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MP3 Recording

Probate Practice: MCLE BasicsPlus!®

Comprehensive guide for administering an estate

2180114WAU
2/12/2018
6 Hours
© 2018 MCLE, Inc.
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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.

9:30 am - 9:40 am
Welcome and Introduction
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
Ellen M. Winkler, Esq., Law Office of Ellen M. Winkler, Marblehead
10:05 am - 11:10 am
MUPC Basics; Options for Opening an Estate
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
Ryan J. Swartz, Esq., McLane Middleton, PA (*Two Locations, see notes for Boston Info), Woburn
11:55 am - 12:20 pm
Real Estate Issues
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
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
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
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
Ellen M. Winkler, Esq., Law Office of Ellen M. Winkler, Marblehead
3:10 pm - 3:40 pm
Probate Accounts & Contesting Accounts
Michael H. Riley, Esq., King & Navins, PC, Wellesley, Co-Chair
3:45 pm - 4:05 pm
Resolving Disbutes Among Interested Parties
Hon. Anthony R. Nesi, Bristol Probate and Family Court, (Ret.), Hanna & Nesi Professional Services, Mattapoisett, Chair
4:05 pm - 4:20 pm
Case Examples
4:20 pm - 4:30 pm
"Ask the Experts" Q&A Session and Key Takeaways

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.

Table of Contents

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

Speaker(s)

Pricing

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