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: Tuesday, May 13th, 2025
• Day One: Tuesday, May 13th, 2025
• 9:30 - 9:45 am

  Welcome and Introduction

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  Krishna A. Butaney, Esq., Middlesex Probate and Family Court South, Commonwealth of Massachusetts , Woburn
  Mary H. Schmidt, Esq., Verrill Dana LLP , Boston
  
• 9:45 - 10:15 am

  Chronology of Estate Administration: Preliminary Matters; Managing Client Relationship/Educating the Personal Representative; Checklist Probate Manual

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  Heather A. Reid, Esq., Squillace & Associates, PC , Boston
  
• 10:15 - 11:30 am

  Probate Practice: Basics & Options to Open an Estate

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  Katelyn M. Lynch, Esq., Essex Probate and Family Court, Commonwealth of Massachusetts , Boston
  ,
  
• 11:30 - 11:45 am

  Break
• 11:45 - 12:30 pm

  Probate Practice: Will Contests & Other Objections

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  Ryan P. McManus, Esq., Hemenway & Barnes LLP , Boston
  
• 12:30 - 1:30 pm

  Lunch (on your own)
• 1:30 - 2:15 pm

  Probate Practice: Collection & Management of the Estate

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  Ryan J. Swartz, Esq., McLane Middleton , Woburn
  
• 2:15 - 2:45 pm

  Probate Practice: Sale of Real Estate

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  ,
  
• 2:45 - 3:00 pm

  Break
• 3:00 - 3:45 pm

  Probate Practice: Debts & Creditor Claims

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  Julie Braverman Bruno, Esq., Verrill Dana LLP , Boston
  
• 3:45 - 4:15 pm

  Probate Practice: Spousal Elective Share

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  Lisa M. Rico, Esq., Rico, Murphy, Diamond & Bean LLP , Natick
  
• 4:15 - 4:30 pm

  "Ask the Experts" Q&A Session

  Panel
  
• Day Two: Wednesday May 14th, 2025
• 9:30 - 9:40 am

  Welcome and Introduction

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  Krishna A. Butaney, Esq., Middlesex Probate and Family Court South, Commonwealth of Massachusetts , Woburn
  Mary H. Schmidt, Esq., Verrill Dana LLP , Boston
  
• 9:40 - 10:40 am

  Probate Practice: Trusts—Testamentary and Interplay Between Trusts and Estates

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  Darian M. Butcher, Esq., Butcher Law LLC , Boston
  
• 10:40 - 11:15 am

  Probate Practice: Post-Mortem Planning

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  Jennifer T. Fleming, Esq., Prince Lobel Tye LLP , Boston
  
• 11:15 - 11:30 am

  Break
• 11:30 - 12:30 pm

  Probate Practice: Taxation of the Estate

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  Mary H. Schmidt, Esq., Verrill Dana LLP , Boston
  Jennifer Z. Flanagan, Esq., Mirick, O'Connell, DeMallie & Lougee LLP , Worcester
  
• 12:30 - 1:30 pm

  Lunch (on your own)
• 1:30 - 2:15 pm

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

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  Karen L. Witherell, Esq., Bove Langa Witherell & Soiffer , Boston
  
• 2:15 - 3:00 pm

  Probate Litigation

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  Hon. Edward F. Donnelly, Jr., Probate and Family Court, Commonwealth of Massachusetts (Ret.) , Woburn
  Marshall D. Senterfitt, Esq., Holland & Knight LLP , Boston
  
• 3:00 - 3:15 pm

  Break
• 3:15 - 4:00 pm

  Probate Practice: Digital Assets and Estate Administration

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  Kristin N.G. Dzialo, Esq., Rubin Rudman , Boston
  
• 4:00 - 4:30 pm

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

  Panel
  

Cochairs

Faculty