Rhode Island – June 12, 2023 – Pannone Lopes Devereaux & O’Gara LLC (PLDO) Trust and Estate Attorneys David P. Craven and Bernard A. Jackvony will be featured presenters for the National Business Institute’s Continuing Legal Education webinar, entitled “Rhode Island Probate Process: In 7 Simple Steps,” for on Friday, June 16, 2023.
Attorney Craven will present “Opening the Estate” from 9:00 a.m. to 9:45 a.m. and “Preparing the Personal Representatives for the Job” from 9:45 a.m. to 10:30 a.m. Topics to be discussed during his first presentation include obtaining the will and getting it admitted; locating and notifying the beneficiaries; determining if the estate qualifies for a small estate administration; filing the initial petition with the probate court; closing the decedent’s account; laws of intestacy; and more. In his second presentation, Attorney Craven will educate attendees about a personal representative’s duties, powers, and responsibilities; how to compile an instruction guide for the personal representative; executor compensation; and potential problems and liabilities.
Attorney Jackvony will present “Resolving Disputes and Navigating Probate Litigation” from 3:45 p.m. to 4:30 p.m., where he will discuss will contests, deed contests, allegations of undue influence and other causes of action; obtaining court guidance for proposed actions regarding the estate administration; probate litigation rules, procedures, and evidentiary provisions; fiduciary misconduct, liability, disputes with beneficiaries; and effective approaches to resolving disputes without going to court.
To access the webinar, click here.
David P. Craven, Esq. is a Partner with Pannone Lopes Devereaux & O’Gara LLC. 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. Attorney 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. As a former Rhode Island State Prosecutor who spent five years working in the Attorneys General’s Office, Attorney Craven handled organized, white collar and narcotics crimes but was also devoted to fighting child, elder and animal abuse. For more information, click here. To contact Attorney Craven, call 401-824-5100 or email [email protected].
Bernard A. Jackvony, Of Counsel, is a nationally recognized fiduciary litigator and Fellow, of the American College of Trust and Estate Counsel. He concentrates his practice in the areas of trust and estate planning, litigation and administration for individuals, families, fiduciaries and charitable organizations, and has represented clients in fiduciary litigation in Rhode Island, Florida, New Jersey, California, New York, Massachusetts and Oklahoma. Attorney Jackvony served the citizens of Rhode Island as Lieutenant Governor in the late 1990s and is a former member of the National Republican Committee, the Rhode Island State Investment Commission and Chairman of the Rhode Island Criminal Justice Oversight Commission. For more information, click here. To contact Attorney Jackvony, call 401-824-5100 or email [email protected].
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