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!

Agenda & Materials

• Day One: Thursday, May 12th, 2022
• 9:30 - 9:45 am

  Welcome and Introduction

  eLecture Add to Cart

  Evelyn J. Patsos, Esq., Probate and Family Court, Commonwealth of Massachusetts , Boston
  Mary H. Schmidt, Esq., Verrill Dana LLP , Boston
  
• 9:45 - 10:15 am

  Chronology of Estate Administration

  eLecture Add to Cart

  Preliminary Matters; Managing Client Relationship/Educating the Personal Representative; Checklist Probate Manual

  Heather A. Reid, Esq., Squillace & Associates, PC , Boston
  
• 10:15 - 11:30 am

  Basics & Options to Open an Estate

  eLecture Add to Cart

  Evelyn J. Patsos, Esq., Probate and Family Court, Commonwealth of Massachusetts , Boston
  Pamela C. O'Brien, Esq., Essex Probate and Family Court , Salem
  
• 11:30 - 11:45 am

  Break
• 11:45 - 12:30 pm

  Will Contests & Other Objections

  eLecture Add to Cart

  Edward Notis-McConarty, Esq., Hemenway & Barnes LLP , Boston
  
• 12:30 - 1:30 pm

  Lunch (On You Own)
• 1:30 - 2:15 pm

  Collection and Management of the Estate

  eLecture Add to Cart

  Ryan J. Swartz, Esq., McLane Middleton , Woburn
  
• 2:15 - 2:45 pm

  Sale of Real Estate

  eLecture Add to Cart

  Catherine Olender Neijstrom, Esq., Gilmore, Rees & Carlson, PC , Wellesley
  
• 2:45 - 3:00 pm

  Break
• 3:00 - 3:45 pm

  Debts & Creditor Claims

  eLecture Add to Cart

  Julie E. Braverman-Bruno, Esq., Verrill Dana LLP , Boston
  
• 3:45 - 4:15 pm

  Spousal Elective Share

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

  "Ask the Experts" Q&A Session

  eLecture Add to Cart

  Panel
  
• Day Two: Friday, May 13, 2022
• 9:30 - 9:40 am

  Welcome and Introduction

  eLecture Add to Cart

  Evelyn J. Patsos, Esq., Probate and Family Court, Commonwealth of Massachusetts , Boston
  Mary H. Schmidt, Esq., Verrill Dana LLP , Boston
  
• 9:40 - 10:40 am

  Taxation of the Estate

  eLecture Add to Cart

  Mary H. Schmidt, Esq., Verrill Dana LLP , Boston
  Jennifer Z. Flanagan, Esq., Mirick, O'Connell, DeMallie & Lougee LLP , Worcester
  
• 10:40 - 11:15 am

  Post Mortem Planning

  eLecture Add to Cart

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

  Break
• 11:30 - 12:30 pm

  Trusts—Testamentary and Interplay Between Trusts and Estates

  eLecture Add to Cart

  Darian M. Butcher, Esq., Butcher Law LLC , Boston
  
• 12:30 - 1:30 pm

  Lunch (on your own)
• 1:30 - 2:15 pm

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

  eLecture Add to Cart

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

  Probate Litigation

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  Hon. Edward F. Donnelly, Jr., Middlesex Probate and Family Court, Commonwealth of Massachusetts (Ret.) , Cambridge
  Marshall D. Senterfitt, Esq., Goulston & Storrs, PC , Boston
  
• 3:00 - 3:15 pm

  Break
• 3:15 - 4:00 pm

  Digital Assets and Estate Administration

  eLecture Add to Cart

  Kristin N.G. Dzialo, Esq., Rubin and Rudman LLP , Boston
  
• 4:00 - 4:30 pm

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

  eLecture Add to Cart

  Panel
  

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.

Cochairs

Faculty