CT Specific

Trusts, Estates & Probate

Connecticut Probate Process from Start to Finish

Credits Available
Credit Status Total
Connecticut CLE Approved 6.5 Total
New York CLE Approved 8 Total
OnDemand
6 hours 35 minutes
Jean Rabinow
Leah Morrison
Kenneth Votre
Robert Santoro
Tatiana DaSilva
With Jean Rabinow from McMillan & Rabinow + 4 others
Recorded June 05, 2025
Product ID 100116

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Overview

Handling Probate From Initial Notices Through the Estate Closing

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 - register today!

  • Learn the procedure, rules and practical steps to effectively administer a probate.
  • Determine what form of administration is appropriate for a specific probate case.
  • Clarify the order of inheritance for an estate when there is no will.
  • Locate assets and obtain ownership documents more easily with a list of local and online resources.
  • Get a complete view of the sequence of events that must happen before the estate can be closed.
  • Identify common actions that trigger malpractice liability and get tips for staying in the clear.
  • Get practical advice for honoring or contesting all claims against the estate.
  • Learn what common closing mistakes can allow the estate to be re-opened, and how to avoid them.

Abbreviated Agenda

  1. Initial Filing in Probate Court and Estate Timeline
  2. Law of Intestate Succession
  3. Probate Property vs. Non-Probate Assets
  4. Handling Claims Against the Estate
  5. Tax Reporting and Post-Mortem Tax Matters
  6. Ethics
  7. Final Accounting and Closing the Estate
  8. Probate Disputes and Litigation

Related Topics

Product ID 100116

Credit Details

Credits Available
Credit Status Total
Connecticut CLE Approved 6.5 Total
New York CLE Approved 8 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Initial Filing in Probate Court and Estate Timeline

    1. Small Estate Administration
    2. Probate Court Procedure
    3. Estate Timetable/Checklist
    4. Formal vs. Informal Probate Administration
    5. Opening the Estate
      1. Petition for Probate and Administration and Notice of Hearing
      2. Required Notices (to Creditors, Heirs, DHS, IRS)
      3. Sample Forms
    6. What the Personal Representative Needs to Know and Do
    7. When is Ancillary Administration Necessary?
    8. Inventory and Appraisement

  2. Law of Intestate Succession

    1. Who Can Inherit - Degrees of Kinship and Order of Inheritance
    2. Determining the Share Size
    3. Exceptions and Bars to Inheritance

  3. Probate Property vs. Non-Probate Assets

  4. Handling Claims Against the Estate

    1. Required Creditor Notice
    2. Determining Priority of Claims
    3. Allowing and Rejecting Claims, and Paying Them
    4. Handling Lawsuits Against the Estate and the Decedent
    5. Insolvency Issues

  5. Tax Reporting and Post-Mortem Tax Matters

    1. Final Tax Returns Timeline, Forms and Filing Procedure
    2. Requesting Deadline Extensions
    3. Income Tax Considerations in Probate
      1. Selecting a Tax Year: Calendar or Fiscal?
      2. Decedent's Final Income Tax Return
      3. Estate Income Tax Return
      4. Tax on Income Earned by Estate after Decedent's Death
      5. Beneficiary Income Tax Considerations
    4. Proper Use of Disclaimers and Valuation Discounts
    5. Claiming Estate Tax Portability
    6. Estate and Gift Tax Considerations - When Do You Need to File Form 706?
    7. Coordinating with Decedent's Accounting or Investment Advisors
    8. GST Tax Implications
    9. Handling Common Property Tax Issues

  6. Ethics

    1. Who is Your Client? Avoiding Conflicts of Interest
    2. Protecting Client Confidentiality
    3. Attorney Fees
    4. Malpractice Liability Risks
      1. Negligence
      2. Breach of Fiduciary Duty
      3. Fraud

  7. Final Accounting and Closing the Estate

    1. Estate Accounting Procedure
    2. Closing Certificate for Fiduciaries
    3. Closing Decedent's Remaining Accounts
    4. Personal Representative and Attorney Compensation
    5. Extraordinary Services Compensation
    6. When Reopening the Estate is Warranted

  8. Probate Disputes and Litigation

    1. Beneficiary Liability
    2. Fiduciary Liability
    3. Interpreting Testamentary Intent - Burdens of Proof, Presumptions, Evidence Rules
    4. Revoked, Multiple, Contested Wills
    5. Common Will Construction Problems
    6. Objections to Accounts and Petitions

Who Should Attend

This basic level online seminar is designed for professionals who want to be more effective in handling the probate process, including:

  • Attorneys
  • Paralegals
  • CPAs and Accountants
  • Financial Planners and Wealth Managers
  • Tax Professionals
  • Trust Officers

Speakers

Jean Rabinow
Jean
Rabinow
McMillan & Rabinow
Leah A Morrison
Leah A.
Morrison
English, Lucas, Priest & Owsley, LLP
Kenneth A Votre
Kenneth A.
Votre
Votre & Associates, P.C.
Robert J Santoro
Robert J.
Santoro
Knott & Knott, LLC
Tatiana F DaSilva
Tatiana F.
DaSilva
Cohen & Wolf, P.C.
Speaker bio
Jean Rabinow

Jean Rabinow

McMillan & Rabinow
Jean Rabinow

is a sole proprietor at McMillan & Rabinow, where she practices probate and elder law and prepares wills and related documents. Ms. Rabinow earned her bachelor's degree from Knox College in Galesburg and her J.D. degree from Yale Law School. She is admitted to practice law in Connecticut.

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Speaker bio
Leah A Morrison

Leah A. Morrison

English, Lucas, Priest & Owsley, LLP
Leah Morrison

is an attorney with English, Lucas, Priest & Owsley, LLP in Bowling Green, Kentucky. She concentrates her practice in designing estate, asset protection, and business succession plans in a tax advantageous manner. Ms. Morrison is a member of the American, Kentucky, Louisville, and Bowling Green-Warren County bar associations. She earned her J.D. degree, magna cum laude, from the University of Louisville Brandeis School of Law, her LL.M. degree in taxation, magna cum laude, from the University of Alabama and her B.A. degree in criminal justice from George Washington University.

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Speaker bio
Kenneth A Votre

Kenneth A. Votre

Votre & Associates, P.C.
Kenneth Votre

is an attorney at Votre & Associates, P.C. He practices commercial litigation, taxation, tax litigation, international business litigation, legal malpractice, and intellectual property litigation. Mr. Votre earned his bachelor's degree from the University of Bridgeport, as well as his J.D. degree, magna cum laude. He earned his LL.M. degree in taxation from the University of Bridgeport and his LL.M. degree in international and comparative law from Georgetown University Law Center. Mr. Votre is admitted to practice law in Connecticut; New York; U.S. District Court, District of Connecticut; U.S. Tax Court; U.S. Court of Appeals, Federal and Second circuits; U.S. Court of International Trade; U.S. Supreme Court; and U.S. District Court, Northern District of Illinois.

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Speaker bio
Robert J Santoro

Robert J. Santoro

Knott & Knott, LLC
Robert Santoro

is a partner with the law firm of Knott & Knott, LLC. He practices in the areas of probate, wills, trusts and estates. Mr. Santoro earned his J.D. degree, cum laude, from Quinnipiac University School of Law, where he concentrated in health care law (with honors). There, he served as the executive managing editor of the Quinnipiac Probate Law Journal. Before law school, Mr. Santoro earned his B.S. degree in biology from Boston College and received his Masters of Theological Studies, with a concentration in bioethics from Boston College. He is admitted to practice in Connecticut state and federal court, and is a member of the Connecticut and New Haven County bar associations.

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Speaker bio
Tatiana F DaSilva

Tatiana F. DaSilva

Cohen & Wolf, P.C.
Tatiana DaSilva

is of principal at Cohen & Wolf, P.C. She represents individual clients looking to develop and implement estate plans that preserve and transmit assets while meeting personal and family goals. In addition to Ms. DaSilva's experience in estate planning and estate administration, she assists her clients in navigating elder law issues, such as conservatorships, supplemental needs trusts and Medicaid applications. She serves on the Executive Committee and the CLE Committee of the Estates and Probate Section of the Connecticut Bar Association, and is a member of Plan of Connecticut, a Connecticut-based organization that administers special needs trusts. Ms. DaSilva earned her M.A. and H.B.A degrees from University of Toronto and her J.D. degree, summa cum laude, from Quinnipiac University School of Law.

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Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
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