Date & Time: Wednesday, January 22, 2025 from 4:00 p.m. – 6:00 p.m. ET
Webinar Fee: $65
This program is online only and will be recorded. Anyone who registers will receive a link to the video recording.
Faculty
Hon. Brian Dunn, Probate & Family Court
Hon. Jennifer Ulwick, Probate & Family Court
Lisa Cukier, Esq., Rubin & Rudman LLP
Sydney Brady, Esq., Rubin & Rudman LLP
Every year, the Fiduciary Litigation Session (“FLS”) of the Massachusetts Probate & Family Court handles a wide variety of complex fiduciary, trust and estate, and family asset dispute litigation. In doing so, it decides issues not only of first impression but also other complex issues of interest to any practitioner who litigates fiduciary disputes. This CLE will review the most notable FLS 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:
- Estate of Olson 103 Mass. App. Ct. 842 - Uniform Probate Code. Conservator. Will, Execution, Validity, Extrinsic evidence. Error, Harmless. Statute, Construction. Practice, Civil, Attorney's fees.
- Estate of Birkenfield - 103 Mass. App. Ct. 628 - Uniform Probate Code. Executor and Administrator, Appointment. Probate Court, Standing. Statute, Construction. Collateral Estoppel. Judgment, Preclusive effect. Words, “Interested person.”
- Gibney v. Hossack - 493 Mass. 767 - Devise and Legacy, Residuary interests, Survivorship. Will, Construction. Intent. Practice, Civil, Presumptions and burden of proof, Summary judgment. Uniform Probate Code.
- Ridge v. Howitt – Trusts, trustees, irrevocable trust, sale of property, standing.
- Estate of Galatis – Executor of will, undue influence.
- Kinchla v. Pennoyer - Fraudulent concealment and mental capacity.
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.