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: Thursday, May 12th, 2022
• 9:30 - 9:45 am

  Welcome and Introduction

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  Evelyn J. Patsos, Esq., Probate and Family Court, Commonwealth of Massachusetts , Boston
  Mary H. Schmidt, Esq., Verrill Dana LLP , Boston
  
• 9:45 - 10:15 am

  Chronology of Estate Administration

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  Preliminary Matters; Managing Client Relationship/Educating the Personal Representative; Checklist Probate Manual

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

  Basics & Options to Open an Estate

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  Evelyn J. Patsos, Esq., Probate and Family Court, Commonwealth of Massachusetts , Boston
  Pamela Casey-O'Brien, Esq., Essex Probate and Family Court, Commonwealth of Massachusetts , Salem
  
• 11:30 - 11:45 am

  Break
• 11:45 - 12:30 pm

  Will Contests & Other Objections

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  Edward Notis-McConarty, Esq., Hemenway & Barnes LLP , Boston
  
• 12:30 - 1:30 pm

  Lunch (On You Own)
• 1:30 - 2:15 pm

  Collection and Management of the Estate

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

  Sale of Real Estate

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  Catherine Olender Neijstrom, Esq., Gilmore, Rees & Carlson, PC , Wellesley
  
• 2:45 - 3:00 pm

  Break
• 3:00 - 3:45 pm

  Debts & Creditor Claims

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  ,
  
• 3:45 - 4:15 pm

  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

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  Panel
  
• Day Two: Friday, May 13, 2022
• 9:30 - 9:40 am

  Welcome and Introduction

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  Evelyn J. Patsos, Esq., Probate and Family Court, Commonwealth of Massachusetts , Boston
  Mary H. Schmidt, Esq., Verrill Dana LLP , Boston
  
• 9:40 - 10:40 am

  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
  
• 10:40 - 11:15 am

  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

  Trusts—Testamentary and Interplay Between Trusts and Estates

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  Darian M. Butcher, Esq., Butcher Law LLC , Boston
  
• 12:30 - 1:30 pm

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

  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

  Digital Assets and Estate Administration

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

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

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  Panel
  

Please Note

MCLE on demand programs are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only through a link included on the on demand program page.

Cochairs

Faculty