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THE NEW YORK
BAR FOUNDATION

Practical Skills - Basic Matrimonial Practice

Monday, October 5, 2009

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

6.5 TOTAL CREDITS
3.0 credit hours of professional practice and/or practice management; 2.0 of skills and 1.5 of ethics.

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

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.

AGENDA
Monday, October 5, 2009

8:30-9:00 REGISTRATION

9:00-9:50
1. MATRIMONIAL ACTIONS

       A. Generally
             1. DRL §230
             2. In Rem jurisdiction
             3. In Personam jurisdiction
       B. Service of Summons
            1. DRL §211, §232
            2. Filing of summons before service
      C. Parties
      D. Grounds for divorce, separation, annulment and dissolution
      E. Question and answer period
Speakers: Jenifer M. Wharton, Esq. (Albany); Keith I. Kadish, Esq. (Buffalo); Mary Ann Aiello, Esq. (Long Island); Sharon T. Hoskins, Esq. (NYC); Cynthia J. Carroll, Esq. (Rochester); Howard J. Woronov, Esq. (Syracuse); Ellen Jancko-Baken,Esq. (Westchester)

9:50-10:05  COFFEE 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
Speakers: Jennifer P. Rutkey, Esq. (Albany); Michael S. Simon, Esq. (Buffalo); Elena L. Greenberg, Esq. (Long Island); Peter L. Cedeno, Esq. (NYC); Seema Ali, Esq. (Rochester); Dean L. Gordon, Esq. (Syracuse); Erik Kristensen, Esq. (Westchester)

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
Speakers:  Lydia M. Law, Esq. (Albany); Rebecca H. Baritot, Esq. (Buffalo); Florence M. Fass, Esq. (Long Island); Paul M. Talbert, Esq. (NYC); Shannon J. O’Keefe, Esq. (Rochester); James E. Corl, Jr., Esq. (Syracuse); Lawrence Jay Braunstein, Esq. (Westchester)

12:10-1:15  LUNCH BREAK (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
Speakers:  Hon. Catherine Cholakis (Albany); Catherine E. Nagel, Esq. (Buffalo); Rosalia Baiamonte, Esq. (Long Island); Dylan S. Mitchell, Esq. (NYC); Hon. Joanne M. Winslow (Rochester); Richard B. Alderman, Esq. (Syracuse); Benjamin E. Schub, Esq. (Westchester)

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
Speakers:  Hon. Mark L. Powers (Albany); James P. Renda, Esq. (Buffalo); Kieth I. Rieger, Esq. (Long Island); Cynthia B. Rubin, Esq. (NYC); James A. Vazzana, Esq. (Rochester); T. Kevin Fahey, Esq. (Syracuse); Lisa Zeiderman, Esq. (Westchester)


2:55-3:10  REFRESHMENT 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
Speakers:  Michael P. Friedman, Esq. (Albany); Grace Marie Ange, Esq. (Buffalo); Lee Rosenberg, Esq. (Long Island); Jenifer J. Foley, Esq. (NYC); Vincent M. Ferrero, Esq. (Rochester); Gregory I. Monashefsky, Esq. (Syracuse); Mitchell Y. Cohen, Esq. (Westchester)


4:00 p.m.  ADJOURNMENT


PROGRAM FACULTY
Overall Planning Co-Chairs

     Joan Casilio Adams, Esq., Offerman, Cassano, Greco, Slisz & Adams, LLP, Buffalo
     Henry S. Berman, Esq., Berman Bavero Frucco & Gouz PC, White Plains
     Pamela M. Sloan, Esq., Sheresky Aronson Mayefsky & Sloan LLP, New York City
     Bruce J. Wagner, Esq., McNamee, Lochner, Titus & Williams, P.C., Albany

Local Panels (listed in order of appearance)
Albany
    Chair: Jennifer P. Rutkey, Esq., Gordon Tepper & DeCoursey, LLP, Glenville
             * Jenifer M. Wharton, Esq., Gordon Tepper & DeCoursey LLP, Glenville
             * Jennifer P. Rutkey, Esq., Gordon Tepper & DeCoursey, LLP, Glenville
             * Lydia M. Law, Esq., McNamee, Lochner, Titus & Williams, P.C., Albany
             * Hon. Catherine Cholakis, Rensselaer County Family Court Judge, Troy
             * Hon. Mark L. Powers, Schenectady County Family Court Judge, Schenectady
             * Michael P. Friedman, Esq., Friedman & Molinsek PC, Delmar  

Buffalo
    Chair: Catharine M. Venzon, Esq., Venzon Law Firm PC, Buffalo
             * Keith I. Kadish, Esq., Kadish & Fiordaliso, Buffalo
             * Michael S. Simon, Esq., West Seneca
             * Rebecca H. Baritot, Esq., Office of Rebecca H. Baritot, Esq., Buffalo
             * Catherine E. Nagel, Esq., Nuchereno & Nagel, Buffalo
             * James P. Renda, Esq., Buffalo
             * Grace Marie Ange, Esq., Ange & Ange, Buffalo   

Long Island
    Chair: Rosalia Baiamonte, Esq., Gassman, Baiamonte, Betts & Tannenbaum, P.C., Garden City
            * Mary Ann Aiello, Esq., Imber & Aiello, LLP, Garden City
            * Elena L. Greenberg, Esq., Fass & Greenberg, LLP, Garden City
            * Florence M. Fass, Esq., Fass & Greenberg, LLP, Garden City
            * Rosalia Baiamonte, Esq., Gassman, Baiamonte, Betts & Tannenbaum, P.C., Garden City
            * Kieth I. Rieger, Esq., Barrocas & Rieger, LLP, Garden City
            * Lee Rosenberg, Esq., Saltzman Chetkof & Rosenberg LLP, Garden City
   
New York City
     Chair: Michael A. Mosberg, Esq., Sheresky Aronson Mayefsky & Sloan LLP, New York City
             * Sharon T. Hoskins, Esq., Katsky Korins LLP, New York City
             * Peter L. Cedeno, Esq., Wilens & Baker PC, New York City
             * Paul M. Talbert, Esq., Chemtob Moss Forman & Talbert, LLP, New York City
             * Dylan S. Mitchell, Esq., Blank Rome LLP, New York City
             * Cynthia B. Rubin, Esq., Flemming Zulack Williamson Zauderer LLP, New York City
             * Jenifer J. Foley, Esq., Kasowitz Benson Torres & Friedman LLP, New York City

Rochester
     Chair: Francis C. Affronti, Esq., Barney & Affronti, LLP, Rochester
             * Cynthia J. Carroll, Esq., The Legal Aid Society of Rochester, Rochester
             * Seema Ali, Esq., Gallo & Iacovangelo LLP, Rochester
             * Shannon J. O'Keefe, Esq., Barney & Affronti, LLP, Rochester
             * Hon. Joanne M. Winslow, Monroe County Supreme Court Justice, Rochester
             * James A. Vazzana, Esq., Chamberlain D'Amanda, Rochester
             * Vincent M. Ferrero, Esq., Davidson Fink LLP, Rochester

Syracuse
    Chair: Lisa M. Fahey, Esq., Fahey Law, East Syracuse
             * Howard J. Woronov, Esq., Melvin & Melvin, PLLC, Syracuse
             * Dean L. Gordon, Esq., Levitt & Gordon, New Hartford
             * James E. Corl, Jr., Esq., Cicero
             * Richard B. Alderman, Esq., Alderman & Alderman, Syracuse
             * T. Kevin Fahey, Esq., CPA, Fahey Law, East Syracuse
             * Gregory I. Monashefsky, Esq., Syracuse

Westchester
     Chair: Lawrence Jay Braunstein, Esq., Braunstein & Zuckerman Esqs., White Plains
              * Ellen Jancko-Baken, Esq., White Plains
              * Erik Kristensen, Esq., Bodnar & Milone LLP, White Plains
              * Lawrence Jay Braunstein, Esq., Braunstein & Zuckerman Esqs., White Plains
              * Benjamin E. Schub, Esq., Berman Bavero Frucco & Gouz P.C., White Plains
              * Lisa Zeiderman, Esq., Johnson & Cohen LLP, Pearl River
              * Mitchell Y. Cohen, Esq., Johnson & Cohen, LLP, White Plains


PROGRAM LOCATIONS
Monday, October 5, 2009

Albany
New York State Nurses Association
11 Cornell Road
Latham, NY 12110
(518) 782-9400

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

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

New York City
New York's Hotel Pennsylvania
401 Seventh Avenue (at 33rd St.)
New York, NY 10001
(212) 736-5000

Rochester
Radisson Hotel Rochester Riverside
120 Main Street East
Rochester, NY 14604
(585) 546-6400

Syracuse
Genesee Grande Hotel
1060 East Genesee Street
Syracuse, NY 13210
(315) 476-4212

Westchester
Holiday Inn Mt. Kisco
1 Holiday Inn Drive
Mount Kisco, NY 10549
(914) 241-2600

Important Note: If you plan to pre-register within 10 days of the program or register at the door, please call us at (800) 582-2452 or in Albany and surrounding area, dial (518) 463-3724, to verify that the program is not sold out or that the date or location has not been changed. Those who pre-register in advance of the program will automatically be notified of any such changes and will receive a full refund up to the day prior to the program, if they cannot attend and notify us of their cancellation. Please pre-register as early as possible.

INFORMATION AND POLICIES
Pre-registration Strongly Advised: You can save money and guarantee your seat and course materials by registering early. Registrations received or postmarked within 10 days of the event, or at the door, are subject to a higher registration fee. Seating is limited in all locations and registrations are taken on a first-come, first-served basis. If you plan to pre-register within 10 days of the program or to register at the door, please call the CLE Registrar’s Office at (800) 582-2452 to verify that the program is not sold out or that the date or location has not been changed. Pre-registrants are guaranteed a seat and set of course materials, and will automatically be notified if there are any such changes in the date or location of the program.

Cancellations are easy – full refunds are given: Your full registration fee will be refunded if you give us notice no later than the close of business (4:45 p.m. EST) on the day prior to the date of the program for which you registered. To cancel, write the CLE Registrar’s Office at One Elk Street, Albany, New York 12207; or fax (518) 487-5618; or call (800) 582-2452. If you do not cancel and do not attend the program, a complete set of materials will be forwarded to you in consideration of the registration fee. Non-registrants may purchase program materials after the final program date.

MCLE Credit: This program is acceptable for MCLE credit in New York and many other MCLE jurisdictions.

Discounts and Scholarships: NYSBA members may apply for a discount or scholarship to attend this program, based on financial hardship. Under that policy, any member of our Association who has a genuine financial hardship may apply in writing, not later than two working days prior to the program, explaining the basis of his/her hardship, and, if approved, may receive a discount or scholarship, depending on the circumstances. For more details, please contact our CLE Registrar’s Office at (800) 582-2452.

Non Members - Join the NYSBA and enjoy great discounts on CLE seminars, products, and other valuable NYSBA services. NYSBA members can save 30 percent or more over non-members on CLE seminars alone. Join now and take advantage of NYSBA membership discounts throughout the year.

If you wish to join, please contact NYSBA Membership Services at (518) 487-5577 and an application will be sent to you.

Tape Recording of NYSBA Seminars is not permitted.

Accommodations for Persons with Disabilities: We will make every reasonable effort to ensure that our programs are held in locations with barrier-free access for persons with mobility impairments. If you are planning to attend one of our programs and need assistance relating to some other type of disability, please contact us sufficiently in advance and let us know so that we can be prepared to make reasonable accommodations.

6.5 TOTAL CREDITS
3.0 credit hours of professional practice and/or practice management; 2.0 of skills and 1.5 of ethics.

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

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.


Directions

From Buffalo-Niagara Int'l Airport: Exit the airport onto Rt. 33W and continue to the 90E. Take exit 50, Rt. 290W. Exit on Niagara Falls Blvd. exit 3 turn right.From the Canadian Border: (Peace Bridge) Take the 190N to the 290E to exit 3B, Niagara Falls Blvd. N (Rt. 62). Our hotel is just past the overpass on the right.From Niagara Falls Canada: (Rainbow Bridge) Take the 190S to the 290E to exit 3B, Niagara Falls Blvd. N (Rt 62). Our hotel is just past the overpass on the right.From the NYS Thruway (90) E or W: Exit 50, Rt. 290 W to exit 3, Niagara Falls Blvd. Turn right at the signal and right again into our parking lot.

The last day to pre-register online was October 2, 2009.

Members, please login to get member discounts.

Pricing Information for Member
Seminar
0
BUFF-P/S Basic Matrimonial Practice $90.00
 

Pricing Information for Non Member
Seminar
0
BUFF-P/S Basic Matrimonial Practice $145.00
 

Pricing Information for Student
Seminar
0
BUFF-P/S Basic Matrimonial Practice $55.00