Trusts, Estates & Probate

4.47

Probate Process From Start to Finish: Part II

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Upon Request 3 Total
Montana CLE Approved 3 Total
North Carolina CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Upon Request 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Approved 3 Total
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3 Total
Indiana Paralegal CLE Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 3 Total
OnDemand
2 hours 56 minutes
Michael Zapson
Kimberly Bliss
With Michael G. Zapson from Certilman Balin Adler & Hyman LLP + 1 other
Recorded February 19, 2026.
Product ID 101537

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Overview

Your Practical Guide Through the Final Steps of Probate

Get specific guidance for wrapping up the estate without mistakes and for resolving beneficiary and fiduciary disputes. Keep your practices above board with a legal ethics compliance manual tailored to the key tasks and dilemmas of probate. Register today!

  • Discover how to litigate deed contests, lost or contested wills, fiduciary misconduct, and more.
  • Put the decedent's affairs to rest by making distributions, filing the final tax return, and completing the final accounting.
  • Explore legal ethics issues commonly faced during the probate.

Abbreviated Agenda

  1. Wrapping Up - Closing the Estate
  2. Probate Litigation Process
  3. Ethics

Related Topics

Product ID 101537

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Upon Request 3 Total
Montana CLE Approved 3 Total
North Carolina CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Upon Request 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Approved 3 Total
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3 Total
Indiana Paralegal CLE Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 3 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. Wrapping Up - Closing the Estate

    1. Formal Closing
    2. Informal Closing by Statement of Personal Representative
    3. Final Distributions to Beneficiaries and Liability of Distributees
    4. Tax Returns - Estate and Income, State and Federal
    5. Final Accounting and Discharge of Fiduciary
    6. Inconsistencies Between Inventory and Final Accounting

  2. Probate Litigation Process

    1. The Ability of the Estate to Sue or Be Sued
    2. Causes of Action
    3. Procedural Rules and Evidentiary Provisions
    4. Lost and Contested Wills
    5. Deed Contests
    6. Fiduciary Misconduct, Liability, and Disputes With Beneficiaries

  3. Ethics

    1. Whom Do You Represent? Conflicts of Interest
    2. Protecting Client Confidentiality
    3. Attorney Fees
    4. Practicing Law in More Than One State

Who Should Attend

This legal guide is designed for attorneys. Accountants, tax professionals, trust and estate administrators, estate planners, and paralegals may also benefit.

Speakers

Michael G Zapson
Michael G.
Zapson
Certilman Balin Adler & Hyman LLP
Kimberly S Bliss
Kimberly S.
Bliss
Falcon Rappaport & Berkman LLP
Speaker bio
Michael G Zapson

Michael G. Zapson

Certilman Balin Adler & Hyman LLP
Michael Zapson

is a partner at Certilman Balin Adler & Hyman LLP. He concentrates his practice in trusts and estates, and trust and estate litigation. Mr. Zapson also maintains a real estate zoning and land use practice. He represents executors, trustees, real property owners, national companies, REITs lenders and brokers. Mr. Zapson is a member of the Bar Association of the City of New York, Nassau County Bar Association and Long Beach Lawyers Association. He earned his B.A. degree from Cornell University and J.D. degree from the State University of New York at Buffalo.

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Speaker bio
Kimberly S Bliss

Kimberly S. Bliss

Falcon Rappaport & Berkman LLP
Kimberly Bliss

is a partner at Falcon Rappaport & Berkman LLP. She counsels individuals and families on trusts and estates issues, focusing on gift and estate tax matters, special needs planning, elder law, and estate administration. Ms. Bliss is particularly adept at assisting clients in settling the estates of their loved ones, advising on long-term care needs and navigating and applying for Medicaid benefits. Before practicing law, she worked at White Plains Hospital for ten years and draws upon her health care experience to inform and strengthen her elder law practice. Ms. Bliss earned her B.A. degree from Purchase College and her J.D. degree, summa cum laude, from Pace University School of Law. She is a member of the New York State Bar Association (Trusts and Estates Section), New York State Bar Association (Elder Law Section), American Bar Association, Westchester County Bar Association, and Westchester Women's Bar Association. Ms. Bliss is admitted to practice law in New York.

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