Program Details
On Demand

Fundamental Probate Procedures and Practice in New York: Closing the Estate, Ethics, and Dealing with Common Challenges

Content Partner:  New York - NBI, Inc.
Price: $120.00*
This program is no longer available.

* Applicable Membership or Subscription discounts will be added in your shopping cart


Are you confident that you can carry out the wishes of your client after they have passed? Do you have the skills you need to smoothly and efficiently handle the details of probate administration? Gain the knowledge and skills you need to fulfill your clients' directives and avoid unnecessary obstacles at this practical, information-packed seminar. Register today!

  • Don't miss a step in the closing process! Use our closing checklist to navigate the process with ease.
  • Does the decedent have property in multiple states? Know what steps to take to settle multiple domicile estates.
  • Know what steps to take if you need to discharge a personal representative.


This basic level seminar will provide fundamentals of key probate and estate administration topics for:

  • Attorneys
  • Paralegals
  • Accountants


    1. Timing and Methods of Distributions
    2. Transfer of Probate and Nonprobate Assets
    3. Distributions to Minors and Trusts
    4. Preparing a Final Accounting vs. Distributed Statements
    5. Petition for Complete Settlement
    6. Obtaining Discharge of the Personal Representative
    7. Using Checklists to Guide You Through the Process
    8. Hypothetical Case Evaluation – Navigating the Closing Process
    1. Identifying the Client
    2. Avoiding Conflicts of Interest
    3. Distinguishing Privileged and Non-Privileged Communication
    4. Keeping the Client Informed
    5. Establishing Attorney's Fees – Engagement Letters and Local Rules
    1. What to Do When the Decedent Has Property in More Than One State – Multiple Domiciles
    2. Dealing With Insolvent Estates
    3. Intestate Administration
    4. Lost/Withheld Wills
    5. Gifts Made By or on Behalf of Someone Who Shortly Thereafter Dies

Practice Areas: Estate Planning & Probate, Ethics & Professional Responsibility, Probate & Estate Administration
Online Media Type: Audio
Production Date: 12/06/2007
Level: Basic
Category: Standard
Duration: 1 Hours, 44 Minutes
Online Format: On Demand

Click here for information on subscription discounts and Group Viewing opportunities.

Purchase of this product provides online access for 180 days. If you are purchasing a live webcast, you will receive complimentary access to the on demand version for 180 days once it becomes available. Please note that the on demand and podcast versions may, or may not be accredited in your state.

If you intend to take a course for CLE credit, please make sure your state is listed in the "Accreditation" section to the upper right of the program description. Accreditation displayed is unique to the purchased program format (live conference, live webcast, on demand, podcast). Credit totals listed for live conferences are the maximum credits available. Credits issued will be based upon actual time in attendance.  Credit totals for other formats are for complete programs.  Partial credit is not available for any online or downloadable format. 


West LegalEdcenter will not provide accreditation for states not listed. 

This product is intended for individual use by the named purchaser. Group viewings for online programs may be arranged for five or more attorneys within the same organization prior to viewing by emailing

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New York Experienced
Total Credits: 2
Specialty Credits: 
Status: Accredited
Expiration: N/A
Training Type: Online

West LegalEdcenter provides accreditation as described here. You may be able to self apply for credits in states not listed.

Check your state requirements and get contact information.
Wendy K. Goidel - Kenney, Goidel, Callahan, Wrenn & Schmid, LLP, Smithtown, NY
Joan S. Arbiter - Joan S. Arbiter, Attorney at Law, P.C., Melville, NY
Penny B. Kassel - The Law Offices of Penny Kassel & Associates P.C., Garden City, NY
This product is designed to provide information in regard to the subject matter covered. It is sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional service. If legal advice or other expert assistance is required, the services of a competent professional person should be sought.

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