Product Description

Recent updates:

• Update: July 2025

  Dear Subscriber:

  Thank you for choosing to keep current with this 2025 edition of Massachusetts Probate Manual. In this edition, find hundreds of updates on topics such as the following:

  • Transferring property owned by the decedent; how to determine process. See chapter 2 for a step-by-step list of action items useful when selecting the method by which to transfer property.

  • Time limit for filing. See chapter 4 for the five exceptions to the general three-year time limit in which to commence a formal probate or appointment proceeding.

  • Contesting the suitability of a nomination of a fiduciary. Chapter 5 cites a decision regarding standing needed to contest a nomination.

  • Claims against the estate. Chapter 7 discusses a case holding that Section 3-108 does not apply retroactively to bar claims brought by MassHealth against estates of decedents dying prior to the enactment of the Massachusetts Uniform Probate Code.

  • Cryptocurrency. See chapter 9 for a practice note regarding the personal representative's responsibilities surrounding access to private keys to digital currencies without a physical form.

  • Fiduciary's contractual obligation. Chapter 11 discusses the consequence of a failure on the parts of buyer and seller to agree to material terms of a purchase and sale agreement. A recent case is cited.

  • Exculpatory provisions in trust. See chapter 16 for discussion of an exculpation clause giving trustees the power to invest income and principal "without being subject to legal limitations on investments by fiduciaries" and how this clause is to be understood in light of the prudent investor rule.

  We at MCLE trust that you will find this new material useful in your probate practice and valuable in keeping your law library current.

  Cordially,

  MCLE Press

Table of Contents

Chapter 01 expand

Overview of Employment Discrimination

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David Conforto, Esq., Conforto Law Group
Alexandra H. Deal, Esq., Paik, Brewington & Deal, LLP

Chapter 02 expand

Age Discrimination in Employment

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Robert S. Mantell, Esq., Law Office of Robert S. Mantell
Sean P. O'Connor, Esq., Morgan, Brown & Joy LLP

Checklist 2.1

- Age Discrimination Strategy Checklist for Defense Attorneys Buy Form

Chapter 03 expand

Gender Discrimination

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Gavriela M. Bogin-Farber, Esq., Segal Roitman LLP
Alida Bográn-Acosta, Esq., Tufts University Office of Equal Opportunity
Gwen Nolan King, Esq., Nolan King Law
James S. Weliky, Esq., Messing, Rudavsky & Weliky, PC

Chapter 04 expand

Disability Discrimination

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Anthony S. Califano, Esq., Seyfarth Shaw LLP
Patrick J. Hannon, Esq., Hartley Michon Robb Hannon LLP
Michael E. Steinberg, Esq., Seyfarth Shaw LLP

Checklist 4.1

- Plaintiff’s Burden of Proof When Alleging Employer’s Failure to Provide Reasonable Accommodation Buy Form

Checklist 4.2

- Disability Discrimination: Strategy Options for Employers Buy Form

Chapter 05 expand

Pregnancy Discrimination

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Michael L. Mason, Esq., Bennett & Belfort, PC
Kathleen R. O'Toole, Esq., Conn Kavanaugh Rosenthal Peisch & Ford LLP
Emily J. Slaman, Esq., Conn Kavanaugh Rosenthal Peisch & Ford LLP

Chapter 06 expand

Race, Ethnicity, and National Origin Discrimination

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David I. Brody, Esq., Sherin and Lodgen LLP

Checklist 6.1

- Strategy Options for Plaintiff in Race, Ethnicity, or National Origin Discrimination Claim Buy Form

Checklist 6.2

- Strategy Options for Defendant in Race, Ethnicity, or National Origin Discrimination Claim Buy Form

Chapter 07 expand

Religious Discrimination

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Sarah-Elizabeth H. Cloutier, Esq.,
Anne L. Josephson, Esq., Kotin, Crabtree & Strong LLP

Chapter 08 expand

Sexual Harassment

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Puneet Dhaliwal, Esq.,
Stephen T. Melnick, Esq., Littler Mendelson, PC
Ana Munoz, Esq., Zalkind, Duncan & Bernstein LLP
Monica R. Shah, Esq., Zalkind, Duncan & Bernstein LLP

Checklist 8.1

- Harassment Investigation Checklist Buy Form

Exhibit 8A

- MCAD Sexual Harassment Guidelines Buy Form

Exhibit 8B

- MCAD’S Model Sexual Harassment Prevention Policy Buy Form

Chapter 09 expand

Discrimination and Harassment Based on Sexual Orientation and Gender Identity

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Henry T. Gaylord, Esq., Barclay Damon LLP
Beth R. Myers, Esq., Zucker Law Group LLP

Author(s)