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 & Materials

• Day One: 12/03/2025
• 1:30 - 2:15 pm

  Probate Practice: Final Distribution of the Estate; Options to Close; Probate Accounts

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  Michael E. Powers, Esq., CATIC , Waltham
  
• 2:15 - 3:00 pm

  Probate Litigation

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• 3:00 - 3:15 pm

  Break

  Nicole A. Cox, Esq., CATIC , Waltham
  
• 9:30 - 9:45 am

  Welcome and Introduction
• 3:15 - 4:00 pm

  Probate Practice: Digital Assets and Estate Administration

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• 4:00 - 4:30 pm

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

  Nicole A. Cox, Esq., CATIC , Waltham
  
• 9:45 - 10:15 am

  The Seller’s Attorney’s Perspective: Tracking the Transaction from the Initial Interview Through the Closing; Initial Interview of the Seller

  David S. Rand, Esq., Rand Law Group LLC , Jamaica Plain
  
• 9:45 - 10:15 am

  The Seller’s Attorney’s Perspective: Tracking the Transaction from the Initial Interview Through the Closing; Initial Interview of the Seller

  David S. Rand, Esq., Rand Law Group LLC , Jamaica Plain
  
• 10:15 - 10:45 am

  The Buyer’s Attorney’s Perspective: Tracking the Transaction from the Initial Interview Through the Closing; Initial Interview of the Buyer

  Nicole A. Cox, Esq., CATIC , Waltham
  
• 10:45 - 11:00 am

  Break
• 11:00 - 11:30 am

  Ethics Regarding Representing the Buyer and Lender and Other Issues Regarding Real Estate Conflicts

  Panel
  
• 11:30 - 12:30 pm

  Overview of the Purchase and Sale Agreement

  Panel
  
• 12:30 - 1:30 pm

  Lunch (on your own)
• 1:30 - 2:30 pm

  Continuation of the Purchase and Sale Agreement

  Panel
  
• 2:30 - 2:45 pm

  Break
• 2:45 - 4:15 pm

  The Title Examination and the Closing Attorney, What to Look for and the Ethics Involved in Advising the Borrower and Lender

  Lisa J. Delaney, Esq., Carvin & Delaney LLC , Braintree
  
• 4:15 - 4:30 pm

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

  Panel
  
• Day Two: 12/04/2025
• 9:30 - 9:45 am

  Introduction & Recap

  Tucker Dulong, Esq., CATIC , Waltham
  
• 9:45 - 10:30 am

  The Dynamics of a Real Estate Closing

  Adam W.P. Goncalves, Esq., Dwyer, Spino & Goncalves LLC , Newton
  
• 10:30 - 10:45 am

  Break
• 10:45 - 11:30 am

  Loan Closing Documents: from Refinances to Purchases – an Explanation and Overview of Presenting the Note, Mortgage and Associated Documents

  Adam W.P. Goncalves, Esq., Dwyer, Spino & Goncalves LLC , Newton
  
• 11:30 - 12:15 pm

  Title Insurance: How Do I Become an Agent: What Is and Is not Covered; Owner’s and Lender’s Coverage; Endorsements; the Mortgage Plot Plan and Ethical Considerations for the Agent in Writing Policies and Certifying Title

  Tucker Dulong, Esq., CATIC , Waltham
  
• 12:15 - 1:15 pm

  Lunch (on your own)
• 1:15 - 1:45 pm

  Discussion of the Ethics Involved in Title Insurance

  Panel
  
• 1:45 - 3:05 pm

  Avoiding Title Claims: Examples of What Claims Arise in Conveyances and How They Are Dealt with by Title Agents in Obtaining Coverage, Responding of Claims and Disbursement of Funds

  Michael E. Powers, Esq., CATIC , Waltham
  
• 3:05 - 3:20 pm

  Break
• 3:20 - 4:10 pm

  Trending Title Traps

  Nicole A. Cox, Esq., CATIC , Waltham
  
• 4:10 - 4:20 pm

  Key Takeaways

  Panel
  
• 4:20 - 4:30 pm

  "Ask the Experts" Q&A Session

  Panel
  

Cochairs

Faculty