Connecticut Estate Administration From Start to Finish
Credits Available
| Credit | Status | Total |
|---|---|---|
| Connecticut CLE |
|
6.5 Total |
| New York CLE |
|
8 Total |
| CPE for Accountants/NASBA |
|
8 Total |
Fri, Dec 12, 00:00 AM – 00:00 PM
Fri, Dec 12, 00:00 AM – 00:00 PM
Register For Course
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Overview
A Comprehensive Step-By-Step Guide to Estate Administration
Whether you're new to estate administration or need a basic refresher, this course will provide you with a comprehensive overview of estate administration, including proper asset valuation and distribution, taxation, and account closing procedures. You'll also learn how to correctly deal with thorny estate administration debt issues, including jointly held assets, business ownership and complex tax issues. Equip yourself with real-life, practical knowledge to ensure you are fully prepared to handle the entire estate administration process from start to finish - register today!
- Learn how to meet every deadline, follow procedures, and complete essential forms.
- Identify key estate administration pitfalls you need to avoid.
- Come away with helpful forms, sample documents, and checklists to assist in the process.
- Acquire strategies to ensure you can help your clients through every step of the probate process.
- Manage your client's entire estate administration procedures properly and effectively.
- Learn how to tackle complex estate administration issues such as tax issues, jointly held assets, and will contests.
- Understand how to properly transfer and distribute assets.
- Explore proper procedures and processes when dealing with insurance claims and debt during estate administration.
- Gain a better understanding of the probate court's procedures so that you can avoid common pitfalls and mistakes.
- Get the latest information on allowances and elections against the will.
- Identify how to properly distribute assets to minors, surviving spouses and trusts.
Abbreviated Agenda
- Ethics and Estate Administration
- Commencement of Proceedings and Information Gathering
- Initial Steps to the Estate Administration Process
- Marshalling Assets
- Handling Creditor Claims and Debt
- Complex Issues in Estate Administration
- Handling Estate Administration Tax Issues
- Distribution and Closing of the Estate
Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| Connecticut CLE |
|
6.5 Total |
| New York CLE |
|
8 Total |
| CPE for Accountants/NASBA |
|
8 Total |
Select Jurisdiction
CLE
Other
Agenda
-
Ethics and Estate Administration
- Breach of Fiduciary Responsibility
- Avoiding Conflicts of Interest
- Attorney-Client Privilege
- Fee Agreements
-
Commencement of Proceedings and Information Gathering
- Appointment of Estate Administration
- Formal vs. Informal Proceedings
- Sample Letters of Authority
- First Meeting With Family or Designated Personal Representative and Determination of Heirs
- Written Fee Agreements
- Tips to Locate Information Quickly Using Online and Government Resources
- Dealing with Multiple States
- Appointment of Estate Administration
-
Initial Steps to the Estate Administration Process
- Understanding the Laws of Intestacy
- Sample Estate Administration Checklists, Forms and Required Notices Needed
- Interpreting Provisions and Terms of Art Found in Wills
- Using Disclaimers Correctly
-
Marshalling Assets
- Procedures to Locating and Marshalling Probate and Non-Probate Assets
- Safe Deposit Boxes and Bank Accounts
- Real Estate
- Brokerage Accounts, 401Ks, IRAs, Pensions and Life Insurance Policies
- Sample Forms and Documents Needed
- Appraisers and Valuing the Property of Probate Estates
- Procedures to Locating and Marshalling Probate and Non-Probate Assets
-
Handling Creditor Claims and Debt
- Sample Forms and Required Notices Needed
- Priority and Payment of Claims
- Late Claims and Contested Claims
- Steps to Ensure all Debt is Located and Handled Correctly
- What if the Assets Don't Cover the Bills?
- Bankruptcy and Foreclosure
- Selling of Assets and Properly Dealing with Creditors
-
Complex Issues in Estate Administration
- Jointly Held Assets
- Spousal Claims
- Allowances and Elections Against the Will
- Handling Unmarried Couples and Stepchildren
- Will Contests, Trust and Estate Disputes
- Business Ownership
- Agency Problems Involving Guardianships, Conservatorships, Powers of Attorney or Other Agency Relationships
-
Handling Estate Administration Tax Issues
- Examples of Forms Needed
- Federal and State Estate Tax Considerations
- Income Tax Issues for the Estate and the Heirs
- Resolving Disputes With Taxing Authorities
- Deductions and Exemptions
- How the Generation-Skipping Transfer Tax Affects Your Clients
- Tax Deadlines and Handling Extensions
- Sales of Real Property
-
Distribution and Closing of the Estate
- Sample Forms, Agreements and Documents Needed
- Proper Transferring and Distribution of Probate and Non-Probate Assets and Timing of Distributions
- Real Estate
- 401Ks, IRAs, Pensions and Life Insurance Policies
- Distribution of Miscellaneous Assets (Automobiles, Jewelry, Etc.)
- Distributions in Kind
- Distribution to Minors, Surviving Spouse and Trusts
- Disposition of Unclaimed Assets
- Proper Settlement of the Estate
- Formal and Informal Estate Accountings
- Choosing the Appropriate Closing Procedure
- Compensation and Discharge of the Personal Representative
Who Should Attend
This basic level online seminar is designed for professionals who want to be more effective in the estate administration process, such as:
- Attorneys
- CPAs and Accountants
- Paralegals
- Wealth Managers
- Tax Professionals
- Trust Officers
Speakers
Speaker bio
Alyson R. Marcucio
is an attorney and member with Chipman Mazzucco Emerson LLC. She practices in the firm's estate planning and probate group, with considerable emphasis on elder law. Her practice in elder law includes long term care, incapacity and special needs planning, eligibility for Medicaid and other public benefits, and conservatorship proceedings. Ms. Marcucio is a member of the Connecticut Bar Association, (member, Elder Law Section and Estates & Probate Section), the National Academy of Elder Law Attorneys (member, Connecticut Chapter, Board of Directors, member of Program Committee), as well as the American Bar Association. She earned her B.A. degree, magna cum laude, from the University of New Haven; her J.D. degree, cum laude, from Quinnipiac University School of Law; and her LL.M. degree from Boston University School of Law.
Speaker bio
Philip C. Pires
is a principal in the law firm of Cohen and Wolf, P.C. A persuasive and successful litigator, he has handled a variety of litigation matters including complex commercial disputes, breach of fiduciary duty claims, partnership and shareholder disputes, adverse possession claims, prescriptive easement claims, quiet title actions, landlord/tenant cases, and collection actions. Mr. Pires frequently appears in the Connecticut Probate Court system representing beneficiaries, fiduciaries, and creditors in a variety of probate litigation matters. In addition to litigation, he practices in the municipal and land use and zoning arena, regularly appearing before planning and zoning commissions, inland wetlands commissions, zoning boards of appeals, the Connecticut Siting Council, and other administrative agencies, advocating for applicants, developers, property owners, and neighborhood groups. Mr. Pires also regularly counsels municipalities and property owners in commercial and residential property tax appeals. As a former member of his hometown's governing board, his firsthand knowledge of the inner workings of town administration offers valuable insight to his clients. Mr. Pires earned his B.A. degree from Haverford College and his J.D. degree, with honors, from the University of Connecticut School of Law.
Speaker bio
Evelina M. 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.
Speaker bio
Steven B. Vinick
is of counsel with the law firm of Stein Sperling Bennett De Jong Driscoll, P.C., and practices in the areas of personal injury law, medical malpractice, criminal defense, and general civil litigation. He is licensed to practice law in Maryland, Washington, D.C. and Virginia. He is on the Board of Directors for the Montgomery County Bar Association, and he is the treasurer of the Prince George's County Bar Association. He is also a member of the Maryland State Bar Association, the D.C. Trial Lawyers Association, and the Maryland Association of Justice. Mr. Vinick was the Maryland Association of Justice Trial Lawyer of the Year for 2011. He earned his B.A. degree, Phi Beta Kappa and magna cum laude, from the University of Maryland; and his J.D. degree, cum laude, from the University of Baltimore School of Law.
Speaker bio
Sean P. La Roque-Doherty
is a sole practitioner with La Roque Law P.L.L.C. in Rumney, New Hampshire. He helps individuals and organizations comply with laws, regulations, and industry standards governing information, data privacy, security, and tax. Mr. La Roque-Doherty creates and reviews data privacy agreements and advanced software licenses. He also provides tax preparation, representation, resolution, and consulting for individuals, estates, partnerships, and small businesses. Mr. La Roque-Doherty is licensed to practice law in California, New Hampshire, New York and the District of Columbia. He earned his bachelor's, master's and J.D. degrees from the University of California, Berkeley.
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