Oct 2013
  • 01

    LIT Networking Event Bridging the Gap Section Mixer

    Lawyers in Transition - Bridging the Gap Section Mixer

    5:30 p.m. - 7:30 p.m.

    TIR, NA NOG
    5 Penn Plaza
    8th Ave at 33rd Street
    New York City

    Pre Registration is Not Required
    Cash Bar

    http://www.tirnanognyc.com/

  • 01-02

    Bridging the Gap-NYC Overflow Room

     

    PROGRAM LOCATION

    New York Hotel Pennsylvania
    401 Seventh Avenue (at 33rd)
    18th floor
    New York, NY
    212-736-5000

     

    NOTE: You cannot receive MCLE credit for this program if you attended the October 2012 program.

    Recent Graduates/Newly Admitted Attorneys (less than 24 months):

    Earn 16.0 New York MCLE Credits and satisfy your annual MCLE requirement by attending this two-day program!

    Video Conference Format IS approved for MCLE credit for newly admitted attorneys!

    Special rate* available - see details under Program Pricing!

    Experienced attorneys:

    Earn 16.0 New York MCLE Credits while you explore your interest in other areas of practice.

    Program faculty will speak from the New York City location and will be broadcast live to other locations in an interactive video conference format, allowing "real time" interaction between all locations.This program (including the video conference format) is approved for MCLE credit for newly admitted attorneys in all locations.

    Co-sponsored by the Young Lawyers Section and the Committee on Continuing Legal Education of the New York State Bar Association

    NYSBA Committee on Continuing Legal Education is an accredited provider in the States of New York, California, New Jersey and Pennsylvania.

    AGENDA

    TUESDAY, OCTOBER 1, 2013

    8:30-9:00   REGISTRATION

    9:00-10:15 (1.5 skills)
    1. BASIC CONCEPTS IN DRAFTING CONTRACTS
    Vincent R. Martorana, Esq. |Reed Smith LLP, New York, NY

    10:15-10:25    BREAK

    10:25-11:40 (1.5 professional practice)
    2. HOW TO HANDLE A DWI CASE IN NEW YORK STATE
    Thomas J. O'Hern, Esq. | Gerstenzang, O'Hern, Hickey, Sills & Gerstenzang, Albany, NY

    11:40-12:30 (1.0 professional practice)
    3. MATRIMONIAL ACTIONS
    Jenifer M. Wharton, Esq. | Gordon, Tepper & DeCoursey, LLP, Schenectady, NY

    12:30-1:30    LUNCH (on your own)

    1:30-2:45 (1.5 ethics)
    4. ETHICAL ISSUES: FEES, RETAINERS, ESCROW ACCOUNTS, ADVERTISING AND WEBSITES
    Deborah A. Scalise, Esq. | Scalise & Hamilton, LLP, Scarsdale, NY

    2:45-2:55    BREAK

    2:55-3:45 (1.0 professional practice)
    5. REAL ESTATE TRANSACTIONS
    Mindy H. Stern, Esq. | Schoeman Updike Kaufman Stern & Ascher LLP, New York, NY

    3:45-5:00 (1.5 skills)
    6. FUNDAMENTALS OF DEPOSITIONS
    W. Russell Corker, Esq. | Law Offices of W. Russell Corker, Huntington, NY

    5:00    ADJOURNMENT

    __________________________________________________

    WEDNESDAY, OCTOBER 2, 2013

    8:30-9:00    REGISTRATION

    9:00-10:15 (1.5 professional practice)
    7. AUTOMOBILE LITIGATION: NO-FAULT LAW & BODILY INJURY CLAIMS IN LIGHT OF SERIOUS INJURY THRESHOLD REQUIREMENTS
    Robert A. Glick, Esq. | Brand, Glick & Brand, PC, Garden City, NY

    10:15-10:25    BREAK

    10:25-11:40 (1.5 skills)
    8. ELDER LAW
    Ellyn S. Kravitz, Esq. | Abrams, Fensterman, Fensterman, Eisman, Formato, Ferrara & Einiger, LLP, New York, NY

    11:40-12:30 (1.0 professional practice)
    9. BECOMING CONVERSANT WITH PATENT AND TRADEMARK ISSUES
    George R. McGuire, Esq. | Bond, Schoeneck & King, PLLC, Syracuse, NY

    12:30-1:30    LUNCH (on your own)

    1:30-2:45 (1.5 skills)
    10. HEALTH LAW FUNDAMENTALS
    Alexander G. Bateman, Jr., Esq. | Ruskin Moscou & Faltischek PC, Uniondale, NY

    2:45-2:55    BREAK

    2:55-3:45 (1.0 professional practice)
    11. AN OVERVIEW ON JUDGMENT ENFORCEMENT

    Robert J. Ansell, Esq. | Silverman Acampora LLP, Jericho, NY

    3:45-5:00 (1.5 ethics)
    12. ETHICAL CONSIDERATIONS FOR BUSINESS AND TRANSACTIONAL LAWYERS
    Clifford R. Ennico, Esq. | Law Offices of Clifford R. Ennico, Fairfield, CT

    5:00    ADJOURNMENT

    MCLE CREDITS
    NEW YORK -- 16.0 Total Credits (7.0 Professional Practice, 6.0 Skills, 3.0 Ethics)

    NYSBA Committee on Continuing Legal Education is an accredited provider in the States of New York, California, New Jersey and Pennsylvania.

    IMPORTANT NOTICE: PARTIAL CREDIT FOR PROGRAM SEGMENTS NOT ALLOWED.
    Under theNew York State Continuing Legal Education BoardRegulations 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.

    This program has also been approved for MCLE credit by theState Bar of California and the Pennsylvania Continuing Legal Education Boardfor 10.5 credit hours of substantive law and 2.5 credit hours of ethics. All inquiries regarding MCLE credits may be directed to (518) 487-5606.

    This program has been approved by theBoard on Continuing Legal Education of the Supreme Court of New Jerseyfor 16.0 hours of total CLE credit. Of these, 3.0 qualify as hours of credit for ethics/professionalism, and 0.0 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 course includes 0.0 credit hours for theContinuing 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.

     

    ELECTRONIC COURSE MATERIALS (ECM)

    COURSE MATERIALS FOR NYSBA CLE PROGRAMS ARE NOW DISTRIBUTED ELECTRONICALLY!

    All program materials are 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.

    PROGRAM LOCATION

    Tuesday - Wednesday, October 1 - 2, 2013

    New York City |New York's Hotel Pennsylvania | 18th Floor, 401 Seventh Avenue (between 33rd and 32nd St.) New York, NY 10001 | (212) 736-5000

     

    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.

    PROGRAM PRICING

    NYSBA Member- $420 ($435 after September 21)

    Non-Member- $695 ($710 after September 21)

    Special Rate*- $295 ($310 after September 21 - to receive this special rate, you MUST):
    1) Be a recent grad or newly admitted attorneys (admitted October 2011 or later)
    2) Be a NYSBA member
    3) Register by phone (online registration is NOT available for the special rate). Call the State Bar Service Center at 800-582-2452 to register.

    Please Note:

    CLE seminar coupons and complimentary passes CANNOT be used for this program

    Registration fees for live programs increase ten days prior to the program date

    You cannot receive MCLE credit for this program if you attended the October 2012 program.

    THIS PROGRAM IS APPROVED FOR NEW YORK MCLE FOR ALL ATTORNEYS.

    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 get MCLE credit for a program segment (typically, a lecture or panel, of which there are usually several in a program) unless they are present for the entire segment.  Those who arrive late, depart early, or are absent for any portion of the segment WILL NOT receive credit for that program segment.

     

    Directions

    (Across from Penn Station/Madison Square Garden)Transportation: Metroplitan Transportation: Subways: A, C, E, B, D, F, Q, N, R, 1,2, 3 & 9Buses: M16, M34, M4, M10, M20 & Q32Pennsylvania Rail Road Station: Long Island Railroad, Amtrak & NJ Transit (all trains)

  • 09

    LIT Webcast Building Your Personal Brand

    9:00 a.m. - 11:00 a.m.

    Free Webcast and Live Program for NYSBA Members

    Building Your Personal Brand

    Free program and live webcast for NYSBA memberssponsored by the Committee on Lawyers in Transition.

    Panelists

    Marcia Nelson
    Practice Growth Manager, Anchin, Block & Anchin, LLP

    Ann Collier, MPP, JD
    Founder, Arudia

    Julia Bonem
    Career Change for Good

    The program is sponsored by the Committee on Lawyers in Transition as part of its Career Development Series. Register to attend this program in person or view the live webcast online.

    For questions about this event, contact Katherine Suchocki, Staff Liaison to the Committee on Lawyers in Transition at 518-487-5590 orksuchocki@nysba.org.

    For more information about the Commitee on Lawyers in Transition, visitwww.nysba.org/LIT.

    NYSBA Members:
    In Person - No Charge
    Webcast - No Charge

    Non Members:
    In Person - $25
    Webcast - No Charge

  • 10

    LIT Breakfast Networking Best Practices

     

     8:30 a.m. - 10:00 a.m.

    "Tips and Best Practices for Networking"

    Bar Association of Erie County
    438 Main Street, Sixth Floor
    Buffalo, New York 


    Free Breakfast Program Sponsored by the Committee on Lawyers in Transition and the Bar Association of Erie County


    Join your colleagues in Judicial District 8 for a free networking breakfast sponsored by the Committee on Lawyers in Transition.

     

    The breakfast program will start out with a discussion on networking best practices.

    Hosted by Vincent E. Doyle, III, Esq., Connors & Vilardo, LLP, Past President, New York State Bar Association

    Free to NYSBA Members and Non Members.

    Pre-registration required.

    For more information about this event, contact Kathy Suchocki, Staff Liaison to the Committee on Lawyers in Transition at 518-487-5590 or ksuchocki@nysba.org

    To learn more about the Committee on Lawyers in Transition visit www.nysba.org/LIT.

  • 17

    Women on the Move - 2013

    Racing Ahead of the Curve:

    Tech-Savvy Practice Pointers for Innovative Women Attorneys
    New York State Bar Association Great Hall
    1 Elk Street, Albany, New York 12207
    Thursday, October 17, 2013; 1:00 p.m. – 5:00 p.m.
    4.0 MCLE Credits: 2.5 Skills; 1 Law Practice Management; .05 Ethics
     
    Co-Sponsors
    NYSBA Committee on Women in the Law
    Committee on Continuing Legal Education
     
    Anna S. Park
    Zeichner Ellman & Krause LLP
    New York, NY
    Co-Chair, NYSBA Women in the Law
     
    Ellen G. Makofsky
    Raskin & Makofsky
    Garden City, NY
    Co-Chair, NYSBA Women in the Law
     
    NYSBA Section Co-Sponsors:
    Antitrust Law Section; Commercial and Federal Litigation Section;
    Intellectual Property Law Section; Membership Committee;
    Real Property Law Section; Senior Lawyers SectionYoung Lawyers Section;
     
    Co-Sponsoring Bar Associations:
    Asian American Bar Association of New York; Association of Black Women Attorneys, Inc.; Black Bar Association of Bronx County; Capital District Black and Hispanic Bar Association; Dominican Bar Association; Filipino American Lawyers Association of New York; Korean American Lawyers Association of Greater New York; Metropolitan Black Bar Association; Mid-Hudson Chapter, Women’s Bar Association; Orange-Sullivan Chapter, Women’s Bar Association; South Asian Bar Association of New York; Capital District Chapter, Women’s Bar Association; Greater Rochester Association for Women Attorneys; New York Women’s Bar Association
     

     

                                                                                                              
                                                                              
    Can't be There in Person?
    This Program is also Available Via a Simultaneous Webcast Option

     

    Program Description:

     
    As technology becomes more integrated into everyday life, it changes the speed of interaction as well as the myriad options for interaction. Understanding technology and its benefits is essential for any attorney who wishes to remain competitive. In this program, an experienced faculty will show you: i) how to keep abreast of new technological developments ii) how to use technology to increase efficiency; iii) how to avoid attorney advertising problems in social media; iv) how to communicate effectively given very limited time and v) how to communicate concisely in under 140 characters. An exclusive speed networking segment will give participants the opportunity to apply what they have learned.
     
    Honorable Cathryn M. Doyle, Surrogate, Surrogate Court, Albany, will be the Keynote Speaker. A networking reception will follow the program.
     
     Agenda
     
    12:30 p.m. - 1:00 p.m.    Registration
     
    1:00 p.m. - 1:20 p.m.     Keynote Speaker: Honorable Cathryn M. Doyle, Surrogate, Surrogate Court, Albany
     
    1:20 p.m. - 2:35 p.m.     Re-Imagining Your Practice: Examining the Ethical and Practical Aspects of Technology and the Law
     
    With the Internet and mobile technology advancing rapidly, it can be difficult to keep abreast of the latest that the digital world has to offer. Mastering the increasing forms of digital communication can be overwhelming and even frightening. Our program will introduce you to and familiarize you with various technologies that can help you manage your schedule, advertise your services, outsource effectively, network and more while avoiding ethical dilemmas and faux pas that could throw you off track.
     
     2:35 p.m. - 2:45 p.m. – Refreshment Break
     
    2:45 p.m. - 4:00 p.m.   Snapshot Communications: Creating a Lasting Impression
                                             in a Crowded, Fast-Paced World  
     
    In this world of tweets, podcasts and speed networking it has become more important than ever to convey information quickly and efficiently, and in a way that allows you to stand out in a crowded stream of data. Our panelists will teach you how to tailor your communication style so you can put your best foot forward in any abbreviated interaction.
     
    4:00 p.m. - 5:00 p.m.      Communication Practicum: Speed Networking:
     
    Having heard some tips and tricks for communicating in time constrained settings, put your new skills to use in our moderated speed networking session. The session will be followed immediately by a group debriefing to discuss what we learned when our skills were put to the test.
     
    5:00 p.m. - Networking Reception: Official Launch of
           NYSBA Women's Community Initiative
     
    Opening Address: Lillian M. Moy, Executive Director, Legal Aid Society of Northeastern New York,
     Inc.
     
     
    Faculty Members:
     
    Eve Birnbaum, Principal, Eve Birnbaum Associates
    Jodi Brockington, Founder, NIARA Consulting and Vice President of the Center of Philanthropy and
      Nonprofit Management at Merrill Lynch
    Sarah E. Gold, Principal, Gold Law Firm
    Professor Robert A. Heverly, Albany Law School of Union University
    Paramjit Mahli, Founder & CEO, Rainmakers Roundtable
    Mirna M. Santiago, Of Counsel, White, Fleischner & Fino LLP (White Plains, NY); host of The
     Opinion Talk Show 
     
    Who Should Attend:
    Both new and experienced attorneys will benefit from attending this program.
  • 18

    Protecting Your Practice - Risk Management Albany

    Friday, October 18, 2013

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

    4.0 MCLE Credits in Ethics

    View the Color Brochure

    Co-sponsored by the New York State Bar Association
    Law Practice Management Committee
    Committee on Continuing Legal Education
    Committee on Association Insurance Programs

    This CLE program is approved for all attorneys, including those newly admitted.

    Participants in this program will receive a 7.5% credit toward their CNA Lawyers' Professional Liability premium.
    Please note that the 7.5% credit is per attorney participating in the program regardless of status (open to full-time, part-time and moonlighting attorneys).


    Protecting Your Practice - Risk Management for Lawyers

    The New York State Bar Association is pleased to present Protecting Your Practice - Risk Management for Lawyers. Designed for all practicing attorneys regardless of their level of expertise, this program will offer practical tips to help improve your practice and lessen the possibility of a malpractice claim or grievance. The program includes an overview of the New York Rules of Professional Conduct, disciplinary rules, recent developments and cases of interest.

    Earn 4.0 MCLE Ethics credits while getting up-to-date tips from experienced practitioners and consultants.

    Program Topics

    - Competency in Area of Practice & Insurance Considerations
    - Recognizing and Handling Conflicts of Interest - Proper Client Intake
    - Effective Client Relations and Resolving Attorney-Client Disputes
    - Relations with Others, Including Partners and Non-Clients
    - Insurance Considerations, including the Appropriate Coverage and the Importance of Proper and Timely Notice

    Reasons to Attend

    - Earn 4.0 Ethics credits
    - Learn about standardization of engagement, non-engagement and disengagement letters
    - Learn about malpractice insurance considerations and purchasing the appropriate coverage
    - Learn about dangers in office sharing and implied partnerships
    - Includes a segment on conflicts of interest


    Agenda

    8:30 a.m. Registration

    9:00 a.m. - 9:10 a.m. Welcome and Introduction

    9:10 a.m. - 10:00 a.m. I. Competency in Area of Practice & Insurance Considerations

    - Mandatory continuing legal education
    - Referrals and associations with attorneys proficient in area of representation
    - Dangers in office sharing and implied partnerships
    - Graphs/Charts - problematic areas of practice
    - Develop a docket control procedure for appointments and reminders
    - File retention
    - Purchasing the appropriate coverage
    - The insurance application
    - Claims made coverage
    - Coverage for prior acts
    - The importance of proper and timely notice
    - Extended reporting periods/retirement

    (1.0 ethics credit)

    10:00 a.m. - 10:10 a.m. Refreshment Break

    10:10 a.m. - 11:00 a.m. II. Recognizing and Handling Conflicts of Interest - Proper New Matter/Client Intake

    - Maintenance of conflict procedures
    - Lateral hires
    - Identifying the client
    - Conflicts between attorney and client
    - Simultaneous representation of clients with adverse interests
    - Transactions between lawyer and client
    - Conflict between present and former client
    - Representing business organizations

    (1.0 ethics credit)

    11:00 a.m. - 11:10 a.m. Refreshment Break

    11:10 a.m. - 12:00 p.m. III. Effective Client Relations and Resolving Attorney-Client Disputes

    - Choosing the client carefully
    - Client's expectations
    - Informative and truthful communications
    - Statement of Client's Rights and Responsibilities
    - Importance of the clear, unambiguous written letter of engagement
    - Standardization of engagement, non-engagement & disengagement letters
    - Informed consent
    - Preserving the secrets and confidences of a client
    - Limiting liability to a client
    - How to avoid suits for fees - Fee Arbitration Rules
    - Escrow requirements
    - Importance of documenting a file
    - Resolving attorney-client disputes - Mediation of Attorney-Client Disputes
    - E-mail
    - Proper withdrawal from employment

    (1.0 ethics credit)

    12:00 p.m. - 12:50 p.m. IV. Relations with Others including Partners and Non-Clients

    - Integrity in dealing with non-clients - Standards of Civility
    - Intra-firm relationships
    - Dealing with partners
    - Supervisory responsibilities of law firms and attorneys
    - Scope of supervisory responsibility of lawyers
    - Ethical issues facing newly admitted attorneys
    - Stress management and Lawyers' Assistance Programs
    - The “innocent” partner
    - Lawyer advertising and marketing

    (1.0 ethics credit)

    12:50 p.m. - 1:00 p.m. Question and Answer Session

    1:00 p.m. Adjournment


    Overall Planning Chair:
    Marian C. Rice, Esq.
    , L'Abbate Balkan Colavita & Contini, LLP, Garden City, NY

    Local Chairs:
    Albany: Scott W. Bush, Esq., Corrigan, McCoy & Bush, PLLC, Rensselaer, NY

    Speakers:
    Scott W. Bush, Esq., Corrigan, McCoy & Bush, PLLC, Rennselaer, NY
    Paul G. Ferrara, Esq., Costello, Cooney & Fearon, PLLC, Syracuse, NY
    William T. McCaffery, Esq., L'abbate, Balkan, Colavita & Contini, LLP, Long Island, NY


    Special Thanks to our Sponsor:

    USI Logo

    NYSBA members can take advantage of comprehensive, competitive insurance programs available through the Association's exclusive insurance administrator, USI Affinity. USI Affinity offers a broad spectrum of insurance products for NYSBA members, their firms, and their employees - ranging from Individual Life, Disability, Auto & Home to Lawyers' Professional Liability to group Medical & Prescription Drug, and more.

    For more information about joining the New York State Bar Association, visit www.nysba.org/Membership.

    For questions about this event, contact Katherine Suchocki, LPM Director at 518-487-5590 or ksuchocki@nysba.org.

    For more information about the Law Practice Management Committee, visit www.nysba.org/LPM.Type in Text here and Click on Source button to get HTML Source Code.

    Protecting Your Practice - Risk Management NYC

    Friday, October 18, 2013

    The New Yorker Hotel
    481 Eighth Avenue @ 34th Street
    New York, NY 10001
    (212) 244-0719

    4.0 MCLE Credits in Ethics

    View the Color Brochure

    Co-sponsored by the New York State Bar Association
    Law Practice Management Committee
    Committee on Continuing Legal Education
    Committee on Association Insurance Programs

    This CLE program is approved for all attorneys, including those newly admitted.

    Participants in this program will receive a 7.5% credit toward their CNA Lawyers' Professional Liability premium.
    Please note that the 7.5% credit is per attorney participating in the program regardless of status (open to full-time, part-time and moonlighting attorneys).


    Protecting Your Practice - Risk Management for Lawyers

    The New York State Bar Association is pleased to present Protecting Your Practice - Risk Management for Lawyers. Designed for all practicing attorneys regardless of their level of expertise, this program will offer practical tips to help improve your practice and lessen the possibility of a malpractice claim or grievance. The program includes an overview of the New York Rules of Professional Conduct, disciplinary rules, recent developments and cases of interest.

    Earn 4.0 MCLE Ethics credits while getting up-to-date tips from experienced practitioners and consultants.

    Program Topics

    - Competency in Area of Practice & Insurance Considerations
    - Recognizing and Handling Conflicts of Interest - Proper Client Intake
    - Effective Client Relations and Resolving Attorney-Client Disputes
    - Relations with Others, Including Partners and Non-Clients
    - Insurance Considerations, including the Appropriate Coverage and the Importance of Proper and Timely Notice

    Reasons to Attend

    - Earn 4.0 Ethics credits
    - Learn about standardization of engagement, non-engagement and disengagement letters
    - Learn about malpractice insurance considerations and purchasing the appropriate coverage
    - Learn about dangers in office sharing and implied partnerships
    - Includes a segment on conflicts of interest


    Agenda

    8:30 a.m. Registration

    9:00 a.m. - 9:10 a.m. Welcome and Introduction

    9:10 a.m. - 10:00 a.m. I. Competency in Area of Practice & Insurance Considerations

    - Mandatory continuing legal education
    - Referrals and associations with attorneys proficient in area of representation
    - Dangers in office sharing and implied partnerships
    - Graphs/Charts - problematic areas of practice
    - Develop a docket control procedure for appointments and reminders
    - File retention
    - Purchasing the appropriate coverage
    - The insurance application
    - Claims made coverage
    - Coverage for prior acts
    - The importance of proper and timely notice
    - Extended reporting periods/retirement

    (1.0 ethics credit)

    10:00 a.m. - 10:10 a.m. Refreshment Break

    10:10 a.m. - 11:00 a.m. II. Recognizing and Handling Conflicts of Interest - Proper New Matter/Client Intake

    - Maintenance of conflict procedures
    - Lateral hires
    - Identifying the client
    - Conflicts between attorney and client
    - Simultaneous representation of clients with adverse interests
    - Transactions between lawyer and client
    - Conflict between present and former client
    - Representing business organizations

    (1.0 ethics credit)

    11:00 a.m. - 11:10 a.m. Refreshment Break

    11:10 a.m. - 12:00 p.m. III. Effective Client Relations and Resolving Attorney-Client Disputes

    - Choosing the client carefully
    - Client's expectations
    - Informative and truthful communications
    - Statement of Client's Rights and Responsibilities
    - Importance of the clear, unambiguous written letter of engagement
    - Standardization of engagement, non-engagement & disengagement letters
    - Informed consent
    - Preserving the secrets and confidences of a client
    - Limiting liability to a client
    - How to avoid suits for fees - Fee Arbitration Rules
    - Escrow requirements
    - Importance of documenting a file
    - Resolving attorney-client disputes - Mediation of Attorney-Client Disputes
    - E-mail
    - Proper withdrawal from employment

    (1.0 ethics credit)

    12:00 p.m. - 12:50 p.m. IV. Relations with Others including Partners and Non-Clients

    - Integrity in dealing with non-clients - Standards of Civility
    - Intra-firm relationships
    - Dealing with partners
    - Supervisory responsibilities of law firms and attorneys
    - Scope of supervisory responsibility of lawyers
    - Ethical issues facing newly admitted attorneys
    - Stress management and Lawyers' Assistance Programs
    - The "innocent" partner
    - Lawyer advertising and marketing

    (1.0 ethics credit)

    12:50 p.m. - 1:00 p.m. Question and Answer Session

    1:00 p.m. Adjournment


    Overall Planning Chair:
    Marian C. Rice, Esq.
    , L'Abbate Balkan Colavita & Contini, LLP, Garden City, NY

    Local Chair:
    NYC: Mark K. Anesh, Esq., Lewis Brisbois Bisgaard & Smith LLP, New York, NY

    Speakers:
    A. Michael Furman, Esq., Furman Kornfeld & Brennan, LLP, New York, NY
    Mark E. Housman, Esq., Housman & Associates PC, Tarrytown, NY
    Marian C. Rice, Esq.L'Abbate Balkan Colavita & Contini, LLP


    Special Thanks to our Sponsor:

    USI Logo

    NYSBA members can take advantage of comprehensive, competitive insurance programs available through the Association's exclusive insurance administrator, USI Affinity. USI Affinity offers a broad spectrum of insurance products for NYSBA members, their firms, and their employees - ranging from Individual Life, Disability, Auto & Home to Lawyers' Professional Liability to group Medical & Prescription Drug, and more.

    For more information about joining the New York State Bar Association, visit www.nysba.org/Membership

    For questions about this event, contact Katherine Suchocki, LPM Director at 518-487-5590 or ksuchocki@nysba.org.

    For more information about the Law Practice Management Committee, visit www.nysba.org/LPM.

  • 21

    P/S-Basic Matrimonial Practice (NYC)

    Webcast Image
    Can't Attend in Person?
    TheNew York Cityprogram offers a simultaneous live webcast option allowing you to "attend" the program from the convenience of your office.
    Note:Newly admitted attorneys (less than 24 months) must attend the programin personto receive New York MCLE credit.

    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).
    NYSBA Committee on Continuing Legal Education is an accredited provider in the States of New York, California, New Jersey and Pennsylvania.

    CO-SPONSORS

    • Family Law Section
    • Committee on Continuing Legal Education

    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.

    WHY YOU SHOULD ATTEND

    • Learn about basic matrimonial actions and agreements
    • Discussions on ethical concerns between you and your client
    • Discussions on Practice management issues
    • Learn about the process of discovery
    • Learn about filing motions and pre-trial interventions
    • Discussions on the Child Support Standards Act (CSSA)

    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 mostimportant?
    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

    IMPORTANT NOTICE: PARTIAL CREDIT FOR PROGRAM SEGMENTS NOT ALLOWED.
    Under theNew York State Continuing Legal Education BoardRegulations 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.

    PROGRAM FACULTY

    Monday, October 21, 2013 | New York City | Concierge Conference Center, 780 Third Avenue, New York, NY 10017

    Overall Planning Co-Chairs (in alphabetical order)

    • Joan Casilio Adams, Esq., J. Adams & Associates, PLLC, Williamsville, NY
    • Rosalia Baiamonte, Esq., Gassman Baiamonte Betts PC, Garden City, NY
    • Henry S. Berman, Esq., Berman Frucco Gouz Mitchel & Schub PC, White Plains, NY
    • Martin T. Johnson, Esq., Johnson & Cohen, LLP, Pearl River, NY
    • Peter R. Stambleck, Esq., Aronson Mayefsky & Sloan LLP, New York, NY
    • Bruce J. Wagner, Esq., McNamee, Lochner, Titus & Williams, P.C., Albany, NY

    Local Panel (listed in order of appearance)

    Chair:

    • Peter R. Stambleck, Esq., Aronson Mayefsky & Sloan LLP, New York, NY

    Panel:

    • Sharon T. Hoskins, Esq., Hoskins, LLP, New York, NY
    • Margaret M. Donohoe, Esq., Donohoe Talbert LLP, New York, NY
    • Peter R. Stambleck, Esq., Aronson Mayefsky & Sloan LLP, New York, NY
    • Alan R. Feigenbaum, Esq., Kasowitz Benson Torres & Friedman LLP, New York, NY
    • Sherri Sharma, Esq., Aronson Mayefsky & Sloan LLP, New York, NY
    • Arthur D. Ettinger, Esq., Rottenstreich & Ettinger LLP, New York, NY

    ECM ImageELECTRONIC COURSE MATERIALS (ECM)

    COURSE MATERIALS FOR NYSBA CLE PROGRAMS ARE NOW DISTRIBUTED ELECTRONICALLY!Click here for more information!

    Directions

    Between 48th and 49th Street Using Public Transit: Take the 4, 5, 6, S Subway to Grand Central Station Walk one block East to Third Ave, continue North on Third Ave to 48th Street Take the E, V Subway to Lexington Ave/53rd Street. Walk one block East to Third Ave, continue South to 49th Street

  • 23

    LIT Breakfast Step One: Developing a Business Plan

    8:30 a.m. - 10:00 a.m.

    Step One: Developinga Business Plan

    Free breakfast program sponsored by the Committee on Lawyers in Transition

    Featuring

    Peter A. Giuliani and Adam Jachimowski, Esq.

    All sole practitioners need to have a solid business plan to help with marketing, attracting talent and keeping your practice on a sound fiscal footing. Panelistswill cover the essential elements that should go into your business plan and will discuss how to stay on top of executing your plan every day.

    Free to NYSBA Members and Non Members

    Pre-registration required.

    For more information about this event, contact Katherine Suchocki, Staff Liaison to the Committee on Lawyers in Transition at 518-487-5590 orksuchocki@nysba.org.

    To learn more about the Committee on Lawyers in Transition visitwww.nysba.org/LIT.

  • 25

    Veterans Benefits: Practice & Procedure At the VA & Beyond

    Friday, October 25, 2013

    - Location -
    Concierge Conference Center
    780 Third Avenue (at 48th Street)
    New York, NY 10017
    (212) 735-0072

    Co-Sponsors:

    NYSBA Committee on Veterans (COVA)
    NYSBA Elder Law Section, Veterans Committee
    NYSBA Committee on Continuing Legal Education

     

    Can't be There in Person? This Program is also Available Via a Simultaneous Webcast Option
    Newly admitted attorneys (less than twenty-four months) must attend the program
    in personto receive New York MCLE credit

    3.0 MCLE Credits (3.0 Professional Practice)

    Note:This CLE program qualifies for VA accreditation. To qualify you must complete and submit an application. For information visithttp://www.va.gov/ogc/accred_faqs.asp

    Description

    This program is geared towards attorneys at all levels of experience and backgrounds who are interested in representing veterans in their claims and appeals for veterans benefits. Both VA accredited attorneys and attorneys who are not yet accredited to practice at the VA, but are interested in becoming accredited or learning more about Veterans Law, are encouraged to attend. This CLE also complies with the CLE requirements set forth under 38 C.F.R. § 14.629 for VA accredited attorneys.

    In addition to learning about the many kinds of benefits available to Veterans and key aspects of Veterans Law, attendees will benefit by learning how to navigate the VA process, how and when to file an appeal, how to meet the requisite evidentiary standards for the specific benefit, how procedure may be changing or may have recently changed, and how this affects the practice.

    Faculty:
    Nancy Y. Morgan
    , Partner, Finkelstein & Partners, LLP
    Felicia Pasculli, Principal, The Elder Law & Special Needs Practice of Felicia Pasculli

    Agenda:

    8:30 - 9:00 a.m.Registration

    9:00 - 10:00 a.m.Representation Before the VA

    • VA Claims Procedures
    • Basic Eligibility for VA Benefits
    • The Right to Appeal
      • Regional Office
      • DRO Process
      • Board of Veterans Appeals
      • Court of Appeals for Veterans Claims
      • Federal Circuit

    10:00 -10:50 a.m. Types of Benefits

    • Disability Compensation Benefits(38 U.S.C. Chapter 11)
    • Dependency and Indemnity Compensation Benefits (38 U.S.C. Chapter 13)
    • Pension Benefits (38 U.S.C. Chapter 15)

    10:50 - 11:05 a.m. Refreshment Break

    11:05 a.m. - 12:00 p.m. Hot Topics in Veterans Law:
    Current Trends in Veterans Practice andSpecialized Areas of Practice

    12:00 p.m. Adjourn

    Protecting Your Practice Risk Management Westchester

    Friday, October 25, 2013

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

    4.0 MCLE Credits in Ethics

    Co-sponsored by the New York State Bar Association
    Law Practice Management Committee
    Committee on Continuing Legal Education
    Committee on Association Insurance Programs

    This CLE program is approved for all attorneys, including those newly admitted.

    Participants in this program will receive a 7.5% credit toward their CNA Lawyers' Professional Liability premium.
    Please note that the 7.5% credit is per attorney participating in the program regardless of status (open to full-time, part-time and moonlighting attorneys).


     

    Protecting Your Practice - Risk Management for Lawyers

    The New York State Bar Association is pleased to present Protecting Your Practice - Risk Management for Lawyers. Designed for all practicing attorneys regardless of their level of expertise, this program will offer practical tips to help improve your practice and lessen the possibility of a malpractice claim or grievance. The program includes an overview of the New York Rules of Professional Conduct, disciplinary rules, recent developments and cases of interest.

    Earn 4.0 MCLE Ethics credits while getting up-to-date tips from experienced practitioners and consultants.

    Program Topics

    - Competency in Area of Practice & Insurance Considerations
    - Recognizing and Handling Conflicts of Interest - Proper Client Intake
    - Effective Client Relations and Resolving Attorney-Client Disputes
    - Relations with Others, Including Partners and Non-Clients
    - Insurance Considerations, including the Appropriate Coverage and the Importance of Proper and Timely Notice

    Reasons to Attend

    - Earn 4.0 Ethics credits
    - Learn about standardization of engagement, non-engagement and disengagement letters
    - Learn about malpractice insurance considerations and purchasing the appropriate coverage
    - Learn about dangers in office sharing and implied partnerships
    - Includes a segment on conflicts of interest


     

    Agenda

    8:30 a.m. Registration

    9:00 a.m. - 9:10 a.m. Welcome and Introduction

    9:10 a.m. - 10:00 a.m. I. Competency in Area of Practice & Insurance Considerations

    - Mandatory continuing legal education
    - Referrals and associations with attorneys proficient in area of representation
    - Dangers in office sharing and implied partnerships
    - Graphs/Charts - problematic areas of practice
    - Develop a docket control procedure for appointments and reminders
    - File retention
    - Purchasing the appropriate coverage
    - The insurance application
    - Claims made coverage
    - Coverage for prior acts
    - The importance of proper and timely notice
    - Extended reporting periods/retirement

    (1.0 ethics credit)

    10:00 a.m. - 10:10 a.m. Refreshment Break

    10:10 a.m. - 11:00 a.m. II. Recognizing and Handling Conflicts of Interest - Proper New Matter/Client Intake

    - Maintenance of conflict procedures
    - Lateral hires
    - Identifying the client
    - Conflicts between attorney and client
    - Simultaneous representation of clients with adverse interests
    - Transactions between lawyer and client
    - Conflict between present and former client
    - Representing business organizations

    (1.0 ethics credit)

    11:00 a.m. - 11:10 a.m. Refreshment Break

    11:10 a.m. - 12:00 p.m. III. Effective Client Relations and Resolving Attorney-Client Disputes

    - Choosing the client carefully
    - Client's expectations
    - Informative and truthful communications
    - Statement of Client's Rights and Responsibilities
    - Importance of the clear, unambiguous written letter of engagement
    - Standardization of engagement, non-engagement & disengagement letters
    - Informed consent
    - Preserving the secrets and confidences of a client
    - Limiting liability to a client
    - How to avoid suits for fees - Fee Arbitration Rules
    - Escrow requirements
    - Importance of documenting a file
    - Resolving attorney-client disputes - Mediation of Attorney-Client Disputes
    - E-mail
    - Proper withdrawal from employment

    (1.0 ethics credit)

    12:00 p.m. - 12:50 p.m. IV. Relations with Others including Partners and Non-Clients

    - Integrity in dealing with non-clients - Standards of Civility
    - Intra-firm relationships
    - Dealing with partners
    - Supervisory responsibilities of law firms and attorneys
    - Scope of supervisory responsibility of lawyers
    - Ethical issues facing newly admitted attorneys
    - Stress management and Lawyers' Assistance Programs
    - The "innocent" partner
    - Lawyer advertising and marketing

    (1.0 ethics credit)

    12:50 p.m. - 1:00 p.m. Question and Answer Session

    1:00 p.m. Adjournment


     

    Overall Planning Chair:
    Marian C. Rice, Esq.
    , L'Abbate Balkan Colavita & Contini, LLP, Garden City, NY

    Local Chair:
    Westchester: Mark E. Housman, Esq., Housman & Associates PC, Tarrytown, New York

    Speakers:
    Marian C. Rice, Esq.
    L'Abbate Balkan Colavita & Contini, LLP, Garden City, NY
    Jeffrey G. Steinberg, Esq.Steinberg & Cavaliere, LLP, White Plains, NY


     

    Special Thanks to our Sponsor:

    USI AFFINITY

    NYSBA members can take advantage of comprehensive, competitive insurance programs available through the Association's exclusive insurance administrator, USI Affinity. USI Affinity offers a broad spectrum of insurance products for NYSBA members, their firms, and their employees - ranging from Individual Life, Disability, Auto & Home to Lawyers' Professional Liability to group Medical & Prescription Drug, and more.

    For more information about joining the New York State Bar Association, visit www.nysba.org/Membership.

    For questions about this event, contact Katherine Suchocki, LPM Director at 518-487-5590 or ksuchocki@nysba.org.

    For more information about the Law Practice Management Committee, visit www.nysba.org/LPM.

  • 31

    11 Steps To Superior Legal Writing W/William Bernhardt (ALB)

    Thursday, October 31, 2013

    - Location -
    New York State Bar Association
    One Elk Street
    Albany, NY 12207

    7.0 MCLE Credits: 6 Skills; 1 Ethics

    Sponsor
    NYSBA Committee on Continuing Legal Education

    Description:

    Former litigator and prolific author William Bernhardt comes to NYSBA this Fall to share writing and editing techniques designed to maximize your legal writing skills. Bernhardt focuses on helping lawyers develop skills and strategies for communicating in a rapidly changing legal environment, with a special emphasis on the abilities needed to frame your case, present it persuasively and win. Reserve your seat now to avoid disappointment!

    About William Bernhardt:

    William Bernhardt spent ten years as a litigator and partner at one of Oklahoma's most prominent law firms. After his books consistently hit the New York Times-bestseller list, he left the law to write and teach writing full-time. Bernhardt also holds a Master's Degree in English Literature, giving him a unique resume-the only legal writing instructor in the nation who has had academic acclaim, a successful, award-winning law practice, and numerous New York Times-bestselling novels

    Who Should Attend: Both new and experienced attorneys will benefit from attending this program.

    Agenda

    8:30 - 9:00 a.m. Registration

    9:00 - 9:50 a.m. Introduction

    -Legal Writing Can Be As Good As You Make It
    -Why is Most Legal Writing So Poor?
    -What Can We Do About It?

    9:50 - 10:40 a.m. Eleven Steps to Superior Legal Writing: Part I

    -Tools for Maximizing Clarity and Precision
    -The Power of Simplicity
    -Eliminating the Unnecessary and the Unhelpful
    -Avoiding Ambiguity

    10:40 - 10:55 a.m. Refreshment Break

    10:55 - 11:45 a.m. Eleven Steps to Superior Legal Writing: Part II

    -Putting Fire Into Your Arguments
    -How to Find the Right Word
    -Eliminating Legalese
    -Using Quotations Wisely

    11:45 a.m. - 12:35 p.m. Eleven Steps to Superior Legal Writing: Part III

    -Every Word Matters
    -Making Your Writing Memorable
    ---Other Considerations

    12:35 - 1:35 p.m. Lunch (On Your Own)

    1:35 - 2:25 p.m. The Writing Process

    -Writing is a Process
    -How to Produce the Highest Quality Efficiently

    2:25 - 3:15 p.m. Ethical Considerations in Legal Writing

    -Writing Ethically
    -Avoiding Invective and Personal Attacks
    -Conceding When You Should
    -Quoting Ethically
    -Your Client is Not Your Excuse

    3:15 - 3:30 p.m. Refreshment Break

    3:30 - 4:20 p.m. Pulling It All Together

    4:20 p.m. Adjourn

Nov 2013
  • 01

    11 Steps To Superior Legal Writing W/William Bernhardt (NYC)

    Friday, November 1, 2013

    - Location -
    Concierge Conference Center
    780 Third Avenue
    New York, NY 10017

    7.0 MCLE Credits: 6 Skills; 1 Ethics

    Sponsor
    NYSBA Committee on Continuing Legal Education

    Image

    Can't be There in Person? This Program is also Available
    Via a Simultaneous Webcast Option


    Note:Newly admitted attorneys (less than twenty-four months) must attend the programin personto receive New York MCLE credit.

    Description
    Former litigator and prolific author William Bernhardt comes to NYSBA this Fall to share writing and editing techniques designed to maximize your legal writing skills. Bernhardt focuses on helping lawyers develop skills and strategies for communicatingin a rapidly changing legal environment, with a special emphasis on the abilities needed to frame your case, present it persuasively and win. Reserve your seat now to avoid disappointment!

    About William Bernhardt:

    William Bernhardt spent ten years as a litigator and partner at one of Oklahoma's most prominent law firms. After his books consistently hit the New York Times-bestseller list, he left the law to write and teach writing full-time. Bernhardt also holds a Master's Degree in English Literature, giving him a unique resume-the only legal writing instructor in the nation who has had academic acclaim, a successful, award-winning law practice, and numerous New York Times-bestselling novels

    Who Should Attend:
    Both new and experienced attorneys will benefit from attending this program.

    Agenda

    8:30 - 9:00 a.m.Registration

    9:00 - 9:50 a.m.Introduction

    -Legal Writing Can Be As Good As You Make It
    -Why is Most Legal Writing So Poor?
    -What Can We Do About It?|

    9:50 - 10:40 a.m. Eleven Steps to Superior Legal Writing: Part I

    -Tools for Maximizing Clarity and Precision -The Power of Simplicity
    -Eliminating the Unnecessary and the Unhelpful
    -Avoiding Ambiguity

    10:40 - 10:55 a.m. Refreshment Break

    10:55 - 11:45 a.m. Eleven Steps to Superior Legal Writing: Part II

    -Putting Fire Into Your Arguments
    -How to Find the Right Word
    -Eliminating Legalese
    -Using Quotations Wisely

    11:45 a.m. - 12:35 p.m.Eleven Steps to Superior Legal Writing: Part III

    -Every Word Matters
    -Making Your Writing Memorable
    ---Other Considerations

    12:35 - 1:35 p.m. Lunch (On Your Own)

    1:35 - 2:25 p.m.The Writing Process

    -Writing is a Process
    -How to Produce the Highest Quality Efficiently

    2:25 - 3:15 p.m. Ethical Considerations in Legal Writing

    -Writing Ethically
    -Avoiding Invective and Personal Attacks
    -Conceding When You Should
    -Quoting Ethically
    -Your Client is Not Your Excuse

    3:15 - 3:30 p.m.Refreshment Break

    3:30 - 4:20 p.m. Pulling It All Together

    4:20 p.m. Adjourn

  • 06

    Special Education Law Update 2013 (LI)

    7.5 MCLE Credits: 4.5 hrs. in Areas of Professional Practice and 3.0 hrs. in Skills

    Description

    Issues involving Special Education and related services are impacting a growing number of families and their attorneys. This timely program, featuring well recognized practitioners in Special Education Law, will present valuable information and practical pointers across a broad spectrum of topics, including:

    • Governing statutes & seminal case law
    • Obligations of School Districts:
      • Developing appropriate IEP
      • Mental Health issues and Child find
    • Procedural & Substantive evaluation of a case for FAPE Deprivation
    • Effective litigation strategies
    • Hot topics & recent case law developments
    • Life planning

    Agenda

    8:30 a.m. - 9:00 a.m. Registration

    9:00 a.m. - 9:05 a.m. Welcome and Introductions

    9:05 a.m. - 9:30 a.m. Overview of Governing Statutes & Seminal Case Law

    9:30 a.m. - 10:20 a.m. Obligations of School Districts in Developing an Appropriate IEP

    10:20 a.m. - 10:45 a.m. Hot Topics & Recent Case Law Developments in the 2nd Circuit

    10:45 a.m. - 10:55 a.m. Coffee Break

    10:55 a.m. - 11:45 a.m. Effective Litigation Strategies

    11:45 p.m. - 12:35 p.m. Evaluating a Case for FAPE Deprivation: Procedurally & Substantively

    12:35 p.m. - 1:35 p.m. Lunch (on your own)

    1:35 p.m. - 2:25 p.m. Preparing a Case for Appeal

    2:25 p.m. - 2:50 p.m. Fee Shifting under the IDEA - Analysis of Fee Awards

    2:50 p.m. - 3:00 p.m. Refreshment Break

    3:00 p.m. - 3:50 p.m. Life Planning for Families of Students with Disabilities
    (Including Use of SNTs in Negotiating Settlements with School Districts)

    3:50 p.m. - 4:40 p.m. Mental Health Issues and Obligations of School Districts under Child Find

    Overall Planning Chairs:
    Adrienne J. Arkontaky, Esq.
    , The Cuddy Law Firm, White Plains, NY
    Tracey Spencer Walsh, Esq., Mayerson & Associates, New York, NY

    Long Island Planning Chair:
    Stephanie M. Roebuck, Esq.
    , Keane & Beane, PC, White Plains, NY

    Speakers:
    Carol A. Melnick, Esq.
    , Jaspan Schlesinger LLP, Garden City,NY
    Robert H. Cohen, Esq., Lamb & Barnosky LLP, Melville, NY
    Howard M. Miller, Esq., Bond, Schoeneck & King, PLLC, Garden City, NY
    Jesse Cole Cutler, Esq., The Law Office of Regina Skyer & Associates LLP, New York, NY
    Randi M. Rothberg, Esq., Thivierge & Rothberg, P.C. Attorneys at Law, New York, NY
    Randy Glasser, Esq., Guercio & Guercio, Farmingdale, NY
    Alexander Hardie Artz, Esq., Legal Services NYC, Bronx, NY
    Bernard A. Krooks, Esq., Littman Krooks LLP, White Plains, NY
    Neal H. Rosenberg, Esq., New York, NY
    Michele G. Kule-Korgood, Esq., The Law Office of Michele Kule-Korgood, Forest Hills, NY
    Thomas Scapoli, Esq., Ingerman Smith, LLP, Harrison, NY
    Joan L. Robert, Esq., Kassoff, Robert & Lerner Law, Rockville Center, NY

    ECM_LogoELECTRONIC COURSE MATERIALS (ECM)

    COURSE MATERIALS FOR NYSBA CLE PROGRAMS ARE NOW DISTRIBUTED ELECTRONICALLY!

    All program materials are 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 Eastern Long Island: Take the Long Island Expressway (495) West to Exit 49 North (Route 110 Huntington). Stay on the Service Road and after the second light, the hotel is on the right hand side. From Western Long Island: Take the Long Island Expressway (495) East to Exit 49 South (Route 110 Huntington). Make a left at the first light into Old Walt Whitman Road. Stay on Walt Whitman Road and the hotel will be on the right side. From the Northern State Parkway: Take the Northern State Parkway to Exit 40 South (Route 110 South). Continue to the westbound Service Road of the Long Island Expressway (495) West. Make a left onto the Service Road and the hotel will be on your right hand side. From the Southern State Parkway: Take the Southern State Parkway to Exit 32 North (Route 110 Huntington) to the Service Road of the Long Island Expressway (495) West. Make a left onto the Service Road and the hotel will be on your right hand side. From MacArthur (Islip) Airport: Take Veterans Memorial Highway (Junction 454) Northbound to the Long Island Expressway (495) West to Exit 49 North (Route 110 Huntington) Continue on the Service Road and the hotel is just past the second light on the right hand side. From LaGuardia Airport: Take the Grand Central Parkway Eastbound to the Northern State Parkway East to Exit 40 South (Route 110 South) Continue to the Westbound Service Road of the Long Island Expressway (495). Make a right at the light onto the Service Road and the hotel is on the right hand side. From JFK Airport: Take the JFK Expressway East to the Belt Parkway East and follow the signs to the Southern State Parkway East. Take the Southern State Parkway to Exit 32 North (Route 110 Huntington). Make a left onto the Westbound Service Road of the Long Island Expressway (495) and the hotel will be on your right hand side. From Newark International Airport: Take the New Jersey Turnpike North (Route 95) to Exit 13. To the Verrazanno Bridge. From the bridge take the Belt Parkway East to the Cross Island Parkway North to the Long Island Expressway East to Exit 49 South (Route 110 Huntington). Make a left at the first light, onto Walt Whitman Road and the hotel will be on your right hand side. From the Verrazanno Bridge, Staten Island, New Jersey and Brooklyn: Belt Parkway East to the Cross Island Parkway North to the Long Island Expressway (495) to Exit 49 South (Route 110 Huntington). Make a left at the first light onto Walt Whitman Road and the hotel will be on your right hand side. From Throgs Neck Bridge, Whitestone Bridge, Upstate NY and New England: Cross Island Parkway South to the Long Island Expressway (495) East to Exit 49 South (Route 110 Huntington). Make a left at the first light onto Walt Whitman Road and the hotel will be on the right hand side.

  • 07-08

    11th Annual Sophisticated Trusts & Estates Institute

    Thursday, November 7, 2013 through Friday, November 8, 2013

    - Location -
    New York Marriott Marquis
    1535 Broadway
    Between 45th and 46th Streets
    New York, NY 10036
    (212) 398-1900

    15.0 MCLE Credits: 13.0 Professional Practice; 2 Ethics

    Co-Sponsors:
    NYSBA Trusts and Estates Law Section
    New York Bankers Association
    New York State Society of CPAs
    NYSBA Committee on Continuing Legal Education

    Description:
    In its 11th year, this well regarded 2-day annual Institute presents a national faculty comprised of prominent trusts and estates practitioners
    covering the latest developments in the field of trusts and estates law. There will be plenty of networking time, permitting you to pose questions to the program faculty, compare notes with fellow practitioners and visit with corporate sponsors. A luncheon and cocktail reception on the first day of the conference will afford additional opportunities for networking. Register now to avoid missing out on this important opportunity
    to learn the latest information and network with your peers!

    AGENDA

    Thursday, November 7, 2013 (Day One)

    8:30 - 9:00 a.m.Registration(outside meeting room)

    9:00 - 9:10 a.m.Introduction and Overview
    Joshua S. Rubenstein, Partner, Katten Muchin Rosenman, LLP, New York,
    NewYork

    9:10 - 10:00 a.m.Estate Planning Update - Review of 2013 Developments
    Sanford J. Schlesinger, Managing Partner, Schlesinger Gannon & Lazetera
    LLP, New York, New York

    10:00 - 10:50 a.m.Update: Estate Planning with Life Insurance
    Lawrence Brody, Partner, Bryan Cave LLP, St. Louis, Missouri

    10:50 - 11:05 a.m.Refreshment Break

    11:05 - 11:55 a.m. Special Uses of Special Powers of Appointment: Directing, Decanting, Defending (Asset Protection), and Dinging
    Professor Kenneth F. Joyce, Distinguished Teaching ProfessorEmeritus,
    University of Buffalo Law School

    11:55 - 12:45 p.m.What Every Trusts and Estates Lawyer Needs to Know about FATF
    Duncan Osborne, Partner, Osborne, Helman, Knebel & Deleery LLP, Austin,Texas

    12:45 - 2:00 p.m.LuncheonKeynote Speaker:
    Stuart J. Gross, Partner, Roberts & Holland LLP, New York,New York

    2:00 - 2:50 p.m.Sophisticated Estate Planning with GRAT’s
    Carlyn McCaffrey, Partner, McDermott Will & Emery LLP, New York, New York

    2:50-3:40 p.m.Making Conditional Gifts
    Professor William P. LaPiana, Rita and Joseph Solomon Professor of Wills,
    Trusts and Estates; Director, Estate Planning, Graduate Tax Program, New York
    Law School

    3:40 - 3:55 p.m.Refreshment Break

    3:55 - 4:45 p.m.The Marital Deduction Revisited: Yesterday and Today
    Alvin J. Golden, Shareholder, Ikard Golden Jones, P.C., Austin, Texas

    4:45 p.m.Adjournment

    5:00 - 6:00 p.m.Cocktail Reception

    Friday, November 8, 2013 (Day Two)

    8:30 - 9:00 a.m.Registration(outside meeting room)

    9:00 - 9:50 a.m.Update: What Every Trusts and Estates Lawyer Needs to Know about FATCA
    Henry Christensen, III, Partner, McDermott Will & Emery LLP, New York, NewYork

    9:50 - 10:40 a.m.Mathematics of Estate Planning
    Lawrence P. Katzenstein, Partner, Thompson Coburn LLP, St. Louis, Missouri

    10:40 - 10:55 a.m.Refreshment Break

    10:55 - 11:45 a.m.Update: Current Valuation Issues
    John W. Porter, Baker Botts LLP, Houston, Texas

    11:45- 12:35 p.m.Uniform Powers of Appointment Act
    Professor Ira Bloom, Justice David Josiah Brewer Distinguished
    Professor of Law, Albany Law School, Albany, New York

    12:35 - 1:30 p.m.Lunch(on your own)

    1:30 - 2:20 p.m.Asset Protection in Uncertain Times
    John A. Terrill, II, Partner, Heckscher, Teillon, Terrill & Sager, P.C.,
    West Conshohocken, Pennsylvania

    2:20-3:10 p.m. Estate Planning in an Age of Portability
    Diana S.C. Zeydel, Shareholder, Greenberg Traurig, P.A., Miami, Florida

    3:10-3:25 p.m.Refreshment Break

    3:25 -4:15 p.m.TBD
    Gary B. Freidman, Partner, Greenfield Stein & Senior, LLP, New York,
    New York

    4:15 - 5: 05 p.m.Update: Estate Planning for Same Sex and Unmarried Couples
    Joshua S. Rubenstein, Partner, Katten Muchin Rosenman, LLP, New York,
    NewYork

    5:05 p.m.Program Adjournment

  • 08

    Hot Topics in Real Property Law - 2013 (NYC)

    7.0 MCLE Credits: 6.0 in Areas of Professional Practice; 1.0 in Ethics

    Webcast Icon
    Live Webcast Option Available!
    (Please note newly admitted attorneys, less than 24 months, must attend in person to recieve MCLE credit.)

    Description

    Keeping current with the latest issues, developments, trends and case law across the wide spectrum of real property law practice is no easy task.This full day seminar, featuring a top-notch faculty of seasoned practitioners, will bring you the latest information on a substantial number of the hottest topics in real property law.Stay ahead of the curve in your real estate practice.

    Agenda

    8:30 a.m. - 9:00 a.m. Registration

    9:00 a.m. - 9:10 a.m. Welcome and Introductions

    9:10 a.m. -10:00 a.m. Disaster Related Real Estate Issues

    10:00 a.m. - 10:50 a.m.Update on Mortgage Foreclosure Issues

    10:50 a.m. -11:00 a.m. Coffee Break

    11:00 a.m. - 11:50 a.m.Condos and Co-ops Law Update (Downstate locations)
    Hydrofracking Update(Upstate locations)

    11:50 a.m. - 12:15 p.m.Green Buildings

    12:15 p.m. - 1:15 p.m. Lunch (on your own)

    1:15 p.m. - 2:55 p.m.Legislative and Case Law Update
    (Albany only: this session will be from 2:45 - 4: 25 p.m.)

    2:55 p.m. - 3:10 p.m.Refreshment Break
    (Albany only: Break will be from 2:30 p.m. - 2:45 p.m.)

    3:10 p.m. - 3:35 p.m. RPAPL Sec. 881 Entry Upon Neighboring Properties for Construction(Albany only: This session will be from 1:15 - 1:40 p.m.)

    3:35 p.m. - 4:25 p.m. Ethics Update for Real Estate Practitioners (Albany only: This session will be from 1:40 - 2:30 p.m.

    4:25 p.m. Adjournment

    Overall Program Chairs:
    Anne Reynolds Copps, Esq.
    , Law Office of Anne Reynolds Copps, Albany, NY
    Joel H. Sachs, Esq., Keane & Beane, PC, White Plains, NY

    Speakers:
    Lawrence J. Wolk, Esq.
    , Holland & Knight LLP, New York, NY
    John G. Hall, Esq., The Law Firm of Hall & Hall, LLP, Staten Island, NY
    Catherine A. Sheridan, Esq., Scalise & Hamilton LLP, Scarsdale, NY
    Brian G. Lustbader, Esq., Schiff Hardin, New York, NY
    Steven D. Cohen, Esq., Verizon Communications, Baksing Ridge, NJ
    Dennis H. Greenstein, Esq., Seyfarth Shaw, New York, NY
    Joel H. Sachs, Esq., Keane & Beane, PC, White Plains, NY
    Mitchell Azar Korbey, Esq., Herrick, Feinstein LLP, New York, NY
    Adam Leitman Bailey, Esq., Adam Leitman Bailey, P.C., New York, NY
    Michelle H. Wildgrube, Esq., Cioffi Slezak Wildgrube P.C., Niskayuna, NY
    Peter V. Coffey, Esq., Englert, Coffey, McHugh & Fantauzzi, LLP, Schenectady, NY
     

    ELECTRONIC COURSE MATERIALS (ECM)

    COURSE MATERIALS FOR NYSBA CLE PROGRAMS ARE NOW DISTRIBUTED ELECTRONICALLY!

    All program materials are 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.

    Directions
    (FROM SOUTH AND WEST: Exit 24 NYS Thruway, North on I-87, Exit 4. At bottom of ramp go right, hotel is 1/8 miles ahead on right.FROM NORTH: I-87 Exit 4. Bear right on ramp and go left at light. Next light go left on Rt 155, pass under highway, at next light go right. Hotel is 1/8 mile on right.FROM EAST: I-90/Mass Pike Exit B-1 (I-90) to I-87 'Montreal' North, Exit 4 at bottom of ramp. Go right, hotel is ahead on right)

    Directions

    (Across from Penn Station/Madison Square Garden)Transportation: Metroplitan Transportation: Subways: A, C, E, B, D, F, Q, N, R, 1,2, 3 & 9Buses: M16, M34, M4, M10, M20 & Q32Pennsylvania Rail Road Station: Long Island Railroad, Amtrak & NJ Transit (all trains)

  • 12

    LIT Webcast Marketing Yourself To Small Firms

    Description

    Marketing Yourself to Small Law Firms
     
    Did you know that studies show nearly 75% of all lawyers work in private practice? Of that number, over 74% work in firms of twenty or fewer attorneys. Small firms are therefore the largest employer of attorneys.
     
    Where do you research them? But how do you reach them? And what are they looking for in candidates?
     
    Our panelists will discuss the art of marketing yourself to small firms and making the most your search for positions with this large and diverse pool of potential employers.
     
    Moderator
    Kim Wolf Price, Assistant Dean, Syracuse University College of Law


    Panelists
    Paul Aloy, Associate, Girvin Ferlazzo, PC
    Leigh Hoffman, Partner, Deily & Glastetter, LLP
    Nanette Kelleher, Bailey, Kelleher & Johnson, PC
    Sandra Mans, Assistant Dean, Career Center, Albany Law

    NYSBA Members:
    In Person - No Charge
    Webcast - No Charge

    Non Members:
    In Person - $25
    Webcast - No Charge
      

  • 14

    Advanced Document Drafting for the Elder Law Attorney (BUFF)

    Description

    Co-sponsors:

    Elder Law Section
    Committee on Continuing Legal Education

    7.0 MCLE Credits
    Note: Newly admitted attorneys (less than 24 months) cannot receive MCLE credit for this program.


    This program will provide the elder law practitioner with an advanced discussion of drafting techniques for a variety of legal documents utilized in connection with representing the elder law client. As you will note in the program agenda, a full range of documents, and their suitability for different clients and situations, will be discussed by the experienced elder law practitioners on the faculty.

    Not only will the program provide document samples, but each document will be analyzed, and its purpose and use explained to maximize the benefit of the document's intended purpose.

    Program Agenda

    8:30-9:00 a.m.
    REGISTRATION (outside meeting room)

    9:00-10:15
    I. DRAFTING REVOCABLE TRUSTS AND WILLS IN THE ELDER LAW CONTEXT
    Will and Trust provisions to address disabled beneficiary's elective share; how family relationships and long-term health concerns affect dispositive decision making; estate, gift and income tax issues; credit shelter trusts; disclaimer trusts; married couples v. single individuals; pour over wills.

    10:15-10:30
    Coffee Break
    10:30-11:20
    II. PROBLEMS / BENEFITS OF NEW POA STATUTE THREE YEARS LATER
    Sample Modifications to the Statutory Document; Gift Rider or not?; discussion of powers of particular relevance in an elder law context; acceptance of power of attorney by financial institutions; when gifts are in the best interest of the principal; fiduciary responsibility of the agent.

    11:20-12:35 p.m.
    III. DRAFTING IRREVOCABLE TRUSTS
    Advantages of trust v. outright transfer; advantages of trust v. retention of a life estate; acceptable Medicaid language (e.g. limited power of appointment v. unlimited general power of appointment); basis issues; capital gains exclusion; senior citizen tax exemptions; drafting issues regarding purpose of trust - for Medicaid vs. for VA purposes and differences in language/requirements for each type.

    12:35-1:50
    LUNCH (on your own)

    1:50-2:40
    IV. MISCELLANEOUS DRAFTING ISSUES: FROM PROMISSORY NOTES TO CAREGIVER CONTRACTS TO COST BASIS OF GIFTED ASSETS: MISTAKES NOT TO MAKE
    Applicable ADM regarding DRA compliant provisions for Notes; ADM regarding caregiver contracts; tax considerations of same; family agreements- including "reimbursement agreements"; sample forms

    2:40-2:55
    Coffee/Soft Drink Break

    2:55-3:45
    V. BASIC OVERVIEW OF ESTATE DISCOUNT VEHICLES: FLPs, CRTs, etc.
    When to use discount vehicles; what works and what does not; understanding applicable IRC provisions; QPRTs, LLC and FLPs; what assets should be used; how much control does the Grantor have? IRC Section 2036 estate inclusion; traps and tricks.

    3:45-4:35
    VI. DRAFTING SUPPLEMENTAL NEEDS TRUSTS
    Third-party supplemental needs trusts; Self-settled under 65 payback trusts; what can the trust pay for; testamentary vs. inter-vivos; revocable vs. irrevocable; Medicaid/SSI provisions; choosing the right trustee, corporate/individual; trusts "to or for the sole benefit" of a disabled individual; relevant Social Security POMS provisions

    4:35 p.m.
    ADJOURNMENT


    Buffalo Chair and Moderator

    Kameron K. Brooks, Esq.
    Brooks & Brooks, LLP
    Little Valley
     

    Speakers (in alphabetical order)

    Lisa J. Allen, Esq.
    Schop, Powell & Allen
    Williamsville

    Kameron K. Brooks, Esq.
    Brooks & Brooks, LLP
    Little Valley

    Charles W. Beinhauer, Esq.
    Pfalzgraf Beinhauer & Menzies LLP,
    Buffalo

    Dawn M. Myszka, Esq.
    Attorney at Law
    Buffalo

    Bruce D. Reinoso, Esq.
    Magavern Magavern Grimm LLP
    Buffalo

    Edward C. Robinson, Esq.
    Hurwitz & Fine, P.C.
    Buffalo
     

    Coursebook Authors (in alphabetical order)


    JulieAnn Calareso, Esq.
    Burke & Casserly, P.C.
    Albany

    David Goldfarb, Esq.
    Goldfarb Abrandt Salzman & Kutzin LLP
    New York City

    Sharon Kovacs Gruer, Esq.
    Sharon Kovacs Gruer, P.C.
    Great Neck

    Avi Z. Kestenbaum, Esq.
    Meltzer, Lippe, Goldstein & Breitstone, LLP
    Mineola

    Michael E. O’Connor, Esq.
    DeLaney & O’Connor, LLP
    Syracuse

    Joan L. Robert, Esq.
    Kassoff, Robert & Lerner, LLP
    Rockville Centre

     

    Program Planning Co-Chairs

    Ronald A. Fatoullah, Esq.
    Ronald Fatoullah & Associates
    Great Neck

    Laurie L. Menzies, Esq.
    Pfalzgraf, Beinhauer & Menzies, LLP
    Buffalo


     

    ECM_LogoELECTRONIC COURSE MATERIALS (ECM)

    COURSE MATERIALS FOR NYSBA CLE PROGRAMS ARE NOW DISTRIBUTED ELECTRONICALLY!

    All program materials are 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.

    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.

    Update 2013 (SYR)

    Update 2013 - Syracuse

    Thursday, November 14 , 2013
    Syracuse SESSION

     8:30-9:00 a.m.

    REGISTRATION (outside meeting room)
     
    9:00 – 9:50 a.m.
    Matrimonial and Family Law
         Bruce J. Wagner, Shareholder, McNamee, Lochner, Titus & Will, Albany, NY                                        
     
    9:50 – 10:45 a.m.
    ETHICS AND PROFESSIONALISM
         Deborah A. Scalise, Partner, Scalise & Hamilton, LLP, Scarsdale, NY
     
    10:45-11:00    REFRESHMENT BREAK
            
    11:00 – 11:50 a.m.
    Business and Corporate Law
        Gerald F. Stack, Partner, Hiscock & Barclay LLP, Syracuse, NY
     
    11:50-12:40 p.m.
    Trusts and Estates Law
           Marion Hancock Fish, Partner, Hancock Estabrook LLP,                
      Syracuse, NY(Syracuse Session)
     
           Martin R. Goodman, Partner, Schlesinger Gannon & Lazetera LLP
                   New York, NY (New York City Session)
                   
    12:40-1:40   Lunch(on your own)
     
    1:40 – 4:10 p.m
    New York Civil Practice                
           John R. Higgitt, Esq., Appellate Term, First Department, New York, NY
     
    4:10 - 5:00p.m. 
    Criminal Law  
          Thomas O’Hern, Partner, Gerstenzang, O'Hern, Hickey, Sills & Gerstenzang  
            Albany, NY  (Syracuse Session)
          Herald P. Fahringer, Principal, Fahringer & Dubno, New York, New York
             (New York City Session)
                     
    5:00 p.m.    
    ADJOURNMENT
     
  • 18

    Update 2013 (NYC)

    Monday, November 18, 2013
    NEW YORK CITY SESSION

     
    8:30-9:00 a.m.
    REGISTRATION (outside meeting room)
     
    9:00 – 9:50 a.m.
    Matrimonial and Family Law
         Bruce J. Wagner, Shareholder, McNamee, Lochner, Titus & Will, Albany, NY                                        
     
    9:50 – 10:45 a.m.
    ETHICS AND PROFESSIONALISM
         Deborah A. Scalise, Partner, Scalise & Hamilton, LLP, Scarsdale, NY
     
    10:45-11:00    REFRESHMENT BREAK
            
    11:00 – 11:50 a.m.
    Business and Corporate Law
        Gerald F. Stack, Partner, Hiscock & Barclay LLP, Syracuse, NY
     
    11:50-12:40 p.m.
    Trusts and Estates Law
           Marion Hancock Fish, Partner, Hancock Estabrook LLP,                
      Syracuse, NY(Syracuse Session)
     
           Martin R. Goodman, Partner, Schlesinger Gannon & Lazetera LLP
                   New York, NY (New York City Session)
                   
    12:40-1:40   Lunch(on your own)
     
    1:40 – 4:10 p.m
    New York Civil Practice                
           John R. Higgitt, Esq., Appellate Term, First Department, New York, NY
     
    4:10 - 5:00p.m. 
    Criminal Law  
          Thomas O’Hern, Partner, Gerstenzang, O'Hern, Hickey, Sills & Gerstenzang  
            Albany, NY  (Syracuse Session)
          Herald P. Fahringer, Principal, Fahringer & Dubno, New York, New York
             (New York City Session)
                     
    5:00 p.m.    
    ADJOURNMENT
     
  • 22

    Hot Topics in Real Property Law - 2013 (WC)

    Description

    Keeping current with the latest issues, developments, trends and case law across the wide spectrum of real property law practice is no easy task.This full day seminar, featuring a top-notch faculty of seasoned practitioners, will bring you the latest information on a substantial number of the hottest topics in real property law.Stay ahead of the curve in your real estate practice.

    7.0 MCLE Credits: 6.0 in Areas of Professional Practice; 1.0 in Ethics

    Agenda

    8:30 a.m. - 9:00 a.m.
    Registration

    9:00 a.m. - 9:10 a.m.
    Welcome and Introductions

    9:10 a.m. -10:00 a.m.
    Disaster Related Real Estate Issues

    10:00 a.m. - 10:50 a.m.
    Update on Mortgage Foreclosure Issues

    10:50 a.m. -11:00 a.m.
    Coffee Break

    11:00 a.m. - 11:50 a.m.
    Condos and Co-ops Law Update 

    11:50 a.m. - 12:15 p.m.
    Green Buildings

    12:15 p.m. - 1:15 p.m.
    Lunch (on your own)

    1:15 p.m. - 2:30 p.m.
    Land Use & Zoning

    2:30 p.m. - 2:45 p.m.
    Refreshment Break

    2:45 p.m. - 3:35 p.m.
    RPAPL Sec. 881 Entry Upon Neighboring Properties for Construction 

    3:35 p.m. - 4:25 p.m.
    Ethics Update for Real Estate Practitioners

    4:25 p.m. Adjournment

    Overall Program Co-Chairs:
    Anne Reynolds Copps, Esq.,
    Law Office of Anne Reynolds Copps, Albany, NY
    Joel H. Sachs, Esq., Keane & Beane, PC, White Plains, NY

    Westchester Program Chair:
    Nicholas M. Ward-Willis, Esq., Keane & Beane, PC, White Plains, NY
    Catherine A. Sheridan, Esq., Scalise & Hamilton LLP, Scarsdale, NY
    John G. Hall, Esq., The Law Firm of Hall & Hall, LLP, Staten Island, NY
    Deborah A. Scalise, Esq., Scalise & Hamilton, LLP, Scarsdale, NY
    Brian G. Lustbader, Esq., Schiff Hardin, New York, NY
    Adam Leitman Bailey, Esq., Adam Leitman Bailey, P.C., New York, NY
    Ira S. Goldenberg, Esq., Goldenberg & Selker, LLP, White Plains, NY
    Adam L. Wekstein, Esq., Hocherman Tortorella & Wekstein, LLP, White Plains, NY

    ELECTRONIC COURSE MATERIALS (ECM)

    COURSE MATERIALS FOR NYSBA CLE PROGRAMS ARE NOW DISTRIBUTED ELECTRONICALLY!

    All program materials are 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.

    Directions

    FROM NYC (East Side): North on East River Drive to Willis Avenue Bridge into Major Deegan Expressway to NY Thruway Rte. 87 (North). Exit 9 (Tarrytown - last exit before bridge). At end of exit ramp, go left at light. Continue to traffic light and make left. At next light, turn right into the Doubletree Hotel Tarrytown. FROM NYC (West Side): North on West Side Highway to Saw Mill River Parkway to Exit 20 (Route 287 West - Tappan Zee Bridge) to New York State Thruway Rte. 87 (North). Exit 9 (Tarrytown - last exit before bridge). At end of exit ramp, go left at light. Continue to traffic light and make left. At next light, turn right into the Doubletree Hotel Tarrytown. FROM LONG ISLAND (EASTERN): Throgs Neck or Whitestone Bridge to New York Extension of New England Thruway to Route No. 287 to New York State Thruway Rte. 87 (North). Exit 9 (Tarrytown - last exit before bridge). At end of exit ramp, go left at light. Continue to traffic light and make left. At next light, turn right into the Doubletree Hotel Tarrytown. FROM LONG ISLAND (WESTERN): Triborough Bridge to Major Deegan Expressway to New York State Thruway Rte. 87 (North). Exit 9 (Tarrytown - last exit before bridge). At end of exit ramp, go left at light. Continue to traffic light and make left. At next light, turn right into the Doubletree Hotel Tarrytown. FROM NEW JERSEY: North on Palisades Parkway or Garden State Parkway to New York State Thruway (South). Exit 9 (first exit after Tappan Zee toll). At end or ramp, (traffic light) continue straight into the Doubletree Tarrytown.

     

    Fifth Corporate Counsel Institute

    Fifth Corporate Counsel Institute
     

    Friday, November 22, 2013
     

    - Location -
    Concierge Conference Center
    780 Third Avenue
    (Between E.48th and E.49th St)
    New York, NY 1001
    518.487.5688
     

    8:45 a.m. -- 5:15 p.m.
     

    Join us for the Fifth Corporate Counsel Institute
     

    Critical Issues, Fresh Ideas, Best Practices
     

    Keynote Luncheon Speaker Attorney General of the State of New York Eric T. Schneiderman.
     

    Topics to be Covered Include:

    Employment Hot Topics
    Alternative Fee Arrangements and the Future of the Billable Hour
    Ethics and Privilege Issues
    Social Media
    FCPA: What are the red flags in-house counsel need to look for?
    Insurance and Risk Management
    Advertising and Brand Protection

     

    7.0 CLE Credits Includes 1.0 Ethics and Professionalism Credit; 3.0 Professional Practice Credits; 1.0 Skills Credit; and, 2.0 Credits in Professional Practice /Law Practice Management Credits
     

    Your Registration Fee Includes Lunch and Refreshment Breaks:
     

    NYSBA Corporate Counsel Section Members $270 before Nov. 15 $285 after Nov. 15
    NYSBA Members*: $300 before November 15 $315 after Nov. 15
    *Fee includes 2014 Membership in the NYSBA Corporate Counsel Section
    Non-NYSBA Members: $400 before November 15 $415 after Nov. 15
     

    To see the Program Brochure and to Register Click Here
     

    For more information, contact: pjohnson@nysba.org
     


     

Dec 2013
  • 10

    Advanced Document Drafting for the Elder Law Attorney (NYC)

    Description

    Co-sponsors:

    Elder Law Section
    Committee on Continuing Legal Education

     Can’t attend in person? The program at this location is
    also available via simultaneous live webcast option.


    7.0 MCLE Credits
    Note: Newly admitted attorneys (less than 24 months) cannot receive MCLE credit for this program.

    This program will provide the elder law practitioner with an advanced discussion of drafting techniques for a variety of legal documents utilized in connection with representing the elder law client. As you will note in the program agenda, a full range of documents, and their suitability for different clients and situations, will be discussed by the experienced elder law practitioners on the faculty.

    Not only will the program provide document samples, but each document will be analyzed, and its purpose and use explained to maximize the benefit of the document's intended purpose.

    Program Agenda

    8:30-9:00 a.m.
    REGISTRATION (outside meeting room)

    9:00-10:15
    I. DRAFTING REVOCABLE TRUSTS AND WILLS IN THE ELDER LAW CONTEXT
    Will and Trust provisions to address disabled beneficiary's elective share; how family relationships and long-term health concerns affect dispositive decision making; estate, gift and income tax issues; credit shelter trusts; disclaimer trusts; married couples v. single individuals; pour over wills.

    10:15-10:30
    Coffee Break
    10:30-11:20
    II. PROBLEMS / BENEFITS OF NEW POA STATUTE THREE YEARS LATER
    Sample Modifications to the Statutory Document; Gift Rider or not?; discussion of powers of particular relevance in an elder law context; acceptance of power of attorney by financial institutions; when gifts are in the best interest of the principal; fiduciary responsibility of the agent.

    11:20-12:35 p.m.
    III. DRAFTING IRREVOCABLE TRUSTS
    Advantages of trust v. outright transfer; advantages of trust v. retention of a life estate; acceptable Medicaid language (e.g. limited power of appointment v. unlimited general power of appointment); basis issues; capital gains exclusion; senior citizen tax exemptions; drafting issues regarding purpose of trust - for Medicaid vs. for VA purposes and differences in language/requirements for each type.

    12:35-1:50
    LUNCH (on your own)

    1:50-2:40
    IV. MISCELLANEOUS DRAFTING ISSUES: FROM PROMISSORY NOTES TO CAREGIVER CONTRACTS TO COST BASIS OF GIFTED ASSETS: MISTAKES NOT TO MAKE
    Applicable ADM regarding DRA compliant provisions for Notes; ADM regarding caregiver contracts; tax considerations of same; family agreements- including "reimbursement agreements"; sample forms

    2:40-2:55
    Coffee/Soft Drink Break

    2:55-3:45
    V. BASIC OVERVIEW OF ESTATE DISCOUNT VEHICLES: FLPs, CRTs, etc.
    When to use discount vehicles; what works and what does not; understanding applicable IRC provisions; QPRTs, LLC and FLPs; what assets should be used; how much control does the Grantor have? IRC Section 2036 estate inclusion; traps and tricks.

    3:45-4:35
    VI. DRAFTING SUPPLEMENTAL NEEDS TRUSTS
    Third-party supplemental needs trusts; Self-settled under 65 payback trusts; what can the trust pay for; testamentary vs. inter-vivos; revocable vs. irrevocable; Medicaid/SSI provisions; choosing the right trustee, corporate/individual; trusts "to or for the sole benefit" of a disabled individual; relevant Social Security POMS provisions

    4:35 p.m.
    ADJOURNMENT

     

    New York City Chair and Moderator

     

    Ronald A. Fatoullah, Esq.
    Ronald Fatoullah & Associates
    Great Neck


    Speakers (in alphabetical order)

    Stephanie J. Braunstein, Esq.
    Sharon Kovacs Gruer, P.C.
    Great Neck 

    David J. DePinto, Esq.
    DePinto Law Associates, P.C.
    Melville 

    David Goldfarb, Esq.
    Goldfarb Abrandt Salzman & Kutzin LLP
    New York City 

    Saundra M. Gumerove, Esq.
    Law Offices of Saundra M. Gumerove, Esq.
    Jericho 

    Avi Z. Kestenbaum, Esq.
    Meltzer, Lippe, Goldstein & Breitstone, LLP
    Mineola 

    Debby R. Rosenfeld, Esq.
    Ronald Fatoullah & Associates
    Great Neck

     

    Coursebook Authors (in alphabetical order)

    JulieAnn Calareso, Esq.
    Burke & Casserly, P.C.
    Albany

    David Goldfarb, Esq.
    Goldfarb Abrandt Salzman & Kutzin LLP
    New York City

    Sharon Kovacs Gruer, Esq.
    Sharon Kovacs Gruer, P.C.
    Great Neck

    Avi Z. Kestenbaum, Esq.
    Meltzer, Lippe, Goldstein & Breitstone, LLP
    Mineola

    Michael E. O’Connor, Esq.
    DeLaney & O’Connor, LLP
    Syracuse

    Joan L. Robert, Esq.
    Kassoff, Robert & Lerner, LLP
    Rockville Centre
     

    Program Planning Co-Chairs

    Ronald A. Fatoullah, Esq.
    Ronald Fatoullah & Associates
    Great Neck

    Laurie L. Menzies, Esq.
    Pfalzgraf, Beinhauer & Menzies, LLP
    Buffalo

     

     

    ECM_LogoELECTRONIC COURSE MATERIALS (ECM)

    COURSE MATERIALS FOR NYSBA CLE PROGRAMS ARE NOW DISTRIBUTED ELECTRONICALLY!

    All program materials are 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.

    Directions

    (Across from Penn Station/Madison Square Garden)Transportation: Metroplitan Transportation: Subways: A, C, E, B, D, F, Q, N, R, 1,2, 3 & 9Buses: M16, M34, M4, M10, M20 & Q32Pennsylvania Rail Road Station: Long Island Railroad, Amtrak & NJ Transit (all trains)

  • 12

    Real Life Vs Reel Life Ethics NYC

     

     

    Reel Life vs. Real Life Ethics
    December 12, 2013
    Concierge Conference Center
    New York, NY

    9:00 a.m. - 1:00 p.m.

     
    Can’t attend in person? This program is also availablevia simultaneous live webcast option. Newly admitted attorneys (less than twenty-four months) must attend the program in person to receive New York MCLE credit.

    NYSBA Co-Sponsors
    Committee on Attorney Professionalism
    Committee on Continuing Legal Education

    Program Chair
    Deborah A. Scalise, Scalise & Hamilton LLP, Scarsdale, NY

    Program Local Chair
    James M. Altman, Partner, Bryan Cave LLP, New York, NY

    Faculty Members: James M. Altman, Bryan Cave LLP, New York, NY* Hon. Carolyn Demarest, Kings County Supreme Court, Brooklyn, NY* Hal R. Lieberman, Hinshaw & Culbertson LLP, New York, NY* Deborah A. Scalise, Scalise & Hamilton LLP, Scarsdale, NY.

    Program Description:
    Does the image of lawyers depicted in motion pictures bear any resemblance to those in real life practice? The Committee on Attorney Professionalism is pleased to present this annual program based on film clips from major motion pictures depicting attorneys and the ethical and professionalism dilemmas they face. This entertaining and engaging format features discussions by an authoritative panel addressing issues raised in a variety of motion pictures. Areas to be explored include: Conflicts of Interest; Communication and Scope of Representation; Allocation of Authority between the Client and Lawyer; Civility; Confidentiality; Solicitation and Recommendation of Professional Employment and Ethical Issues Implicated by Multi-Jurisdictional Practice. Clips will be chosen from among the following films: A Few Good Men;  To Kill a Mockingbird; The Rainmaker;  Legal Eagles and  Liar Liar.

     Does real life law practice imitate on-screen law practice? Tune in and find out!
  • 13

    Real Life Vs Reel Life Ethics WC

    Reel Life vs. Real Life Ethics
    December 13, 2013
    Elmwood Country Club
    White Plains, NY

    9:00 a.m. - 1:00 p.m.

    NYSBA Co-Sponsors
    Committee on Attorney Professionalism
    Committee on Continuing Legal Education

    Program Chair
    Deborah A. Scalise, Scalise & Hamilton LLP, Scarsdale, NY

    Program Local Chair
    Deborah A. Scalise, Scalise & Hamilton LLP, Scarsdale, NY

    Faculty Members: Gary L. Casella, Chief Attorney to the Grievance Committee, Ninth Judical District, White Plains, New York* Kathleen Donelli, Partner, McCarthy Fingar LLP, White Plains, New York* Justice John W. Sweeny, Jr., Associate Justice of the Appellate Division, New York Supreme Court, New York, New York.

    Program Description:
    Does the image of lawyers depicted in motion pictures bear any resemblance to those in real life practice? The Committee on Attorney Professionalism is pleased to present this annual program based on film clips from major motion pictures depicting attorneys and the ethical and professionalism dilemmas they face. This entertaining and engaging format features discussions by an authoritative panel addressing issues raised in a variety of motion pictures. Areas to be explored include: Conflicts of Interest; Communication and Scope of Representation; Allocation of Authority between the Client and Lawyer; Civility; Confidentiality; Solicitation and Recommendation of Professional Employment and Ethical Issues Implicated by Multi-Jurisdictional Practice. Clips will be chosen from among the following films: A Few Good Men;  To Kill a Mockingbird; The Rainmaker;  Legal Eagles and  Liar Liar.

    Does real life law practice imitate on-screen law practice? Tune in and find out!

  • 16

    Real Life Vs Reel Life Ethics LI

    Reel Life vs. Real Life Ethics
    December 16, 2013
    Melville Marriott
    Melville, NY

    9:00 a.m. - 1:00 p.m.

    NYSBA Co-Sponsors
    Committee on Attorney Professionalism
    Committee on Continuing Legal Education

    Program Chair
    Deborah A. Scalise, Scalise & Hamilton LLP, Scarsdale, NY

    Program Local Chair
    Catherine A. Sheridan, Partner, Scalise & Hamilton LLP, Scarsdale, NY


    Faculty Members:
      Harvey B. Besunder, Harvey B. Besunder P.C., Islandia, New York* Mitchell T. Borkowsky, Deputy Cheif Counsel, New York State Grievance Committee, Tenth Judical District, Hauppauge, New York* Justice Timothy S. Driscoll, Supreme Court of New York, Nassau, New York* Marian C. Rice, Partner, L'Abbate, Balken, Colavita & Contini LLP, Garden City, New York.

    Program Description:
    Does the image of lawyers depicted in motion pictures bear any resemblance to those in real life practice? The Committee on Attorney Professionalism is pleased to present this annual program based on film clips from major motion pictures depicting attorneys and the ethical and professionalism dilemmas they face. This entertaining and engaging format features discussions by an authoritative panel addressing issues raised in a variety of motion pictures. Areas to be explored include: Conflicts of Interest; Communication and Scope of Representation; Allocation of Authority between the Client and Lawyer; Civility; Confidentiality; Solicitation and Recommendation of Professional Employment and Ethical Issues Implicated by Multi-Jurisdictional Practice. Clips will be chosen from among the following films: A Few Good Men;  To Kill a Mockingbird; The Rainmaker;  Legal Eagles and  Liar Liar.

    Does real life law practice imitate on-screen law practice? Tune in and find out!

  • 17

    Real Life Vs Reel Life Ethics SYR

     

     

    Reel Life vs. Real Life
    December 17, 2013
    Sheraton Syracuse University Hotel
    Syracuse, NY

    9:00 a.m. - 1:00 p.m.

    NYSBA Co-Sponsors
    Committee on Attorney Professionalism
    Committee on Continuing Legal Education

    Program Chair
    Deborah A. Scalise, Scalise & Hamilton LLP, Scarsdale, NY

    Program Local Chair
    Mark J. Solomon, Law Offices of Mark J. Solomon, Ithaca, NY

    Faculty Members:  Mary E. Gasparini, Attorney Greviance Committee, Fifth Judical District, Syracuse, New York* Emil M. Rossi, Partner, Rossi Law Offices, Syracuse, New York* James T. Townsend, Counsel to the Adirondack Park Agency, Ray Brook, New York.

    Program Description:
    Does the image of lawyers depicted in motion pictures bear any resemblance to those in real life practice? The Committee on Attorney Professionalism is pleased to present this annual program based on film clips from major motion pictures depicting attorneys and the ethical and professionalism dilemmas they face. This entertaining and engaging format features discussions by an authoritative panel addressing issues raised in a variety of motion pictures. Areas to be explored include: Conflicts of Interest; Communication and Scope of Representation; Allocation of Authority between the Client and Lawyer; Civility; Confidentiality; Solicitation and Recommendation of Professional Employment and Ethical Issues Implicated by Multi-Jurisdictional Practice. Clips will be chosen from among the following films: A Few Good Men;  To Kill a Mockingbird; The Rainmaker;  Legal Eagles and  Liar Liar.

    Does real life law practice imitate on-screen law practice? Tune in and find out!
Jan 2014
  • 09

    Elder Law Overview - Video Replay
     
     
    Elder Law Overview – Video Replay with Real Time Interactive Q&A
    Program: 12:00 p.m. - 1:30 p.m.  |  Real Time Q&A with Ellyn S. Kravitz:  1:30 - 2:00 p.m.
     
    The featured speaker,  Ellyn S. Kravitz, is of counsel to Abrams, Fensterman, Fensterman, Eisman, Formato, Ferrara & Einiger, LLP. She specializes in elder law, estate planning, estate administration, special needs planning, and veterans' benefits. Ellyn is an authority on issues affecting adults and children with disabilities, our senior population, and military veterans.
     
    This program offers 1.5 MCLE Credits in Skills and is ideal for attorneys who are looking for a basic overview on advising the elderly in New York.  Ms. Kravitz will discuss important issues concerning Life and Estate Planning; Trusts and Estates; Government Benefits; Retirement Planning; Veterans Benefits; Health Law; Special Needs Planning and Advance Directives such as Power of Attorney, Health Care Proxy, Living Will, Burial Designation Form, and Last Will and Testament.
     
    This program is a video replay of a previous live presentation.  At the end of the program, Ms. Kravitz will be available for a live 30 minute Q&A session.  You won’t want to miss this program!
     
    This course has been approved for all attorneys except newly admitted (less than twenty-four months).
  • 16

    Fundamentals of Depositions - Video Replay
     
     
    Fundamentals of Depositions – Video Replay with Real Time Interactive Q&A
    Program:  12:00 p.m. – 1:30 p.m. | Real Time Q&A with W. Russell Corker: 1:30 p.m. – 2:00 p.m.
     
    The featured speaker, W. Russell Corker, is Principle of the Law Offices of W. Russell Corker, PC in Huntington, NY.  Mr. Corker has been a trial lawyer for 39 years. After 3 years as an Assistant District Attorney in Nassau County, he began his civil career representing doctors and hospitals in medical malpractice actions, before switching over to represent plaintiffs in medical cases. He lectures on trial practice and has given numerous lectures on all aspects of litigation, as well as publishing numerous articles and chapters in several books on litigation. He was the senior litigation partner in a law firm before opening his own office in 2012.
     
    This program offers 1.5 MCLE Credits in Skills.  This program will teach you the fundamentals of taking a deposition.  Oral depositions are usually the most powerful discovery weapon available to the litigator.  With only a small percentage of cases actually going to trial, the real battleground for most litigation is the deposition room. Effective depositions can have a dramatic impact on the outcome of the litigation. Proper deposition skills are essential for every litigator, regardless of what area of the law you practice; at some time, most lawyers will be required to take a deposition.  Creating a good “Discovery Plan” should be part of every case opened in your office. While interrogatories and discovery demands are efficient for identifying documents and individuals, only depositions provide the opportunity for follow-up questions, which usually yield more important information about events.
     
    This program is a video replay of a previous live presentation.  At the end of the program, Mr. Corker will be available for a live 30 minute Q&A session.  You won’t want to miss this program!
     
    This course has been approved for all attorneys except newly admitted (less than twenty-four months).
     
     
  • 23

    Effective Trust Planning & Drafting: Revocable Trusts (VR)
     
    Effective Trust Planning and Drafting: Revocable Trusts 

     1.5 MCLE Credit in New York for all attorneys, except those who are newly admitted (less than 24 months).

    When is an irrevocable trust appropriate?  When is it not appropriate?  Does it avoid probate?  Does it protect the grantors assets in any way from creditors?  What are examples of situations where it is advisable?  Does it provide benefits where real property is owned in multiple states?  Where are the assets of revocable trust estate taxed?  What about the non-New York property?

    This presentation is one of four sessions in a late fall 2013 series that  focused on techniques on how to communicate with clients and present reasonable alternatives, in addition to how to prepare the final trust document.          

    Bonnie McGuire Jones, Esq., Bonnie McGuire Jones PLLC, Clifton Park.

     

     

     

     

  • 24

    Effective Trust Planning & Drafting: Medicaid Trusts (VR)

    Effective Trust Planning and Drafting: Medicaid Trusts

    1.5 MCLE Credit in New York for all attorneys, except those who are newly admitted (less than 24 months).
     
    Addressed will be the self-settled irrevocable trust established in an effort to avoid the exposure of the assets to the cost of nursing home care for the grantor or spouse.  Counseling issues might include whether the assets are appropriate for use in a trust. Will the available assets to go in the trust leave so much out of the trust as to make it unlikely to provide any benefit in the long run?  Are there alternatives to the trust? In the drafting of the trust, how does real estate tax exemption on the primary residence remain intact?  If the trust might become a non-viable solution in the future, possibly causing it to become an available resource, how can it be drafted so as to be disassembled and returned to the grantor if such an occurrence arises? Who are appropriate trustees and who are not?
     
    This presentation is one of four sessions in a late fall 2013 series that  focused on techniques on how to communicate with clients and present reasonable alternatives, in addition to how to prepare the final trust document

    Joan Lensky Robert, Esq., Kassoff, Robert & Lerner, LLP, Rockville Centre.
     
     
  • 27

    2014 Career Development Conference Free Program

    2014 NYSBA Career Development Conference 

    Free Program and Networking Reception

    Finding a Good Fit, How to Find a Working Environment that Fits YOU
    Volunteering is Best: Feel Better by Doing Good

    Monday, January 27, 2014 
    Program 1:00 p.m. – 4:00 p.m.
    Networking Reception 4:00 p.m. – 6:00 p.m.

    Sponsored by the Law Practice Management Committee, the Committee on Lawyers in Transition and the Committee on Diversity and Inclusion
    Network with panelists and participants at the free networking reception
    following the program from 4:00 p.m. – 6:00 p.m.

    This is a free event, but pre-registration is required.  Please note the program does not carry MCLE credit.

    Program Faculty:
    Dean John D. Feerick, Fordham University School of Law
    Michael A. Bottar, Esq.
    , Partner, Bottar Leone, PLLC
    Robert T. Maldonado, Esq., Partner, Cooper & Dunham LLP
    Jennifer N. Graham, Esq., Team Lead Attorney, Epiq Systems
    Lillian M. Moy, Esq., Executive Director, Legal Aid Society of Northeastern New York
    Karen Cheeks- Lomax, Esq., Chief Executive Officer, My Sisters’ Place
    Laura Powers, President, Powers Career Coaching, LLC
    Patricia Voorhees, Director, Fordham University Business School’s Consortium for Trustworthy Organizations, and Founding Principal, Movo Group
    Mecca E. Sykes-Santana, Esq., Chief Diversity Officer, State of New York
    Erica Murphy, Director of Partner and Counsel HR Services, Nixon Peabody LLP

    11th Annual Celebrating Diversity in the Bar Reception

     

    2014 Celebrating Diversity Reception
               and
    Trailblazer Award Ceremony

    Registration desk opens at 5:30 p.m.
    6:00 - 6:30 p.m. Trailblazer Award Ceremony
    6:30 - 8:00 p.m. Reception

    2014 Trailblazer Award Recipient Profile
            Darryl W. Gibbs

    Darryl W. Gibbs is a Lead Director & Associate General Counsel at AXA Equitable Life Insurance Company, a financial services company. In his current position, Darryl heads the Commercial Transactions Group and his duties include managing the drafting, reviewing and negotiating a variety of commercial agreements and corporate transactions, including consultant, technology, intellectual property, software services and license agreements, and product distribution agreements and other strategic business agreements. Darryl also has responsibility for the corporate governance and compliance programs.

    Prior to AXA Equitable Darryl worked at Proskauer Rose as an associate in the corporate department. At Proskauer, Darryl represented the corporate interests of several emerging and established companies. Darryl later worked as an Assistant General Counsel in the law department of Safe Horizon, Inc., the nation's leading victim's assistance agency.

    Darryl earned his undergraduate degree in marketing at the Brooklyn Campus of Long Island University and his law degree from St. John's University School of Law. Darryl is a 2009 alumnus of the Executive Leadership Council - Strengthening the Pipeline Program, a Steering Committee Member of The Ronald H. Brown Center for Civil Rights and Economic Development at St. John's Univeristy School of Law, and a member of the Council of Urban Professionals (CUP).

    The Celebrating Diversity in the Bar Reception
    A special event to explore opportunities for professional development and enrichment available through the New York State Bar Association.

    Participants include representatives of NYSBA Sections and Committees, colleagues from NYSBA and minority, women, specialty and special purpose bar assocations.

    For further information, contact mkroth@nysba.org or call (518) 487-5571.

     

  • 28

    Breakfast Roundtable for Association Members

    Join your colleagues and Bar Association Leaders including:  NYSBA President David M. Schraver, President Elect Glenn Lau-Kee and Past President and State Delegate to the ABA House of Delegates Mark H. Alcott, for breakfast and a little CLE (1/2 credit) at our Fourth Annual Meeting Breakfast Roundtable!

    Special guest--James R. Silkenat, American Bar Association President

    CLE Speaker --Attorney Alexandra Dosman, Executive Director of the New York International Arbitration Center

    Enjoy the company of members from around the country and around the world
    Discuss matters of interest to non-resident members with Bar Leaders
    Hear from the Chair of the Sponsoring Sections
    Learn about and identify opportunities to participate in NYSBA activities whether you live near or afar!

    The cost for the event is $30 and is only open to NYSBA attorney members.

    Register online line now.

    Event Co-chairs:
    Michael Kurs, Hartford, Ct
    Claudia Torrey, Nashville, TN

    Program Sponsors:
    NYSBA Committee on Membership
    NYSBA Dispute Resolution Section
    NYSBA International Section
    Leisner Law, P.L.
    Pullman & Comley, LLC

    Contact mkroth@nysba.org with any questions.

Mar 2014
  • 13-14

    Tenth Annual International Estate Planning Institute NYC


    Co-Sponsors
    New York State Bar Association
    Trusts and Estates Section
    International Section
    Committee on Continuing Legal Education
    Society of Trust and Estate Practitioners (STEP USA)

    Conference Chair
    G. Warren Whitaker, Partner, Day Pitney LLP

    Vice Chairs
    Stanley A. Barg, Partner, Kozusko Harris Duncan
    John E. Oden, Principal, AllianceBernstein LP
    Gideon Rothschild, Partner, Moses & Singer LLP 

    Corporate Sponsors:
    Kaiser Partner Financial Advisors Ltd.
    Fiduciary Trust International
    Trusts & Estates
    Commonwealth Trust Company
    Christiana Trust
    National Philanthropic Trust
    Northern Trust
    South Dakota Trust Company LLC
    Amicorp Services Ltd.
    FMV Opinions

    15 MCLE Credits: 14 Professional Practice; 1 Ethics
    This Program is Accredited for Experienced Attorneys Only

    **This course includes 14.0 hours of credit for the continuing profesional education requirements of New York and New Jersey CPAs.**

    Program Description:
    The New York State Bar Association and The Society of Trust and Estate Practitioners USA (STEP) are please do present the 10th Annual International Estate Planning Institute. Chaired by G. Warren Whitaker, this Institute is a much anticipated annual event at which trust and estates practitioners, bankers and accountants from around the world gather to hear the leaders in their fields exchange ideas and discuss developments regarding cross-border estate and tax planning with a U.S. component.

    There will be plenty of networking time, permitting you to pose questions to the faculty, compare notes with fellow practitioners in the legal, banking and accounting fields and visit with sponsors. A luncheon on the first day of the Institute and an evening cocktail reception will afford opportunities for networking and enjoying the company of your peers.

    Who Should Attend:  Accountants>Trust and Estate Attorneys > Tax Attorneys > Bank Attorneys > Trust Officers > Financial Planners > Investment Advisors > Bankers > Estate Planners. 

     

     AGENDA:

    DAY ONE
     

    8:00 a.m.Registration (Continental Breakfast)
    8:45 a.m.Welcome and Introduction
    G. Warren Whitaker, Program Chair
    8:50 a.m.Wealth Transfer Taxation of Non-Resident Aliens: U.S. Taxation and Current Trends
    Suzanne Shier, Senior Vice President, Director of Wealth Planning and Tax Strategy for Personal Financial Services,Northern Trust (Chicago, IL)
    Moderator: Gideon Rothschild
    9:40 a.mThe Marital Deduction for the Non-Citizen Spouse
    Leigh Basha
    , Partner, Holland & Knight LLP (Tysons Corner, VA)
    Moderator: Gideon Rothschild
    10:30 a.m.Morning Refreshment Break
    11:00 a.m.Taxation of Foreign Trusts with U.S. Beneficiaries
    Stanley A. Barg, Partner, Kozusko Harris Duncan (New York, NY)
    Moderator: Gideon Rothschild
    11:50 a.m.CFCs and PFICs in Trusts
    Christopher Byrne
    , Principal, Christopher J. Byrne PLLC (New York, NY)
    Moderator: Stanley A. Barg
    12:40 p.m.Luncheon
    Trust Codes of China and Japan
    Keynote Speakers:
    David M. English, William Franklin Fratcher Professor of Law, University of Missouri School of Law (Columbia, MO)
    Professor Lingyun “Linda” Gao, Associate Professor of Law, Fudan University School of Law (Shanghai, China)
    2:10 p.m.International Charitable Giving
    Alex M. Popovich
    , Executive Director, Wealth Advisor, J.P. Morgan (New York, NY)
    Megan R. Worrell TEP, Partner, Duane Morris LLP (New York, NY)
    Moderator: Stanley A. Barg
    3:00 p.m.Directed Trusts, Trust Protectors, Private Trust Companies and Other Bells and Whistles: Onshore v. Offshore
    Alec R. Anderson, Director, Conyers Dill & Pearman Limited (Hamilton, Bermuda)
    Michael M. Gordon, Director, Gordon, Fournaris & Mammarella, P.A. (Wilmington,
     DE)
    Moderator: G. Warren Whitaker
    3:50 p.m.Afternoon Refreshment Break
    4:20 p.m.Planning for the Asian Client: Legal and Cultural Considerations
    Joseph Field, Of Counsel, Withersworldwide (New York, NY)
    Nicholas Jacob, Partner, Lawrence Graham LLP (London, UK) 
    Professor Lingyun “Linda” Gao, Associate Professor of Law, Fudan University School of Law (Shanghai, China)
    Moderator: John E. Oden
    5:30 p.m.Adjournment
    5:30 p.m.Networking Cocktail Reception
    7:30 p.m.Speakers’ Dinner

    DAY TWO:
    8:00 a.m.Registration (Continental Breakfast)
    8:45 a.m.Pre-Immigration Tax Planning
    Andrew S. Auchincloss, Partner, Sidley Austin LLP (New York, NY)
    Moderator: John E. Oden
    9:35 a.m.Expatriation Tax and Planning
    Jim R. Brockway
    , Partner and Joint Wealth Planning Practice Group Leader, Withersworldwide (New Haven, CT)
    Moderator: G. Warren Whitaker
    10:25 a.m.Morning Refreshment Break
    10:55 a.m.Marriage in Canada: The Marital Deduction and Property Division on Divorce and on Death
    Margaret R. O’Sullivan, Principal, O’Sullivan Estate Lawyers, P.C. (Toronto, Canada)
    Moderator: G. Warren Whitaker
    11:45 a.m.Offshore Investing for Latin Americans
     
    Brazil:Leonardo Braun, TEP, Managing Partner, Intercorp Group
    (Rio de Janeiro, Brazil)
    Argentina:Walter Keiniger, Partner, Marval O’Farrell & Mairal
    (Buenos Aires, Argentina)
    Mexico:Enrique Hernandez-Pulido, Partner, Procopio, Cory, Hargreaves &
    Savitch LLP (San Diego, CA)
    Moderator:John E. Oden
    12:35 p.m.Lunch on your own
    2:00 p.m.Changes in Israeli Taxation of Trusts and Other Recent Developments
    Stanley A. Barg, TEP
    , Kozusko Harris Duncan (New York, NY)
    Lyat Eyal, LL. B. (Oxford Brookes), TEP, Alon Kaplan International Law Firm
    Gideon Rothschild, TEP, Moses & Singer LLP (New York, NY)
     
    2:50 p.m.Ethical Considerations: FATCA, IGAs, TIAs and Exchange of Information: The Changing Face of the International Private Clients Practice
    Panel
    G. Warren Whitaker, Partner, Day Pitney LLP (New York, NY)
    Scott A. Bowman, Associate, Proskauer (Boca Raton, FL)
    Roderick Balfour, Director, Virtus Trust Corporation Limited (London, UK)
    Benedikt Kaiser, Partner, Head of Family Office and US Customers, Kaiser Partner Financial Advisors Ltd. (Zurich, Switzerland)
    3:40 p.m.Afternoon Refreshment Break
    4:10 p.m.Same Sex Marriage/Partnership in Various Jurisdictions U.S., Brazil, Argentina, Mexico, Canada, UK, China and Asia

    Panel Members:
    Leonardo Braun, TEP, Managing Partner, Intercorp Group (Rio de Janeiro, Brazil)
    Patrick Harney, TEP, Forsters LLP (London, UK)
    Nicholas Jacob, Partner, Lawrence Graham LLP (London, UK)
    George Karabingian, Senior Counsel, Proskauer (Boca Raton, FL)
    Enrique Hernandez-Pulido, Partner, Procopio, Cory, Hargreaves & Savitch LLP (San Diego, CA)
    Walter Keiniger, Partner, Marval O’Farrell & Mairal (Buenos Aires, Argentina)
    Margaret R. O’Sullivan, Principal, O’Sullivan Estate Lawyers, P.C. (Toronto, Canada)
    Moderator: Gideon Rothschild
    5:30 p.m.Adjournment

     

    Program Pricing:
    Member: $950.00 / Non-Member: $1,150.00

    **Pricing increases $15.00 ten days prior to program date**

  • 15

    CPLR Update 2014 BUFF

     

    Saturday, March 15, 2014
    9:00 a.m. to 12:40 p.m.

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

    Not Able to Attend in Person?
    A Live Webcast Option is Available Friday, March 21, 2014

    4.0 MCLE Credits: 3.0 Professional Practice; 1.0 Ethics
    * Newly admitted attorneys (less than 24 months) must attend the program in-person to earn New York MCLE credit.

    Featuring: David Paul Horowitz, Esq., Ressler & Ressler
     

    Program Description
    This program is the fourth annual update on New York Civil Practice rules and decisions delivered state-wide by David Paul Horowitz.  Mr. Horowitz will discuss recent developments in New York civil practice, flagging problems, suggesting solutions, and focusing on best practices.  Topics include ethics, the new uniform notice of claim statute, statutes of limitations, jurisdiction, pleadings, electronic and other disclosure developments, evidence, motion practice, and trials, emphasizing the practical impact of recent case and statutory developments.

    A must-attend program for New York practitioners.


    Agenda

    8:30-9:00 a.m.     Registration

    9:00-9:10 a.m.     Welcome and Introduction

    9:10-9:35 a.m.     I.  Statutes of Limitation & Jurisdiction

    9:35-10:00 a.m.     II.  Notices of Claim & Commencement

    10:00-10:25 a.m.     III.  Pleadings & Motion Practice

    10:25-10:50 a.m.     IV. Ethical Issues in Electronic Disclosure & Client Confidentiality

    10:50-11:00 a.m.     Break

    11:00-11:25 a.m.     V.  Disclosure

    11:25-11:50 a.m.     VI. Expert Witnesses

    11:50 a.m.-12:15 p.m.     VII.  Summary Judgment Practice & Trial

    12:15-12:40 p.m.     VIII.  Ethics Developments & Dilemmas

    12:40 p.m.     Adjournment

     

    NYSBA Members $125
    Non Members $225
    Note: Registration fees increase ten days prior to the program date.

  • 26

    Alternative Careers Lawyers in Transition Free Webcast



    Alternative Legal Careers for Lawyers

    Sponsored by the Committee on Lawyers in Transition 

    Have you ever thought about what else you could do with your law degree?
    What other careers have lawyers successfully transitioned into? 
     
    Come hear our panel of lawyers who have all transitioned into nontraditional careers. They will talk about what careers are availabe to lawyers, how they made their own career transition, and what they would recommend for other lawyers hoping to follow  in their career path.
     
    Speakers:
    Jonathan Bing, Governmental Affairs, Wilson Elser, and former Assemblyman
    Crystal Barrow, Assistant Dean for Career and Professional Development, Pace Law School
    Tina Fisher, Senior Counsel at Appeal Tech
    Stephanie Melowsky, VP & Business Banker, CMSBank
     
    Moderator:
    Hillary Mantis
    , Director, Pre-Law Program, Fordham University, and author of Alternative Careers for Lawyers
May 2014
  • 09

    Matrimonial Trial Institute V: Trial of a Custody Case WC

     

    Co-Sponsors
    Family Law Section
    Committee on Continuing Legal Education

    6.5 Total Credits: 5.5 skills; 1.0 professional practice and/or practice management for all attorneys.

    In response to many requests from recent program attendees, the Family Law Section is pleased to present a full-day “Trial of a Custody Case” program which will be almost all demonstration by experienced matrimonial lawyers performing direct and cross examinations of a mother, father, and custody expert in a simulated child custody case. New York judges on the faculty will rule on the attorneys’ questioning and on evidentiary issues, when necessary, in the course of this simulated trial.

    The faculty will convey recommended techniques in preparing for and trying a custody case. You will hear from the custody expert on how the report is prepared. The judge on the panel will review his/her role and the judge’s conduct of the Lincoln hearing in which the child (with the attorney for the child present) may be questioned by the judge in camera.

    Substantial time has been built into the program for audience questions and panel discussion by the faculty. The program also includes the useful review of the latest cases and trends in matrimonial law.

    The fact pattern that forms the basis of the program, along with the custody expert’s report, will be distributed to registrants so they may follow the proceedings.

    This "custody trial" program continues the innovative CLE offerings of the Family Law Section and is full of practical guidance. This course will provide you with a fresh look at proven approaches, techniques and styles of successful matrimonial lawyers in custody cases.
     

    Program Agenda

    8:30-9:00 a.m.
    REGISTRATION (outside meeting room)

    9:00-9:50
    RECENT DECISIONS, NEW LEGISLATION AND DEVELOPING TRENDS IN MATRIMONIAL LAW

    9:50-10:50
    DIRECT AND CROSS EXAMINATION OF THE MOTHER: A DEMONSTRATION (includes 10 minutes of Audience Questions and Answers)

    10:50-11:05
    COFFEE BREAK

    11:05-12:05 p.m.
    DIRECT AND CROSS EXAMINATION OF THE FATHER: A DEMONSTRATION (includes 10 minutes of Audience Questions and Answers)

    12:05-12:30
    THE FORENSIC REPORT AND EVALUATOR (A presentation by the Expert)

    12:30-1:45
    LUNCH (on your own)

    1:45-3:15
    DIRECT AND CROSS EXAMINATION OF THE CUSTODY EVALUATOR/EXPERT: A DEMONSTRATION (includes 15 minutes of Audience Questions and Answers)

    3:15-3:30
    COFFEE/SOFT DRINK BREAK

    3:30-3:55
    THE JUDGE’S ROLE AND THE IN CAMERA QUESTIONING OF THE CHILD (THE LINCOLN HEARING)

    3:55-4:20
    PANEL DISCUSSION AND AUDIENCE QUESTIONS WITH THE JUDGE, CUSTODY EXPERT AND LAWYERS

    4:20 p.m.
    ADJOURNMENT
     

    Program Chair and Moderator

    Henry S. Berman, Esq.
    Berman Frucco Gouz Mitchel & Schub PC
    White Plains

    Speakers (in alphabetical order)

    Lawrence Jay Braunstein, Esq.
    Braunstein & Zuckerman Esqs.
    White Plains

    Mitchell Y. Cohen, Esq.
    Johnson & Cohen, LLP
    White Plains

    Hon. Linda Christopher
    Supreme Court Justice, Westchester County
    White Plains

    Frances DeThomas, Esq.
    Tyre & DeThomas, P.C.
    Rye

    Stephen P. Herman, M.D.
    Clinical Associate Professor of Psychiatry
    Weill Cornell Medical College
    Private Practice of Forensic Child and Adult Psychiatry
    New York City

    Martin T. Johnson, Esq.
    Johnson & Cohen, LLP
    Pearl River

    Kieth I. Rieger, Esq.
    Rieger & Fried, LLP
    Garden City
     

    Program Planning Committee (in alphabetical order)

    Joan Casilio Adams, Esq.
    J. Adams & Associates, PLLC
    Williamsville

    Rosalia Baiamonte, Esq.
    Gassman Baiamonte Betts, PC
    Garden City

    Henry S. Berman, Esq.
    Berman Frucco Gouz Mitchel & Schub p.c.
    White Plains

    Martin T. Johnson, Esq.
    Johnson & Cohen, LLP
    Pearl River

    Peter R. Stambleck, Esq.
    Aronson Mayefsky & Sloan, LLP
    New York City

    Bruce J. Wagner, Esq.
    McNamee, Lochner, Titus & Williams, P.C.
    Albany
     

    ELECTRONIC COURSE MATERIALS (ECM)

    COURSE MATERIALS FOR NYSBA CLE PROGRAMS ARE NOW DISTRIBUTED ELECTRONICALLY!

    All program materials are 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.

  • 16

    Matrimonial Trial Institute V: Trial of a Custody Case ROCH

     

    Co-Sponsors:
    Family Law Section

    Committee on Continuing Legal Education

    6.5 Total Credits: 5.5 skills; 1.0 professional practice and/or practice management for all attorneys.

    In response to many requests from recent program attendees, the Family Law Section is pleased to present a full-day “Trial of a Custody Case” program which will be almost all demonstration by experienced matrimonial lawyers performing direct and cross examinations of a mother, father, and custody expert in a simulated child custody case. New York judges on the faculty will rule on the attorneys’ questioning and on evidentiary issues, when necessary, in the course of this simulated trial.

    The faculty will convey recommended techniques in preparing for and trying a custody case. You will hear from the custody expert on how the report is prepared. The judge on the panel will review his/her role and the judge’s conduct of the Lincoln hearing in which the child (with the attorney for the child present) may be questioned by the judge in camera.

    Substantial time has been built into the program for audience questions and panel discussion by the faculty. The program also includes the useful review of the latest cases and trends in matrimonial law.

    The fact pattern that forms the basis of the program, along with the custody expert’s report, will be distributed to registrants so they may follow the proceedings.

    This "custody trial" program continues the innovative CLE offerings of the Family Law Section and is full of practical guidance. This course will provide you with a fresh look at proven approaches, techniques and styles of successful matrimonial lawyers in custody cases.
     

    Program Agenda

    8:30-9:00 a.m.
    REGISTRATION (outside meeting room)

    9:00-9:50
    RECENT DECISIONS, NEW LEGISLATION AND DEVELOPING TRENDS IN MATRIMONIAL LAW

    9:50-10:50
    DIRECT AND CROSS EXAMINATION OF THE MOTHER: A DEMONSTRATION (includes 10 minutes of Audience Questions and Answers)

    10:50-11:05
    COFFEE BREAK

    11:05-12:05 p.m.
    DIRECT AND CROSS EXAMINATION OF THE FATHER: A DEMONSTRATION (includes 10 minutes of Audience Questions and Answers)

    12:05-12:30
    THE FORENSIC REPORT AND EVALUATOR (A presentation by the Expert)

    12:30-1:45
    LUNCH (on your own)

    1:45-3:15
    DIRECT AND CROSS EXAMINATION OF THE CUSTODY EVALUATOR/EXPERT: A DEMONSTRATION (includes 15 minutes of Audience Questions and Answers)

    3:15-3:30
    COFFEE/SOFT DRINK BREAK

    3:30-3:55
    THE JUDGE’S ROLE AND THE IN CAMERA QUESTIONING OF THE CHILD (THE LINCOLN HEARING)

    3:55-4:20
    PANEL DISCUSSION AND AUDIENCE QUESTIONS WITH THE JUDGE, CUSTODY EXPERT AND LAWYERS

    4:20 p.m.
    ADJOURNMENT
     

    Program Chair and Moderator

    Joan Casilio Adams, Esq.
    J. Adams & Associates, PLLC
    Williamsville

    Speakers (in alphabetical order)

    Francis C. Affronti, Esq.
    Barney & Affronti, LLP
    Rochester

    Brian J. Barney, Esq.
    Barney & Affronti, LLP
    Rochester

    David Coron, Ph.D.
    Licensed Psychologist
    Child/Adolescent/Family Practice
    Farmington

    Hon. Richard A. Dollinger
    Acting Supreme Court Justice, Seventh Judicial District
    Rochester

    Charles P. Inclima, Esq.
    Inclima Law Firm, PLLC
    Rochester

    Catharine M. Venzon, Esq.
    Venzon Law Firm PC
    Buffalo

    Steven G. Wiseman, Esq.
    HoganWillig
    Amherst

     

    Program Planning Committee (in alphabetical order)

    Joan Casilio Adams, Esq.
    J. Adams & Associates, PLLC
    Williamsville

    Rosalia Baiamonte, Esq.
    Gassman Baiamonte Betts, PC
    Garden City

    Henry S. Berman, Esq.
    Berman Frucco Gouz Mitchel & Schub p.c.
    White Plains

    Martin T. Johnson, Esq.
    Johnson & Cohen, LLP
    Pearl River

    Peter R. Stambleck, Esq.
    Aronson Mayefsky & Sloan, LLP
    New York City

    Bruce J. Wagner, Esq.
    McNamee, Lochner, Titus & Williams, P.C.
    Albany
     

    ELECTRONIC COURSE MATERIALS (ECM)

    COURSE MATERIALS FOR NYSBA CLE PROGRAMS ARE NOW DISTRIBUTED ELECTRONICALLY!

    All program materials are 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.

  • 29

    Discovery Proceedings for Trusts and Estates Pract. SYR

     

     

    Co-Sponsors: 

    Trusts and Estates Law Section and its Estate Litigation Committee
    Committee on Continuing Legal Education
     
    4.0 MCLE Credits: 2.0 Skills; 2.0 Professional Practice for all attorneys.
     
     
    Most trusts and estates practitioners will encounter from time-to-time roadblocks and difficulties in acquiring all necessary information about a decedent’s assets and liabilities in the course of administering an estate. This practical-oriented half-day course will focus on proceedings under Sections 2103 and 2104 (to discover property and obtain information regarding an estate) of the Surrogate’s Court Procedure Act, including how the petitioner, the one who is seeking the information, and the respondent, who is the subject of the inquiry, should handle their respective cases.
     
    The panelists will highlight what issues may give rise in a matter for the lawyer to invoke Section 2103 or 2104, and how to navigate through the process in Surrogate’s Court. In addition, the faculty will suggest variations and alternatives to §2103 proceedings for practitioners to consider and how to do advance planning, prior to the decedent’s death, that can avoid or minimize circumstances leading to difficulties at administration.
     
     
    Syracuse Faculty
     
    Ami Setright Longstreet, Esq. (Chair and Moderator)
    Mackenzie Hughes LLP
    Syracuse 

    Cecelia R.S. Cannon, Esq.
    Bousquet Holstein PLLC

    Syracuse

     

    Christine Woodcock Dettor, Esq.

    Bousquet Holstein PLLC

    Syracuse

     

    Charlene E. McGraw, Esq.

    McGraw Law Firm

    Skaneateles

     

    Anne B. Ruffer, Esq.

    Mackenzie Hughes LLP

    Syracuse 

     
     
     
    Program Agenda


    8:30-9:00 a.m.
    REGISTRATION (outside meeting room)

    9:00-9:50
    I.  COMMENCING A PROCEEDING & THE INQUISITORIAL PHASE

         A. Broad Overview of the SCPA §2103 Proceeding
         B. Who May Bring a §2103 Proceeding
         C. Persons Against Whom to Bring the Proceeding
         D. Property That May Be Subject to a Proceeding
         E. Contents of a Petition
         F. Process and Personal Jurisdiction
         G. Interim Relief
         H. Responding to an Order to Attend
         I. Inquisitorial Phase Discovery

    9:50-10:40
    II.  TURNOVER PHASE, DISCOVERY AND TRIAL

         A. Skipping the Inquisitorial Phase
         B. Conversion to the Turnover Phase
         C. Turnover Phase Discovery
         D. Common Issues in Discovery Proceedings
         E. Pre-Trial Considerations
         F. Forms of Trial
         G. Burdens of Proof
         H. Evidentiary Issues
         I. Final Decrees and Appeals

    10:40-10:55
    Coffee Break

    10:55-11:45
    III.  VARIATIONS AND ALTERNATIVES TO §2103 PROCEEDINGS

         A. Reverse Discovery: SCPA §2105 Proceedings 
         B. SCPA §2102(1) Proceedings
         C. Article 22 Fiduciary Accountings
         D. Accountings by Attorneys-in-Fact
         E. Actions for Constructive Trust/Fraud

    11:45-12:35 p.m.
    IV.  PLANNING TO AVOID A DISCOVERY PROCEEDING

         A. Advising Clients
         B. Capacity Issues
         C. Transfers of Assets
         D. Powers of Attorney
         E. Bank Accounts
         F. “Miscellaneous” Assets
         G. Decanting in Brief
         H. Guardianships
         I.  Recovering Assets During Lifetime

    12:35 p.m.
    ADJOURNMENT

     
     
    Program Planning Committee (in alphabetical order)
     
    Angelo M. Grasso, Esq.
    Greenfield Stein & Senior LLP
    New York City
     
    Sylvia E. Di Pietro, Esq.
    Law Office of Sylvia E. Di Pietro, Esq., LLC
    New York City
     
    Charles T. Scott, Esq.
    Greenfield Stein & Senior LLP
    New York City
     
    Frank W. Streng, Esq.
    McCarthy Fingar LLP
    White Plains
     
     
    ELECTRONIC COURSE MATERIALS (ECM)
    COURSE MATERIALS FOR NYSBA CLE PROGRAMS ARE NOW DISTRIBUTED ELECTRONICALLY!
    All program materials are 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.
    Discovery Proceedings for Trusts and Estates Pract. ALB
     
     
    LOCATION:
    New York State Bar Association l 1 Elk Street l Albany, NY 12207 l (518)463-3200   
     
     
    Co-Sponsors:
    Trusts and Estates Law Section and its Estate Litigation Committee
    Committee on Continuing Legal Education
     
    4.0 MCLE Credits: 2.0 Skills; 2.0 Professional Practice for all attorneys.
     
     
    Most trusts and estates practitioners will encounter from time-to-time roadblocks and difficulties in acquiring all necessary information about a decedent’s assets and liabilities in the course of administering an estate. This practical-oriented half-day course will focus on proceedings under Sections 2103 and 2104 (to discover property and obtain information regarding an estate) of the Surrogate’s Court Procedure Act, including how the petitioner, the one who is seeking the information, and the respondent, who is the subject of the inquiry, should handle their respective cases.
     
    The panelists will highlight what issues may give rise in a matter for the lawyer to invoke Section 2103 or 2104, and how to navigate through the process in Surrogate’s Court. In addition, the faculty will suggest variations and alternatives to §2103 proceedings for practitioners to consider and how to do advance planning, prior to the decedent’s death, that can avoid or minimize circumstances leading to difficulties at administration.
     
     

    Chair and Moderator

    Stacy L. Pettit, Esq.
    New York State Supreme Court
    Appellate Division Third Judicial Department
    Albany

    Speakers 
    (in alphabetical order)

    Daniel J. Centi, Esq.
    Feeney Centi and Mackey
    Albany

    Charles T. Scott, Esq.
    Greenfield Stein & Senior LLP
    New York City

    Patricia J. Shevy, Esq.
    The Shevy Law Firm, LLC
    Albany

    Frank W. Streng, Esq.
    McCarthy Fingar LLP
    White Plains

     
     

    Program Agenda

    8:30-9:00 a.m.
    REGISTRATION (outside meeting room)

    9:00-9:50
    I.  COMMENCING A PROCEEDING & THE INQUISITORIAL PHASE

         A. Broad Overview of the SCPA §2103 Proceeding
         B. Who May Bring a §2103 Proceeding
         C. Persons Against Whom to Bring the Proceeding
         D. Property That May Be Subject to a Proceeding
         E. Contents of a Petition
         F. Process and Personal Jurisdiction
         G. Interim Relief
         H. Responding to an Order to Attend
         I. Inquisitorial Phase Discovery

    9:50-10:40
    II.  TURNOVER PHASE, DISCOVERY AND TRIAL

         A. Skipping the Inquisitorial Phase
         B. Conversion to the Turnover Phase
         C. Turnover Phase Discovery
         D. Common Issues in Discovery Proceedings
         E. Pre-Trial Considerations
         F. Forms of Trial
         G. Burdens of Proof
         H. Evidentiary Issues
         I. Final Decrees and Appeals

    10:40-10:55
    Coffee Break

    10:55-11:45
    III.  VARIATIONS AND ALTERNATIVES TO §2103 PROCEEDINGS

         A. Reverse Discovery: SCPA §2105 Proceedings 
         B. SCPA §2102(1) Proceedings
         C. Article 22 Fiduciary Accountings
         D. Accountings by Attorneys-in-Fact
         E. Actions for Constructive Trust/Fraud

    11:45-12:35 p.m.
    IV.  PLANNING TO AVOID A DISCOVERY PROCEEDING

         A. Advising Clients
         B. Capacity Issues
         C. Transfers of Assets
         D. Powers of Attorney
         E. Bank Accounts
         F. “Miscellaneous” Assets
         G. Decanting in Brief
         H. Guardianships
         I.  Recovering Assets During Lifetime

    12:35 p.m.
    ADJOURNMENT

     
     
    Program Planning Committee (in alphabetical order)
     
    Angelo M. Grasso, Esq.
    Greenfield Stein & Senior LLP
    New York City
     
    Sylvia E. Di Pietro, Esq.
    Law Office of Sylvia E. Di Pietro, Esq., LLC
    New York City
     
    Charles T. Scott, Esq.
    Greenfield Stein & Senior LLP
    New York City
     
    Frank W. Streng, Esq.
    McCarthy Fingar LLP
    White Plains
     
     
    ELECTRONIC COURSE MATERIALS (ECM)
    COURSE MATERIALS FOR NYSBA CLE PROGRAMS ARE NOW DISTRIBUTED ELECTRONICALLY!
    All program materials are 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.

     

     
  • 30

    Discovery Proceedings for Trusts and Estates Pract. BUFF

     

     

    Co-Sponsors: 

    Trusts and Estates Law Section and its Estate Litigation Committee
    Committee on Continuing Legal Education
     
    4.0 MCLE Credits: 2.0 Skills; 2.0 Professional Practice for all attorneys.
     
     
    Most trusts and estates practitioners will encounter from time-to-time roadblocks and difficulties in acquiring all necessary information about a decedent’s assets and liabilities in the course of administering an estate. This practical-oriented half-day course will focus on proceedings under Sections 2103 and 2104 (to discover property and obtain information regarding an estate) of the Surrogate’s Court Procedure Act, including how the petitioner, the one who is seeking the information, and the respondent, who is the subject of the inquiry, should handle their respective cases.
     
    The panelists will highlight what issues may give rise in a matter for the lawyer to invoke Section 2103 or 2104, and how to navigate through the process in Surrogate’s Court. In addition, the faculty will suggest variations and alternatives to §2103 proceedings for practitioners to consider and how to do advance planning, prior to the decedent’s death, that can avoid or minimize circumstances leading to difficulties at administration.
     
     
    Buffalo Faculty
     
    Victoria L. D'Angelo, Esq.   (Chair and Moderator)
    Damon Morey LLP 
    Buffalo
     
    Alan J. Bozer, Esq.
    Phillips Lytle LLP
    Buffalo

    John G. Brenon, Esq.
    Ward Brenon Lipman & Zarcone LLP
    Williamsville

    Jennifer G. Flannery. Esq.
    Damon Morey LLP
    Clarence 

    Catherine E. Nagel, Esq.
    Nuchereno & Nagel
    Buffalo
     
     
     
    Program Agenda


    8:30-9:00 a.m.
    REGISTRATION (outside meeting room)

    9:00-9:50
    I.  COMMENCING A PROCEEDING & THE INQUISITORIAL PHASE

         A. Broad Overview of the SCPA §2103 Proceeding
         B. Who May Bring a §2103 Proceeding
         C. Persons Against Whom to Bring the Proceeding
         D. Property That May Be Subject to a Proceeding
         E. Contents of a Petition
         F. Process and Personal Jurisdiction
         G. Interim Relief
         H. Responding to an Order to Attend
         I. Inquisitorial Phase Discovery

    9:50-10:40
    II.  TURNOVER PHASE, DISCOVERY AND TRIAL

         A. Skipping the Inquisitorial Phase
         B. Conversion to the Turnover Phase
         C. Turnover Phase Discovery
         D. Common Issues in Discovery Proceedings
         E. Pre-Trial Considerations
         F. Forms of Trial
         G. Burdens of Proof
         H. Evidentiary Issues
         I. Final Decrees and Appeals

    10:40-10:55
    Coffee Break

    10:55-11:45
    III.  VARIATIONS AND ALTERNATIVES TO §2103 PROCEEDINGS

         A. Reverse Discovery: SCPA §2105 Proceedings 
         B. SCPA §2102(1) Proceedings
         C. Article 22 Fiduciary Accountings
         D. Accountings by Attorneys-in-Fact
         E. Actions for Constructive Trust/Fraud

    11:45-12:35 p.m.
    IV.  PLANNING TO AVOID A DISCOVERY PROCEEDING

         A. Advising Clients
         B. Capacity Issues
         C. Transfers of Assets
         D. Powers of Attorney
         E. Bank Accounts
         F. “Miscellaneous” Assets
         G. Decanting in Brief
         H. Guardianships
         I.  Recovering Assets During Lifetime

    12:35 p.m.
    ADJOURNMENT

     
     
    Program Planning Committee (in alphabetical order)
     
    Angelo M. Grasso, Esq.
    Greenfield Stein & Senior LLP
    New York City
     
    Sylvia E. Di Pietro, Esq.
    Law Office of Sylvia E. Di Pietro, Esq., LLC
    New York City
     
    Charles T. Scott, Esq.
    Greenfield Stein & Senior LLP
    New York City
     
    Frank W. Streng, Esq.
    McCarthy Fingar LLP
    White Plains
     
     
    ELECTRONIC COURSE MATERIALS (ECM)
    COURSE MATERIALS FOR NYSBA CLE PROGRAMS ARE NOW DISTRIBUTED ELECTRONICALLY!
    All program materials are 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. 

     

    Discovery Proceedings for Trusts and Estates Pract. LI
     
     
    Co-Sponsors:
    Trusts and Estates Law Section and its Estate Litigation Committee
    Committee on Continuing Legal Education
     
    4.0 MCLE Credits: 2.0 Skills; 2.0 Professional Practice for all attorneys.
     
     
    Most trusts and estates practitioners will encounter from time-to-time roadblocks and difficulties in acquiring all necessary information about a decedent’s assets and liabilities in the course of administering an estate. This practical-oriented half-day course will focus on proceedings under Sections 2103 and 2104 (to discover property and obtain information regarding an estate) of the Surrogate’s Court Procedure Act, including how the petitioner, the one who is seeking the information, and the respondent, who is the subject of the inquiry, should handle their respective cases.
     
    The panelists will highlight what issues may give rise in a matter for the lawyer to invoke Section 2103 or 2104, and how to navigate through the process in Surrogate’s Court. In addition, the faculty will suggest variations and alternatives to §2103 proceedings for practitioners to consider and how to do advance planning, prior to the decedent’s death, that can avoid or minimize circumstances leading to difficulties at administration.
     
     
    Melville Chair and Moderator
     
    Joseph T. La Ferlita, Esq.  
    Farrell Fritz, P.C.
    Uniondale
     
     
    Speakers (in alphabetical order)

    Angelo M. Grasso, Esq.
    Greenfield Stein & Senior LLP
    New York City 

    Jennifer F. Hillman, Esq.
    Ruskin Moscou Faltischek, P.C.
    Uniondale

    Bill P. Parkas, Esq.
    McCoyd, Parkas & Ronan LLP
    Garden City

    Frank T. Santoro, Esq.
    Farrell Fritz, P.C.
    Uniondale

     
     
    Program Agenda


    8:30-9:00 a.m.
    REGISTRATION (outside meeting room)

    9:00-9:50
    I.  COMMENCING A PROCEEDING & THE INQUISITORIAL PHASE

         A. Broad Overview of the SCPA §2103 Proceeding
         B. Who May Bring a §2103 Proceeding
         C. Persons Against Whom to Bring the Proceeding
         D. Property That May Be Subject to a Proceeding
         E. Contents of a Petition
         F. Process and Personal Jurisdiction
         G. Interim Relief
         H. Responding to an Order to Attend
         I. Inquisitorial Phase Discovery

    9:50-10:40
    II.  TURNOVER PHASE, DISCOVERY AND TRIAL

         A. Skipping the Inquisitorial Phase
         B. Conversion to the Turnover Phase
         C. Turnover Phase Discovery
         D. Common Issues in Discovery Proceedings
         E. Pre-Trial Considerations
         F. Forms of Trial
         G. Burdens of Proof
         H. Evidentiary Issues
         I. Final Decrees and Appeals

    10:40-10:55
    Coffee Break

    10:55-11:45
    III.  VARIATIONS AND ALTERNATIVES TO §2103 PROCEEDINGS

         A. Reverse Discovery: SCPA §2105 Proceedings 
         B. SCPA §2102(1) Proceedings
         C. Article 22 Fiduciary Accountings
         D. Accountings by Attorneys-in-Fact
         E. Actions for Constructive Trust/Fraud

    11:45-12:35 p.m.
    IV.  PLANNING TO AVOID A DISCOVERY PROCEEDING

         A. Advising Clients
         B. Capacity Issues
         C. Transfers of Assets
         D. Powers of Attorney
         E. Bank Accounts
         F. “Miscellaneous” Assets
         G. Decanting in Brief
         H. Guardianships
         I.  Recovering Assets During Lifetime

    12:35 p.m.
    ADJOURNMENT

     
     
    Program Planning Committee (in alphabetical order)
     
    Angelo M. Grasso, Esq.
    Greenfield Stein & Senior LLP
    New York City
     
    Sylvia E. Di Pietro, Esq.
    Law Office of Sylvia E. Di Pietro, Esq., LLC
    New York City
     
    Charles T. Scott, Esq.
    Greenfield Stein & Senior LLP
    New York City
     
    Frank W. Streng, Esq.
    McCarthy Fingar LLP
    White Plains
     
     
    ELECTRONIC COURSE MATERIALS (ECM)
    COURSE MATERIALS FOR NYSBA CLE PROGRAMS ARE NOW DISTRIBUTED ELECTRONICALLY!
    All program materials are 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. 

     

     

Jun 2014
  • 03

    Public Sector Labor Relations NYC



    Co-Sponsors: 

    Labor and Employment Law Section
    Committee on Continuing Legal Education

     

    5.0 MCLE Credits: 4.0 in Professional Practice and 1.0 in Ethics for all attorneys.
     

      Can’t attend in person? The program at this location is also available via simultaneous live webcast option. Note: Newly admitted attorneys (less than twenty-four months) must attend the program in person to receive New York MCLE credit.
     

    This basic-to-intermediate level program is designed to provide an in-depth look at current issues that continue to dominate the public discourse vis-à-vis public sector labor relations.


    Program Agenda

    8:30-9:00a.m.
    REGISTRATION (outside meeting room)

    9:00-9:10
    OPENING REMARKS/HOUSEKEEPING MATTERS

    9:10-10:00
    PATIENT PROTECTION AND AFFORDABLE CARE ACT UPDATE: WHAT PUBLIC EMPLOYERS AND LABOR NEED TO KNOW

    10:00-10:50
    ETHICS – WHO’S THE CLIENT? (and related concerns such as attorney/client privilege and ex parte communications)

    10:50-11:10
    Coffee Break

    11:10-12:00 Noon
    EMPLOYEE DISCIPLINE

    12:00-1:10 p.m.
    LUNCH (on your own)

    1:10-2:00
    FLSA (Fair Labor Standards Act) COMPLIANCE: HOT ISSUES

    2:00-2:50
    THE TRIBOROUGH LAW: STILL ALIVE AND WELL?   

    2:50 p.m.
    ADJOURNMENT

     

    Program Faculty

    Program Planning Co-Chairs 

    John F. Corcoran, Esq.
    Hancock Estabrook, LLP
    Syracuse

    Nathaniel G. Lambright, Esq.
    Blitman & King LLP
    Syracuse
     

    Speakers (in alphabetical order)

    Ronald G. Dunn, Esq.
    Gleason Dunn Walsh & O'Shea
    Albany

    Gretchen Harders, Esq.
    Epstein Becker & Green, P.C.
    New York City

    John S. Ho, Esq.
    Bond, Schoeneck & King, PLLC
    New York City

    Linda Keller, Esq.
    Greenberg Burzichelli Greenberg P.C.
    Lake Success

    Ginger B. LaChapelle, Esq.
    Blitman & King LLP
    Albany  

    Nathaniel G. Lambright, Esq.
    Blitman & King LLP
    Syracuse

    Terence M. O’Neil, Esq.
    Bond, Schoeneck & King, PLLC
    New York City

    Stephanie M. Roebuck, Esq.
    Keane & Beane, P.C.
    White Plains

    Patrick J. Solomon, Esq.
    Thomas & Solomon LLP
    Rochester

    Paul J. Sweeney, Esq.
    Coughlin & Gerhart, LLP
    Binghamton  

     

    ELECTRONIC COURSE MATERIALS (ECM)

    COURSE MATERIALS FOR NYSBA CLE PROGRAMS ARE NOW DISTRIBUTED ELECTRONICALLY!

    All program materials are 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.

     

  • 06

    Matrimonial Trial Institute V: Trial of a Custody Case ALB

     

     

    LOCATION:  Holiday Inn Albany-Wolf Road l 205 Wolf Road l Albany, NY 12205


    Family Law Section
    Committee on Continuing Legal Education

     

    Co-Sponsors

    6.5 Total Credits: 5.5 skills; 1.0 professional practice and/or practice management for all attorneys.

    In response to many requests from recent program attendees, the Family Law Section is pleased to present a full-day “Trial of a Custody Case” program which will be almost all demonstration by experienced matrimonial lawyers performing direct and cross examinations of a mother, father, and custody expert in a simulated child custody case. New York judges on the faculty will rule on the attorneys’ questioning and on evidentiary issues, when necessary, in the course of this simulated trial.

    The faculty will convey recommended techniques in preparing for and trying a custody case. You will hear from the custody expert on how the report is prepared. The judge on the panel will review his/her role and the judge’s conduct of the Lincoln hearing in which the child (with the attorney for the child present) may be questioned by the judge in camera.

    Substantial time has been built into the program for audience questions and panel discussion by the faculty. The program also includes the useful review of the latest cases and trends in matrimonial law.

    The fact pattern that forms the basis of the program, along with the custody expert’s report, will be distributed to registrants so they may follow the proceedings.

    This "custody trial" program continues the innovative CLE offerings of the Family Law Section and is full of practical guidance. This course will provide you with a fresh look at proven approaches, techniques and styles of successful matrimonial lawyers in custody cases.
     

    Program Agenda

    8:30-9:00 a.m.
    REGISTRATION (outside meeting room)

    9:00-9:50
    RECENT DECISIONS, NEW LEGISLATION AND DEVELOPING TRENDS IN MATRIMONIAL LAW

    9:50-10:50
    DIRECT AND CROSS EXAMINATION OF THE MOTHER: A DEMONSTRATION (includes 10 minutes of Audience Questions and Answers)

    10:50-11:05
    COFFEE BREAK

    11:05-12:05 p.m.
    DIRECT AND CROSS EXAMINATION OF THE FATHER: A DEMONSTRATION (includes 10 minutes of Audience Questions and Answers)

    12:05-12:30
    THE FORENSIC REPORT AND EVALUATOR (A presentation by the Expert)

    12:30-1:45
    LUNCH (on your own)

    1:45-3:15
    DIRECT AND CROSS EXAMINATION OF THE CUSTODY EVALUATOR/EXPERT: A DEMONSTRATION (includes 15 minutes of Audience Questions and Answers)

    3:15-3:40
    PANEL DISCUSSION AND AUDIENCE QUESTIONS WITH THE JUDGE, CUSTODY EXPERT AND LAWYERS

    3:40-3:50
    COFFEE/SOFT DRINK BREAK

    3:50-4:15
    THE JUDGE’S ROLE AND THE IN CAMERA QUESTIONING OF THE CHILD (THE LINCOLN HEARING)

    4:15 p.m.
    ADJOURNMENT
     

    Program Chair and Moderator

    Bruce J. Wagner, Esq.
    McNamee, Lochner, Titus & Williams, P.C.
    Albany


    Speakers (in alphabetical order)

    Michelle L. Haskin, Esq.
    McNamee, Lochner, Titus & Williams, P.C.
    Albany

    Hon. Kimberly A. O'Connor
    Acting Supreme Court Justice, Third Judicial District
    Albany

    Jennifer Powers Rutkey, Esq.
    Gordon, Tepper & DeCoursey, LLP
    Glenville

    Elizabeth Critz Schockmel, Psy.D.
    Clinical/Forensic Psychologist
    Capital Psychological Associates
    Albany

    Margaret C. Tabak, Esq.
    Tabak & Kiosse, LLP
    Albany

    Eric A. Tepper, Esq.
    Gordon, Tepper & DeCoursey, LLP
    Glenville

    Bruce J. Wagner, Esq.
    McNamee, Lochner, Titus & Williams, P.C.
    Albany
     

    Program Planning Committee (in alphabetical order)

    Joan Casilio Adams, Esq.
    J. Adams & Associates, PLLC
    Williamsville

    Rosalia Baiamonte, Esq.
    Gassman Baiamonte Betts, PC
    Garden City

    Henry S. Berman, Esq.
    Berman Frucco Gouz Mitchel & Schub p.c.
    White Plains

    Martin T. Johnson, Esq.
    Johnson & Cohen, LLP
    Pearl River

    Peter R. Stambleck, Esq.
    Aronson Mayefsky & Sloan, LLP
    New York City

    Bruce J. Wagner, Esq.
    McNamee, Lochner, Titus & Williams, P.C.
    Albany
     

    ELECTRONIC COURSE MATERIALS (ECM)

    COURSE MATERIALS FOR NYSBA CLE PROGRAMS ARE NOW DISTRIBUTED ELECTRONICALLY!

    All program materials are 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.

     

    Matrimonial Trial Institute V: Trial of a Custody Case LI

    Co-Sponsors
    Family Law Section
    Committee on Continuing Legal Education

    6.5 Total Credits: 5.5 skills; 1.0 professional practice and/or practice management for all attorneys.

    In response to many requests from recent program attendees, the Family Law Section is pleased to present a full-day “Trial of a Custody Case” program which will be almost all demonstration by experienced matrimonial lawyers performing direct and cross examinations of a mother, father, and custody expert in a simulated child custody case. New York judges on the faculty will rule on the attorneys’ questioning and on evidentiary issues, when necessary, in the course of this simulated trial.

    The faculty will convey recommended techniques in preparing for and trying a custody case. You will hear from the custody expert on how the report is prepared. The judge on the panel will review his/her role and the judge’s conduct of the Lincoln hearing in which the child (with the attorney for the child present) may be questioned by the judge in camera.

    Substantial time has been built into the program for audience questions and panel discussion by the faculty. The program also includes the useful review of the latest cases and trends in matrimonial law.

    The fact pattern that forms the basis of the program, along with the custody expert’s report, will be distributed to registrants so they may follow the proceedings.

    This "custody trial" program continues the innovative CLE offerings of the Family Law Section and is full of practical guidance. This course will provide you with a fresh look at proven approaches, techniques and styles of successful matrimonial lawyers in custody cases.
     

    Program Agenda

    8:30-9:00 a.m.
    REGISTRATION (outside meeting room)

    9:00-9:50
    RECENT DECISIONS, NEW LEGISLATION AND DEVELOPING TRENDS IN MATRIMONIAL LAW

    9:50-10:50
    DIRECT AND CROSS EXAMINATION OF THE MOTHER: A DEMONSTRATION (includes 10 minutes of Audience Questions and Answers)

    10:50-11:05
    COFFEE BREAK

    11:05-12:05 p.m.
    DIRECT AND CROSS EXAMINATION OF THE FATHER: A DEMONSTRATION (includes 10 minutes of Audience Questions and Answers)

    12:05-12:30
    THE FORENSIC REPORT AND EVALUATOR (A presentation by the Expert)

    12:30-1:45
    LUNCH (on your own)

    1:45-3:15
    DIRECT AND CROSS EXAMINATION OF THE CUSTODY EVALUATOR/EXPERT: A DEMONSTRATION (includes 15 minutes of Audience Questions and Answers)

    3:15-3:30
    COFFEE/SOFT DRINK BREAK

    3:30-3:55
    THE JUDGE’S ROLE AND THE IN CAMERA QUESTIONING OF THE CHILD (THE LINCOLN HEARING)

    3:55-4:20
    PANEL DISCUSSION AND AUDIENCE QUESTIONS WITH THE JUDGE, CUSTODY EXPERT AND LAWYERS

    4:20 p.m.
    ADJOURNMENT
     

    Program Chair and Moderator

    Rosalia Baiamonte, Esq. 
    Gassman Baiamonte Betts, PC
    Garden City

    Speakers (in alphabetical order)

    Mary Ann Aiello, Esq.
    Mary Ann Aiello, P.C.
    Garden City

    Hon. Arthur M. Diamond
    New York State Supreme Court Justice, Tenth Judicial District
    Mineola

    Stephen Gassman, Esq.
    Gassman Baiamonte Betts, PC
    Garden City

    William H. Kaplan, M.D.
    Voluntary Attending
    Hofstra North Shore – LIJ School of Medicine
    Division of Child & Adolescent Psychiatry
    Great Neck

    Kieth I. Rieger, Esq.
    Rieger & Fried, LLP
    Garden City

    Jill C. Stone, Esq.
    Jill C. Stone, Esq., PC
    Garden City

    Gary H. Tabat, Esq.
    Tabat, Cohen, Blum & Yovino, LLP
    Hauppauge and Garden City
     

    Program Planning Committee (in alphabetical order)

    Joan Casilio Adams, Esq.
    J. Adams & Associates, PLLC
    Williamsville

    Rosalia Baiamonte, Esq.
    Gassman Baiamonte Betts, PC
    Garden City

    Henry S. Berman, Esq.
    Berman Frucco Gouz Mitchel & Schub p.c.
    White Plains

    Martin T. Johnson, Esq.
    Johnson & Cohen, LLP
    Pearl River

    Peter R. Stambleck, Esq.
    Aronson Mayefsky & Sloan, LLP
    New York City

    Bruce J. Wagner, Esq.
    McNamee, Lochner, Titus & Williams, P.C.
    Albany

    ELECTRONIC COURSE MATERIALS (ECM)

    COURSE MATERIALS FOR NYSBA CLE PROGRAMS ARE NOW DISTRIBUTED ELECTRONICALLY!

    All program materials are 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.

  • 12

    Public Sector Labor Relations SYR



    Co-Sponsors: 

    Labor and Employment Law Section
    Committee on Continuing Legal Education

    5.0 MCLE Credits: 4.0 in Professional Practice and 1.0 in Ethics for all attorneys.

    This basic-to-intermediate level program is designed to provide an in-depth look at current issues that continue to dominate the public discourse vis-à-vis public sector labor relations.

     

    Program Agenda

    8:30-9:00a.m.
    REGISTRATION (outside meeting room)

    9:00-9:10
    OPENING REMARKS/HOUSEKEEPING MATTERS

    9:10-10:00
    PATIENT PROTECTION AND AFFORDABLE CARE ACT UPDATE: WHAT PUBLIC EMPLOYERS AND LABOR NEED TO KNOW

    10:00-10:50
    ETHICS – WHO’S THE CLIENT? (and related concerns such as attorney/client privilege and ex parte communications)

    10:50-11:10
    Coffee Break

    11:10-12:00 Noon
    EMPLOYEE DISCIPLINE

    12:00-1:10 p.m.
    LUNCH (on your own)

    1:10-2:00
    FLSA (Fair Labor Standards Act) COMPLIANCE: HOT ISSUES

    2:00-2:50
    THE TRIBOROUGH LAW: STILL ALIVE AND WELL?   

    2:50 p.m.
    ADJOURNMENT
     

    Program Faculty

    Program Planning Co-Chairs 

    John F. Corcoran, Esq.
    Hancock Estabrook, LLP
    Syracuse

    Nathaniel G. Lambright, Esq.
    Blitman & King LLP
    Syracuse


    Speakers (in alphabetical order)

    Melinda B. Bowe, Esq.
    Hancock Estabrook LLP
    Syracuse  

    Daniel R. Brice, Esq.
    Blitman & King LLP
    Syracuse

    Anthony J. Brock, Esq.
    New York State United Teachers
    Latham

    John F. Corcoran, Esq.
    Hancock Estabrook, LLP
    Syracuse

    Kevin B. Flanigan
    Director, Office of Conciliation
    NY Public Employment Relations Board
    Albany

    Brian J. LaClair, Esq.
    Blitman & King LLP
    Syracuse

    Nathaniel G. Lambright, Esq.
    Blitman & King LLP
    Syracuse

    Colin M. Leonard, Esq.
    Bond, Schoeneck & King, PLLC
    Syracuse

    Edward G. Melvin II, Esq.
    Hiscock & Barclay LLP
    Syracuse

    Mimi C. Satter, Esq.
    Satter & Andrews, LLP
    Syracuse

    Paul J. Sweeney, Esq.
    Coughlin & Gerhart, LLP
    Binghamton

     

    ELECTRONIC COURSE MATERIALS (ECM)

    COURSE MATERIALS FOR NYSBA CLE PROGRAMS ARE NOW DISTRIBUTED ELECTRONICALLY!

    All program materials are 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.

  • 13

    Matrimonial Trial Institute V: Trial of a Custody Case NYC

     

    Co-Sponsors
    Family Law Section
    Committee on Continuing Legal Education

    6.5 Total Credits: 5.5 skills; 1.0 professional practice and/or practice management for all attorneys.
     

     Can’t attend in person? The program at this location is also available via simultaneous live webcast option.
    Note: Newly admitted attorneys (less than twenty-four months) must attend the program in person to receive New York MCLE credit.

     

    In response to many requests from recent program attendees, the Family Law Section is pleased to present a full-day “Trial of a Custody Case” program which will be almost all demonstration by experienced matrimonial lawyers performing direct and cross examinations of a mother, father, and custody expert in a simulated child custody case. New York judges on the faculty will rule on the attorneys’ questioning and on evidentiary issues, when necessary, in the course of this simulated trial.

    The faculty will convey recommended techniques in preparing for and trying a custody case. You will hear from the custody expert on how the report is prepared. The judge on the panel will review his/her role and the judge’s conduct of the Lincoln hearing in which the child (with the attorney for the child present) may be questioned by the judge in camera.

    Substantial time has been built into the program for audience questions and panel discussion by the faculty. The program also includes the useful review of the latest cases and trends in matrimonial law.

    The fact pattern that forms the basis of the program, along with the custody expert’s report, will be distributed to registrants so they may follow the proceedings.

    This "custody trial" program continues the innovative CLE offerings of the Family Law Section and is full of practical guidance. This course will provide you with a fresh look at proven approaches, techniques and styles of successful matrimonial lawyers in custody cases.
     

    Program Agenda

    8:30-9:00 a.m.
    REGISTRATION (outside meeting room)

    9:00-9:50
    RECENT DECISIONS, NEW LEGISLATION AND DEVELOPING TRENDS IN MATRIMONIAL LAW

    9:50-10:50
    DIRECT AND CROSS EXAMINATION OF THE MOTHER: A DEMONSTRATION (includes 10 minutes of Audience Questions and Answers)

    10:50-11:05
    COFFEE BREAK

    11:05-12:05 p.m.
    DIRECT AND CROSS EXAMINATION OF THE FATHER: A DEMONSTRATION (includes 10 minutes of Audience Questions and Answers)

    12:05-12:30
    THE FORENSIC REPORT AND EVALUATOR (A presentation by the Expert)

    12:30-1:45
    LUNCH (on your own)

    1:45-3:15
    DIRECT AND CROSS EXAMINATION OF THE CUSTODY EVALUATOR/EXPERT: A DEMONSTRATION (includes 15 minutes of Audience Questions and Answers)

    3:15-3:30
    COFFEE/SOFT DRINK BREAK

    3:30-3:55
    THE JUDGE’S ROLE AND THE IN CAMERA QUESTIONING OF THE CHILD (THE LINCOLN HEARING)

    3:55-4:20
    PANEL DISCUSSION AND AUDIENCE QUESTIONS WITH THE JUDGE, CUSTODY EXPERT AND LAWYERS

    4:20 p.m.
    ADJOURNMENT


    Program Chair and Moderator

    Peter R. Stambleck, Esq.
    Aronson Mayefsky & Sloan LLP
    New York City

    Speakers (in alphabetical order)

    David Aronson, Esq.
    Aronson Mayefsky & Sloan LLP
    New York City

    Lawrence Jay Braunstein, Esq.
    Braunstein & Zuckerman Esqs.
    White Plains

    Hon. Laura E. Drager
    Acting Supreme Court Justice, New York County
    New York City

    William H. Kaplan, M.D.
    Voluntary Attending
    Hofstra North Shore – LIJ School of Medicine
    Division of Child & Adolescent Psychiatry
    Great Neck

    Steven M. Silpe, Esq.
    Garr Silpe, P.C.
    New York City

    Bruce J. Wagner, Esq.
    McNamee, Lochner, Titus & Williams, P.C.
    Albany

    Brett S. Ward, Esq.
    Blank Rome LLP
    New York City
     

    Program Planning Committee (in alphabetical order)

    Joan Casilio Adams, Esq.
    J. Adams & Associates, PLLC
    Williamsville

    Rosalia Baiamonte, Esq.
    Gassman Baiamonte Betts, PC
    Garden City

    Henry S. Berman, Esq.
    Berman Frucco Gouz Mitchel & Schub p.c.
    White Plains

    Martin T. Johnson, Esq.
    Johnson & Cohen, LLP
    Pearl River

    Peter R. Stambleck, Esq.
    Aronson Mayefsky & Sloan, LLP
    New York City

    Bruce J. Wagner, Esq.
    McNamee, Lochner, Titus & Williams, P.C.
    Albany
     

    ELECTRONIC COURSE MATERIALS (ECM)

    COURSE MATERIALS FOR NYSBA CLE PROGRAMS ARE NOW DISTRIBUTED ELECTRONICALLY!

    All program materials are 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.