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.
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 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. Melville Program Faculty Joseph T. La Ferlita, Esq. (Chair and Moderator) Ilene S. Cooper, Esq. Sally M. Donahue, Esq. John G. Farinacci, Esq. Hon. Peter J. Kelly Eric W. Penzer, Esq. Lori A. Sullivan, 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 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 May 14, 2013. Members, please login to get member discounts.
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