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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9:30am - 9:35am
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9:30 - 9:40 am
Welcome and Introduction
on demand video Add to CartSarah R. Grandfield, Esq., Bessemer Trust , Boston
Marshall D. Senterfitt, Esq., Holland & Knight LLP , Boston
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9:40 - 10:40 am
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9:35am - 11:00am
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10:40 - 11:15 am
Post-Mortem Planning
on demand video Add to Cart -
11:00am - 11:15am
Break
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11:15 - 11:30 am
Break
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11:15am - 12:40pm
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11:30 - 12:30 pm
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12:30 - 1:30 pm
Lunch (on your own)
Eric R. Cunnane, Esq., Fiduciary Trust Company , Boston
Annette K. Eaton, Esq., The Northern Trust Company , Boston
Megan C. Knox, Esq., McDonald & Kanyuk, PLLC , Concord
Sarah R. Grandfield, Esq., Bessemer Trust , Boston
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1:30 - 2:15 pm
Final Distribution of the Estate; Options to Close; Probate Accounts
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12:40pm - 1:40pm
Lunch (on your own)
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2:15 - 3:00 pm
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1:40pm - 3:00pm
Updates, Answers, and Tips for Success from Inside the Probate and Family Court
on demand video Add to Cart -
3:00 - 3:15 pm
Break
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3:15 - 4:00 pm
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4:00 - 4:30 pm
"Ask the Experts" Q&A Session and Key Takeaways
on demand video Add to CartTara E. DeCristofaro, Esq., Register, Middlesex Probate and Family Court, Commonwealth of Massachusetts , Woburn
Maria Dunn, Esq., Middlesex Probate and Family Court South, Commonwealth of Massachusetts , Woburn
John Joe M. Hallissey, Esq., Norfolk Probate and Family Court, Commonwealth of Massachusetts , Canton
Lydia Z. Hochheimer, Esq., Probate and Family Court, Commonwealth of Massachusetts , Boston
Marshall D. Senterfitt, Esq., Holland & Knight LLP , Boston
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4:00 - 4:30 pm
"Ask the Experts" Q&A Session and Key Takeaways
on demand video Add to CartTara E. DeCristofaro, Esq., Register, Middlesex Probate and Family Court, Commonwealth of Massachusetts , Woburn
Maria Dunn, Esq., Middlesex Probate and Family Court South, Commonwealth of Massachusetts , Woburn
John Joe M. Hallissey, Esq., Norfolk Probate and Family Court, Commonwealth of Massachusetts , Canton
Lydia Z. Hochheimer, Esq., Probate and Family Court, Commonwealth of Massachusetts , Boston
Marshall D. Senterfitt, Esq., Holland & Knight LLP , Boston
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3:00pm - 3:10pm
Break
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3:10pm - 4:30pm
Virtual Representation and GAL Appointments in Estate and Trust Administration and Litigation
on demand video Add to CartLeiha Macauley, Esq., Day Pitney LLP , Boston
Mark E. Swirbalus, Esq., Holland & Knight LLP , Boston
Marshall D. Senterfitt, Esq., Holland & Knight LLP , Boston
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- Faculty