Probate Practice: MCLE BasicsPlus!®
Comprehensive guide for administering an estate
- Product Number: 2220216P01
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CLE Credits, earn up to:
12 substantive credits, 0 ethics credits CLE Credit Note -
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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! -
Agenda
Agenda & Materials
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Day One: Thursday, May 12th, 2022
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9:30 - 9:45 am
Welcome and Introduction
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9:45 - 10:15 am
Chronology of Estate Administration
on demand video Add to CartPreliminary Matters; Managing Client Relationship/Educating the Personal Representative; Checklist Probate Manual -
10:15 - 11:30 am
Basics & Options to Open an Estate
on demand video Add to CartEvelyn J. Patsos, Esq., Probate and Family Court, Commonwealth of Massachusetts , Boston
Pamela C. O'Brien, Esq., Essex Probate and Family Court , Salem
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11:30 - 11:45 am
Break
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11:45 - 12:30 pm
Will Contests & Other Objections
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12:30 - 1:30 pm
Lunch (On You Own)
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1:30 - 2:15 pm
Collection and Management of the Estate
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2:15 - 2:45 pm
Sale of Real Estate
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2:45 - 3:00 pm
Break
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3:00 - 3:45 pm
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3:45 - 4:15 pm
Spousal Elective Share
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4:15 - 4:30 pm
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Day Two: Friday, May 13, 2022
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9:30 - 9:40 am
Welcome and Introduction
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9:40 - 10:40 am
Taxation of the Estate
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10:40 - 11:15 am
Post Mortem Planning
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11:15 - 11:30 am
Break
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11:30 - 12:30 pm
Trusts—Testamentary and Interplay Between Trusts and Estates
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12:30 - 1:30 pm
Lunch (on your own)
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1:30 - 2:15 pm
Final Distribution of the Estate; Options to Close; Probate Accounts
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2:15 - 3:00 pm
Probate Litigation
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3:00 - 3:15 pm
Break
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3:15 - 4:00 pm
Digital Assets and Estate Administration
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4:00 - 4:30 pm
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- Faculty