The probate process: What is it? And Why do we need it?

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Program Type:

Finance, Lectures

Age Group:

Adults
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Program Description

Event Details

Not sure what probate is? You’re not alone! The Connecticut probate court oversees an orderly transfer of title of the decedent’s (deceased person’s) assets from the decedent’s name to his or her beneficiaries. Simsbury-based estate planning and elder law attorney Brendan Daly will explain how the probate process works and you’ll learn the important steps you need to take in order to administer an estate. You’ll also learn about living trusts and how these tools can help avoid probate. And finally, you’ll learn about some of the potential pitfalls in the process and how careful planning can avoid them.

Brendan Daly is Managing Partner at Czepiga Daly Pope & Perri LLC. He is an estate planning and Certified Elder Law Attorney who preserves his clients’ estates by creating plans to protect their money as they age and face the prospect of long-term care.