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P/S Probate & Administration of Estates

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

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.

7.0 TOTAL CREDITS
3.0 professional practice; 3.0 skills; 1.0 ethics.

NEW! Electronic Online Course Materials Debut this Fall!

Click here for more details! 

By attending this program you will:

• Explore the various proceedings involved in probate and estate administration
• Go step by step through the actual administration of an estate
• Discuss tax issues that may affect beneficiaries
• Discuss ethical considerations for attorneys handling estate
• Learn about the accounting requirements for wrapping up a decedent's estate

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

PROGRAM DESCRIPTION 

This basic program will explore the various proceedings involved in probate and estate administration. Experienced practitioners in the field will take you step by step through the actual administration of an estate, from determining the nature and extent of a decedent’s assets and liabilities to discussion of tax issues that may affect the beneficiaries of the estate. Ethical considerations for attorneys handling estates will also be covered, as well as accounting requirements for wrapping up a decedent’s estate.

WHO SHOULD ATTEND

• All attorneys seeking a fundamental but practical overview of handling a probate matter.
• Attorneys practicing in the area of Trusts and Estates Law, Elder Law, or Tax Law.

AGENDA 

8:30-9:00      REGISTRATION

9:00-9:25
1. PREPARING FOR ESTATE ADMINISTRATION
 A. Immediate Actions upon Notification of Death
 B. Funeral and Burial Issues
 C. Assistance with Immediate Cash Needs
 D. Safeguarding Assets before Qualification of Fiduciary
 E. Locating and Reviewing the Will
 F. Preparing Checklist for Estate
 G. Initial Meeting with Prospective Fiduciary
 H. Determine Need for Appointment of Fiduciary
 I. OCA Forms – Hot Docs program

9:25-9:50
2. ADMINISTRATION PROCEEDINGS
 A. Identify Distributees
 B.  Eligibility of Distributees
 C. System of Priority
 D. Petition for Letters of Administration
 E.  Process
 F. Notice of Application for Letters
 G. Temporary Letters

9:50-10:40
3. PROBATE PROCEEDINGS
 A. Due Execution of Wills and Codicils
 B. Attesting Witness Affidavits
 C. Proceeding to Compel Production of Original Will
 D. Persons Who May Propound Will
 E. Persons to Whom Letters Testamentary May Be Granted
 F. Qualification or Renunciation of Nominated Executor
 G. Probate Petition
 H. Inter Vivos Trusts
 I. Process or jurisdiction
 J. Notice of Probate
 K. Proof of Attesting Witness
 L. Return Date, Decree and Letters
   (i) Dealing with Guardian ad Litem
   (ii) Dealing with possible SCPA 1404 examination of witnesses and attorney drafter

10:40-10:55     BREAK

10:55-11:45
4. SPECIAL AND ALTERNATIVE FORMS OF LETTERS AND PROCEEDINGS
 A.  Preliminary Letters Testamentary
 B. Temporary Letters
 C. Limited and Restricted Letters, When Applicable
 D.  Small Estates–Voluntary Administration
 E. SCPA 1310 Affidavits
 F. Lost Will Proceedings
 G. Ancillary Probate Proceedings
 H. Original Probate of Foreign Will (e.g., Florida)

11:45-12:00    QUESTIONS AND ANSWERS

12:00-1:00     LUNCH (on your own)

1:00-1:50
5.  ADMINISTERING THE ESTATE—PART ONE
 A. Determine the Nature and Extent of Decedent’s Assets and Liabilities
 B.  Study the Will and all Non-Testamentary Instruments
 C. Inter-Vivos Trusts
 D. Collect and Value Assets
 E.  Plan the Administration
 F.  Dealing with Creditors
 G. Insolvent Estates
 H. Spouse’s Right of Election
 I.  Disqualification as Surviving Spouse
 J.  Exempt Property
 K. Renunciations and Disclaimers
 L.  Payment and Satisfaction of Testamentary Dispositions
 M. Applications for Partial Payment of Commissions
 N. Applications for Advice and Direction
 O. Inventory of Assets
 P. Foreign Property

1:50-2:40
6. ADMINISTERING THE ESTATE—PART TWO
 A.  Preliminary Considerations
 B. U.S. Estate Tax Return (Form 706)
 C. New York Estate Tax – Update
 D.  Income Taxation
   (i) Individual Taxes
   (ii) Fiduciary Taxes
 E. Brief discussion on Post Mortem Tax Planning Options
 F. Closely Held Businesses and Other Special Assets

2:40-2:50      BREAK

2:50-3:40
7. ETHICAL CONSIDERATIONS AND ATTORNEY’S FEES
 A. Brief Overview: New Ethics Rules
 B.  Representation of Multiple Clients and Conflicts of Interests
 C. Attorney’s Fees and Rules of Engagement
 D. Attorney-Client Privilege and Attorney Work Product
 E.  Applications for Attorney Fees
 F.  Who’s the Client: The Beneficiaries? The Executor/Administrators?
 G. Legal Malpractice Issues

3:40-4:30
8. ACCOUNTING AND SETTLEMENT OF ESTATE
 A. Duty to Maintain Records
 B. Time to Account
 C. Informal Settlement by Agreement
 D. Formal Voluntary Judicial Settlement
 E. Petition for Judicial Settlement and Prayers for Relief
 F. Jurisdiction
 G. Proceedings on Return Date
 H. Compulsory Accountings
 I. Preparation of Account
 J. Special Problems and Adjustments in Accountings
 K. Payments to Infants and Incompetents

4:30      ADJOURNMENT

PROGRAM FACULTY

Overall Planning Co-Chairs

Sylvia E. Di Pietro, Esq., Law Office of Sylvia E. Di Pietro, Esq., LLC, New York, NY
Frank W. Streng, Esq., McCarthy Fingar LLP, White Plains, NY

Local Panels

(M) December 3, 2012

Albany
Co-Chairs:  Michael R. Suprunowicz, Esq., Higgins, Roberts, Beyerl & Coan, P.C., Niskayuna, NY * Thomas J. Collura, Esq., Tuczinski, Cavalier, Gilchrist & Collura, P.C., Albany, NY
Panel:  Carl T. Baker, Esq., FitzGerald Morris Baker Firth PC, Glens Falls, NY * Paul V. Morgan, Jr., Esq., Chief Clerk, Rensselaer County Surrogate's Court, Troy, NY * Tara Anne Pleat, Esq., Wilcenski & Pleat PLLC, Clifton Park, NY * Darcy L. Green, Esq., Deputy Chief Clerk, Albany County Surrogate’s Court, Albany, NY * Thomas J. Collura, Esq., Tuczinski, Cavalier, Gilchrist & Collura, P.C., Albany, NY * Hon. Cathryn M. Doyle, Albany County Surrogates Court, Albany, NY * Richard D. Cirincione, Esq., McNamee, Lochner, Titus & Williams, P.C., Albany, NY

(T) December 4, 2012

Long Island (Melville)
Chair:  Peter K. Kelly, Esq., Ruskin Moscou & Faltischek PC, Uniondale, NY
Panel:  Jennifer F. Hillman, Esq., Ruskin Moscou & Faltischek PC, Uniondale, NY * Sally M. Donahue, Esq., Meltzer, Lippe, Goldstein & Breitstone, LLP, Mineola, NY * Bill P. Parkas, Esq.,
McCoyd, Parkas & Ronan LLP, Garden City, NY * Lori A. Sullivan, Esq., Jaspan Schlesinger LLP, Garden City, NY * Eric W. Penzer, Esq., Farrell Fritz, P.C., Uniondale, NY * Adam J. Gottlieb, Esq., Ruskin Moscou Faltischek, P.C., Uniondale, NY * Hon. John M. Czygier, Jr., Surrogate's Court, Suffolk County, Riverhead, NY * Nomi N. Zomick, Esq., Nassau County Surrogate's Court, Mineola, NY

(W) December 4, 2012

Rochester
Co-Chairs:  Audrey Patrone Peartree, Esq., Harris Beach PLLC, Pittsford, NY * Timothy Pellittiere, Esq., Pellittiere & Jonsson, PLLC, Penfield, NY
Panel:  Karla Damico Wilsey, Esq., Abrams, Fensterman, Fensterman, Eisman, Formato, Ferrara & Einiger, LLP, Rochester, NY * Elena F. Cariola, Esq., Gallo & Iacovangelo, LLP, Rochester, NY * Mark L. Annunziata, Esq., Chief Clerk, Monroe County Surrogate's Court, Rochester, NY * Mindy Menke, Esq., Harris Beach, PLLC, Buffalo, NY * Timothy Pellittiere, Esq., Pellittiere & Jonsson, PLLC, Penfield, NY * Eugene M. O'Connor, Esq., ChamberlainD'Amanda, Rochester, NY * Anthony T. Lee, Esq., Harter Secrest & Emery LLP, Rochester, NY

(M) December 10, 2012

New York City (live webcast option available) Click here to register for the New York City webcast 
Chair:  Lisa Newfield, Esq., McCarthy Fingar LLP, White Plains, NY
Panel:  Katherine Sohr Jedlicka, Esq., McCarthy Fingar LLP, White Plains, NY * Ashwani Prabhakar, Esq., Greenfield Stein & Senior LLP, New York, NY * Michael S. Kutzin, Esq., Goldfarb Abrandt Salzman & Kutzin LLP, New York, NY * Scott A. Eisenmesser, Esq., Rivkin Radler LLP, Uniondale, NY * William R. Zeltner, Esq., Vice President, Senior Trust & Fiduciary Specialist Wells Fargo Private Bank,  White Plains, NY * Lisa Newfield, Esq., McCarthy Fingar LLP, White Plains, NY * Eric W. Penzer, Esq., Farrell Fritz, P.C., Uniondale, NY * Douglas H. Evans, Esq., Sullivan & Cromwell LLP, New York, NY

Syracuse
Chair:  Ami Setright Longstreet, Esq., Mackenzie Hughes LLP, Syracuse, NY
Panel:  Suzanne E. Oot, Esq., Oot Law Offices PLLC, East Syracuse, NY * Timothy P. Crisafulli, Esq., Crisafulli Gorman, PC, Fayetteville, NY * Karen DeFio, Esq., Bond, Schoeneck & King, PLLC,  Syracuse, NY * Ryan T. Emery, Esq., Mackenzie Hughes LLP, Syracuse, NY * Robert D. Scolaro, Esq., The Wladis Law Firm, P.C., East Syracuse, NY * Christine Woodcock Dettor, Esq., Bousquet Holstein PLLC, Syracuse, NY * Jennifer L. Alfieri, Esq., Costello, Cooney & Fearon PLLC, Syracuse, NY * Zea M. Wright, Esq., Byrne, Costello & Pickard, PC, Syracuse, NY

Westchester (Tarrytown)
Chair:  Kevin G. Murphy, Esq., Westchester County Surrogate's Court, White Plains, NY
Panel:  Michael H. Friedman, Esq., Kurzman Eisenberg Corbin & Lever LLP, White Plains, NY * Kevin G. Murphy, Esq., Westchester County Surrogate's Court, White Plains, NY * Joseph M. Accetta, Sr., Esq., Chief Clerk, Surrogates Court, Westchester County - 9th Judicial District, White Plains, NY * Nancy J. Rudolph, Esq., Bleakley Platt & Schmidt, LLP, White Plains, NY * Anna B. Parker, Esq., Goodrich & Bendish, Elmsford, NY * Kevin H. Cohen, Esq., The Law Offices of Kevin H. Cohen, PC, White Plains, NY * Colleen F. Carew, Esq., Court Attorney/Referee, Surrogate's Court, Westchester County, White Plains, NY * Charles T. Scott, Esq., Greenfield Stein & Senior, LLP, New York, NY

(T) December 11, 2012

Buffalo
Chair:  Catherine T. Wettlaufer, Esq., Hiscock & Barclay LLP, Buffalo, NY
Panel:  Yasmin W. Adamy, Esq., Mosey Persico LLP, Buffalo, NY * Nathan W.G. Berti, Esq., Hodgson Russ LLP, The Guaranty Bldg., Buffalo, NY * Peter J. Fiorella, III, Esq., Fiorella & Schwind, LLP, Buffalo, NY * Henry D. Gartner, Esq., Buffalo, NY * William D. Maldovan, New York State Department of Law, Buffalo, NY *Lindsay M. McKenna, Esq., Jaeckle Fleischmann & Mugel, LLP, Buffalo, NY * George E. Riedel, Jr., Esq., Lipsitz Green Scime Cambria LLP, Buffalo, NY

PROGRAM LOCATIONS 

Monday, December 3, 2012

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

Tuesday, December 4, 2012 

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

Wednesday, December 5, 2012

Rochester
Holiday Inn Rochester Airport
911 Brooks Avenue
Rochester, NY 14624
(585) 328-6000

Monday, December 10, 2012

New York City (live webcast option available) Click here to register for the New York City webcast
New York Hotel Pennsylvania
401 Seventh Avenue (at 33rd St.)
New York, NY 10001
(212) 736-5000

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

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

Tuesday, December 11, 2012

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

MCLE CREDITS

7.0 TOTAL CREDITS
3.0 professional practice; 3.0 skills; 1.0 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 7.0 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 5.0 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 0 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 the South/West Take Thruway to Exit 24 - Northway (I-87) Take the Northway (I-87 North) to Exit 6 Make left on to Rt. 7 (Troy-Schenectady Road) Follow approximately 2-3 miles, until you see Wendy's on your left Turn left at Wendy's onto British-American Blvd. Follow for ¼ mile to Cornell Road Make a Right onto Cornell NYS Nurses Association is 3rd driveway on right, before the cul-de-sac From the North Take the Northway (I-87) to Exit 6 Turn right onto Rt. 7 (Troy-Schenectady Road) Follow approximately 2-3 miles, until you see Wendy's on your left Turn left at Wendy's British-American Blvd. Follow for ¼ mile to Cornell Road Make a Right onto Cornell NYS Nurses Association is 3rd driveway on right, before the cul-de-sac From the East 1-90 to the end - follow signs to I-87 North Take Exit 6 Turn left onto Rt. 7 (Troy-Schenectady Road) Follow approximately 2-3 miles, until you see Wendy's on your left Turn left at Wendy's British-American Blvd. Follow for ¼ mile to Cornell Road Make a Right onto Cornell NYS Nurses Association is 3rd driveway on right, before the cul-de-sac PARKING IS NOT PERMITTED ON CORNELL ROAD, GRASSY AREAS OR IN EMERGENCY ZONES IN FRONT OF THE BUILDING.

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