Contested Accounting Proceedings in Surrogate's Court
Wednesday, May 15, 2013
- Location - Can't make this location/date? A webcast option is
available on May 30, 2013. Click here
to register.
Description
The program is not a primer on accounting proceedings, but rather is aimed at estate planners or litigators who need to know more about recommended, hands-on techniques and approaches in handling a contested accounting—from initial considerations (who can be examined, how to request and prepare for a 2211 examination, over what and how to make objections)—and then through the trial stage, including motion practice, stating and framing issues, the burden of proof, and handling witnesses. The program faculty at each location will include those who have
handled and been through these proceedings and can share their
experiences and tips with you. Program Agenda 8:30-9:00 a.m. 9:00-9:20 9:20-10:00 10:00-10:30 10:30-10:45 10:45-11:30 11:30-12:00 noon 12:00-12:35 p.m. 12:35-1:00 1:00 p.m. Rochester Faculty Barbara R. H. James, Esq. (Chair and Moderator) Anthony J. Adams, Jr., Esq. Anthony T. Lee, Esq. Anthony T. Selvaggio, Esq. Laura W. Smalley, Esq. Frank W. Streng, Esq. Sylvia E. Di Pietro, Esq. ELECTRONIC COURSE MATERIALSAll program materials will be distributed exclusively online in searchable PDF format, allowing attendees more flexibility in storing this information and allowing you to copy and paste relevant portions of the materials for specific use in your practice. A CLE NotePad © (paper) will be provided to all attendees at the live program site. The CLE NotePad © includes lined pages for taking notes on each topic, as well as any PowerPoint presentations submitted prior to printing. Prior to a scheduled program date, all registrants will receive an email message containing a hyperlink that when clicked will provide you with access to the complete course materials in a searchable PDF format which can be downloaded to your computer using the “Save As” option under your “File” tab. Printing the complete materials is not required for attending the program. Online materials are updated periodically to reflect last minute submissions from program faculty, guaranteeing that you will always have the latest version of the materials. Traditional printed course books may be ordered at the program site for a discounted price and will be shipped subsequent to the program date.
DirectionsFrom the NYS Thruway (Route 90) Exit the New York State Thruway (coming East or West) at Exit 46-Rochester. At the exit take Interstate 390 North. Remain on Interstate 390, and exit 18A (Brooks Avenue East). Make a right at the exit and an immediate right into the driveway of the Holiday Inn Airport. Approximately 15 minutes. From Downtown Rochester take Interstate 490 West to Interstate 390 South. Take Exit 18A (Brooks Avenue East). Remain in the right hand lane and make a right into the driveway of the Holiday Inn Airport. Approximately 10 minutes. From the Greater Rochester International Airport at the exit of the Airport Complex, make a right at the light (Brooks Avenue). Remian in the right hand lane and make a right into the driveway of the Holiday Inn Airport. Approximately 2 minutes.The last day to pre-register online was May 14, 2013. Members, please login to get member discounts.
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