Trusts, Estates & Probate

Finalizing Probate

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 2 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Idaho CLE Upon Request 1.5 Total
Illinois CLE Approved 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Dakota CLE Approved 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Approved 1.5 Total
Pennsylvania CLE Approved 1.5 Total
Tennessee CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Wyoming CLE Upon Request 1.5 Total
OnDemand
1 hours 32 minutes
Bridget Burns
Veronica Cerruti
With Bridget B. Burns from White and Bright, LLP + 1 other
Recorded May 22, 2025.
Product ID 100343

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Overview

Troubleshoot Mistakes in the Estate's Final Filings and Closing Steps

Finalizing probate is putting together the final pieces of the puzzle that was someone's life. Ideally, all creditor claims are resolved, taxes filed, assets accounted for and ready to be disbursed. But what if things go wrong? This fast-paced course reviews common problems you may encounter and offers solutions for those looking to deepen their probate mastery. Come away with practical insights into the final stages of probate administration. Register today!

  • Get troubleshooting tips for when the final accounting doesn't balance.
  • Discuss when and how to obtain beneficiary consent for disbursements.
  • Support the appropriateness of estate expenditures.
  • Learn from recent case law to prevent similar mistakes.

Abbreviated Agenda

  1. Resolving Outstanding Creditor Issues
  2. Beneficiary Notification (When Is Consent Needed?)
  3. Finalizing Tax Returns
  4. Filing Medicaid Documents
  5. Preparing Final Accounting and Balancing the Account
  6. Appropriateness of the Expenditures
  7. Final Distribution of Estate Assets
  8. Petitioning for Court Approval
  9. Pain Points and Problem Areas: Lessons From Case Law

Related Topics

Product ID 100343

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 2 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Idaho CLE Upon Request 1.5 Total
Illinois CLE Approved 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Dakota CLE Approved 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Approved 1.5 Total
Pennsylvania CLE Approved 1.5 Total
Tennessee CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Wyoming CLE Upon Request 1.5 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Finalizing Probate

    All times are shown in Eastern time
    1:00 - 2:30 pm
    Speakers: Bridget Burns,Veronica Cerruti

    1. Resolving Outstanding Creditor Issues
    2. Beneficiary Notification (When Is Consent Needed?)
    3. Finalizing Tax Returns
    4. Filing Medicaid Documents
    5. Preparing Final Accounting and Balancing the Account
    6. Appropriateness of the Expenditures
    7. Final Distribution of Estate Assets
    8. Petitioning for Court Approval
    9. Pain Points and Problem Areas: Lessons From Case Law

Who Should Attend

This probate course is designed for attorneys. Accountants, tax professionals, executors, and paralegals may also benefit.

Speakers

Bridget B Burns
Bridget B.
Burns
White and Bright, LLP
Veronica K Cerruti
Veronica K.
Cerruti
Manatt, Phelps & Phillips, LLP
Speaker bio
Bridget B Burns

Bridget B. Burns

White and Bright, LLP
Bridget Burns

is a partner in the law firm of White and Bright, LLP in Escondido, California. Ms. Burns focuses her practice on all aspects of trust and estate law, including complex estate plans, asset protection, and probate and trust administration. Prior to joining White and Bright, LLP, she practiced at a boutique law firm focused on estate planning and asset protection, where she was the head of the asset protection department. In addition to assisting clients with all basic and advanced estate planning needs. Ms. Burns earned her B.A. degree from the University of San Diego and her J.D. degree from New York University School of Law. She is a member of the State Bar of California, the North County Bar Association, the San Diego County Bar Association and the Lawyers Club of San Diego.

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Speaker bio
Veronica K Cerruti

Veronica K. Cerruti

Manatt, Phelps & Phillips, LLP
Veronica Cerruti

is a partner in the San Francisco office of Manatt, Phelps & Phillips, LLP. She focuses her practice on trust, estate and transfer tax planning, with an emphasis on family wealth transfers for large estates, business succession planning, sophisticated estate, gift and generation-skipping transfer tax savings techniques, and complex probate and trust administrations. Ms. Cerruti is a frequent speaker for educational programs on a variety of estate planning topics and techniques, including seminars for individuals who are interested in providing for their pets in the event of the individual's incapacity or death. She earned her B.M. degree from the University of the Pacific and her J.D. degree from the University of California College of the Law, San Francisco. Ms. Cerruti is a Certified Specialist, Trust and Estate Planning, The State Bar of California Board of Legal Specialization. She is a member of the Francisco Estate Planning Council, Bar Association of San Francisco and California Bar Association.

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