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Probate Practice: MCLE BasicsPlus!®

Comprehensive guide for administering an estate

recorded
  • Product Number: 2180114WAU
  • Publication Date: 2/12/2018
  • Length: 6 Hours CLE Credit Note
  • Copyright: © 2018 MCLE, Inc.
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  • Product Description
  • Agenda & Materials
  • Faculty
  • Product Description

    Product Description

    The complex rules of the Massachusetts Uniform Probate Court (MUPC) mean it is more important than ever practitioners fully understand the ins and outs of probate procedure. This comprehensive review of the probate process gives you a strong foundation in the complete administration of an estate. Probate experts discuss key provisions of the MUPC and offer essential tips and key techniques. You learn about the entire estate administration process, from pre-probate considerations to allowance of the final account, with a special emphasis placed on handling the modest estate. You also get valuable forms, checklists and pointers, as well as the chance to get all your questions answered.

  • Agenda

    Agenda & Materials

    • 9:30 am - 9:40 am

      Welcome and Introduction

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      Hon. Anthony R. Nesi, Bristol Probate and Family Court, (Ret.), Hanna & Nesi Professional Services , Mattapoisett, Chair
      Michael H. Riley, Esq., King & Navins, PC , Wellesley, Co-Chair
    • 9:40 am - 10:05 am

      Chronology of Estate Administration; Preliminary Matters; Managing Client Relationship

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      Ellen M. Winkler, Esq., Law Office of Ellen M. Winkler , Marblehead
    • 10:05 am - 11:10 am

      MUPC Basics; Options for Opening an Estate

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      Ryan J. Swartz, Esq., McLane Middleton, PA (*Two Locations, see notes for Boston Info) , Woburn
      Hon. Anthony R. Nesi, Bristol Probate and Family Court, (Ret.), Hanna & Nesi Professional Services , Mattapoisett, Chair
    • 11:30 am - 11:40 am

      Networking and Refreshment Break

    • 11:40 am - 11:55 am

      Preparing the Probate Inventory; Collection & Management of the Estate

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      Ryan J. Swartz, Esq., McLane Middleton, PA (*Two Locations, see notes for Boston Info) , Woburn
    • 11:55 am - 12:20 pm

      Real Estate Issues

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      Alison E. Lothes, Esq., Gilmore, Rees & Carlson, PC , Wellesley Hills
    • 12:20 pm - 12:50 pm

      Payment of Devises; Distribution of Interstate Property; Charitable Gifts & Distributions

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      Michael H. Riley, Esq., King & Navins, PC , Wellesley, Co-Chair
    • 12:50 pm - 1:50 pm

      Lunch (on your own)

    • 1:50 pm - 2:05 pm

      Death, Resignation & Removal of Personal Representatives; Family Allowances & Exempt Property

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      Alison E. Lothes, Esq., Gilmore, Rees & Carlson, PC , Wellesley Hills
    • 2:05 pm - 2:40 pm

      Suits on Claims; Insolvent Estates; Spouse's Right to Waive Will; Pretermitted Children

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      Michael H. Riley, Esq., King & Navins, PC , Wellesley, Co-Chair
    • 2:40 pm - 3:10 pm

      Investments & Taxation of the Estate; Final Distribution of the Estate; Options for Closing the Estate

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      Ellen M. Winkler, Esq., Law Office of Ellen M. Winkler , Marblehead
    • 3:10 pm - 3:40 pm

      Probate Accounts & Contesting Accounts

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      Michael H. Riley, Esq., King & Navins, PC , Wellesley, Co-Chair
    • 3:45 pm - 4:05 pm

      Resolving Disbutes Among Interested Parties

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      Hon. Anthony R. Nesi, Bristol Probate and Family Court, (Ret.), Hanna & Nesi Professional Services , Mattapoisett, Chair
    • 4:05 pm - 4:20 pm

      Case Examples

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    • 4:20 pm - 4:30 pm

      "Ask the Experts" Q&A Session and Key Takeaways

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    Please Note

    MCLE on demand programs are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only through a link included on the on demand program page.

  • Faculty

    Chair

    Hon. Anthony R. Nesi, Bristol Probate and Family Court, (Ret.), Hanna & Nesi Professional Services, Mattapoisett

    Cochair

    Faculty

    Alison E. Lothes, Esq., Gilmore, Rees & Carlson, PC, Wellesley Hills