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: Tuesday, May 7, 2024
• 10:00 - 10:15 am

  Welcome and Introduction

  Evelyn J. Patsos, Esq., Probate and Family Court, Commonwealth of Massachusetts , Boston
  Mary H. Schmidt, Esq., Verrill Dana LLP , Boston
  
• 10:15 - 11:30 am

  Basics & Options to Open an Estate

  Katelyn Marie Lynch, Esq., Probate and Family Court, Commonwealth of Massachusetts , Boston
  Pamela C. O'Brien, Esq., Essex Probate and Family Court , Salem
  
• 11:30 - 11:45 am

  Break
• 11:45 - 12:30 pm

  Will Contests & Other Objections

  Ryan P. McManus, Esq., Hemenway & Barnes LLP , Boston
  
• 12:30 - 1:30 pm

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

  Collection & Management of the Estate

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

  Sale of Real Estate

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

  Break
• 3:00 - 3:45 pm

  Debts & Creditor Claims

  Julie Braverman Bruno, Esq., Verrill Dana LLP , Boston
  
• 3:45 - 4:15 pm

  Spousal Elective Share

  Lisa M. Rico, Esq., Rico, Murphy, Diamond & Bean LLP , Natick
  
• 4:15 - 4:30 pm

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

  Panel
  
• Day Two: Wednesday, May 8th, 2024
• 9:30 - 9:40 am

  Welcome and Introduction

  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

  Trusts—Interplay Between Trusts & Estates

  Darian M. Butcher, Esq., Butcher Law LLC , Boston
  
• 10:40 - 11:15 am

  Post-Mortem Planning

  Jennifer T. Fleming, Esq., Prince Lobel Tye LLP , Boston
  
• 11:15 - 11:30 am

  Break
• 11:30 - 12:30 pm

  Taxation of the Estate

  Mary H. Schmidt, Esq., Verrill Dana LLP , Boston
  Jennifer Z. Flanagan, Esq., Mirick, O'Connell, DeMallie & Lougee LLP , Worcester
  
• 12:30 - 1:30 pm

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

  Final Distribution of the Estate; Options to Close; Probate Accounts

  Karen L. Witherell, Esq., Bove & Langa, PC , Boston
  
• 2:15 - 3:00 pm

  Probate Litigation

  Hon. Edward F. Donnelly, Jr., Middlesex Probate and Family Court, Commonwealth of Massachusetts (Ret.) , Cambridge
  Marshall D. Senterfitt, Esq., Holland & Knight LLP , Boston
  
• 3:00 - 3:15 pm

  Break
• 3:15 - 4:00 pm

  Digital Assets and Estate Administration

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

  Chronology of Estate Administration: Preliminary Matters; Managing Client Relationship/Educating the Personal Representative; Checklist Probate Manual

  Heather A. Reid, Esq., Squillace & Associates, PC , Boston
  

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.

Cochairs

Faculty