate litigation, and business succession planning. He received his B.A. degree from the University of Richmond, his M.Ed. degree from the University of Maryland, and his J.D. degree from the Quinnipiac University School of Law. He is the president of the Fairfield County Chapter of the Exit Planning Exchange (CT XPX), a co-chair of the Probate and Estates Section of the Fairfield County Bar Association, and a member of the Advisory Board for the Center for Family Business. (Stamford location)

DEREK E. DONNELLY is a resourceful attorney with broad range of experience in and out of the courtroom. He practices in the areas of municipal law, probate, contracts, insurance coverage, insurance defense, civil litigation, corporate, and real estate law. Mr. Donnelly has appeared before the Connecticut Appellate Court, the Connecticut Supreme Court and the United States Board of Indian Appeals. In 2010, he served as co-counsel for the defendant in the high-profile case Bysewicz v. DiNardo before the State Supreme Court. Mr. Donnelly received his B.A. degree in political science from James Madison University and his J.D. degree from the University of Connecticut School of Law. Additionally, he has taken extensive graduate coursework in public administration at Trinity College and has also studied at the University College of London. Mr. Donnelly currently serves as the town attorney for Suffield, Connecticut. (New Haven and Hartford locations)

JAMES I. DOUGHERTY is an attorney in the estate and trust administration department of Withers Bergman LLP, admitted to practice law in the state of Connecticut and the state of New York. He is a fourth generation estate planning attorney and has the privilege of carrying on the family tradition which began in 1930 of serving clients in his home state of Connecticut. Mr. Dougherty graduated from Carnegie Mellon University, Phi Beta Kappa, with university and college honors. He earned his law degree from William & Mary Law School where he was awarded the George Wythe Award. In addition, drawing on the collective decades of practice of trust and estates from his family, Mr. Dougherty was a summer clerk at a Connecticut Probate Court for four summers before joining Withers Bergman LLP. He assists executors and beneficiaries alike through all aspects of the estate administration process, including probate, contested estates, contentious trust litigation, tax, and post-mortem estate planning issues. Mr. Dougherty's practice also includes working with affluent individuals in the development and implementation of sophisticated planning techniques to help them accumulate, preserve, and transfer their wealth. He frequently lectures on estate planning and probate issues to various organizations including the RPTE Section of the American Bar Association, the Tax Section of the American Bar Association, the Connecticut Bar Association, the New York State Bar Association, Leimberg Information Services, and the American Institute of CPAs (AICPA). Mr. Dougherty has been published in Trusts & Estates, the American Bar Association's Probate & Property, as well as other publications. Among his many written works, he co-authored a book, The Connecticut Probate and Estate Administration Practice Guide, which is published by LexisNexis. He is a member of the Executive Committee for the Estates & Probate Section of the Connecticut Bar Association. Mr. Dougherty has been named as a Trusts & Estates fellow for the Real Property, Trust & Estate Law Section of the American Bar Association for 2016-2018. (Stamford location)

JOHN C. DRAPP III is a partner with the firm Drapp & Jaumann, LLC, where a substantial portion of his practice has been civil and criminal litigation. He has represented hundreds of individuals charged with crimes ranging from disorderly conduct to murder and has tried numerous criminal cases to verdict. Mr. Drapp has also litigated many types of civil cases, including auto accidents, property disputes, employment matters and contract claims. He also maintains a family litigation practice and regularly represents clients in divorce and child custody matters. In addition to his litigation practice, Mr. Drapp assists clients with their estate planning needs and practices in all aspects of real estate law, including residential and commercial closings and real estate litigation. He is a licensed real estate broker in Connecticut and for many years taught Real Estate Principles and Practices, which is the 60-hour course that one must complete in order to obtain a real estate license. Mr. Drapp graduated with his B.S. degree from Southern Connecticut State University, and he earned his Master of Health Administration degree and J.D. degree from Quinnipiac University. He is a member of the Greater Bridgeport Bar Association, the Connecticut Trial Lawyers Association, the Connecticut Criminal Defense Lawyers Association, and the Connecticut Bar Association (New Haven and Hartford locations)

MICHAEL J. KEENAN is a sole practitioner with Keenan Law, LLC, located in South Glastonbury, Connecticut. Mr. Keenan's law practice focuses on elder law, estate planning, and probate law. Mr. Keenan is the former executive managing editor of the Quinnipiac Probate Law Journal. He writes and speaks frequently for local and national audiences on his areas of practice. He earned his B.A. degree from Binghamton University and his J.D. degree from the Quinnipiac College School of Law. Mr. Keenan is a member of the National Academy of Elder Law Attorneys and the Elder Law Section of the Connecticut Bar Association. Mr. Keenan currently serves as the treasurer of the Connecticut River Valley Chamber of Commerce, and he is the past chairman of the Board of Directors of the Glastonbury Chamber of Commerce. (New Haven and Hartford locations)

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. (Stamford location)

BARBARA S. KOTEEN is a partner in the trusts & estates department at Diserio Martin O'Connor & Castiglioni LLP. She has over twenty 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. In addition, Ms. Koteen serves on the Board of Directors of Stepping Stones Museum for Children in Norwalk and is an active volunteer with Girl Scouts of Connecticut. (Stamford location)

CHARLES KURMAY Is the owner of the Law Offices of Charles Kurmay and he is based out of their Milford, Connecticut office. Mr. Kurmay 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. Mr. Kurmay is admitted to practice law in Connecticut, the U.S. District Court District of Connecticut and the Supreme Court of the United State of America. (New Haven location)

JANE R. MARSH is a sole practitioner in Deep River, Connecticut. Ms. Marsh practices in the areas of real estate transactions, wills and planning documents, business entity formation, probate and related tax advice, elder law/title XIX planning, landlord representation, trusts and estates and municipal counsel - Deep River. She received her B.A. degree from Hollins College and her J.D. degree from the University of Connecticut. Ms. Marsh is a member of the Connecticut Bar Association, general counsel for the Connecticut Farm Bureau, and municipal attorney for the town of Deep River. She has resided in Old Lyme for her entire life and has been an elected member of the Old Lyme Planning or Zoning commissions for 37 years (and counting). She served the region as a member of the Connecticut River Estuary Regional Planning Agency for over 30 years. (New Haven and Hartford locations)

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. (Hartford location)

ROBERT J. SANTORO is an attorney with the law firm of Knott & Knott, LLC. Mr. Santoro practices in the areas of probate, wills, trusts and estates. He earned his Juris Doctorate degree, cum laude, from Quinnipiac University School of Law, where he concentrated in Health Care Law (with Honors). There, Attorney Santoro served as the Executive Managing Editor of the Quinnipiac Probate Law Journal. Before Law School, Attorney Santoro received his Bachelor’s of Science 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 and is a member of the Connecticut and New Haven County bar associations. (Hartford location)

RICHARD H. SAXL is a sole practitioner in Westport Connecticut, where his practice areas include probate, estate tax, zoning and land use, probate and land use litigation, and small business legal services. Mr. Saxl graduated with his B.A. degree from the University of Pennsylvania and earned his J.D. degree from Rutgers, The State University of New Jersey School of Law. He passed the Connecticut bar in 1976 and has been practicing in Westport ever since. Mr. Saxl has successfully argued cases in the Connecticut Probate and Superior courts, the Connecticut Appellate Court and the Connecticut Supreme Court. He taught probate administration at Fairfield University and has also sat as a magistrate in Connecticut courts. Mr. Saxl served as a member of the Board of Directors of the Connecticut Association of Municipal Attorneys and was chosen as one of the Connecticut Super Lawyers for 2016. (Stamford location)

MARY P. VOZZA is a sole practitioner with offices in Stamford and Westchester County, New York. Ms. Vozza provides planning and litigation assistance that has helped her clients with difficult matters involving estate matters and guardianship proceedings. She can also provide legal assistance with drafting a will or trust, planning for nursing home care, probating or administering an estate. Ms. Vozza received her B.A. and M.S. degrees from Fordham University and her J.D. degree from Pace University School of Law. (Stamford location)

Please refer to Continuing Education Credit FAQ for general information about seeking credit for your participation in one of our continuing education programs.

Additionally, our team of credit specialists are here to answer your specific credit-related questions weekdays 7am - 5pm Central:

Phone: 866-240-1890

Email: credit@nbi-sems.com

Accreditation Details:

Continuing Legal Education

CT CLE: 12.00 Credit Approval Exp
12/14/2019
Includes - 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 self-study hours toward your annual CLE requirement in Connecticut, including 1.0 self-study hour(s) of ethics/professionalism.


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