Probate v. Non-Probate Assets, Wills and Revocable Trusts (2024FTINE-P2)

Thursday, November 14, 2024

10:15 AM to 11:15 AM

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Paralegal Track

Presented by the Estates and Probate, Tax, and Business Law Sections

About the Program

Estate planning and elder law attorney Erin Duques will walk you through the ins and outs of the Connecticut probate process, including the steps needed to administer an estate, the differences between small and large estates, and the roles and responsibilities of both the Probate Court and an executor. She will also cover how trusts can be utilized to avoid probate, and the importance of Wills within the estate planning process.

You Will Learn

About the difference between a “probated asset” and a “non-probated asset” 
About when full probate is required in Connecticut
About when should a CT Estate Tax return be filed - are there exceptions
How the probate process can be avoided and should it
What a revocable living trust is
About some possible probate roadblocks

Who Should Attend

Paralegals working in the Estates and Probate area.

Credit

CT: 1.0 CE Credit (General)

Speaker

Jeff Rivard1 Jeffrey S. Rivard
Czepiga Daly Pope & Perri LLC, Berlin