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Fiduciary Litigation in the Probate Court

Use the court's equity power to achieve results

2070224EBK
8/28/2013
624 pages (ebook)
2nd Edition 2013
© 2013 MCLE, Inc.

Product Description

Use the court's equity power to achieve results Fiduciary litigation is multi-faceted and often complex—and even more so with the recent adoption of uniform laws in Massachusetts impacting probate and trusts. It can involve the disposition of probate assets; disputes regarding the powers, fees, and duties of trustees; reservation; reports; appeals; cy pres; deviation; petitions to partition—and a host of other topics that are the subject of litigation. The second edition of Fiduciary Litigation in the Probate Court features a completely revised treatment of key topics pertinent to the Commonwealth's adoption of the Massachusetts Uniform Probate and Trust Codes, including discussion of equitable versus probate remedies, the mechanics of specific actions, such as the reformation of trusts, determination of title, declaratory relief, matters involving trustees, objections to and defense of accounts, will contests-and much more. MCLE has convened a stellar group of authors with deep experience in litigation of fiduciary matters involving wills and trusts. This comprehensive, multi-authored handbook should be your first stop for practical litigation guidance and procedural tips.

Table of Contents

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Chapter 1 - Filings in the Probate and Family Court After the MUPC and MUTC (Buy Chapter)
 
Chapter 2 - Complaint for Instructions (Buy Chapter)
 
Chapter 3 - Declaratory Judgment (Buy Chapter)
 
Chapter 4 - Reformation of Trusts Under Massachusetts Equity Procedure (Buy Chapter)
 
Chapter 5 - Determination of Title (Buy Chapter)
 
Chapter 6 - Removal, Death, and Resignation of Fiduciaries (Buy Chapter)
 
Chapter 7 - Defending the Trustee Against Removal (Buy Chapter)
 
Chapter 8 - Compelling and Objecting to Accounts (Buy Chapter)
 
Chapter 9 - Defending Accounts (Buy Chapter)
 
Chapter 10 - Litigating Will Contests (Buy Chapter)
 
Chapter 11 - Compromise Agreements (Buy Chapter)
 
Chapter 12 - Parentage (Buy Chapter)
 
Chapter 13 - Cy Pres and Deviation (Buy Chapter)
 
Chapter 14 - Fees in the Probate Court (Buy Chapter)
 
Chapter 15 - Petition to Partition (Buy Chapter)
 
Chapter 16 - Appellate Practice in Fiduciary Litigation (Buy Chapter)
 
Chapter 17 - Evidentiary Privileges in Fiduciary Litigation (Buy Chapter)

Editor(s)

Lisa M. Cukier, Esq., Burns & Levinson LLP, Boston
Hon. Randy J. Kaplan, Nantucket Probate and Family Court, Commonwealth of Massachusetts, Nantucket
Hon. Jennifer M. Rivera Ulwick, Norfolk Probate and Family Court, Commonwealth of Massachusetts, Canton
Peter F. Zupcofska, Esq., Burns & Levinson LLP, New York

Editor Emerita

Hon. Nancy M. Gould, ,

Author(s)

David Aptaker, Esq., , Stoneham
Brian D. Bixby, Esq., Burns & Levinson LLP, Boston
Hon. Paula M. Carey, Trial Court, Commonwealth of Massachusetts, Boston
Elizabeth G. Crowley, Esq., Burns & Levinson LLP, Boston
Lisa M. Cukier, Esq., Burns & Levinson LLP, Boston
James R. DeGiacomo, Esq., Murtha Cullina, LLP, Boston
Andrea T. Dunbar, Esq., Burns & Levinson LLP, Boston
Lesley E. Goldsmith, Esq., Norfolk Probate and Family Court, Commonwealth of Massachusetts, Canton
Ryan M. Gott, Esq., Witmer, Karp, Warner & Ryan LLP, Boston
Eric P. Hayes, Esq., Goodwin Procter LLP, Boston
Stephen G. Howard, Esq., ,
Tiffany M. Howard, Esq., Burns & Levinson LLP, Boston
Thomas P. Jalkut, Esq., Nutter McClennen & Fish LLP, Boston
Hon. Robert W. Langlois, Verrill Dana LLP, Boston
Jennifer Locke, Esq., Goodwin Procter LLP, Boston
Hon. Maureen H. Monks, Middlesex Probate and Family Court, Commonwealth of Massachusetts, Cambridge
Robert J. O'Regan, Esq., Burns & Levinson LLP, Boston
Sharon B. Quinan, Burns & Levinson LLP, Boston
Thomas D. Ritter, Esq., Atwood & Cherny PC, Boston
Hon. Jennifer M. Rivera Ulwick, Norfolk Probate and Family Court, Commonwealth of Massachusetts, Canton
Mary H. Schmidt, Esq., Schmidt & Federico, PC, Boston
Johanna Soris, Esq., Office of the Attorney General, Commonwealth of Massachusetts, Boston
Susan E. Stenger, Esq., Burns & Levinson LLP, Boston
Mary Beth L. Sweeney, Esq., Atwood & Cherny PC, Boston
Mark E. Swirbalus, Esq., Goulston & Storrs, PC, Boston
Mark J. Warner, Esq., Witmer, Karp, Warner & Ryan LLP, Boston
Mark W. Williamson, Esq., Law Offices of Mark W. Williamson, PC, Sterling
Judith K. Wyman, Esq., Murtha Cullina LLP, Boston
Peter F. Zupcofska, Esq., Burns & Levinson LLP, New York

Speaker(s)

Pricing

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Print Book (softcover) $145.00 $130.50
eBook (PDF, MOBI, or EPUB) $145.00 $130.50
eArticle (PDF, purchased individually) $28.00 $25.00
eForm (PDF, purchased individually) $18.00 $15.00
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