Product Description

An essential analysis and in-depth attention to the many details of the Massachusetts Uniform Probate Code (MUPC) and Massachusetts Uniform Trust Code (MUTC) and their practical applications is vital for probate and trust lawyers. If you don’t know the latest changes in the law, forms, and procedures, you—and your clients—are missing out. To update yourself on MUPC and MUTC points of procedure and practice tips, you need to hear from key players inside the Probate and Family Court and from seasoned probate and trust practitioners.

In this program, expert faculty provide you with the latest on the MUPC and MUTC, including insights into the pragmatic aspects you need to know and helpful tips to make your day-to-day practice more efficient. You get a no-nonsense distillation and clarification of the most confusing aspects of the MUPC and the MUTC, as well as applied solutions to both the most common and most unusual issues that arise.

The MUPC and MUTC keep evolving—are you informed? 

Agenda & Materials

• 9:30 - 9:35 am

  Welcome and Introduction

  Hon. Lisa A. Roberts, (Ret.), Probate and Family Court, Commonwealth of Massachusetts , Boston
  
• 9:35 - 11:25 am

  Heirs at Law/Priority Appointment/Time Limits for Filing Options to Open an Estate

  Jamie L. Jordan, Esq., Probate and Family Court, Commonwealth of Massachusetts , Boston
  Tara E. DeCristofaro, Esq., Register, Middlesex Probate and Family Court, Commonwealth of Massachusetts , Woburn
  
• 11:25 - 12:10 pm

  E-Filing and the “FLS”

  Danielle Rado Smokler, Probate and Family Court, Commonwealth of Massachusetts , Boston
  Evelyn J. Patsos, Esq., Probate and Family Court, Commonwealth of Massachusetts , Boston
  
• 12:10 - 12:25 pm

  Q&A Session 1

  Panel
  
• 12:25 - 12:55 pm

  Administering the Estate

  Shea GuntherMaher, Esq., Squillace & Associates, PC , Boston
  
• 12:55 - 1:40 pm

  Lunch (on your own)
• 1:40 - 2:25 pm

  Real Estate Issues

  Evelyn J. Patsos, Esq., Probate and Family Court, Commonwealth of Massachusetts , Boston
  
• 2:25 - 2:40 pm

  Q&A Session 2

  Panel
  
• 2:40 - 3:15 pm

  Options to Close an Estate

  Jeffrey W. Roberts, Esq., Nutter McClennen & Fish LLP , Boston
  
• 3:15 - 4:00 pm

  Court-Related Issues Under the MUTC

  Thomas P. Jalkut, Esq., Nutter McClennen & Fish LLP , Boston
  
• 4:00 - 4:30 pm

  Q&A Session 3, Key Takeaways & Conclusion

  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.

Cochairs

Faculty