Date & Time: Wednesday, January 25, 2023 from 4:00 p.m. – 6:00 p.m. ET
Webinar Fee: $65
This program is online only
Cosponsored by the Greater Boston Fiduciary Law American Inn of Court, the Greater Boston Family Law American Inn of Court and the Massachusetts Family and Probate American Inn of Court.
Faculty
Hon. Edward Donnelly III, Fiduciary Litigation Session, Massachusetts Probate and Family Court
Lisa Cukier, Esq., Burns & Levinson
Jordan Bowne, Esq., Burns & Levinson
Christopher Suh, Esq., The Wagner Group
Every year, the Fiduciary Litigation Session of the Massachusetts Probate and Family Court handles a wide variety of complex disputes. In doing so, it decides issues of great interest to any practitioner who practices family law. This CLE will review the most notable Fiduciary Litigation Session decisions from the past year to give practitioners additional tools that they can use when they are litigating in Massachusetts (and perhaps elsewhere).
A number of significant cases will be discussed. Examples include:
Barbetti v. Stempniewicz, 490 Mass. 98 (2022), a case which addressed the intersection between an attorney-in-fact’s authority under a power of attorney and estate planning efforts taken on behalf of the principal.
American Family Life Assurance Company of Columbus v. Parker, 488 Mass. 801 (2022), a thorough analysis of the scope of the MUPC’s revocation-on-divorce provisions and the impact it has on the beneficial interests of a former spouse or former spouse’s relatives in a decedent’s estate.
Sacks v. Dissinger, 488 Mass. 780 (2021), provided guidance on the types of claims which are considered to constitute a “contest to the validity of a trust” subject to a one-year statute of limitations under the MUTC, and which related claims can be brought after the one-year period.
Estate of Lucy M. Nevers, 100 Mass. App. Ct. 861 (2022), a decision involving the oft-seen challenge of a will on the grounds of undue influence, lack of testamentary capacity, and validity, and what is needed to defeat a motion to strike affidavit of objections.
Online registration is encouraged. For assistance, questions on group discounts, accommodations requests, special billing, program content, out-of-state CLE credits, and general contact CLE Coordinator, Michael Saporito by email at msaporito@socialaw.com. Registrations accepted in order of receipt. Registration fees are non-refundable. Most Social Law Library CLE events are recorded and recordings are sent to all who are registered. The recording is available by digital download, generally within a week after the program date. CLE credit, when applicable, is only granted when the live webinar is attended.