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MUPC & MUTC Update 2025 (Recorded)

  • Training

  • 6 Hours
  • February 28, 2025
  • Massachusetts Continuing Legal Education, Inc. (MCLE)
  • ID: 6067759

Practical guidance through new and evolving laws

An essential analysis and in-depth attention to the many details of the Massachusetts Uniform Probate Code (MUPC) and Massachusetts Uniform Trust Code (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. 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 MUPC and MUTC keep evolving are you informed?

Course Content

9:30 - 9:35 am - Welcome and Introduction
Hon. Lisa A. Roberts,
(Ret.), Probate and Family Court, Commonwealth of Massachusetts, Boston

9:35 - 11:25 am - Heirs at Law/Priority Appointment/Time Limits for Filing Options to Open an Estate
Jamie L. Jordan, Esq.,
Probate and Family Court, Commonwealth of Massachusetts, Boston

Tara E. DeCristofaro, Esq.,
Register, Middlesex Probate and Family Court, Commonwealth of Massachusetts, Woburn

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
Shea GuntherMaher, Esq.,
Squillace & Associates, PC, Boston

12:55 - 1:40 pm - Lunch (on your own)

1:40 - 2:25 pm - Real Estate Issues
Evelyn J. Patsos, Esq.,
Probate and Family Court, Commonwealth of Massachusetts, Boston

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 - 4:00 pm - Court-Related Issues Under the MUTC
Thomas P. Jalkut, Esq.,
Nutter McClennen & Fish LLP, Boston

4:00 - 4:30 pm - Q&A Session 3, Key Takeaways & Conclusion
Panel

Speakers

Cochairs

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

Hon. Lisa A. Roberts,
(Ret.), Probate and Family Court, Commonwealth of Massachusetts, Boston

Faculty

Tara E. DeCristofaro, Esq.,
Register, Middlesex Probate and Family Court, Commonwealth of Massachusetts, Woburn

Shea GuntherMaher, Esq.,
Squillace & Associates, PC, Boston

Thomas P. Jalkut, Esq.,
Nutter McClennen & Fish LLP, Boston

Jamie L. Jordan, Esq.,
Probate and Family Court, Commonwealth of Massachusetts, Boston

Danielle Rado Smokler,
Probate and Family Court, Commonwealth of Massachusetts, Boston

Jeffrey W. Roberts, Esq.,
Nutter McClennen & Fish LLP, Boston