Contested Accounting Proceedings in Surrogate's Court
Thursday, May 30, 2013
- Location - 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.
Mary Anne Cody, Esq. Christine Woodcock Dettor, Esq. Charlene E. McGraw, Esq. Michael E. O'Connor, Esq. Anne B. Ruffer, 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 EAST: NYS Thruway west to Exit 34A, Take Rt 481 south to I 690 west, then I 690 west to Teall Avenue Exit. Turn left onto Teall Avenue, go to 2nd light. Turn right onto Erie Blvd East and go to University Avenue. Turn left onto University Avenue, go 7 blocks and hotel is on left. FROM WEST: NYS Thruway east to Exit 39. Take I 690 east to I81 south to Exit 18 (Adams/Harrison St Exit). Bear left on exit ramp, go under I 81 bridge (Almond Street), go to 2nd light. Turn left onto East Adams Street, go to 4th light. Turn right onto University and go 2 blocks. Hotel is on left. FROM NORTH: Take I 81south to Exit 18 (Adams/Harrison Street Exit). Bear left on exit ramp, go under I 81 bridge (Almond Street), go to 2nd light. Turn left onto East Adams Street, go to 4th light. Turn right onto University Avenue, go 2 blocks and hotel is on left. FROM SOUTH: Take I 81 north to Exit 18 (Adams/Harrison Street Exit). Turn right onto East Adams Street, go to 4th light. Turn right onto University Avenue, go 2 blocks and hotel is on left.FROM NEW YORK CITY: Take Rt 17 to Binghamton. Take I 81 north to Syracuse and follow 'From South' directions)The last day to pre-register online was May 29, 2013. Members, please login to get member discounts.
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