Program Details
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When the Rubber Meets the Road: How the MUTC and the MUPC Will Work in Practice



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

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Description:

This cutting edge program will address the many issues that may arise in drafting and administering trusts under the new MUPC and MUTC.  Specifically, the panel of experienced practitioners will discuss salient provisions in the new laws, explain the implications for practitioners and trustees, and explore aspects of the law that remain unclear or may cause traps for the unwary.  

The program will have a practical focus, giving attorneys insights into ways they may use the new statutes to their clients’ advantage, or suggestions for how attorneys may change their estate planning forms to address aspects of the recent legislation that may not be in keeping with their clients’ wishes.

Agenda

I. Introduction to important provisions of the MUTC

II. Issue spotting with the MUPC & MUTC: Designed to help practitioners know how to draft and administer trusts in light of the new statutes. 

Specific topics and FAQ to be covered:

  • When and under what circumstances are personal representatives utilizing informal versus formal probate proceedings?
  • The MUTC provides that the trustee shall keep the qualified beneficiaries of the trust reasonably informed about the administration of the trust.  Who ought to be included in the definition of the “qualified beneficiary”?  What information will the trustee provide to beneficiaries regarding the administration of the trust, and to whom?  Assuming practitioners can modify this duty to inform through skillful drafting, does there remain under the Massachusetts common law an affirmative duty to account to the beneficiaries and if so, to whom and how?
  • When and under what circumstances may the court remove a trustee?
  • When and under what circumstances may the beneficiaries of the trust modify the terms of the trust? 

(Please note that this program is not available for CLE credit.)

     
     


Practice Areas: Estate Planning & Probate, Wills & Trusts
Online Media Type: Video
Production Date: 10/03/2012 3:00 PM EDT
Level: Intermediate
Category: Standard
Duration: 3 Hours, 0 Minutes
Online Format: Live

Click here for information on subscription discounts and Group Viewing opportunities.

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. 

 

West LegalEdcenter will not provide accreditation for states not listed. 



This product is intended for individual use by the named purchaser. Group viewings for online programs may be arranged for five or more attorneys within the same organization prior to viewing by emailing sales@westlegaledcenter.com.







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Accreditation:
NY
New York
Total Credits: 3
Specialty Credits: 
Status: Accredited
Expiration: N/A
Training Type: Online

West LegalEdcenter provides accreditation as described here. You may be able to self apply for credits in states not listed.

Check your state requirements and get contact information.
Speakers:
Eric P. Hayes - Goodwin Procter LLP
Arthur W. Young, III - Bank of America Corporation - Legal Department
Christopher Drake Perry - Northern Trust
George L. Cushing - McLane, Graf, Raulerson & Middleton, P.A. Woburn
Thomas P. Jalkut, Esq. - Nutter McClennen & Fish LLP
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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