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Probate: Briefings & eBooks Bundle

3 webcast programs and 2 value-added companion eBooks for core fluency in navigating the probate world

  • Product Number: 2230040P01
  • CLE Credits, earn up to:
    7 substantive credits, 0 ethics credits CLE Credit Note
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All of the faculty presentations from Probate: Briefings & eBooks Bundle may be purchased individually. Expand the Agenda below to see all options.
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    Product Description


    Estate planning counsel must be up to speed on the probate process—both to navigate it and to understand how best to craft an estate plan pre-probate. This curated bundle of 7 hours of fast-paced webcast programming gives you a solid foundation—from multiple expert perspectives—in advising on the myriad legal and practical challenges, pitfalls, and opportunities inherent in the probate process. You hear key tips on how to open, file, and administer a probate estate, including one encompassing real estate. 

    Clients expect estate planners to have core fluency in the probate process. Set your own schedule, expand your skill set, and advance your practice. 

    Webcast Briefings 

    • Mechanics of E-Filing in Estate Planning with the Probate Court: Benefits of e-filing in Probate Court and preparing documents to be filed; E-filing in Probate Court: Preliminary steps for setting up your account; Filing a formal; Informal filing process; Voluntary filing process and what happens when you don't save during the process; How to file into an existing case
    • Navigating Probate & Estate Administration: Opening a probate estate; Administration 
    • Handling Real Estate Issues in Probate Estates: How to file a probate; Informal v. formal probates; Limits of fiduciary powers; Drafting documents; Late and limited probates; Land Court probate rules; Self-dealing; Nominal consideration transfers; Delegation of power; Massachusetts health liens; Claims of legatees and costs of administration; Deeds of distribution; Traps for the unwary 

    Companion eBooks 

    • Massachusetts Probate Law Sourcebook & Citator 2022: An authoritative compendium of MUPC-related primary law, including current information regarding the Massachusetts Probate and Family Court, selected laws, regulations, and court rules, pertinent standing orders, a checklist, and a chronology of a probate administration under the MUPC. 
    • Massachusetts Probate Manual: A practical guide to the evolving issues surrounding probate practice in Massachusetts, featuring the essential steps you must know in order to handle each step in the process, from preprobate considerations to distributions and accounts, as well as practice tips and citations to relevant caselaw. 

    Unparalleled Speaker & Author Expertise 

    • Top-notch Guidance—from the Best in the Practice 
    • Practical Insight You Can Trust 
  • Agenda

    Agenda & Materials

  • Faculty

    Faculty

    Michael Barbadoro, Esq., Probate and Family Court, Commonwealth of Massachusetts, Boston
    Charles E. Bogan, Norfolk Probate and Family Court, Commonwealth of Massachusetts, Boston
    Scott J. Clifford, Esq., Lipsey & Clifford, PC, Hanover
    Marlee S.F. Cowan, Esq., Rubin and Rudman LLP, Boston
    Emmanuel T. Ebot, Esq., Stiles & Associates LLC, Marshfield
    Karen B. Johnson, Esq., Madge & Johnson, PC, Westford
    Lynne Murphy Breen, Esq., First American Title, Boston
    Hon. Michelle A. Yee, Essex Probate and Family Court, Commonwealth of MA, Salem
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