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P/S Basic Matrimonial Practice
Wednesday, October 17, 2012
- Location -
Holiday Inn Amherst
1881 Niagara Falls Blvd.
Amherst, NY 14228
(716) 691-8181
C an’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.
6.5 TOTAL CREDITS
3.0 professional practice; 2.0 skills; 1.5 ethics.
NEW! Electronic Online Course Materials Debut this Fall!
Click here for more details!
By attending this program, you will learn:
- Basic matrimonial actions and agreements
- Ethical concerns between you and your client
- Practice management issues
- The process of discovery
- Filing motions and pre-trial interventions
- The Child Support Standards Act (CSSA)
Co-sponsored by the Family Law Section and the Committee on
Continuing Legal Education of the New York State Bar Association
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.
WHO SHOULD ATTEND
- All attorneys seeking a fundamental but practical overview of
handling a matrimonial matter
- Attorneys practicing in the area of Family Law, Elder Law, or Trusts
& Estates Law
AGENDA
8:30-9:00
REGISTRATION
9:00-9:50
1. MATRIMONIAL ACTIONS
A. Generally
i. DRL §230 Residence Requirements of Parties
ii. Jurisdiction
(1) In Rem jurisdiction
(2) In Personam jurisdiction
(a) CPLR 301 & 302(b)
B. Filing and Service of Summons
i. DRL
§211 Filing of summons before service
ii. DRL
§232 Contents and Form of Summons; Proof of Service
(1) “Notice Re: Automatic Orders”
(a) DRL § 236(B)(2)(b) and 22 NYCRR 202.16–a
iii. Personal Service Requirements CPLR § 308 and DRL
§232
C. Parties
i. Co-respondent as party, DRL § 172
D. Grounds for divorce, separation,
annulment and dissolution
i. No-fault
statute DRL §170(7) grounds
(1) Issues: Sufficient pleadings; summary judgment and entitlement to a
trial
(2) No-fault: Two actions pending
ii. Additional
grounds for divorce
iii. Difference of relief available: divorce and
separation actions
iv. Form
of pleadings
(1) Notice of Appearance / Complaint / Answer
(2) Certification and Verification Requirements in
Matrimonial Actions
(a) 22 NYCRR 202.16(e) and DRL § 211
E. Forms
F. Local Rules and Practice and Question and
answer period
9:50-10:05 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
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
12:10-1:15 LUNCH (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
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
2:55-3:10 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
4:00
ADJOURNMENT
PROGRAM FACULTY
Overall Planning Co-Chairs
- Joan Casilio Adams, Esq., J. Adams & Associates, PLLC,
Williamsville, NY
- Henry S. Berman, Esq., Berman Bavero Frucco & Gouz P.C., White
Plains, NY
- Martin T. Johnson, Esq., Johnson & Cohen, LLP, Pearl River,
NY
- Bruce J. Wagner, Esq., McNamee, Lochner, Titus & Williams, P.C.,
Albany, NY
Local Panels
Wednesday, October 10, 2012
New York City
Chair: Peter J. Stambleck, Esq., Aronson Mayefsky & Sloan LLP,
New York, NY
Panel: Sharon T. Hoskins, Esq., Katsky Korins LLP New York, NY *
Rosalia Baiamonte, Esq., Gassman Baiamonte Betts PC, Garden City, NY *
Peter R. Stambleck, Esq., Aronson Mayefsky & Sloan LLP, New York, NY
* Brett S. Ward, Esq., Blank Rome LLP, New York, NY * John A. Kornfeld,
Esq., Aronson Mayefsky & Sloan LLP, New York, NY * Jenifer J. Foley,
Esq., Kasowitz Benson Torres & Friedman LLP, New York, NY
Thursday, October 11, 2012
Syracuse
Chair: Howard J. Woronov, Esq., Melvin & Melvin, PLLC,
Syracuse, NY
Panel: Howard J. Woronov, Esq., Melvin & Melvin, PLLC,
Syracuse, NY * William R. Bartholomae, Esq., Marris & Bartholomae,
PC, Syracuse, NY * Richard B. Alderman, Esq., Alderman & Alderman,
Syracuse, NY * Peter S. Grenis, Esq., Attorney at Law, Syracuse, NY *
Hon. Martha Walsh Hood, Acting Supreme Court Justice, Syracuse, NY *
Tamara M. Gilmore, Esq., Gilmore Law Offices PLLC, Camillus, NY
Monday, October 15, 2012
Westchester (Tarrytown)
Chair: Tamara A. Mitchel, Esq., Berman Bavero Frucco & Gouz
P.C., White Plains, NY
Panel: Robin D. Carton, Esq., Carton & Rosoff PC, White Plains,
NY * Timothy J. Brennan, Esq., Law of Office of Timothy J. Brennan,
White Plains, NY * Susan G. Yellen, Esq., Johnson & Cohen, LLP,
Pearl River, NY * Marianne Hoffman, Esq., Jones Morrison LLP, Scarsdale,
NY * Kenneth J. Novenstern, Esq., Novenstern Fabriani & Gaudio, LLP,
Mt Kisco, NY * Dolores Gebhardt, Esq., McCarthy Fingar LLP, White
Plains, NY
Tuesday, October 16, 2012
Albany Click
here to register for the Albany webcast
Chair: Jennifer Powers Rutkey, Esq., Gordon, Tepper &
DeCoursey, LLP, Glenville, NY
Panel: Jenifer M. Wharton, Esq., Gordon, Tepper & DeCoursey
LLP, Glenville, NY * Jennifer Powers Rutkey, Esq., Gordon, Tepper &
DeCoursey, LLP, Glenville, NY * James A. Montagnino, Esq., Court
Attorney/Referee / Law Clerk To Hon. Catherine Cholakis, Unified Court
System Rensselaer County Family Court, Troy, NY * Hon. Joseph M. Sise,
Supreme Court Justice, Supreme Court - Montgomery County - 4th Judicial
District, Fonda, NY * Hon. Kimberly A. O'Connor, Acting Supreme Court
Justice, Third District, Albany, NY * Michael P. Friedman, Esq.,
Friedman & Molinsek PC, Delmar, NY
Wednesday, October 17, 2012
Buffalo
Chair: Keith I. Kadish, Esq., Kadish & Fiordaliso, Buffalo,
NY
Panel: Kristin Langdon Arcuri, Esq., Watson, Bennett, Colligan
& Schechter, LLP, Buffalo, NY * Michael S. Simon, Esq., Attorney at
Law, West Seneca, NY * Deanne M. Tripi, Esq., Palmer Murphy & Tripi,
Buffalo, NY * Richard J. Friedman, Jr., Esq., Dennis C. Gaughan Esq.,
Hamburg, NY * Catherine E. Nagel, Esq., Nuchereno & Nagel, Buffalo,
NY * Keith I. Kadish, Esq., Kadish & Fiordaliso, Buffalo, NY
Long Island (Melville)
Chair: Rosalia Baiamonte, Esq., Gassman Baiamonte Betts PC, Garden
City, NY
Panel: Robert S. Grossman, Esq., Winter & Grossman, PLLC,
Garden City, NY * Hon. Stacy D. Bennett, Nassau County Supreme Court,
Westbury, NY * Michael C. Daab, Esq., Gassman Baiamonte Betts, PC,
Garden City, NY * Rosalia Baiamonte, Esq., Gassman Baiamonte Betts PC,
Garden City, NY * Robert M. Preston, Esq., Preston Stutman &
Partners, LLP, New York, NY * Jeffrey L. Catterson, Esq., Galasso,
Langione, Catterson & LoFrumento, LLP, Garden City, NY
PROGRAM LOCATIONS
(W) October 10, 2012
New York City
New York Hotel Pennsylvania
401 Seventh Avenue at 32nd/ 33rd Street
New York, NY 10001
(212) 736-5000
(Th) October 11, 2012
Syracuse
Sheraton Syracuse University Hotel
801 University Avenue
Syracuse, NY 13210-0801
(315) 475-3000
(M) October 15, 2012
Westchester (Tarrytown) Westchester Marriott
670 White Plains Road
Tarrytown, NY 10591
(914) 631-2200
(W) October 16,
2012
Albany Click
here to register for the Albany webcast
New York State Nurses Association
11 Cornell Road
Latham, NY 12110
(518) 782-9400
(Th) October 17, 2012
Buffalo
Holiday Inn Amherst
1881 Niagara Falls Blvd.
Amherst, NY 14228
(716) 691-8181
Long Island (Melville)
Melville Marriott
1350 Old Walt Whitman Road
Melville, NY 11747
(631) 423-1600
MCLE CREDITS
6.5 TOTAL CREDITS 3.0 professional practice;
2.0 skills; 1.5 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
7.5 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 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.
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.
Go back
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 16, 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.
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