Handling Probate from Initial Notices through the Estate Closing
Course book included with all formats
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!
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 6.50 self-study hours toward your annual CLE requirement in Connecticut, including 1.0 self-study hour(s) of ethics/professionalism.
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.
STEVEN A. KASS is a solo practitioner in Melville, New York and for the past 25 years has concentrated his practice in estate planning and elder law, planning for persons with special needs, wills, trusts, and guardianships. He is a certified elder law attorney through the National Elder Law Foundation. Mr. Kass is a member of the Nassau County, Suffolk County, New York State, and American Bar associations; as well as the National Academy of Elder Law Attorneys; National Elder Law Foundation; and the Academy of Special Needs Planner. He is also the past president of the Gerontology Professionals of New York. Mr. Kass earned his B.A. degree from the State University of New York at Stony Brook and his J.D. degree and a Certificate in Health Law and Policy from Pace University School of Law.
LIAN KUANG-MAOGA is an attorney with Ronald Fatoullah & Associates. She selected the field of elder law after recognizing the need legal assistance among the Chinese elder community. Her ability to speak Cantonese, Mandarin and Taishanese provides great comfort to Chinese elders, who might not otherwise seek counseling due to language and cultural barriers. Prior to joining Ronald Fatoullah & Associates in 2010, Ms. Kuang-Maoga worked as a case manager for homebound Chinese elders. She is a graduate of the CUNY School of Law, and a member of the school's elder law clinic, where she was named as the clinic's first Borchard Foundation fellow, an honor bestowed on individuals who have shown a commitment to working on aging issues in conjunction with the law.
JAMES D. REDDY is a sole practitioner in Lindenhurst, where his main areas of practice are trusts and estates, matrimonial law, family law, bankruptcy, and real estate. Mr. Reddy has presented in-house seminars on estate planning. He earned his B.S.B.A. degree from Georgetown University; and his J.D. degree, cum laude, from St. John's University School of Law, where he was an editor of the St. John's Law Review. He was a recipient of the CALI Award, drafting wills and trust instruments. Mr. Reddy is a member of the New York State Bar Association (member, Trust and Estate Section, and Family Law Section) and the Suffolk County Bar Association.
KIM M. SMITH is an attorney and partner at Katz, Smith & Chwat, PC, where her practice areas include elder law, estate planning, probate, trusts, guardianships, and Medicaid. Ms. Smith is a frequent speaker at Suffolk County Bar Association and numerous other organizations. She spent 15 years in the healthcare field. Ms. Smith earned her B.A. degree from the State University of New York at Stony Brook and her J.D. degree, cum laude, from Touro College, Jacob D. Fuchsberg law Center. She is a member of the Suffolk and New York State bar associations; Suffolk County Chapter of the Women's Bar Association (co-chair, Elder Law and Estate Planning Committee); Estate Planning Council of Suffolk County (vice president); National Academy of Elder law Attorneys (NAELA); and serves on the Board of Directors of United Cerebral Palsy of Long Island.