CLE Programs

First Annual Probate Law Conference

Join fellow probate judges and practitioners for the Massachusetts Bar Association's First Annual Probate Law Conference. The conference will feature a keynote address by Probate and Family Court Chief Justice Angela M. Ordoñez. With four concurrent programming tracks addressing needs of all practice levels, there is something for everyone.

Note: Registration opens at 8:30 a.m.  Programmig sessions begin promptly at 9:00  

Track One

  • Basic estate planning
  • Ethics for estate planners
  • MUPC informal probates
  • Mass. health legislative update

Track Two

  • Trust accounting and administration
  • Workshop: drafting special needs trusts
  • Estate and Gift Tax Planning: Part 1
  • Estate and Gift Tax Planing: Part 2

Track Three

  • Planning with retirement benefits
  • Turning asset protection into asset collection
  • Estate planning after Windsor v. US
  • Nuts and bolts: GRATS, QPRT's and Charitible Trusts

Track Four

  • Equity actions and trust litigation
  • Fiduciary Turf Wars: guardianship/conservatorship litigation
  • Will contests and contested accounts
  • Partition actions

For full conference schedule, click here.


John G. Dugan, Esq., conference co-chair
Doherty, Ciechanowski, Dugan & Cannon PC, Franklin

Janice C. Nigro, Esq., conference co-chair
Nigro, Pettepit & Lucas LLP, Newburyport

Hon. Angela M. Ordonez
Chief Justice, Probate and Family Court

Hon. Edward F. Donnelly Jr.
Middlesex Probate and Family Court, Cambridge

Hon. George F. Phelan
Norfolk Probate and Family Court, Canton

Hon. Lisa A. Roberts
Plymouth Probate and Family Court, Plymouth

Hon. Alexander H. Sands, III
Massachusetts Land Court, Boston

David Aptaker, Esq.
Law Offices of David Aptaker, Stoneham

Elizabeth J. Barton, Esq.
Westcor Land Title Insurance Company, Norton

Alexander A. Bove Jr., Esq.
Bove & Langa PC, Boston

Heather B. Cheney, Esq.
Boston Financial Management, Inc., Boston

Steven M. Cohen, Esq.
Pabian & Russell, LLP, Boston

Lisa M. Cukier, Esq.
Burns & Levinson LLP, Boston

Maureen E. Curran, Esq.
Law Office of Maureen Curran LLC, Boston

George L. Cushing, Esq.
McLane Middleton, Woburn

Leo J. Cushing, Esq.
Cushing & Dolan PC, Waltham

Patricia L. Davidson, Esq.
Mirick, O'Connell, DeMallie & Lougee LLP, Worcester

Kevin G. Diamond, Esq.
Rico, Murphy & Diamond LLP, Millis

John J. Ford, Esq.
Northeast Justice Center, Lynn

Sherri Gilmore, Esq.
Commonwealth of Massachusetts-Board of Bar Overseers, Boston

Lawrence K. Glick, Esq.
Needham, MA

Albert F. Gordon, Esq.
Albert Gordon, Esq., Springfield

Daniel T.S. Heffernan, Esq.
Kotin, Crabtree & Strong, Boston

Vickie L. Henry, Esq.
Massachusetts Appeals Court, Boston

Thomas P. Jalkut, Esq.
Nutter McClennen & Fish LLP, Boston

Lee Rachel Jurman
Personal Consulting, Inc., Newton

Melissa F. Langa, Esq.
Bove & Langa PC, Boston

Mark A. Leahy, Esq.
Burke, Whittum & Leahy, LLC, Hingham

Susan H. Levin, Esq.
Rosenberg, Freedman & Lee, LLP, Newton

Julie Matuschuk, Esq.
Essex Probate and Family Court, Salem

Melinda Barnes McGinn, CFP
Morgan Stanley, Waltham, MA

John J. McNicholas, Esq.
McNicholas & Proulx, LLP, Medfield

James A. McLaughlin, Esq.
Biller & Schindell, South Natick

Douglas F. Micciantuono
Micciantuono & Company, P.C.

Chris A. Milne, Esq.
Milne Law, Medfield

Kristin A. Monaco, Esq.
Nigro, Pettepit & Lucas LLP, Newburyport

Edward Notis-McConarty, Esq.
Hemenway & Barnes LLP, Boston

Robert J. O'Regan, Esq.
Burns & Levinson LLP, Boston

Karen O'Toole, Esq.
Commonwealth of Massachusetts-Board of Bar Overseers, Boston

Jay M. Pabian, Esq.
Pabian Russell, Boston

Evelyn J. Patsos, Esq.

Anastasia W. Perrino, Esq.
Barnstable Probate and Family Court, Barnstable

Lisa M. Rico, Esq.
Rico, Murphy & Diamond LLP, Millis

Michael H. Riley, Esq.
King & Navins, P.C., Wellesley

Mary H. Schmidt, Esq.
Schmidt & Federico, P.C., Boston

Ken Shulman, Esq.
Day Pitney LLP, Boston

Daniel M. Surprenant, Esq.
Surprenant & Beneski PC, South Easton

Jennifer D. Taddeo, Esq.
Pabian Russell, LLC, Boston

Sponsoring Sections:

Probate Law Section

Date:Friday, November 15, 2013
Time:9:00 AM - 4:00 PM
Conference Room
6 Billings St
Randolph, MA, 02368
MBA Law Students$75.00
MBA New Admittees$75.00
MBA Members$75.00

Online registration for this event has closed.
For more information, please e-mail Member Services or call 617-338-0530.

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