Probate Practice: MCLE BasicsPlus!®
Comprehensive guide for administering an estate
- Product Number: 2200132P01
-
CLE Credits, earn up to:
12 substantive credits, 0 ethics credits CLE Credit Note -
Add to Favorites List
Choose Date/Location:
-
Product Description
Product Description
The complex rules of the Massachusetts Uniform Probate Code (MUPC) and the Massachusetts Uniform Trust Code (MUTC) make it essential for practitioners to fully understand the ins and outs of the law and procedure. This comprehensive two-day 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 special emphasis on handling the modest estate. Hear expert advice on trust related issues. Get valuable forms, checklists, and pointers, as well as the chance to have all your questions answered. Be ready for your next probate client!
For Category D Guardians ad Litem: If you are on the Probate and Family Court’s Category D Fee Generating Appointment List, you are required to take a yearly CLE as set forth by the Administrative Office. This program fulfills that requirement.
-
Agenda
Agenda & Materials
-
Day One: 8/5/2020
-
9:30 - 9:40 am
Welcome and Introduction
on demand video Add to Cart -
9:40 - 10:05 am
Chronology of Estate Administration; Preliminary Matters; Managing Client Relationship/Educating the Personal Representative, Checklist Probate Manual
on demand video Add to Cart -
10:05 - 11:00 am
MUPC Basics: Determining Heirs/Time Limits/Priority for Appointment
on demand video Add to Cart -
11:00 - 11:15 am
Refreshment Break
-
11:15 - 12:00 pm
Options to Open an Estate
on demand video Add to CartMichelle A. Yee, Esq., Administrative Office of the Probate and Family Court, Commonwealth of Massachus , Boston
-
12:00 - 1:00 pm
Lunch (on your own)
-
1:00- 1:45 pm
Collection and Management of the Estate
on demand video Add to Cart -
1:45 - 2:15 pm
Will Contests and Other Objections
on demand video Add to Cart -
2:30 - 2:45 pm
Refreshment Break
-
2:45 - 3:15 pm
Sale of Real Estate
on demand video Add to Cart -
3:15 - 3:45 pm
Debts and Creditor Claims
on demand video Add to CartLisa Ann Landry, Esq., Landry Law, PLLC , Plainville
-
3:45 - 4:15 pm
Spousal Elective Share
on demand video Add to Cart -
4:15 - 4:30 pm
-
Day Two: 8/6/2020
-
9:30 - 9:40 am
Welcome and Introduction
on demand video Add to Cart -
9:40 - 10:40 am
-
10:40- 11:15 am
Post Mortem Planning
on demand video Add to Cart -
11:15 - 11:30 am
Refreshment Break
-
11:30 - 12:30 pm
Trusts— Interplay Between Trusts and Estates
on demand video Add to CartTimothy 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
on demand video Add to Cart -
2:15 - 3:00 pm
Probate Litigation
on demand video Add to CartHon. Anthony R. Nesi, Bristol Probate and Family Court, (Ret.), Hanna & Nesi Professional Services , Mattapoisett
Mark E. Swirbalus, Esq., , Boston
-
3:00 - 3:15 pm
Refreshment Break
-
3:15 - 4:00 pm
Fiduciary Litigation Session
on demand video Add to Cart -
4:00 - 4:30 pm
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