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Probate: Briefings & eBooks Bundle

3 webcast programs and 2 value-added companion eBooks for core fluency in navigating the probate world

  • Product Number: 2230040RB1
  • CLE Credits, earn up to:
    7 substantive credits, 0 ethics credits CLE Credit Note
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  • Product Description
  • Agenda & Materials
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  • Product Description

    Product Description


    Estate planning counsel must be up to speed on the probate process—both to navigate it and to understand how best to craft an estate plan pre-probate. This curated bundle of 7 hours of fast-paced webcast programming gives you a solid foundation—from multiple expert perspectives—in advising on the myriad legal and practical challenges, pitfalls, and opportunities inherent in the probate process. You hear key tips on how to open, file, and administer a probate estate, including one encompassing real estate. 

    Clients expect estate planners to have core fluency in the probate process. Set your own schedule, expand your skill set, and advance your practice. 

    Webcast Briefings 

    • Mechanics of E-Filing in Estate Planning with the Probate Court: Benefits of e-filing in Probate Court and preparing documents to be filed; E-filing in Probate Court: Preliminary steps for setting up your account; Filing a formal; Informal filing process; Voluntary filing process and what happens when you don't save during the process; How to file into an existing case
    • Navigating Probate & Estate Administration: Opening a probate estate; Administration 
    • Handling Real Estate Issues in Probate Estates: How to file a probate; Informal v. formal probates; Limits of fiduciary powers; Drafting documents; Late and limited probates; Land Court probate rules; Self-dealing; Nominal consideration transfers; Delegation of power; Massachusetts health liens; Claims of legatees and costs of administration; Deeds of distribution; Traps for the unwary 

    Companion eBooks 

    • Massachusetts Probate Law Sourcebook & Citator 2022: An authoritative compendium of MUPC-related primary law, including current information regarding the Massachusetts Probate and Family Court, selected laws, regulations, and court rules, pertinent standing orders, a checklist, and a chronology of a probate administration under the MUPC. 
    • Massachusetts Probate Manual: A practical guide to the evolving issues surrounding probate practice in Massachusetts, featuring the essential steps you must know in order to handle each step in the process, from preprobate considerations to distributions and accounts, as well as practice tips and citations to relevant caselaw. 

    Unparalleled Speaker & Author Expertise 

    • Top-notch Guidance—from the Best in the Practice 
    • Practical Insight You Can Trust 
  • Agenda

    Agenda & Materials

    • Program 1

      Mechanics of E-Filing in Estate Planning with the Probate Court

      Did you know that you have a secret weapon when it comes to probating estates? It is filing your probate cases, whether they be formal, informal, or voluntary—using the Probate Court’s e-filing process. Learn why it makes sense to file your cases using the e-filing process. Get step-by-step instruction on what it takes to file an Informal Probate, a Formal Probate and a Voluntary Administration using the Probate Court’s e-filing system. Come away with the tips needed to have your cases accepted for filing on the first try. Armed with this knowledge, you can effortlessly file your probate cases from the comfort and convenience of your office, home, or anywhere you have secure access to the internet at any hour of the day on any day of the week.
    • Benefits of E-Filing in Probate Court & Preparing Documents to Be Filed

      eLecture Add to Cart
    • E-Filing in Probate Court: Preliminary Steps for Setting Up Your Account; Filing a Formal

      eLecture Add to Cart
    • E-Filing in Probate Court: Informal Filing Process

      eLecture Add to Cart
    • E-Filing in Probate Court: Voluntary Filing Process and What Happens When You Don't Save During the Process

      eLecture Add to Cart
    • E-Filing in Probate Court: How to File into an Existing Case

      eLecture Add to Cart
    • Program 2

      Navigating Probate & Estate Administration

      A thorough understanding of the administration of an estate on death is vital to a successful probate law practice. Issues surrounding probate practice in Massachusetts are constantly evolving. You must know—and follow—the essential steps in order to manage formal and informal probate matters. Hear from court personnel and expert faculty who provide you with the tools to become a more effective lawyer in assisting your clients who have matters in the Probate and Family Court. This program gives you the relevant law, procedural tips, and in-depth knowledge you need to plan for the administration of an estate.
    • Welcome and Introduction

      eLecture Add to Cart
    • "Ask the Experts" Q&A Session and Key Takeaways

      eLecture Add to Cart
      Panel
    • Program 3

      Handling Real Estate Issues in Probate Estates

      Representation of an estate in real estate transactions can present a host of issues and requirements. This new program reviews the fundamentals of conveyances by fiduciaries, devisees, and heirs at law—with a focus on formal v. informal probates, deaths that occur pre-MUPC v. post-MUPC enactment. Learn about the powers and limitation of the personal representative, as well as how to draft required documents and tips for avoiding common traps for the unwary. The expert faculty also explain how to solve title issues created by fiduciaries, devisees, and heirs at law who do not establish, or have not established, record authority for their action. Bring your questions to customize the dialogue!
    • Welcome and Introduction

      eLecture Add to Cart
    • Overview of Different Types of Probate and How They Impact a Title

      eLecture Add to Cart
      Scott J. Clifford, Esq., Lipsey & Clifford, PC , Hanover
    • Drafting Documents When the Property Is Coming from Probate

      eLecture Add to Cart
      Emmanuel T. Ebot, Esq., Stiles & Associates LLC , Marshfield
    • Q&A Session

      eLecture Add to Cart
      Panel
    • What is Going On Now at the Probate Court - Changes for COVID/ Post COVID

      eLecture Add to Cart
    • Real Estate Issues in Probate Estates: Traps for the Unwary

      eLecture Add to Cart
    • "Ask the Experts" Q&A Session and Key Takeaways

      eLecture Add to Cart
      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
  • Pricing

    Fees

    • $220.50 - MCLE Sponsor Member
    • $122.50 - New Lawyer
    • $122.50 - Pending Admittee
    • $122.50 - Law Student
    • $122.50 - Paralegal
    • $245.00 - All Others
    To apply for a need-based scholarship for this program, email scholarships@mcle.org.

    Available FREE with an MCLE OnlinePass® subscription.

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