CT Specific

Trusts, Estates & Probate

The Connecticut Probate Playbook: Strategies for Legal and Financial Professionals

Credits Available
Credit Status Total
Connecticut CLE Approved 3 Total
New York CLE Approved 3.5 Total
OnDemand
2 hours 56 minutes
Jean Rabinow
Robert Santoro
Moira Laidlaw
Evelina Ruszkowski
With Jean Rabinow from McMillan & Rabinow + 3 others
Recorded March 21, 2025
Product ID 100388

Buy This Course

Course Includes
$299

OnDemand Video

Video Download

Course Book Download

or
Upgrade to Unlimited CLE and Get This Course
$129/month
All Inclusive CLE subscribers save an average of $3,000/year on CLE costs.

Overview

Creditor Claims, Distributions, and More!

Working through issues that arise in probate can be daunting. Are you well-equipped with the tools you need to succeed? This insightful course will take you through steps in probate administration, including information on creditor and debt issues, the handling of accounting, distributions, and more. Don't miss this opportunity to hone your probate skills - register today!

  • Take a closer look at the initial steps for filing the estate.
  • Discuss what needs to be done to handle creditor claims and debts.
  • Make sure everything is in order for the final distribution of the estate.

Abbreviated Agenda

  1. Probate Process and Overview
  2. Assets, Creditor Claims and Debt Considerations
  3. Distributions, Final Accounting and Closing the Estate
  4. What You Need to Know About Trusts
  5. Accounting/Distributions in Trust Administration

Related Topics

Product ID 100388

Credit Details

Credits Available
Credit Status Total
Connecticut CLE Approved 3 Total
New York CLE Approved 3.5 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Probate Process and Overview

    1. Review of the Probate Timeline
    2. Forms of Administration
    3. Deadlines to be Aware of
    4. Documents Used in the Probate Process
    5. Information Gathering
    6. Laws of Intestacy
    7. Initial Petition and Notices
    8. Sample Forms, Letters and Documents

  2. Assets, Creditor Claims and Debt Considerations

    1. Marshalling Probate and Non-Probate Assets: Key Procedures
    2. Properly Ensure ALL Debt is Located and Handled
    3. Required Public Notices to Creditors
    4. Priority and Payment Determinations for Claims
    5. Contested Claims and Prescribed Claims
    6. Appropriately Dealing with Creditors
    7. Insolvent Estates
    8. Sale of Assets to Satisfy Creditors

  3. Distributions, Final Accounting and Closing the Estate

    1. Documents Needed to Close the Estate
    2. Proper Transfer and Timing of Distributions - Probate and Non-Probate Assets
    3. Distributions in Kind
    4. Distribution to Minors, Surviving Spouse and Trusts
    5. Disposition of Unclaimed Assets
    6. Fees for Personal Representatives and Attorneys
    7. Annual Accounting Requirements and Format
    8. Final Accounting Checklist
    9. Estate Closing Procedures

  4. What You Need to Know About Trusts

    1. Types of Trusts and Their Purpose
    2. Jurisdiction
    3. Duties and Powers of the Trustee
    4. Valuation of Assets
    5. Funding a Trust
    6. Communication with Beneficiaries
    7. Amending and Modifying the Trust
    8. Trust Administration Checklist
    9. Sample Forms and Documents

  5. Accounting/Distributions in Trust Administration

    1. Notices of Proposed Actions
    2. Uniform Principal and Income Act
    3. Trust Provisions Concerning Distributions
    4. Managing, Selling and Distributing Property and Assets
    5. Investing Assets
    6. Distinctions Between Trust Fiduciary Accounting and Income Tax Accounting
    7. Determining Trustee Fees
    8. Communication with Creditors
    9. Distribution to Beneficiaries
    10. Trust Termination

Who Should Attend

This intermediate level online seminar is designed for professionals who want to be more effective in the probate and trust administration process, such as:

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

Speakers

Jean Rabinow
Jean
Rabinow
McMillan & Rabinow
Robert J Santoro
Robert J.
Santoro
Knott & Knott, LLC
Moira S Laidlaw
Moira S.
Laidlaw
Falcon Rappaport & Berkman LLP
Evelina M Ruszkowski
Evelina M.
Ruszkowski
The Prue Law Group, 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.

View full profile
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.

View full profile
Speaker bio
Moira S Laidlaw

Moira S. Laidlaw

Falcon Rappaport & Berkman LLP
Moira Laidlaw

is a partner in the Mount Kisco office of Falcon Rappaport & Berkman LLP. She practices in the areas of trust and estate planning needs, including wills, trusts, guardianship, probate, and estate administration. Ms. Laidlaw also works with clients in matters regarding elder law, special needs planning, Medicaid, long-term care asset protection, small business planning, and high net worth estate tax planning. Additionally, she handles fiduciary litigation concerning trusts, wills, guardianships, conservatorships, and related accountings. Ms. Laidlaw is a Certified Elder Law Attorney (CELA), one of approximately 400 attorneys in the U.S. who hold this designation, as accredited by the National Elder Law Foundation and the American Bar Association. She earned her B.A. degree from the University of California at Berkeley and her J.D. degree from Rutgers University. She is admitted to practice in New York, Connecticut and New Jersey. Ms. Laidlaw is a member of STEP, Society of Trusts and Estates Practitioners, is an executive committee member of the New York State Bar Association Elder Law and Special Need Section, is a co-chair of the Trusts and Estates Committee, Westchester County Bar Association and is a member of the Connecticut Bar Association Elder Law, Estates and Probate, Disability Law, and Health Law Sections.

View full profile
Speaker bio
Evelina M Ruszkowski

Evelina M. Ruszkowski

The Prue Law Group, P.C.
Evelina Ruszkowski

is an attorney at The Prue Law Group, P.C., where she concentrates her practice in the various issues that arise in the settlement of estates and matters in probate court, as well as working with those who have suffered any type of personal injury. She is a graduate of the University of New Hampshire School of Law and holds two Bachelor of Science degrees in electrical and biomedical engineering and a minor in business from the University of Rhode Island. Ms. Ruszkowski is a member of the Connecticut Bar Association, Massachusetts Bar Association, Boston Bar Association and Women's Bar Association of Massachusetts. She is licensed to practice law in Connecticut and in the Commonwealth of Massachusetts.

View full profile

TOP FAQs

How do I access my courses?
Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-930-6182.
Do you have options for attendees who are deaf or hard of hearing?
Closed captioning is available for all Live Webinars. After you've joined the event room, you can enable closed captioning by clicking the "cc" button in the lower right of the player.
What happens if my course is cancelled?
In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
Are multiple attendee discounts available?
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.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
Will I receive a certificate of completion?
Yes, we'll email you a certificate of completion and store in your account for any future reporting needs.
Can multiple people watch courses and request credit?
While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

Have more questions? Please Contact Us