CT Specific

Trusts, Estates & Probate

Advanced Estate Administration: A Connecticut Guide

Credits Available
Credit Status Total
Connecticut CLE Approved 6 Total
New York CLE Approved 7 Total
OnDemand
5 hours 57 minutes
Richard Saxl
Robert Santoro
Evelina Ruszkowski
Jean Rabinow
With Richard H. Saxl from Richard H. Saxl, Attorney at Law + 3 others
Recorded December 19, 2024
Product ID 99589

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Overview

A Practical Look at the Complexities of the Practice

Get right to the heart of the complex and diverse problems that make up the estate administration process. Get expert guidance on tough inventory issues, trust administration, final account discrepancies, and more. Enhance your mastery of estate administration - register today!

  • Clear the gray areas when sorting through probate and non-probate assets.
  • Review difficult scenarios in administering estates that include trusts.
  • Guard the estate against unverified creditor claims and make certain all the qualified debts are paid in full.

Abbreviated Agenda

  1. Procedural Hurdles
  2. Creditor Claims, Liens, Sale of Assets, Insolvency
  3. Trusts in Estate Administration
  4. Beneficiary Disputes, Will and Trust Contests, Probate Litigation
  5. Handling Complex Assets
  6. Complex Distributions, Final Accounting, and Estate Closing
  7. Legal Ethics in Estate Administration

Related Topics

Product ID 99589

Credit Details

Credits Available
Credit Status Total
Connecticut CLE Approved 6 Total
New York CLE Approved 7 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Procedural Hurdles

    1. Choice of Administration, Timeline Overview, and Local Procedure Update
    2. Petitions Best Practices
    3. Commonly Overlooked Sources and Documents
    4. Out-of-State and International Property, Beneficiaries, and Creditors
    5. Multi-Generational Issues

  2. Creditor Claims, Liens, Sale of Assets, Insolvency

  3. Trusts in Estate Administration

  4. Beneficiary Disputes, Will and Trust Contests, Probate Litigation

  5. Handling Complex Assets

    1. Probate vs. Non-Probate Assets
    2. Spousal Claims
    3. Estate Inventory Problems
    4. Family Business and Third-Party Interests
    5. IRAs in Estate Administration
    6. Asset Valuation
    7. Access to Digital Assets
    8. Mineral Rights, Art, Antiques, IP Rights, and Other Unique Assets
    9. Assets Improperly Transferred Prior to Death

  6. Complex Distributions, Final Accounting, and Estate Closing

  7. Legal Ethics in Estate Administration

    1. Who is Your Client?
    2. Conflicts of Interest
    3. Attorney Fees and Scope of Representation
    4. Guarding Confidentiality
    5. Breach of Fiduciary Responsibility: Counsel Obligations and Liability

Who Should Attend

This advanced level online seminar is designed for:

  • Attorneys
  • Accountants and CPAs
  • Tax Professionals
  • Fiduciaries
  • Trustees
  • Enrolled Agents
  • Investment Advisors
  • Paralegals

Speakers

Richard H Saxl
Richard H.
Saxl
Richard H. Saxl, Attorney at Law
Robert J Santoro
Robert J.
Santoro
Knott & Knott, LLC
Evelina M Ruszkowski
Evelina M.
Ruszkowski
The Prue Law Group, P.C.
Jean Rabinow
Jean
Rabinow
McMillan & Rabinow
Speaker bio
Richard H Saxl

Richard H. Saxl

Richard H. Saxl, Attorney at Law
Richard Saxl

is a solo practitioner with offices in Westport, Connecticut. His practice emphasizes all aspects of estate planning and probate, including probate litigation and probate tax issues. Mr. Saxl is a member of the Estates and Probate Section of the Connecticut Bar Association. He earned his B.A. degree from the University of Pennsylvania and his J.D. degree from Rutgers, The State University of New Jersey School of Law-Camden.

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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 courts, and is a member of the Connecticut and New Haven County bar associations.

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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.

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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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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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