Probate Practice: MCLE BasicsPlus!
Comprehensive guide for administering an estate
- Product Number: 2230143P01
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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!
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Agenda
Agenda & Materials
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12:00 - 12:05 pm
Welcome and Introduction
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12:05 - 12:10 pm
Benefits of 501(c)(3) status, downsides of and alternatives to forming a new charity
on demand video Add to CartRobert T. Leahy, Esq., , Boston
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10:15 - 11:30 am
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12:10 - 12:15 pm
Requirements for tax-exempt status under section 501(c)(3)
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11:30 - 11:45 am
Break
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12:15 - 12:20 pm
Organizations not required to apply for 501(c)(3) status
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12:20 - 12:30 pm
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12:30 - 12:40 pm
Steps to take before applying
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11:45 - 12:30 pm
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12:40 - 12:50 pm
Completing and submitting the application
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12:30 - 1:30 pm
Lunch (on your own)
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12:50 - 1:05 pm
Timing and process of IRS review and approval
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1:05 - 1:15 pm
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1:30 - 2:15 pm
Collection & Management of the Estate
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1:15 - 1:25 pm
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2:15 - 2:45 pm
Sale of Real Estate
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1:30 - 1:40 pm
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2:45 - 3:00 pm
Break
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1:40 - 1:45 pm
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3:00 - 3:45 pm
Debts & Creditor Claims
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1:45 - 1:50 pm
Applying for Reinstatement of 501(c)(3) Status After Revocation
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1:50 - 1:55 pm
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3:45 - 4:15 pm
Spousal Elective Share
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1:55 - 2:00 pm
"Ask the Experts" Q&A Session and Key Takeaways
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1:55 - 2:00 pm
"Ask the Experts" Q&A Session and Key Takeaways
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4:15 - 4:30 pm
“Ask the Experts” Q&A Session
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Day Two: May 2
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9:30 - 9:40 am
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9:40 - 10:40 am
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10:40 - 11:15 am
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11:15 - 11:30 am
Break
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11:30 - 12:30 pm
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12:30 - 1:30 pm
Lunch (on your own)
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1:30 - 2:15 pm
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2:15 - 3:00 pm
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3:00 - 3:15 pm
Break
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3:15 - 4:00 pm
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4:00 - 4:30 pm
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- Faculty