Program Details

Trust Administration Under the New MUPC and MUTC

Content Partner:  Boston Bar Association
Price: $165.00*
Member Price:  $135.00
This program is no longer available.

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On January 15, 2009 the Governor Patrick signed into law the Massachusetts Uniform Probate Code (“MUPC”).  The MUPC contains provisions relating to wills, intestacy, estate administration and trust administration that will go into effect on January 2, 2012. 

Article VII of the MUPC focuses on the way the Probate Court deals with trusts, and the key changes from current law relate to taking trust administration outside of court supervision in most cases the same way the MUPC takes estate administration outside of court supervision.  Article VII overlaps with the Uniform Trust Code, which is currently being considered for enactment in Massachusetts, but the Uniform Trust Code is far broader and touches on additional substantive topics relating to trusts.  If enacted, the Uniform Trust Code will repeal and incorporate many of the provisions of Article VII. 

This program will focus on the both actual and expected changes to the law affecting the administration of trusts and the duties and obligations of trustees.  There will also be a focus on transition rules that will govern trusts already in effect at the time the MUPC and the Trust Code go into effect.

Specific Topics:

Duty to Inform and Account to Beneficiaries
Change of Trustee
Statute of Limitations for Claims Against Trustees
Trustees Act by Majority Decision
Virtual Representation
Non-Judicial Settlement Agreements
Animal Trusts and Purpose Trusts
Reformation and Modification
Spendthrift Provisions
Revocable Trusts



Practice Areas: Estate Planning & Probate, Probate & Estate Administration, Wills & Trusts
Online Media Type: Video
Production Date: 02/02/2012 3:00 PM EST
Level: Intermediate
Category: Standard
Duration: 3 Hours, 0 Minutes
Online Format: Live

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Purchase of this product provides online access for 180 days. If you are purchasing a live webcast, you will receive complimentary access to the on demand version for 180 days once it becomes available. Please note that the on demand and podcast versions may, or may not be accredited in your state.

If you intend to take a course for CLE credit, please make sure your state is listed in the "Accreditation" section to the upper right of the program description. Accreditation displayed is unique to the purchased program format (live conference, live webcast, on demand, podcast). Credit totals listed for live conferences are the maximum credits available. Credits issued will be based upon actual time in attendance.  Credit totals for other formats are for complete programs.  Partial credit is not available for any online or downloadable format. 


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