Probate Practice: MCLE BasicsPlus!®
Comprehensive guide for administering an estate
- Product Number: 2230143WBA
- Publication Date: 5/1/2023
- Length: 12 hours CLE Credit Note
- Copyright: © 2023 MCLE, Inc.
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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!
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Agenda
Agenda & Materials
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Day One: May 1
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9:30 - 9:45 am
Welcome and Introduction
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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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10:15 - 11:30 am
Basics & Options to Open an Estate
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11:30 - 11:45 am
Break
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11:45 - 12:30 pm
Will Contests & Other Objections
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12:30 - 1:30 pm
Lunch (on your own)
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1:30 - 2:15 pm
Collection & Management of the Estate
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2:15 - 2:45 pm
Sale of Real Estate
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2:45 - 3:00 pm
Break
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3:00 - 3:45 pm
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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: May 2
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9:30 - 9:40 am
Welcome and Introduction
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9:40 - 10:40 am
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
Break
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11:30 - 12:30 pm
Trusts—Interplay Between Trusts & Estates
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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
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3:00 - 3:15 pm
Break
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3:15 - 4:00 pm
Digital Assets and Estate Administration
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4:00 - 4:30 pm
Please Note
MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.
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