Probate Practice: MCLE BasicsPlus!®
Comprehensive guide for administering an estate
- Product Number: 2210174P01
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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!
For Category D List Members: If you are currently on the Probate and Family Court’s Category D Fee Generating Appointment List, you are required to take a yearly CLE as set forth by the Administrative Office. The live webcast, the recorded webcast, and the on-demand webcast of this program fulfills that requirement to remain on the list for 2022, as long as you submit the required documentation. You must complete both sessions of this program to be eligible for credit.
Note: If you want to obtain continuing education credits to meet your requirements to stay on the Category D list for 2022, you must choose the “Prompts” option when you click the link to begin the live webcast, the recorded webcast, and the on-demand webcast and click all of the prompts as they appear during the program.
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Agenda
Agenda & Materials
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Day One: Monday, August 16, 2021
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9:30 - 9:34 am
Welcome and Introduction
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9:34 - 10:15 am
Probate: Chronology of Estate Administration: Preliminary Matters; Managing Client Relationship/Educating Personal Representative; Checklist
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10:15 - 11:30 am
Probate Basics & Options to Open an Estate
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11:30 - 11:45 am
Break
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11:45 - 12:42 pm
Probate: Will Contests & Other Objections
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12:42 - 1:30 pm
Lunch (on your own)
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1:30 - 2:13 pm
Probate: Collection & Management of the Estate
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2:13 - 2:50 pm
Probate: Sale of Real Estate
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2:50 - 3:00 pm
Break
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3:00 - 3:36 pm
Probate: Spousal Elective Share
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3:36 - 4:10 pm
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Day Two: Tuesday, August 17, 2021
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9:30 - 9:32 am
Welcome and Introduction
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9:32 - 10:41 am
Probate: Taxation of the Estate
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10:41 - 11:11 am
Post-Mortem Planning
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11:11 - 11:30 am
Break
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11:30 - 12:26 pm
Trusts—Interplay Between Trusts & Estates
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12:26 - 1:30 pm
Lunch (on your own)
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1:30 - 2:20 pm
Probate: Final Distribution of the Estate; Options to Close; Probate Accounts
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2:20 - 3:10 pm
Probate Litigation
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3:10 - 3:15 pm
Break
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3:15 - 4:12 pm
Probate: Digital Assets and Estate Administration
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4:12 - 4:31 pm
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- Faculty