ESTATE ADMINISTRATION UNDER THE NEW MASSACHUSETTS UNIFORM PROBATE CODE
Please Note: This course has already
been held.
Date: Friday, September 16, 2011
Location: C. Walsh Theatre, Suffolk University
Time: 09:00 AM - 05:00 PM
Faculty
Schedule/Agenda
Registration Information
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Purchase Here! |
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The process for administering estates will dramatically change on January2, 2012. The new Massachusetts Uniform Probate Code introduces new options for probating estates. It provides speedy, flexible, efficient and private administrative procedures for the majority of estates which are routine and uncontested. Prior judicial procedures are largely retained as an option for those seeking or needing assurance of a formal decree before proceeding to settle estates. Additional procedures are available to provide protection to fiduciaries and interested parties. This new flexible system is designed to provide as little or as much in procedural safeguards as are appropriate in varying circumstances. These optional procedures are available for both opening and closing of estates.
This presentation will outline the new procedures and options from opening an estate through administration and closing, as well as for contested estates. New drafting considerations for estate planners will be highlighted throughout. Attend and Learn - Learn how to file both informal and formal probates and when one or the other will be more appropriate for opening and closing estates
- Get a sneak peek at the new Probate and Family Court forms and procedures. Understand new court procedures for handling estate filings
- Find out about new options for drafting wills and trusts including new intestacy rules, formalities of execution of wills, exempt property and allowances, priority for appointment
- Discover new methods to seek protection for beneficiaries and contest estates
Who should attend Attorneys and their staff who administer estates or draft estate plans should attend to be ready to practice under the new code, rules, forms and procedures which are going into effect on January 2, 2012. This presentation is essential for new and experienced attorneys as well as their staff practicing in the field of estate planning and administration in Massachusetts.
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Mark A. Leahy, JD, LLM, Co-Chair
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Whittum & Leahy |
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Marc J. Bloostein, Esq., Partner
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Ropes & Gray LLP |
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Honorable Elaine M. Moriarty
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Probate and Family Court, Suffolk Division |
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Honorable Anthony R. Nesi
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Probate and Family Court, Bristol Division |
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Edward Notis-McConarty, Esq.
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Hemenway & Barnes LLP |
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Evelyn J. Patsos, Esq., Co-Chair
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Deputy Assistant Register | MUPC Magistrate
Probate and Family Court, Worcester County
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Honorable Jennifer Rivera Ulwick
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Probate & Family Court, Norfolk County |
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Raymond H. Young, Esq.
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Young & Boyle |
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| S C H E D U L E / A G E N D A |
| 9:00 |
WELCOME AND INTRODUCTIONS |
| Attorney Mark A. Leahy, Esq., Chair
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| 9:10 |
OPENING REMARKS |
| Chief Justice Paula M. Carey and Attorney Raymond H. Young
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| 9:20 |
OVERVIEW OF CHANGES |
- Unsupervised, Flexible and Independent Proceedings
- Formal and Informal Opening and Closing
- Terminology
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| 9:30 |
OPTIONS FOR OPENING ESTATES |
- Informal Proceedings—Concept; Eligibility; Notice and Timing; Petition and Order; required Forms; Magistrate’s Findings; Bonds
- Formal Proceedings—Notice, Special Personal Representatives, GALs and Virtual Representation
- Voluntary Administration
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| 11:00 |
NUTS AND BOLTS |
| Determination of Heirs Priority for Appointment Three Year Statute of Limitations on Probate Distribution per Capita at Each Generation
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| 1:00 |
POST APPOINTMENT ADMINISTRATION |
- Duties and Powers of Personal Representatives
- Inventory and Accounts
- Powers of Personal Representatives
- License to Sell
- Exempt Property & Family Allowances
- Claims
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| 2:30 |
CONTESTED ESTATES |
- Converting to a Formal
- Appearance, Objection and Affidavit
- Equity Complaint
- Supervised Administration
- Demand for Sureties
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| 3:45 |
OPTIONS FOR CLOSING ESTATES |
- Closing Statements
- Petition for Complete Settlement
- Determine Heirs and/or Testacy
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| 4:15 |
TRUST ADMINISTRATION |
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| Date: |
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Friday, September 16, 2011 |
| Tuition: |
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Tuition is $200. The course materials for this program will be published electronically and will be sent to you prior to the conference. If you would like to purchase a hard copy, there will be an additional charge of $35.00. It will be sent after the conference. CHECK PAYMENTS
If you would like to register with a check, the following link will lead you to a registration form. Please print out and send it along with your check to the address listed on the bottom of the form. MUPC Registration Form
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| Walk-Ins: |
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Space is limited. Registrations at the door are welcome, but please register in advance to reserve a seat and your written course materials or call to confirm space availability.
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| Refunds: |
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If for some reason you are not able to attend, you may send a substitute or call no later than the business day before to receive a refund less a $15.00 cancellation fee. Otherwise, you will receive the course materials.
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| Location: |
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C. Walsh Theatre, Suffolk University
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Special
Needs: |
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If you have special needs addressed by the Americans with Disabilities Act, please notify us as soon as possible.
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Unable to attend but are interested in the course materials?
Purchase Here! |
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