Probate Practice: MCLE BasicsPlus!®
Comprehensive guide for administering an estate
- Product Number: 2190144P01
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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) mean it is more important than ever that practitioners fully understand the ins and outs of the law and procedure. This comprehensive 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 a special emphasis placed on handling the modest estate. Additionally, you get expert advice on trust related issues such as removing and replacing fiduciaries, reformations, and accounting litigation. Finally, you walk away with valuable forms, checklists and pointers, as well as the chance to get all your questions answered.
This is now a two-day program so the faculty can dig deeper into the issues. Learn from an expert faculty and be ready for your next probate client!
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Agenda
Agenda & Materials
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Day One
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9:30 - 9:40 am
Welcome and Introduction
on demand video Add to Cart -
9:40 - 10:05 am
Chronology of Estate Administration: Preliminary Matters; Managing Client Relationship/ Educating the Personal Representative, Checklist Probate Manual
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10:05 - 11:00 am
MUPC Basics: Determining Heirs/ Time Limits/ Priority for Appointment
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11:00 - 11:15 am
Networking and Refreshment Break
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11:15 - 12:00 pm
Options to Open an Estate
on demand video Add to CartHon. Michelle A. Yee, Essex Probate and Family Court, Commonwealth of MA , Salem
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12:00 - 1:00 pm
Lunch (on your own)
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1:00 - 1:45 pm
Will Contests and Other Objections
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1:45 - 2:30 pm
Collection and Management of the Estate
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2:30 - 2:45 pm
Networking and Refreshment Break
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2:45 - 3:15 pm
Sale of Real Estate
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3:15 - 3:45 pm
Debts and Creditor Claims
on demand video Add to CartJennifer Z. Flanagan, Esq., Mirick, O'Connell, DeMallie & Lougee LLP , Worcester
Lisa Ann Landry, Esq., Landry Law, PLLC , Plainville
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3:45 - 4:15 pm
Spousal Elective Share
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4:15 - 4:30 pm
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Day Two
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9:30 - 9:40 am
Welcome and Introduction
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9:40 - 10:40 am
Investments & Taxation of the Estate
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10:40 - 11:15 am
Post Mortem Planning
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11:15 - 11:30 am
Networking and Refreshment Break
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11:30 - 12:30 pm
Trusts- Testamentary and Interplay Between Trusts and Estates
on demand video Add to CartTimothy D. Sullivan, Esq., AndoverLaw, PC , Andover
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12:30 - 1:30 pm
Lunch (on your own)
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1:30 - 2:15 pm
Final Distribution of the Estate; Options to Close; Probate Accounts
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2:15 - 3:00 pm
Probate Litigation
on demand video Add to CartMark E. Swirbalus, Esq., Holland & Knight LLP , Boston
Hon. Anthony R. Nesi, Bristol Probate and Family Court, (Ret.), Hanna & Nesi Professional Services , Mattapoisett
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3:00 - 3:15 pm
Networking and Refreshment Break
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3:15 - 4:00 pm
Fiduciary Litigation Session and Recent Developments
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4:00 - 4:30 pm
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- Faculty