Probate Practice: MCLE BasicsPlus!
Comprehensive guide for administering an estate
- Product Number: 2250203WBA
- Publication Date: 5/13/2025
- Length: 12 hours CLE Credit Note
- Copyright: © 2025 MCLE, Inc.
-
Add to Favorites List
Your Selection:
-
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!
-
Agenda
Agenda & Materials
-
Day One: Monday, May 19th, 2025
-
10:15 - 11:30 am
-
9:30 - 9:35 am
Welcome and Introduction
on demand video Add to CartKatherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
-
11:30 - 11:45 am
Break
-
9:35 - 10:35 am
Estate Planning Initial Steps, Fundamentals, and Estate Planning Documents
on demand video Add to Cart -
11:45 - 12:30 pm
-
10:34 - 10:40 am
Break
-
12:30 - 1:30 pm
Lunch (on your own)
-
10:40 - 11:20 am
Initial Steps, Fundamentals & Estate Planning Documents (continued)
Brian J. DesRosiers, Esq., DesRosiers & Tierney, LLC , Beverly
-
1:30 - 2:15 pm
Probate Practice: Collection & Management of the Estate
on demand video Add to Cart -
11:20 - 11:25 am
Break
-
2:15 - 2:45 pm
Probate Practice: Sale of Real Estate
on demand video Add to CartJames M. Tierney, Esq., DesRosiers & Tierney LLC , Duxbury
-
11:25 - 12:45 pm
-
2:45 - 3:00 pm
Break
Brian J. DesRosiers, Esq., DesRosiers & Tierney, LLC , Beverly
James M. Tierney, Esq., DesRosiers & Tierney LLC , Duxbury
-
3:00 - 3:45 pm
-
12:45 - 1:30 pm
Lunch (on your own)
-
3:45 - 4:15 pm
-
1:30 - 2:40 pm
Estate Planning: Fiduciary Income Tax Planning
on demand video Add to CartJames M. Tierney, Esq., DesRosiers & Tierney LLC , Duxbury
-
4:15 - 4:30 pm
"Ask the Experts" Q&A Session
-
2:40 - 3:10 pm
Estate Planning Ethics Hypotheticals I
on demand video Add to CartJames M. Tierney, Esq., DesRosiers & Tierney LLC , Duxbury
-
Day Two: Wednesday May 14th, 2025
-
3:15 - 4:15 pm
-
9:30 - 9:40 am
-
4:15 - 4:30 pm
"Ask the Experts" Q&A Session and Key Takeaways
-
Day Two: Tuesday, May 20th, 2025
-
9:40 - 10:40 am
Probate Practice: Trusts—Testamentary and Interplay Between Trusts and Estates
on demand video Add to Cart -
9:30 - 9:35 am
-
10:40 - 11:15 am
Probate Practice: Post-Mortem Planning
on demand video Add to CartKatherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
-
9:35 - 10:45 am
-
11:15 - 11:30 am
Break
Katherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
Katherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
-
10:45 - 10:50 am
Break
-
11:30 - 12:30 pm
-
10:50 - 11:45 am
Estate, Gift and GST Tax Planning (continued)
-
12:30 - 1:30 pm
Lunch (on your own)
Katherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
Patricia C. D'Agostino, Esq., Margolis Bloom & D'Agostino LLP , Wellesley
-
11:45 - 12:15 pm
-
1:30 - 2:15 pm
Probate Practice: Final Distribution of the Estate; Options to Close; Probate Accounts
on demand video Add to CartKatherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
-
12:15 - 1:00 pm
Lunch (on your own)
-
2:15 - 3:00 pm
Probate Litigation
on demand video Add to Cart -
1:00 - 1:45 pm
-
3:00 - 3:15 pm
Break
-
1:45 - 1:50 pm
Break
-
3:15 - 4:00 pm
Probate Practice: Digital Assets and Estate Administration
on demand video Add to CartKelly J. Guarino, Esq., Fiduciary Trust Company , Boston
-
1:50 - 2:50 pm
-
4:00 - 4:30 pm
"Ask the Experts" Q&A Session and Key Takeaways
-
2:50 - 2:55 pm
Break
-
2:50 - 2:55 pm
Break
-
2:55 - 4:10 pm
Charitable Estate Planning
on demand video Add to CartKelly J. Guarino, Esq., Fiduciary Trust Company , Boston
-
4:10 - 4:30 pm
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