Click on the Program Date to Register for that Location!  

Tuesday, February 27, 2018 – New York State Bar Association, One Elk St., Albany

Wednesday, February 28, 2018 (Live Webcast) – CFA Society, 1540 Broadway, Suite 1010, New York, NY 10036   

9:00 a.m. - 1:00 p.m. 

4.5 MCLE Credits: 2.5 Professional Practice; 0.5 Ethics; 1.5 Skills

Program Chair
Patricia Shevy, Esq.,
The Shevy Law Firm, Albany, NY

Local Chairs
Michael P. Ryan, Esq.
, Jaspan Schlesinger LLP, Garden City, NY
Sally M. Donahue, Esq., Jaspan Schlesinger LLP, Garden City, NY

Program Faculty:

Honorable Stacy L. Pettit, Albany County Surrogate's Court
Deborah Kearns, Esq., Albany County Surrogate's Court
Alima Atoui, Esq., Albany County Surrogate's Court
Honorable Paul Morgan, Rensselaer County Surrogate's Court 

Hon. Brandon Sall,  Westechester County Surrogates Court
Lori Sullivan, Esq., Seward & Kissel, LLP, New York City
Steven R. Finkelstein, Esq., Finkelstein & Virga, P.C., New York City
Charles T. Scott, Esq., Greenfield Stein & Senior, LLP, New York City
Eric W. Penzer, Esq., Farrell Fritz, P.C., Uniondale
Sally P. Donahue, Esq., Jaspan Schlesinger, LLP, Garden City
Michael P. Ryan, Esq., Jaspan Schlesinger, LLP, Garden City

Trusts & Estates Law Section
Committee on Continuing Legal Education

Not Able to Attend in Person?
A Live Webcast Option is Available: Wednesday, February 28, 2018. 
If you cannot watch the webcast at the scheduled time and date, the recording will be available to you to access after the presentation date for a 60 day period enabling you to watch on your schedule and earn your MCLE credits.*Newly admitted attorneys (less than twenty-four months) must attend the live program in order to earn Skills credits. Newly admitted attorneys are not able to earn Skills credits by viewing the webcast.


The New York State Bar Association’s Trusts & Estates Law Section and the Committee on Continuing Legal Education are pleased to present What You Need to Know as a Guardian Ad Litem.  

The Trusts and Estates Law Section and Committee on Continuing Legal Education are pleased to present this half-day program that will qualify you for an appointment as a guardian ad litem in Surrogate’s Court or other court.

The four and a half hours of MCLE credit you will earn from this program include coverage of: 1) the substantive rules and law of Part 36 of the Rules of the Chief Judge (22 NYCRR Part 36) governing court appointment of fiduciaries, 2) ethics, and 3) the procedural aspects of serving as a guardian ad litem as well as the substantive role of a guardian ad litem in various proceedings.  The program faculty includes experienced trusts and estates practitioners and Surrogate’s Court personnel. Get certified and gain valuable skills credits. Register today.

Certified Training:
This program is certified by the Unified Court System’s Office of Guardianship and Fiduciary Services for purposes of required training to qualify for appointment as a guardian ad litem under Part 36 of the Rules of the Chief Judge.

Agenda Topics

  • Part 36, Rules Of The Chief Judge
  • Overview: The Role of a Guardian ad Litem in Surrogate’s Court Proceedings
  • Some Proceedings In Which A Guardian Ad Litem May Be Appointed
  • Ethical Considerations

NYSBA Members: $150

Trusts & Estates Law Section Members: $115
Non-Members: $ 250

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 received at the door are subject to an additional $15.00 registration fee. Registrations cancelled less than three days from the program date will be assessed a cancellation fee of $25.00.