Hot Topics in Probate CLE (EEP191119)

November 19, 2019

9:30 AM to 3:00 PM (Eastern Standard Time)

Aqua Turf Club

556 Mulberry St, Plantsville, Connecticut, United States

Access Recording


Presented by the Estates and Probate and Elder Law Sections and the Probate Assembly

About the Program

Hot Topics in Probate is the popular biennial seminar sponsored by the Probate Assembly and the CBA Estates and Probate and Elder Law Sections. This year’s seminar, presented by probate judges and attorneys, will focus on the Connecticut Uniform Trust Code, which will become law on January 1, 2020, eFiling in the Probate Courts, and Connecticut Standards of Practice for Conservators.

The morning agenda will be dedicated to the following topics under the Connecticut Uniform Trust Code:  

Overview/Orientation and Basics, presented by Suzanne Brown Walsh; Notice and Remedies, presented by the Honorable Frank J. Forgione and Molly M. Ackerly; Modification of Trusts, presented by the Honorable Domenick N. Calabrese and Deborah Tedford; and lastly, Jurisdiction and Contested Matters, presented by Paul J. Knierim, Kelley Galica Peck, and John R. Ivimey.

The afternoon session will include an overview of eFiling in the Probate Courts, presented by Heather L. Dostaler.

The final session of the seminar will focus on ethics as related to the Connecticut Standards of Practice for Conservators, presented by the Honorable Jeannine M. Lewis and Sandra Sherlock White.

You Will Learn

  • An overview, orientation, and basics of the Connecticut Uniform Trust Code
  • About notice and remedies
  • About modification of trusts
  • About jurisdiction and contested matters
  • About eFiling in the probate courts
  • Ethics as related to the Connecticut Standards of Practice for Conservators

Who Should Attend

All attorneys or members of the judiciary who work within Connecticut’s probate courts. Any practitioners whose practice includes estates and probate matters, and practitioners whose work is related to conservators or individuals under conservatorship. 


(Includes light breakfast, lunch and electronic materials*)
Member $75
Non-member $100


Hon. Domenick N. Calabrese, Region 22 Probate District, Southbury
Hon. Frank J. Forgione, Branford-North Branford Probate Court, Branford
Hon. Jeannine M. Lewis, Saybrook District Probate Court, Old Saybrook
Mary M. Ackerly, Ackerly Brown LLP, Bantam
Heather L. Dostaler, Office of the Probate Court Administrator, West Hartford
John R. Ivimey, Reid and Riege PC, Hartford
Hon. Paul J. Knierim (Ret.), Czepiga Daly Pope & Perri, Berlin
Kelley Galica Peck, Cummings & Lockwood LLC, West Hartford
Sandra Sherlock-White, Law Offices of Sandra Sherlock-White, Newington
Deborah J. Tedford, Tedford Law Firm PC, Mystic
Suzanne Brown Walsh, Murtha Cullina LLP, Hartford


Hon. Cynthia C. Becker, Regional Probate Court, Simsbury

CLE Credit

CT: 4.5 CLE Credits (3.0 General; 1.5 Ethics)
NY: 5.0 CLE Credits (3.0 AOP; 0.5 LPM; 1.5 Ethics)

The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE. This program qualifies for transitional and non-transitional credits. Financial hardship information available upon request.

*Electronic materials are included in the price of the seminar. Any materials for this seminar will be e-mailed to registrants prior to the seminar for download. No paper copies will be provided. Please note that refunds will not be granted once course materials have been sent. Cancellations made less than 2 business days prior to event are non-refundable.


Member Service Center
Phone: (844)469-2221