+353-1-416-8900REST OF WORLD
+44-20-3973-8888REST OF WORLD
1-917-300-0470EAST COAST U.S
1-800-526-8630U.S. (TOLL FREE)

US Exit Interview Checklist & Template (Recorded)

  • Training

  • 1 Hour
  • Region: United States
  • September 14, 2023
  • Massachusetts Continuing Legal Education, Inc. (MCLE)
  • ID: 5886517
An essential analysis and in-depth attention to the many details of the MUPC and MUTC and their practical applications is vital for probate and trust lawyers. If you don't know the latest changes in the law, forms, and procedures, you - and your clients - are missing out. Recent and developing laws have dramatically reformed trust and estate practice in Massachusetts. To update yourself on MUPC and MUTC points of procedure and practice tips, you need to hear from key players inside the Probate and Family Court and from seasoned probate and trust practitioners.

In this program, expert faculty provide you with the latest on the MUPC and MUTC, including insights into the pragmatic aspects you need to know and helpful tips to make your day-to-day practice more efficient. You get a no-nonsense distillation and clarification of the most confusing aspects of the MUPC and the MUTC, as well as applied solutions to both the most common and most unusual issues that arise.

The new laws keep evolving - are you informed?

Course Content

9:30 - 9:35 am
Welcome and Introduction
Hon. Anthony R. Nesi, Bristol Probate and Family Court, (Ret.), Hanna & Nesi Professional Services, Mattapoisett
9:35 - 11:25 am
Heirs at Law/Priority for Appointment/ Time Limits for Filing
Evelyn J. Patsos, Esq., Probate and Family Court, Commonwealth of Massachusetts, Boston
Options to Open an Estate
Tara E. DeCristofaro, Esq., Register, Middlesex Probate and Family Court, Commonwealth of Massachusetts, Cambridge
11:25 - 12:10 pm
E-Filing and the “FLS”
Danielle Rado Smokler, Probate and Family Court, Commonwealth of Massachusetts, Boston
Evelyn J. Patsos, Esq., Probate and Family Court, Commonwealth of Massachusetts, Boston
12:10 - 12:25 pm
Q&A Session 1
Panel
12:25 - 12:55 pm
Administering the Estate
Heather A. Reid, Esq., Squillace & Associates, PC, Boston
12:55 - 1:40 pm
Lunch Break
1:40 - 2:25 pm
Real Estate Issues
Jennifer A. Maggiacomo, Esq., Norfolk County Probate and Family Court, Commonwealth of Massachusetts, Canton
2:25 - 2:40 pm
Q&A Session 2
Panel
2:40 - 3:15 pm
Options to Close an Estate
Jeffrey W. Roberts, Esq., Nutter McClennen & Fish LLP, Boston
3:15 - 3:40 pm
Guardian Ad Litem Issues
Hon. Anthony R. Nesi, Bristol Probate and Family Court, (Ret.), Hanna & Nesi Professional Services, Mattapoisett
3:40 - 4:10 pm
Court Related Issues Under the MUTC
Thomas P. Jalkut, Esq., Nutter McClennen & Fish LLP, Boston
4:10 - 4:25 pm
Q&A Session 3 and Conclusion
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 can be accessed, downloaded, or printed from your computer.

Speaker

Hon. Anthony R. Nesi, Bristol Probate and Family Court, (Ret.), Hanna & Nesi Professional Services, Mattapoisett