Program Details

BREAKING DEVELOPMENT: The New Massachusetts Uniform Trust Code

Content Partner:  MCLE | New England
Price: $210.00*
This program is no longer available.

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The Massachusetts Uniform Trust Code (MUTC) has been enacted. This is the first time in the long history of Massachusetts trust law that it has been codified. While the MUTC codifies much of the existing Massachusetts law of trusts, there are changes. Further, Article VII of the Massachusetts Uniform Probate Code, upon enactment of the MUTC, has been repealed and almost all of its provisions are incorporated in the MUTC. Massachusetts joins 21 states that have adopted the Uniform Trust Code. Knowledge of the MUTC will be critical for those who advise trustees, for professional trustees, and estate planners. This program provides an in-depth review of the MUTC and the panel are all members of the ad hoc committee that revised the Uniform Trust Code, which is the foundation of the MUTC.

Learn what has changed and what remains the same.

The program covers:

General provisions and definitions
Non judicial settlement agreements and ability to modify the terms of the trust or terminate the trust 
Judicial proceedings 
Virtual representation 
Creditor's claims and spendthrift provision 
Actions by trustees and resignation, removal,    and appointment of trustees 
Provisions regarding revocable trusts 
Duties and powers of trustee 
Duty to inform and notify beneficiaries 
Statute of limitations 
Exculpatory provisions

9:00 – 9:05 General Introduction 

9:05 – 9:25 Introduction to MUTC and Article 1 Definitions and General Provisions
Eric P. Hayes, Esq., Chair

9:25 - 9:50 Article 2 Judicial Proceedings and Article 3 Representation including discussion of Section 111 Non Judicial Settlement Agreements
Mary H. Schmidt, Esq.
Raymond H. Young, Esq.

9:50 – 10:30 Article 4 Creation, Validity, Modification and Termination of Trusts
Marc J. Bloostein, Esq. 

10:30 – 10:45 Break

10:45 – 11:10 Article 6 Revocable Trusts and Article 7 Office of Trustee

11:10 – 12:10 Article 8 Duties and Powers of Trustees
Thomas E. Bator, Esq.

Sections 801-813 
Mary H. Schmidt, Esq.
Raymond H. Young, Esq. 

Sections 814-817 
Marc J. Bloostein, Esq.  

12:10 – 12:35 Article 10 Liability of Trustees and Rights of Persons Dealing with Trustees 

Section 1001 and 1005
Eric P. Hayes, Esq.

Sections 1008, 1009 and 1013
Thomas E. Bator, Esq.

12:40 – 1:00 Questions


Eric P. Hayes, Esq., Chair, Goodwin Procter LLP, Boston
Thomas E. Bator, Esq., Pratt, Bator & Popov LLP, Boston
Marc J. Bloostein, Esq., Ropes & Gray LLP, Boston
Mary H. Schmidt, Esq., Schmidt & Federico, PC, Boston
Raymond H. Young, Esq., Young & Bayle, Boston

Practice Areas: UCC & Secured Transactions
Online Media Type: Video
Production Date: 07/23/2012 9:00 AM EDT
Level: Intermediate
Category: Standard
Duration: 4 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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Thomas E. Bator, Esq. - Pratt, Bator & Popov LLP, Boston
Marc J. Bloostein - Ropes & Gray LLP, Boston
Eric P. Hayes, Esq. - Chair, Goodwin Procter LLP, Boston
Raymond H. Young - Young & Bayle, Boston
Mary Schmidt, Esq. - Schmidt & Federico, PC, Boston
This product is designed to provide information in regard to the subject matter covered. It is sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional service. If legal advice or other expert assistance is required, the services of a competent professional person should be sought.

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