Contested Accounting Proceedings in Surrogate's Court
Wednesday, May 29, 2013
- Location - Can't make this location/date? A webcast option is available on May
30, 2013. Click here
to register.
DescriptionCo-sponsored by the Trusts and Estates Law Section and the Committee on Continuing Legal Education
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 12:30-1:00 p.m. 1:00-1:20 p.m. 1:20-2:00 p.m. 2:00-2:35 p.m. 2:35-2:50 p.m. 2:50-3:20 p.m. 3:20-4:05 p.m. 4:35-5:00 p.m. 5:00 p.m. Mt. Kisco Faculty Elana L. Danzer, Esq. (Chair and Moderator) Joseph M. Accetta, Esq. Kevin H. Cohen, Esq. Gary B. Freidman, Esq. Eric W. Penzer, Esq. Anthony G. Piscionere, Esq. Charles T. Scott, 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 Points North: Via I-684. Take I-684 south to exit 5 Saw Mill Parkway. Continue on Parkway 3.7 miles to "Kisco Ave." Exit 37. Make left off exit ramp onto Kisco Ave. Go under over pass, immediately after Volvo dealership, make left onto Holiday Inn Drive. From Points South: Via Saw Mill Parkway. Take Saw Mill Parkway north to 'Kisco Avenue' (exit 37). Make left off exit ramp onto Kisco Avenue. Make left onto Holiday Inn Drive (just after Volvo). From Points South: Via I-684. I-684 north to exit 4 Bedford/Mt. Kisco, make left off exit ramp onto Rte. 172. Travel to end of Rte. 172 facing (Northern Westchester Hospital) bear right onto Rte 117 and continue through town. Bear right near St. Mark's Church and continue on Rte 117. At traffic light/intersection at Applebee's make left onto Preston Way. End of Preston Way, at light, turn right onto Kisco Ave., Holiday Inn Drive is the second right.
The last day to pre-register online is May 28, 2013.
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