P/S Basic Matrimonial Practice

- Location -
Melville Marriott Long Island
1350 Old Walt Whitman Road
Melville, NY 11747
(631) 423-1600

 Can’t Attend in Person?

This program offers a simultaneous live webcast option allowing you to “attend” the program from the convenience of your office.
NOTE: Newly admitted attorneys (less than twenty-four months) must attend the program in person to receive New York MCLE credit.

6.5 TOTAL CREDITS
3.0 professional practice; 2.0 skills; 1.5 ethics.

NEW! Electronic Online Course Materials Debut this Fall!

Click here for more details! 

By attending this program, you will learn:

• Basic matrimonial actions and agreements
• Ethical concerns between you and your client
• Practice management issues
• The process of discovery
• Filing motions and pre-trial interventions
• The Child Support Standards Act (CSSA)

Co-sponsored by the Family Law Section and the Committee on Continuing Legal Education of the New York State Bar Association

PROGRAM DESCRIPTION

This full-day practical skills program is designed for the newly admitted attorney or the attorney seeking a fundamental but practical overview of handling a matrimonial matter. The program consists of six major topic areas which shall each be taught through lectures coordinated with the comprehensive materials. At the conclusion of the each lecture, there will be a brief Q&A period, where the experienced matrimonial attorneys will respond to questions from the audience.

WHO SHOULD ATTEND

• All attorneys seeking a fundamental but practical overview of handling a matrimonial matter
• Attorneys practicing in the area of Family Law, Elder Law, or Trusts & Estates Law

AGENDA

8:30-9:00      REGISTRATION

9:00-9:50
1. MATRIMONIAL ACTIONS
     A. Generally
            i. DRL §230 Residence Requirements of Parties
            ii. Jurisdiction
                  (1) In Rem jurisdiction
                  (2) In Personam jurisdiction
                        (a) CPLR 301 & 302(b)
      B. Filing and Service of Summons
           i. DRL §211 Filing of summons before service
          ii. DRL §232 Contents and Form of Summons; Proof of Service
               (1) “Notice Re: Automatic Orders”
                    (a) DRL § 236(B)(2)(b) and 22 NYCRR 202.16–a
          iii. Personal Service Requirements CPLR § 308 and DRL §232
      C. Parties
          i. Co-respondent as party, DRL § 172
     D. Grounds for divorce, separation, annulment and dissolution
          i. No-fault statute DRL §170(7) grounds
              (1) Issues: Sufficient pleadings; summary judgment and entitlement to a trial
              (2) No-fault: Two actions pending
          ii. Additional grounds for divorce
          iii. Difference of relief available: divorce and separation actions
          iv. Form of pleadings
              (1) Notice of Appearance / Complaint / Answer
              (2) Certification and Verification Requirements in Matrimonial Actions
                   (a) 22 NYCRR 202.16(e) and DRL § 211
    E. Forms
    F. Local Rules and Practice and Question and answer period 

9:50-10:05      BREAK

10:05-11:20
2. PRACTICE MANAGEMENT, ETHICS AND PROFESSIONALISM
     A. Keeping the client informed
     B. Dealing with the difficult client
     C. Time management
     D. The use of experts, appraisers and evaluators
     E. Cooperation with the courts and with opposing counsel
     F. When co-counsel, a mentor or a referral to experienced counsel is advisable
     G. The statement of client's rights and responsibilities
     H. The retainer agreement
      I. Court rules
     J. Fee disputes and arbitration
     K. Grievances
     L. IOLA & escrow accounts
     M. Question and answer period

11:20-12:10
3. DISCOVERY
    A. Demand for financial affidavit
    B. Notice for discovery and inspection
    C. CPLR 3101(h) requiring updated disclosure if material change occurs
    D. Subpoenas to the office
    E. Medical authorizations and HIPAA
    F. Pension and employment benefit authorizations
    G. Depositions and 22 NYCRR Part 221
    H. Interrogatories
    I. Non-party disclosure
    J. Notice to admit
    K. Notice of entry on property
    L. Electronic information disclosure
    M. Trial demands
         1. Demand for experts
         2. Demand for witnesses
         3. Demand for statements; photographs and videotapes
    N. Question and answer period

12:10-1:15 LUNCH (on your own)

1:15-2:05
4. MOTIONS AND PRETRIAL INTERVENTION
      A. Temporary support and custody
           1. Requirements of 22 NYCRR 202.16
           2. Format and facts to cover in the affidavits; exhibits to the motion
           3. Related disclosure requirements for expert services [22 NYCRR 202.16(g)]
      B. Temporary attorney fees, expert fees, appraisal fees
           1. Requirements of 22 NYCRR 202.16
           2. Use of neutral experts and 22 NYCRR 202.18
           3. Related disclosure requirements for expert services
     C. Miscellaneous motions:
          1. Restraining orders and 22 NYCRR 202.7(e) and (f)
           2. Exclusive occupancy
           3. Compelling disclosure or preclusion orders
     D. Question and answer period

2:05-2:55
5. INTRODUCTION TO EQUITABLE DISTRIBUTION AND MAINTENANCE
     A. Equitable distribution: The statutory factors [DRL 236(B)(5)(d)]; which ones are most important?
     B. Equitable distribution: not necessarily equal
     C. Maintenance: the statutory factors [DRL 236 (B)(6)(d)]; which ones are most important?
     D. Maintenance: amounts and durations will vary
     E. Question and answer period

2:55-3:10    BREAK

3:10-4:00
6. MATRIMONIAL AGREEMENTS AND THE INTRODUCTION TO THE CHILD SUPPORT STANDARDS ACT (CSSA)
     A. Format, checklists, and language considerations
     B. Presentation and approval by the client, delivery to opposing counsel without prejudice
     C. Formal acknowledgment requirements and stipulations and ratification forms
     D. CSSA requirements
     E. General obligations law 5-311
     F. Fair and reasonable and not unconscionable DRL 236B3
    G. Question and answer period 


 4:00       ADJOURNMENT

PROGRAM FACULTY

Overall Planning Co-Chairs

• Joan Casilio Adams, Esq., J. Adams & Associates, PLLC, Williamsville, NY
• Henry S. Berman, Esq., Berman Bavero Frucco & Gouz P.C., White Plains, NY
• Martin T. Johnson, Esq., Johnson & Cohen, LLP, Pearl River, NY
• Bruce J. Wagner, Esq., McNamee, Lochner, Titus & Williams, P.C., Albany, NY

Local Panels

Wednesday, October 10, 2012

New York City
Chair: Peter J. Stambleck, Esq., Aronson Mayefsky & Sloan LLP, New York, NY
Panel: Sharon T. Hoskins, Esq., Katsky Korins LLP New York, NY * Rosalia Baiamonte, Esq., Gassman Baiamonte Betts PC, Garden City, NY * Peter R. Stambleck, Esq., Aronson Mayefsky & Sloan LLP, New York, NY * Brett S. Ward, Esq., Blank Rome LLP, New York, NY * John A. Kornfeld, Esq., Aronson Mayefsky & Sloan LLP, New York, NY * Jenifer J. Foley, Esq., Kasowitz Benson Torres & Friedman LLP, New York, NY

Thursday, October 11, 2012

Syracuse
Chair: Howard J. Woronov, Esq., Melvin & Melvin, PLLC, Syracuse, NY
Panel: Howard J. Woronov, Esq., Melvin & Melvin, PLLC, Syracuse, NY * William R. Bartholomae, Esq., Marris & Bartholomae, PC, Syracuse, NY * Richard B. Alderman, Esq., Alderman & Alderman, Syracuse, NY * Peter S. Grenis, Esq., Attorney at Law, Syracuse, NY * Hon. Martha Walsh Hood, Acting Supreme Court Justice, Syracuse, NY * Tamara M. Gilmore, Esq., Gilmore Law Offices PLLC, Camillus, NY

Monday, October 15, 2012

Westchester (Tarrytown)
Chair: Tamara A. Mitchel, Esq., Berman Bavero Frucco & Gouz P.C., White Plains, NY
Panel: Robin D. Carton, Esq., Carton & Rosoff PC, White Plains, NY * Timothy J. Brennan, Esq., Law of Office of Timothy J. Brennan, White Plains, NY * Susan G. Yellen, Esq., Johnson & Cohen, LLP, Pearl River, NY * Marianne Hoffman, Esq., Jones Morrison LLP, Scarsdale, NY * Kenneth J. Novenstern, Esq., Novenstern Fabriani & Gaudio, LLP, Mt Kisco, NY * Dolores Gebhardt, Esq., McCarthy Fingar LLP, White Plains, NY

Tuesday, October 16, 2012

AlbanyClick here to register for the Albany webcast 
Chair: Jennifer Powers Rutkey, Esq., Gordon, Tepper & DeCoursey, LLP, Glenville, NY
Panel: Jenifer M. Wharton, Esq., Gordon, Tepper & DeCoursey LLP, Glenville, NY * Jennifer Powers Rutkey, Esq., Gordon, Tepper & DeCoursey, LLP, Glenville, NY * James A. Montagnino, Esq., Court Attorney/Referee / Law Clerk To Hon. Catherine Cholakis, Unified Court System Rensselaer County Family Court, Troy, NY * Hon. Joseph M. Sise, Supreme Court Justice, Supreme Court - Montgomery County - 4th Judicial District, Fonda, NY * Hon. Kimberly A. O'Connor, Acting Supreme Court Justice, Third District, Albany, NY * Michael P. Friedman, Esq., Friedman & Molinsek PC, Delmar, NY

Wednesday, October 17, 2012

Buffalo
Chair: Keith I. Kadish, Esq., Kadish & Fiordaliso, Buffalo, NY
Panel: Kristin Langdon Arcuri, Esq., Watson, Bennett, Colligan & Schechter, LLP, Buffalo, NY * Michael S. Simon, Esq., Attorney at Law, West Seneca, NY * Deanne M. Tripi, Esq., Palmer Murphy & Tripi, Buffalo, NY * Richard J. Friedman, Jr., Esq., Dennis C. Gaughan Esq., Hamburg, NY * Catherine E. Nagel, Esq., Nuchereno & Nagel, Buffalo, NY * Keith I. Kadish, Esq., Kadish & Fiordaliso, Buffalo, NY

Long Island (Melville)
Chair: Rosalia Baiamonte, Esq., Gassman Baiamonte Betts PC, Garden City, NY
Panel: Robert S. Grossman, Esq., Winter & Grossman, PLLC, Garden City, NY * Hon. Stacy D. Bennett, Nassau County Supreme Court, Westbury, NY * Michael C. Daab, Esq., Gassman Baiamonte Betts, PC, Garden City, NY * Rosalia Baiamonte, Esq., Gassman Baiamonte Betts PC, Garden City, NY * Robert M. Preston, Esq., Preston Stutman & Partners, LLP, New York, NY * Jeffrey L. Catterson, Esq., Galasso, Langione, Catterson & LoFrumento, LLP, Garden City, NY

PROGRAM LOCATIONS

(W) October 10, 2012 

New York City
New York Hotel Pennsylvania
401 Seventh Avenue at 32nd/ 33rd Street
New York, NY  10001
(212) 736-5000

(Th) October 11, 2012

Syracuse
Sheraton Syracuse University Hotel
801 University Avenue
Syracuse, NY  13210-0801
(315) 475-3000

(M) October 15, 2012

Westchester (Tarrytown)
Westchester Marriott
670 White Plains Road
Tarrytown, NY 10591
(914) 631-2200

(W) October 16, 2012

AlbanyClick here to register for the Albany webcast 
New York State Nurses Association
11 Cornell Road
Latham, NY 12110
(518) 782-9400

(Th) October 17, 2012

Buffalo
Holiday Inn Amherst
1881 Niagara Falls Blvd.
Amherst, NY 14228
(716) 691-8181

Long Island (Melville)
Melville Marriott
1350 Old Walt Whitman Road
Melville, NY  11747
(631) 423-1600

MCLE CREDITS

6.5 TOTAL CREDITS
3.0 professional practice; 2.0 skills; 1.5 ethics.

This course has been approved for MCLE credit in New York for all attorneys, including newly admitted (less than 24 months).

This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 7.5 hours of total CLE credit. Of these, 1.0 qualify as hours of credit for ethics/professionalism, and 0 qualify as hours of credit toward certification in civil trial law, criminal trial law, workers compensation law and/or matrimonial law. This course does not qualify under any of the nine specified new admit areas, in five of which New Jersey attorneys admitted in 2009 or thereafter, in their first full two-year compliance period, must take 15 of their 24 required credit hours (see BCLE Reg. 201:2).

This program has also been approved for MCLE credit by the State Bar of California and the Pennsylvania Continuing Legal Education Board for 4.0 credit hours of substantive law and 1.0 credit hour of ethics. All inquiries regarding MCLE credits may be directed to (518) 487-5606.

This course includes 3.5 credit hours for the Continuing Professional Education (CPE) requirements of New York and New Jersey CPAs. Sponsor numbers: New York: 000026; New Jersey: 20CE00099900.

The New York State Bar Association’s Committee on Continuing Legal Education has been certified by the New York State Continuing Legal Education Board as an accredited provider of continuing legal education in the State of New York.

IMPORTANT NOTICE: PARTIAL CREDIT FOR PROGRAM SEGMENTS NOT ALLOWED. Under the New York State Continuing Legal Education Board Regulations and Guidelines, attendees at CLE programs cannot receive MCLE credit for a program segment unless they are present for the entire segment. Persons who arrive late, depart early, or are absent for any portion of the segment will not receive credit for that segment.

ELECTRONIC COURSE MATERIALS

New this fall!

All 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.

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Directions

From Eastern Long Island: Take the Long Island Expressway (495) West to Exit 49 North (Route 110 Huntington). Stay on the Service Road and after the second light, the hotel is on the right hand side. From Western Long Island: Take the Long Island Expressway (495) East to Exit 49 South (Route 110 Huntington). Make a left at the first light into Old Walt Whitman Road. Stay on Old Walt Whitman Road and the hotel will be on the right side. From the Northern State Parkway: Take the Northern State Parkway to Exit 40 South (Route 110 South). Continue to the westbound Service Road of the Long Island Expressway (495) West. Make a left onto the Service Road and the hotel will be on your right hand side. From the Southern State Parkway: Take the Southern State Parkway to Exit 32 North (Route 110 Huntington) to the Service Road of the Long Island Expressway (495) West. Make a left onto the Service Road and the hotel will be on your right hand side. From MacArthur (Islip) Airport: Take Veterans Memorial Highway (Junction 454) Northbound to the Long Island Expressway (495) West to Exit 49 North (Route 110 Huntington) Continue on the Service Road and the hotel is just past the second light on the right hand side. From LaGuardia Airport: Take the Grand Central Parkway Eastbound to the Northern State Parkway East to Exit 40 South (Route 110 South) Continue to the Westbound Service Road of the Long Island Expressway (495). Make a right at the light onto the Service Road and the hotel is on the right hand side. From JFK Airport: Take the JFK Expressway East to the Belt Parkway East and follow the signs to the Southern State Parkway East. Take the Southern State Parkway to Exit 32 North (Route 110 Huntington). Make a left onto the Westbound Service Road of the Long Island Expressway (495) and the hotel will be on your right hand side. From Newark International Airport: Take the New Jersey Turnpike North (Route 95) to Exit 13. To the Verrazanno Bridge. From the bridge take the Belt Parkway East to the Cross Island Parkway North to the Long Island Expressway East to Exit 49 South (Route 110 Huntington). Make a left at the first light, onto Old Walt Whitman Road and the hotel will be on your right hand side. From the Verrazanno Bridge, Staten Island, New Jersey and Brooklyn: Belt Parkway East to the Cross Island Parkway North to the Long Island Expressway (495) to Exit 49 South (Route 110 Huntington). Make a left at the first light onto Old Walt Whitman Road and the hotel will be on your right hand side. From Throgs Neck Bridge, Whitestone Bridge, Upstate NY and New England: Cross Island Parkway South to the Long Island Expressway (495) East to Exit 49 South (Route 110 Huntington). Make a left at the first light onto Old Walt Whitman Road and the hotel will be on the right hand side.

The last day to pre-register online was October 16, 2012.

Members, please login to get member discounts.

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Accommodations for Persons with Disabilities:
NYSBA welcomes participation by individuals with disabilities. NYSBA is committed to complying with all applicable laws that prohibit discrimination against individuals on the basis of disability in the full and equal enjoyment of its goods, services, programs, activities, facilities, privileges, advantages, or accommodations. To request auxiliary aids or services or if you have any questions regarding accessibility, please contact Cindy O'Brien at 800-582-2452 or cobrien@nysba.org.