Product Description

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 versus informal probates, and deaths that occur pre-MUPC versus post-MUPC enactment.

Learn about the powers and limitations 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!

Agenda & Materials

• 9:30 - 9:35 am

  Welcome and Introduction

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• 9:35 - 10:15 am

  Overview of Different Types of Probate That You May See and How they Impact a Title

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  • Testate v. Intestate
  • Informal v. Formal Probate
  • Late and Limited
  • Land Court Probate Rules

  Scott J. Clifford, Esq., Lipsey & Clifford, PC , Hanover
  
• 10:15 - 10:20 am

  Q&A Session

  Scott J. Clifford, Esq., Lipsey & Clifford, PC , Hanover
  
• 10:20 - 11:00 am

  Drafting of Documents When the Property is Coming From Probate

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  • Grantor clause/signature lines/notary clauses
  • Deed from PR under power of Sale
  • Deed from PR pursuant to license to sell Conservator deeds
  • Deeds from Devisees
  • Deed from heirs

  Emmanuel T. Ebot, Esq., Stiles & Associates LLC , Marshfield
  
• 11:00 - 11:05 am

  Q&A Session

  Emmanuel T. Ebot, Esq., Stiles & Associates LLC , Marshfield
  
• 11:05 - 11:45 am

  Review and Road Map to Resolving Common Scenarios Involving Real Estate and Probate

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  Jennifer A. Maggiacomo, Esq., Norfolk Probate and Family Court, Commonwealth of Massachusetts , Canton
  
• 11:45 - 12:15 pm

  Review of Common Scenarios Encountered in Titles and How to Resolve them

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  Lynne Murphy Breen, Esq., First American Title , Boston
  
• 12:15 - 12:30 pm

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

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  Panel
  

Special Program Materials:

• Massachusetts Probate Manual

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.

Chair

Faculty