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Probate Practice: MCLE BasicsPlus!®

Comprehensive guide for administering an estate

  • Product Number: 2190144WBC
  • CLE Credits, earn up to:
    12 substantive credits, 0 ethics credits CLE Credit Note
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Available for purchase after Monday, 3/25/2019 for instant access to this program.
  • Product Description
  • Agenda & Materials
  • Faculty
  • Pricing
  • Product Description

    Product Description

    The complex rules of the Massachusetts Uniform Probate Code (MUPC) and the Massachusetts Uniform Trust Code (MUTC) mean it is more important than ever that practitioners fully understand the ins and outs of the law and procedure. This comprehensive review gives you a strong foundation in the complete administration of an estate. Trust and estate experts discuss key provisions of the MUPC and the MUTC and offer essential tips and key techniques.

    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. Additionally, you get expert advice on trust related issues such as removing and replacing fiduciaries, reformations, and accounting litigation. Finally, you walk away with valuable forms, checklists and pointers, as well as the chance to get all your questions answered.

    This is now a two-day program so the faculty can dig deeper into the issues. Learn from an expert faculty and be ready for your next probate client!

  • Agenda

    Agenda & Materials

    • Day One

    • 9:30 - 9:40 am

      Welcome and Introduction

      Evelyn J. Patsos, Esq., Probate and Family Court Administrative Office, Commonwealth of Massachusetts , Co-Chair
      Mary H. Schmidt, Esq., Schmidt & Federico, PC , Boston, Co-Chair
    • 9:40 - 10:05 am

      Chronology of Estate Administration: Preliminary Matters; Managing Client Relationship/ Educating the Personal Representative, Checklist Probate Manual

      Ellen M. Winkler, Esq., Law Office of Ellen M. Winkler , Marblehead
    • 10:05 - 11:00 am

      MUPC Basics: Determining Heirs/ Time Limits/ Priority for Appointment

      Evelyn J. Patsos, Esq., Probate and Family Court Administrative Office, Commonwealth of Massachusetts , Co-Chair
    • 11:00 - 11:15 am

      Networking and Refreshment Break

    • 11:15 - 12:00 pm

      Options to Open an Estate

      Michelle A. Yee, Esq., Essex Probate and Family Court, Commonwealth of Massachusetts
    • 12:00 - 1:00 pm

      Lunch (on your own)

    • 1:00 - 1:45 pm

      Will Contests and Other Objections

      Edward Notis-McConarty, Esq., Hemenway & Barnes LLP , Boston
    • 1:45 - 2:30 pm

      Collection and Management of the Estate

      Ryan J. Swartz, Esq., McLane Middleton, PA (*Two Locations, see notes for Boston Info) , Woburn
    • 2:30 - 2:45 pm

      Networking and Refreshment Break

    • 2:45 - 3:15 pm

      Sale of Real Estate

      Alison E. Lothes, Esq., Gilmore, Rees & Carlson, PC , Wellesley Hills
    • 3:15 - 3:45 pm

      Spousal Elective Share

      Jennifer Z. Flanagan, Esq., Vacovec, Mayotte & Singer LLP , Newton
      Lisa Ann Landry, Esq., Vacovec, Mayotte & Singer LLP , Newton
    • 3:45 - 4:15 pm

      Debts and Creditor Claims

      Lisa M. Rico, Esq., Rico, Murphy, Diamond LLP , Millis
    • 4:15 - 4:30 pm

      "Ask the Experts" Q&A Session

      Panel
    • Day Two

    • 9:30 - 9:40 am

      Welcome and Introduction

      Evelyn J. Patsos, Esq., Probate and Family Court Administrative Office, Commonwealth of Massachusetts , Co-Chair
      Mary H. Schmidt, Esq., Schmidt & Federico, PC , Boston, Co-Chair
    • 9:40 - 10:40 am

      Investments & Taxation of the Estate

      Mary H. Schmidt, Esq., Schmidt & Federico, PC , Boston, Co-Chair
    • 10:40 - 11:15 am

      Post Mortem Planning

      Jennifer T. Fleming, Esq., Prince Lobel Tye LLP , Boston
    • 11:15 - 11:30 am

      Networking and Refreshment Break

    • 11:30 - 12:30 pm

      Trusts- Testamentary and Interplay Between Trusts and Estates

      Timothy D. Sullivan, Esq., AndoverLaw, PC , Andover
    • 12:30 - 1:30 pm

      Lunch (on your own)

    • 1:30 - 2:15 pm

      Final Distribution of the Estate; Options to Close; Probate Accounts

      Karen L. Witherell, Esq., Bove & Langa, PC , Boston
    • 2:15 - 3:00 pm

      Probate Litigation

      Mark E. Swirbalus, Esq., Goulston & Storrs, PC , Boston
      Hon. Anthony R. Nesi, Bristol Probate and Family Court, (Ret.), Hanna & Nesi Professional Services , Mattapoisett
    • 3:00 - 3:15 pm

      Networking and Refreshment Break

    • 3:15 - 4:00 pm

      Fiduciary Litigation Session and Recent Developments

      Maureen E. Curran, Esq., Law Office of of Maureen E. Curran, LLC , Boston
      Evelyn J. Patsos, Esq., Probate and Family Court Administrative Office, Commonwealth of Massachusetts , Co-Chair
    • 4:00 - 4:30 pm

      "Ask the Experts" Q&A Session

      Panel

    Special Program Materials:

    Please Note

    MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.

  • Faculty

    Cochair

    Faculty

    Maureen E. Curran, Esq., Law Office of of Maureen E. Curran, LLC, Boston
    Jennifer Z. Flanagan, Esq., Vacovec, Mayotte & Singer LLP, Newton
    Lisa Ann Landry, Esq., Vacovec, Mayotte & Singer LLP, Newton
    Alison E. Lothes, Esq., Gilmore, Rees & Carlson, PC, Wellesley Hills
    Hon. Anthony R. Nesi, Bristol Probate and Family Court, (Ret.), Hanna & Nesi Professional Services, Mattapoisett
    Lisa M. Rico, Esq., Rico, Murphy, Diamond LLP, Millis
    Timothy D. Sullivan, Esq., AndoverLaw, PC, Andover
    Karen L. Witherell, Esq., Bove & Langa, PC, Boston
  • Pricing

    Fees

    • $247.50 - MCLE Sponsor Member
    • $206.25 - New Lawyer
    • $206.25 - Pending Admittee
    • $206.25 - Law Student
    • $206.25 - Paralegal
    • $275.00 - All Others

    Available FREE with an MCLE OnlinePass® subscription.