Probate Practice: MCLE BasicsPlus!®
Comprehensive guide for administering an estate
- Product Number: 2220216P01
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CLE Credits, earn up to:
12 substantive credits, 0 ethics credits CLE Credit Note -
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Includes downloadable supporting materials.
$275.00; Members $247.50; New Lawyers $137.50
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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! -
Agenda
Agenda & Materials
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Day One, March 8th, 9:30 am - 4:30 pm
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9:30 - 9:45 am
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9:30 am - 9:46 am
Welcome and Introduction
on demand video Add to Cart -
9:45 - 10:15 am
Chronology of Estate Administration
on demand video Add to CartPreliminary Matters; Managing Client Relationship/Educating the Personal Representative; Checklist Probate Manual -
9:40 am - 10:18 am
Divorce in Massachusetts: Substantive Law and Procedure, Jurisdiction, Equitable Distribution, Professionalism (civility) and Ethics
on demand video Add to CartNancy G. O'Donnell, Esq., Verrill Dana LLP , Boston
Nancy G. O'Donnell, Esq., Verrill Dana LLP , Boston
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10:15 - 11:30 am
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10:18 am - 10:43 am
Initial Review and Assessing the Case in a Divorce Matter
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11:30 - 11:45 am
Break
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10:43 am - 10:58 am
Fee Agreements and Case Management/Fee Arrangements in a Divorce Matter
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11:45 - 12:30 pm
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10:58 am - 11:23 am
ADR, Collaborative Law, and Mediation in a Divorce Matter
on demand video Add to CartHon. Nan M. Sauer, Probate and Family Court, Commonwealth of Massachusetts , Boston
Hon. Nan M. Sauer, Probate and Family Court, Commonwealth of Massachusetts , Boston
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12:30 - 1:30 pm
Lunch (On You Own)
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11:23 am - 11:43 am
Break
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1:30 - 2:15 pm
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11:43 am - 12:35 pm
Contempts and Modifications with Discussion in a Divorce Matter
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2:15 - 2:45 pm
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12:35 pm - 1:35 pm
Lunch
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2:45 - 3:00 pm
Break
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1:35 pm - 2:32 pm
Child Support Guidelines and Support Orders
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3:00 - 3:45 pm
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2:32 pm - 2:54 pm
Financial Statements in a Divorce Matter: The Basics
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3:45 - 4:15 pm
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2:54 pm - 3:25 pm
Tax Issues: Deductible and Non-Deductible support orders, 1041 Transfers, and Dividing Assets in a Divorce Matter
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4:15 - 4:30 pm
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3:25 pm - 3:49 pm
Pensions and Retirement in a Divorce Matter
on demand video Add to CartHon. Nan M. Sauer, Probate and Family Court, Commonwealth of Massachusetts , Boston
Hon. Nan M. Sauer, Probate and Family Court, Commonwealth of Massachusetts , Boston
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Day Two: Friday, May 13, 2022
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3:49 pm - 4:05 pm
Break
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9:30 - 9:40 am
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4:05 pm - 4:11 pm
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Day Two, March 9th, 9:30 am - 4:30 pm
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9:40 - 10:40 am
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9:30 am - 9:32 am
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10:40 - 11:15 am
Post Mortem Planning
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9:32 am - 9:58 am
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11:15 - 11:30 am
Break
Nancy G. O'Donnell, Esq., Verrill Dana LLP , Boston
Hon. Gregory V. Roach, Probate and Family Court, Commonwealth of Massachusetts (Ret.) , Concord
Nancy G. O'Donnell, Esq., Verrill Dana LLP , Boston
Hon. Gregory V. Roach, Probate and Family Court, Commonwealth of Massachusetts (Ret.) , Concord
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9:58 am - 10:27 am
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11:30 - 12:30 pm
Trusts—Testamentary and Interplay Between Trusts and Estates
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10:27 am - 11:02 am
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12:30 - 1:30 pm
Lunch (on your own)
Hon. Nan M. Sauer, Probate and Family Court, Commonwealth of Massachusetts , Boston
Hon. Nan M. Sauer, Probate and Family Court, Commonwealth of Massachusetts , Boston
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11:02 am - 11:12 am
Break
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1:30 - 2:15 pm
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11:12 am - 11:50 am
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2:15 - 3:00 pm
Probate Litigation
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11:50 am - 12:50 pm
Lunch
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3:00 - 3:15 pm
Break
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12:50 pm - 1:07 pm
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3:15 - 4:00 pm
Digital Assets and Estate Administration
on demand video Add to CartSteven E. Gurdin, Esq., Fitch Law Partners LLP , Boston
Nancy G. O'Donnell, Esq., Verrill Dana LLP , Boston
Hon. Gregory V. Roach, Probate and Family Court, Commonwealth of Massachusetts (Ret.) , Concord
Hon. Nan M. Sauer, Probate and Family Court, Commonwealth of Massachusetts , Boston
Steven E. Gurdin, Esq., Fitch Law Partners LLP , Boston
Nancy G. O'Donnell, Esq., Verrill Dana LLP , Boston
Hon. Gregory V. Roach, Probate and Family Court, Commonwealth of Massachusetts (Ret.) , Concord
Hon. Nan M. Sauer, Probate and Family Court, Commonwealth of Massachusetts , Boston
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1:07 pm - 1:25 pm
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4:00 - 4:30 pm
"Ask the Experts" Q&A Session and Key Takeaways
on demand video Add to CartHon. Gregory V. Roach, Probate and Family Court, Commonwealth of Massachusetts (Ret.) , Concord
Hon. Gregory V. Roach, Probate and Family Court, Commonwealth of Massachusetts (Ret.) , Concord
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1:25 pm - 1:40 pm
Break
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1:25 pm - 1:40 pm
Break
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1:40 pm - 1:53 pm
Negotiation and Settlement, Four-Way Negotiation Conference, Corridor Negotiation, Pretrial Conference, and Settlement Agreement in a Divorce Matter
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1:53 pm - 2:04 pm
Divorce Law: Tips from the Bench
on demand video Add to CartHon. Gregory V. Roach, Probate and Family Court, Commonwealth of Massachusetts (Ret.) , Concord
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- Faculty