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Contested Accounting Proceedings in Surrogate's Court (2009)

This practical course focuses on the heart of a contested accounting—proceedings pursuant to SCPA 2211, including objections and trial thereunder—that many trusts and estates practitioners, and litigators, will face at some time in their careers.

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, who have handled and been through these proceedings, share their experiences and tips with you.

Program Contents
• The Compulsory Accounting Proceeding
• The Accounting and Petition
• The 2211 Examination
• Mock 2211 Examination
• Objections
• Trial
• Ethical Considerations

Program Speakers

Jonathan J. Rikoon, Esq. (Chair)
Debevoise & Plimpton LLP
—New York City

Karin J. Barkhorn, Esq.
Bryan Cave LLP
—New York City

Hon. John M. Czygier, Jr.
Suffolk County Surrogate
Suffolk County Surrogate’s Court
—Riverhead

Elana L. Danzer, Esq.
Greenfield Stein & Senior, LLP
—New York City

Sylvia E. Di Pietro, Esq.
Sylvia E. Di Pietro, Esq., LLC
—New York City

Gary B. Freidman, Esq.
Greenfield Stein & Senior, LLP
—New York City

John R. Morken, Esq.
Farrell Fritz, P.C.
—Uniondale

Lansing R. Palmer, Esq.
Putney, Twombly, Hall & Hirson LLP
—New York City

Eric W. Penzer, Esq.
Farrell Fritz, P.C.
—Uniondale

Total MCLE Credits  4.0
Ethics MCLE Credits 0.5

* Each additional person who uses the tapes for MCLE credit must purchase a copy of the “MCLE coursebook.”

Product Type	Member Price	Non Member Price
Contested Accounting Proceeding in Surrogate's Court (2009) (This product cannot be used to receive MCLE credit) (CLE CourseBooks) 1842	$40.00	$60.00
+ Contested Accounting Proceedings in Surrogate's Court (2009) (MCLE credit only if you have access to the course's audio/video/CD recording. You cannot receive MCLE credit from a coursebook alone.) (CLE CourseBooks) 1842M	$60.00	$125.00
* Contested Accounting Proceedings in Surrogate's Court (2009) (MCLE Audio on CD) D8424	$115.00	$195.00
Contested Accounting Proceedings in Surrogate's Court (2009) [Audio] (On-Line Programs) 80842	$95.00	$175.00