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: Thursday, May 12th, 20229:30 - 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 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
Edward Notis-McConarty, Esq.,
Hemenway & Barnes LLP, Boston
12:30 - 1:30 pm
Lunch (On You Own)
1:30 - 2:15 pm
Collection and 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. 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
Panel
Day Two: Friday, May 13, 2022
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 - Testamentary and Interplay Between Trusts and 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.,
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
'Ask the Experts' Q&A Session and Key Takeaways
Panel
Please Note
This webcast is 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.
Speakers
CochairsEvelyn J. Patsos, Esq.,
Probate and Family Court, Commonwealth of Massachusetts, Boston
Mary H. Schmidt, Esq.,
Verrill Dana LLP, Boston
Faculty
Julie E. Braverman-Bruno, Esq.,
Verrill Dana LLP, Boston
Darian M. Butcher, Esq.,
Butcher Law LLC, Boston
Hon. Edward F. Donnelly, Jr.,
Middlesex Probate and Family Court, Commonwealth of Massachusetts (Ret.), Cambridge
Kristin N.G. Dzialo, Esq.,
Rubin and Rudman LLP, Boston
Jennifer Z. Flanagan, Esq.,
Mirick, O'Connell, DeMallie & Lougee LLP, Worcester
Jennifer T. Fleming, Esq.,
Prince Lobel Tye LLP, Boston
Catherine Olender Neijstrom, Esq.,
Gilmore, Rees & Carlson, PC, Wellesley
Edward Notis-McConarty, Esq.,
Hemenway & Barnes LLP, Boston
Pamela C. O'Brien, Esq.,
Essex Probate and Family Court, Salem
Heather A. Reid, Esq.,
Squillace & Associates, PC, Boston
Lisa M. Rico, Esq.,
Rico, Murphy, Diamond & Bean LLP, Natick
Marshall D. Senterfitt, Esq.,
Holland & Knight LLP, Boston
Ryan J. Swartz, Esq.,
McLane Middleton, Woburn
Karen L. Witherell, Esq.,
Bove & Langa, PC, Boston
