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Conducting SCPA 1404 Discovery

NYSBA CLE Program and Live Webcast

9:00 a.m. – 3:35 p.m.

6.0 MCLE Credits: 4.0 Skills; 1.0 Professional Practice; 1.0 Ethics

Monday, September 25, 2017 | Albany | New York State Bar Association, One Elk Street, Albany

Monday, September 25, 2017 | Long Island | Long Island Marriott, 101 James Doolittle Boulevard, Uniondale

Tuesday, October 3, 2017 | Westchester | Westchester Marriott, 670 White Plains Road, Tarrytown

Monday, October 23, 2017 | New York City Live and Webcast | New York Society of Security Analysts, 1540 Broadway, New York City

Wednesday, October 25, 2017 | Buffalo | Hyatt Place Buffalo, 5020 Main Street, Amherst

Thursday, October 26, 2017 | Rochester | R.I.T. Inn & Conference Center, 5257 W. Henrietta Road, Henrietta

Program Co-Sponsors
Trusts and Estate Law Section | Committee on Continuing Legal Education

NYSBA Members: $150 | Trusts and Estates Law Section Members: $120 | Non-members: $250


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Program Faculty
Trusts and Estates Law Section Committee on Continuing Legal Education Chair
Sylvia E. Di Pietro, Esq
., Law Office of Sylvia E. Di Pietro, Esq., LLC, New York City

Planning Chairs
Gary E. Bashian, Esq.,
Bashian & Farber, LLP, White Plains
Anne C. Bederka, Esq., Greenfield Stein & Senior LLP, New York City


Many trusts and estates practitioners, faced with a potential will challenge, turn to litigators to defend the will from attack.  This program will provide the necessary detailed information and guidance regarding SCPA 1404 depositions for the experienced litigator or general trusts and estate practitioner.

It features experienced Surrogate's Court practitioners who will provide a step-by-step guide to navigating the SCPA 1404 process. 

The program covers the legal framework and the practical considerations implicated in preparing for and conducting SCPA 1404 examinations, including pre-examination document discovery, expanding the discovery period and list of permissible deponents, preparing SCPA 1404 witnesses, taking and defending the examinations, and applying the evidentiary rules governing disclosure.

The program also offers practical advice to attorney-drafters to increase their chances of keeping clients' wills safe from challenge, as well as an ethics segment focused on issues of particular relevance to attorney-drafters.


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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.