Probate Practice: BasicsPlus! (Recorded)

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Training
12 Hours
May 1, 2023
Massachusetts Continuing Legal Education, Inc. (MCLE)
ID: 5866298

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!

Course Content

Day One: May 1

9:30 - 9:45 am

Welcome and Introduction
Evelyn J. Patsos, Esq., Probate and Family Court, Commonwealth of Massachusetts, Boston
Mary H. Schmidt, Esq., Verrill Dana LLP, Boston

9:45 - 10:15 am

Chronology of Estate Administration: 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
Evelyn J. Patsos, Esq., Probate and Family Court, Commonwealth of Massachusetts, Boston
Pamela Casey-O'Brien, Essex Probate and Family Court, Commonwealth of Massachusetts, 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 E. 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

Panel

Day Two: May 2

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

Taxation of the Estate
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
Jennifer T. Fleming, Esq., Prince Lobel Tye LLP, Boston

11:15 - 11:30 am

Break

11:30 - 12:30 pm: Trusts - Interplay Between Trusts & Estates

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

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., Goulston & Storrs, PC, 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: Ask the Experts Q&A Session and Key Takeaways

Panel

Please Note

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.

Speaker

Evelyn J. Patsos, Esq., Probate and Family Court, Commonwealth of Massachusetts, Boston

Course Content

Speaker

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