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How to Avoid Probate
Various methods for avoiding probate, and the potential pitfalls in different situations

As estate planners, many of our client meetings begin with this statement: “I need a will and I want to avoid probate.” The first thing we explain is that a will, although critical to a complete estate plan, does not “avoid probate.” While there are several ways to avoid probate, some are better than others, depending on the client’s personal and financial situation. A probate avoidance technique that works for a standard estate plan might be detrimental for a Medicaid plan. In this new program, we discuss the various methods for avoiding probate, and the potential pitfalls with some of them in different situations.
 
Agenda
  • Jointly-Owned Property
  • Beneficiary Designation Property, Including Transfer on Death and Payable on Death Designations
  • Life Estates
  • Revocable Trusts
  • Irrevocable Trusts
 
Faculty
 
Faculty image Jennifer Z. Flanagan, Esq.
Mirick, O'Connell, DeMallie & Lougee LLP,
Worcester,
Chair		 Faculty image Elizabeth V. Newton, Esq.
Mirick, O'Connell, DeMallie & Lougee LLP,
Worcester
 
Faculty image Stephen L. Sobey, Esq.
Shatz, Schwartz, and Fentin, PC,
Springfield		 spacer
 
Materials
  • E-materials link emailed upon registration
  • Transcript & videorecording emailed 2 weeks post-program
    •  
    Dates Earn up to 2 CLE credits.
     
    Live WebcastLIVE WEBCAST »
    Tuesday, June 10, 2025
    12:00 pm–2:00 pm
     
    Recorded WebcastRECORDED WEBCAST »
    Wednesday, June 25, 2025
    11:00 am–1:00 pm
     
    Recorded WebcastRECORDED WEBCAST »
    Thursday, July 10, 2025
    9:00 am–11:00 am
     
    Tuition (includes written materials)
    $175
    $157.50 MCLE Members
    $87.50 New Lawyers admitted to law practice within 5 years, Pending Admittees, Law Students, and Paralegals
    FREE for MCLE OnlinePass® Subscribers
     
    To apply for a need-based scholarship, email scholarships@mcle.org

    Can’t Attend?
    Purchase the mp3 or on demand webcast, available after Thursday, July 10, 2025 at www.mcle.org.

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