Handling Probate from Initial Notices through the Estate Closing
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This "a through z" guide to probate is designed to take you from the first days of the estate timeline through all the steps of marshaling and valuing estate assets, locating and paying the creditors, paying the beneficiaries, and laying the estate to rest. You will receive the latest updates on the probate court procedure and tax laws, practical guidance from experienced probate attorneys on using spousal elective share and resolving estate disputes, and sample forms and checklists to speed up the administration process. Build a solid foundation for your probate practice - order today!
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ROBERT E. BOLLENGIER is a sole practitioner with offices in Warwick, Rhode Island. His practice areas include federal and state taxation, probate, estate planning, wills, trusts, and corporate and business law. Mr. Bollengier has been a visiting instructor for Bryant University and Providence College. He also lectures to private industry groups through employer EAPs for wills, trusts and estate planning; and has lectured periodically for National Business Institute and other sponsoring firms. Mr. Bollengier earned his B.S. degree, magna cum laude, from Boston College; simultaneously earned his J.D. degree with his M.B.A. degree, highest honors, from St. Louis University; and his LL.M degree, cum laude, from Boston University. In addition, Mr. Bollengier earned a certificate of advanced graduate studies in estate planning from Bryant University and is currently working towards his CFP®, ChFC and CLU designations. He is a member of the Rhode Island and American bar associations, as well as the Rhode Island Society of Certified Public Accountants.
BRITTANEE N. DONLEY is a partner with Kiernan Plunkett & Redihan where her practice focuses on insurance defense litigation, creditor’s rights litigation, civil litigation, and asset protection and estate planning. Prior to joining the firm, Ms. Donley served as a pro se staff attorney intern with the United States District Court for the District of Rhode Island, and also worked as a research assistant to the Dean of Roger Williams University School of Law. She received her B.A. degree, cum laude, from the University of South Florida and her J.D. degree, cum laude, from the Roger Williams School of Law. Ms. Donley became a certified mediator through the Roger Williams Mediation Program. She is admitted to practice in Rhode Island; U.S. District Court, District of Rhode Island; Massachusetts; and Connecticut.
JENNIFER ERICKSON is an attorney in the law firm of Paster & Harpootian, Ltd. Her law practice is primarily devoted to federal and state estate, gift and trust taxation, including estate and gift tax return preparation, charitable foundation return preparation, estate administration and general probate administration. She also has experience with state and federal audits of estate, gift and fiduciary income tax returns. Ms. Erickson is a member of the Estate Planning Council of Rhode Island; and the Rhode Island, New York State and Rhode Island bar associations. She received a B.S. degree in business administration from the University of Vermont; a J.D. degree from New York Law School in 1995; and her M.S.T., with honors, from Bryant University.
LEIGH E. FURTADO is an attorney with Howland Evangelista Kohlenberg Burnett LLP, where she focuses her practice on all stages of estate planning, estate administration and trust administration. Ms. Furtado advises clients on the tax and estate planning strategies best suited to the preservation and protection of assets for intended beneficiaries. As a member of the estate administration team, she also guides families through the probate process in both the Rhode Island and Massachusetts state court systems. Ms. Furtado received her B.A. degree, with honors from McGill University and her J.D. degree from Northeastern University School of Law. During law school, she interned in the Civil Division of the United States Attorney's Office in Boston and with the Hon. Judith G. Dein at the United States District Court for the District of Massachusetts. She serves on the Boards of the Providence Singers and Rhode Island Tutorial & Educational Services. She is also active in the Rhode Island Women’s Bar Association as a member of the Community Engagement Committee.
BERNARD A. JACKVONY is of counsel with Pannone Lopes Devereaux & O’Gara LLC, and a nationally recognized fiduciary litigator. Mr. Jackvony concentrates in the areas of trusts and estates, including litigation, administration and planning for individuals, families, fiduciaries and charitable organizations. He has represented clients in fiduciary litigation in Rhode Island, Florida, New Jersey, California, New York, Massachusetts and Oklahoma. Mr. Jackvony is a member of the Rhode Island Bar Association and The Florida Bar. He earned his undergraduate degree in accounting from Bryant University, his J.D. degree from Suffolk University and his master's degree in taxation from Boston University.
ROBERT D. OSTER is the principal of Oster Law Offices, where he has a general practice with a concentration in domestic relations law, bankruptcy law and criminal law. Mr. Oster is a member of the Family Court Bench Bar Committee and a past member of the Conservation Commission. He is also a member of the Pawtucket, Rhode Island (member, House Of Delegates and Executive Committee; past president and treasurer) and American (Rhode Island delegate) bar associations. Mr. Oster earned his B.A. degree, magna cum laude, from Boston University and his J.D. degree from St. Louis University School of Law, where he was a member of the Law Journal.
SARAH B. OSTER KELLY is a third generation attorney at Oster Law Offices, where her areas of practice include family law, wills and trusts, probate, immigration, landlord/tenant, criminal law, and contracts. She attended Wheaton College and earned her undergraduate degree in political science with a legal studies minor. Ms. Oster Kelly received her J.D. degree from Roger Williams University Ralph R. Pappito School of Law and became a Rhode Island certified mediator through Roger Williams University Ralph R. Pappito School of Law. She is a member of the Rhode Island Bar Association; RI Family Court Bench Bar Committee; the Edward Gallogly Inn of Court; Rhode Island Probate and Trust Committee; Rhode Island Family Court Bench and Bar Committee; Rhode Island Hispanic Bar Association, treasurer; Rhode Island Criminal Court Bench Bar Committee; Wheaton College Greater Providence Alumni Committee; The Cumberland Lincoln Boys and Girls Club, Board of Directors; the town of Lincoln, Juvenile Hearing Board; and on the Lady Project Board of Directors.
JOSHUA SIMON is an attorney with Howland Evangelista Kohlenberg Burnett LLP, where he focuses his practice on all aspects of estate planning and trust and estate administration. Mr. Simon counsels clients in the use of sophisticated estate planning techniques to minimize tax consequences and best protect client assets. Additionally, he assists clients with needs relating to property owned in Florida. Mr. Simon received his B.A. degree from the University of Miami and his J.D. degree, summa cum laude, from St. Thomas University School of Law. He is admitted to practice in Rhode Island, Massachusetts and Florida.