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

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  Evelyn J. Patsos, Esq., Probate and Family Court, Commonwealth of Massachusetts , Boston
  Mary H. Schmidt, Esq., Verrill Dana LLP , Boston
  
• 10:15 - 10:50 am

  Understanding Probate Practice Basics

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  Katelyn M. Lynch, Esq., Essex Probate and Family Court, Commonwealth of Massachusetts , Boston
  Pamela Casey-O'Brien, Esq., Essex Probate and Family Court, Commonwealth of Massachusetts , Salem
  
• 10:50 - 11:30 am

  Probate Basics & Options to Open an Estate

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  Katelyn M. Lynch, Esq., Essex 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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  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

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

  Probate Practice: 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

  Probate Practice: Debts & Creditor Claims

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

  Probate Practice: Spousal Elective Share

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  Lisa M. Rico, Esq., Rico, Murphy, Diamond & Bean LLP , Natick
  
• Day Two: Wednesday, May 8th, 2024
• 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

  Trusts—Interplay Between Trusts & Estates

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  Darian M. Butcher, Esq., Butcher Law LLC , Boston
  
• 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

  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
  
• 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., Middlesex 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

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

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

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