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Overview
From Initial Filing to Final Distribution
When it comes to probating estates of any size, patience isn't just a virtue - it's a requirement. No two estates are ever alike, and they all bring their own challenges. You need to master the one constant in every estate - the probate process itself. This indispensable course will get you up to speed on petitions, inventories, taxes, and more. No matter if you are new to probate practice or are an experienced practitioner in need of a refresher, you are sure to take away what you need to better perfect the probate process - register today!
- Gain critical insights to stay ahead with the most current and essential probate laws, codes, and updates.
- Master the Rhode Island filing process to ensure smooth probate petition submissions.
- Efficiently conduct asset inventories and ensure all necessary parties are properly informed.
- Confidently manage and prioritize debts and taxes to protect estate assets.
- Ensure fair and legally compliant distribution of estate assets in <STATE>.
- Complete the probate process efficiently with final steps and best practices.
Abbreviated Agenda
- Rhode Island Probate: Essential Knowledge and Updates
- Filing Probate Petitions in Rhode Island
- Estate Inventories and Notifying Proper Parties
- Distributing Estate Assets in Rhode Island Probate
- The Closing Chapter: Final Probate Steps
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Rhode Island CLE |
|
6 Total | 06-30-2026 |
Select Jurisdiction
CLE
Agenda
-
Rhode Island Probate: Essential Knowledge and Updates
- Rhode Island Uniform Probate Code: The High Points
- Rhode Island Trust Code Essentials
- Key Case Law You MUST Know
- Probate and Estate Legal Updates
-
Filing Probate Petitions in Rhode Island
- Formal vs. Informal Probate
- The Petition: Essential Info and Documents
- Filing Requirements and Procedures
- Appointing the Personal Representative
- What Happens After Petitions are Filed?
-
Estate Inventories and Notifying Proper Parties
- Asset Inventories Step-by-Step
- Notifying Heirs, Beneficiaries and Creditors
- Handling Claims Against the Estate
- Common Challenges: Common Assets, Hidden Liabilities, Etc.
- Key Forms and Templates
-
Distributing Estate Assets in Rhode Island Probate
- Distribution Process Overview
- Distribution According to the Will
- Intestate Succession and Distributions Without Wills
- Court Approval of Distributions
- Handling Disputes
-
The Closing Chapter: Final Probate Steps
- Preparing the Final Accounting
- Resolving Outstanding Issues
- Petition for Final Distribution and Discharge
- Closing the Estate
- Discharging the Personal Representative
Who Should Attend
This basic level online seminar is designed for:
- Attorneys
- Accountants
- Tax Professionals
- Trust Officers
- Executors and Other Fiduciaries
- Paralegals
Speakers
Speaker bio
Robert E. Bollengier
is a sole practitioner with Robert E. Bollengier Law Offices in Warwick, Rhode Island. His practice areas include federal and state taxation, probate, estate planning, wills, trusts, and corporate and business law. Mr. Bollengier has been a visiting instructor for Bryant University and Providence College. He earned his B.S. degree, magna cum laude, from Boston College. Mr. Bollengier simultaneously earned his J.D. degree with his M.B.A. degree, highest honors, from St. Louis University and his LL.M. degree, cum laude, from Boston University. In addition, he earned a certificate of advanced graduate studies in estate planning from Bryant University and is currently working towards his CFP®, ChFC and CLU designations. Mr. Bollengier is a member of the Rhode Island Bar Association and a past member of the Rhode Island Society of Certified Public Accountants.
Speaker bio
Meaghan E. Kelly
practice focuses on all aspects of trusts and estates, including estate and tax planning, taxation, probate, trust administration, including modification and reformation proceedings, offer in compromises, voluntary disclosure settlements, and guardianship proceedings. Known for her experience in complex estate and trust administration and tax resolution matters. including contested tax matters, Ms. Kelly works with clients to develop effective and efficient plans that center their unique goals and optimize tax advantages. She is well-versed in assisting families in planning for uncertainties in their future. She values authentically connecting with her clients, especially as they experience difficult times, such as grieving a loved one or preparing for death or incapacity. Ms. Kelly currently co-chairs the Rhode Island Bar Association's Probate & Trust Committee. Before joining Adler Pollock & Sheehan, PC, Ms. Kelly was most recently Of Counsel at Burns and Levinson LLP and previously a partner at a boutique business law and estate planning firm in Providence. Prior to entering the private sector, she was the chief of the Estate and Gift Tax Department at Rhode Island's Division of Taxation, where she was responsible for auditing all estate tax returns and reviewing all estate planning documentation accompanying the returns. Ms. Kelly also served as senior legal counsel, representing the state of Rhode Island in contested tax matters, including income tax audits, corporate tax audits, and tobacco tax fraud cases. She also served as the keeper of the records for the Tax Division, liaising with state and federal agencies. Ms. Kelly earned her LL.M. degree in taxation from Boston University School of Law's Graduate Tax Program and her J.D. degree, cum laude, from Roger Williams University School of Law, where she was a member of the Honors Program and an articles editor on the Law Review Editorial Board.
Speaker bio
David P. Craven
is with Kalander and Nash, Ltd. As a a member of the firm's estate and trust planning, administration and litigation team, he provides clients with sophisticated estate planning, asset protection, wealth preservation, and tax minimization strategies. Mr. Craven's diverse experience encompasses not only wills, trusts and estates, and probate administration/litigation, but also criminal and civil litigation, and corporate and business law. He routinely advises clients with business incorporation and succession plans to ensure they are positioned for success, now and in the future. Prior to joining PLDO, Mr. Craven built a successful private practice counseling clients on business formation and risk management, contract disputes, estate planning and elder care. He devotes much of his spare time to educational, community and philanthropic causes. Mr. Craven is passionate about mentoring the next generation of attorneys and young professionals, as well as expanding children's knowledge and skills outside the classroom. He is an adjunct professor at the Community College of Rhode Island, where he educates students about the legal system. Mr. Craven earned his B.A. degree from the University of Rhode Island and his J.D. degree from New England School of Law. He is a member of the Rhode Island Bar Association.
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