Estate Litigation and Conducting SCPA 1404 Depositions


Click on the Program Date to Register for that Location!

Tuesday, December 3, 2019 | Albany (Webcast)
Wednesday, December 4, 2019 | NYC 
Tuesday, December 10, 2019 | Buffalo
Thursday, December 12, 2019 | Melville

Program is from 9:00 a.m. – 5:00 p.m. in all locations

7.5  MCLE Credits: 6.5 Areas of Professional Practice; 1.0 Ethics 

Trusts & Estates Law Section and the Committee on Continuing Legal Education

Thank you to our co-sponsor:

Trusts & Estates Law Section Chair, Robert M. Harper, Esq., Farrell Fritz, P.C., Uniondale 

Not Able to Attend in Person? 
The Video Replay of this program will made available to all program registrants 
enabling you to watch on your schedule and earn your MCLE credits.


The New York State Bar Association’s Trusts & Estate Law Section and the Committee on Continuing Legal Education are pleased to present the Estate Litigation: 1404 Examinations & Contested Accountings CLE Program. 

Program Description
Designed for experienced estate planners or litigators who want to bring their practice to the next level, this comprehensive program will teach hands-on techniques and approaches to handling the 1404 examination landscape and contested accountings.  Learn practical and time savings skills for handling both SCPA 1404 and SCPA 2211 examinations. Get tips from seasoned Surrogate's Court practitioners who will provide step-by-step guidance to navigating accounting proceedings and the SCPA 1404 process.

Program Agenda 

Program Agenda Topics

  • Basics of SCPA 1404 Examinations
  • Preparing for SCPA 1404 Examinations
  • Taking the SCPA 1404 Examination
  • How to Keep Wills Safe from Attack
  • Ethical Considerations
  • Compulsory Accounting
  •  Accounting and Petition
  • 2211 Examinations
  • Objections
  • Trial

Program Planning Co-Chairs
Edward D. Baker, Esq., Farrell Fritz, P.C., Uniondale
Lindsay M. McKenna, Esq., Hodgson Russ LLP, Buffalo

Program Faculty 

NYSBA Member: $175

Co-Sponsoring Section Member: $150
Non-Member: $ 275

Interested in registering more than one attorney?
Three or more registrations from the same firm/organization are eligible for our 20% Group Discount.

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Pre-registration Strongly Advised: You can save money and guarantee your seat and course materials by registering early.  Registrations cancelled less than three days from the program date will be assessed a cancellation fee of $25.00.