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Event Details

Basics of Matrimonial Law Practice 2017 BUFF

Generic Event Image
Date:
Monday, October 16, 2017
Time:
9:00 AM - 4:45 PM Eastern Daylight Time

 

 
 
 
Basics of Matrimonial Law Practice
 
NYSBA CLE Program and Live Webcast
 
7.0 MCLE Credits: 4.0 Professional Practice; 2.0 Skills; 1.0 Ethics
 
9:00 a.m. – 4:45 p.m.
 
Monday, October 16, 2017 | NYC Live & Webcast
Monday, October 16, 2017 | Buffalo
Tuesday, October 17, 2017 | White Plains
Wednesday, October 18, 2017 | Albany
Wednesday, October 18, 2017 | Syracuse
Thursday, October 19, 2017 | Long Island
 
 
NYSBA Members: $175
Family Law Section Members: $140
Non-members: $275
 
 
Program Description
This full-day practical skills program is designed for all attorneys, whether newly-admitted or experienced, seeking a fundamental but practical overview of handling all aspects of a matrimonial matter. The topics presented are the most frequently addressed issues in a matrimonial action and the program will include an overview of the recent major changes in law governing equitable distribution and spousal maintenance.
 
 
Who Should Attend
Experienced as well as entry-level matrimonial attorneys seeking to learn about basic matrimonial actions and agreements including prenuptial agreements, pleadings, discovery, motion practice, pre-trial interventions, equitable distribution, spousal maintenance and child support.
 
Program Co-Sponsors:
Family Law Section | Committee on Continuing Legal Education
 
 
Program Planning Committee
Rosalia Baiamonte, Esq., Gassman Baiamonte Betts, PC, Garden City
Henry S. Berman, Esq., Berman Frucco Gouz Mitchel & Schub p.c., White Plains
Charles P. Inclima, Esq., Inclima Law Firm, PLLC, Rochester
Peter R. Stambleck, Esq., Aronson Mayefsky & Sloan, LLP, New York City
Bruce J. Wagner, Esq., McNamee, Lochner, Titus & Williams, P.C., Albany
Brett S. Ward, Esq., Blank Rome, LLP, New York City
 
 
 

Buffalo Chair and Moderator
Vanessa Gabriele, Esq., J. Adams & Associates, PLLC, Buffalo


Buffalo Speakers
Melissa Cavagnaro, Esq., Mattingly Cavagnaro LLP, Buffalo, NY
Shari Jo Reich, Esq., Kenny Shelton Liptak Nowak LLP, Buffalo, NY
Vanessa C. Gabriele, Esq., J. Adams & Associates, PLLC, Williamsville, NY
Hon. Mary L. Slisz, J.S.C., Supreme Court, Erie County, Buffalo, NY
Bridget M. O’Connell, Esq., Supreme Court, Erie County, Buffalo, NY
Brian R. Welsh, Esq., Brian R. Welsh, PLLC, Williamsville, NY

 
Agenda
8:30 a.m. - 9:00 a.m. Registration
9:00 a.m. - 9:10 a.m. Introductory remarks
9:10 a.m. - 10:00 a.m.
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 with Notice, or Summons and Complaint
i. DRL §211 Filing of Summons before service
ii. DRL §232 Contents and Form of Summons and Complaint; Proof of Service
                     (1) “Notice Re: Automatic Orders”
                         (a) DRL § 236(B)(2)(b) and 22 NYCRR 202.16–a
                     (2) Certification and Verification Requirements in Matrimonial Actions
                         (a) 22 NYCRR 202.16(e) and DRL § 211
               iii.  Personal Service Requirements CPLR § 308 and DRL §232
C. 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 (Beware!)
D. Statements of Net Worth
E. Local Rules and Practice and Question and answer period
F. View from the Bench
 
(1.0 MCLE credit – professional practice)
 
10:00 a.m. - 10:10 a.m. Break
 
10:10 a.m. - 11:00 a.m.
 
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. Social Media
N.  Question and answer period
(1.0 MCLE credit – ethics)
 
 
11:00 a.m. - 11:50 a.m.
Discovery
A.  Mandatory Disclosure
B.  Notice for discovery and inspection
C.  CPLR 3101(h) requiring updated disclosure if material change occurs
D.  Discovery vs. Trial Subpoenas
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.  View from the Bench
O. Question and answer period
 
(1.0 MCLE credit – skills)
 
11:50 a.m. - 1:00 p.m. Lunch
 
1:00 p.m. - 1:50 p.m.
Motions and Pre-Trial Interventions
A.  Temporary support and custody
     1.  Requirements of 22 NYCRR 202.16
     2.  New rules for motions
     3.  Format and facts to cover in the affidavits; exhibits to the motion
     4.  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.  View from the Bench
E.  Question and answer period
 
(1.0 MCLE credit –skills)
 
 
1:50 p.m. - 3:15 p.m.
Introduction To Equitable Distribution and Maintenance  
A.    Equitable distribution: The statutory factors [DRL 236(B)(5)(d)]; which
are most important?
B.  Equitable distribution: not necessarily equal
C.  Temporary Maintenance Guidelines
D.  Post-Divorce Maintenance
E.  View from the Bench
F.       Question and Answer period
(1.5 MCLE credit – professional practice)
 
3:15 p.m. - 3:30 p.m. Break
 
3:30 p.m. - 4:45 p.m.
Matrimonial Agreements and 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. View from the Bench
H.  Question and Answer period
(1.5 MCLE credit – professional practice)
 
4:45 p.m. Adjournment
 
 
 
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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. 
  
This program provides TRANSITIONAL credit to all attorneys. For information about New York MCLE requirements, visit www.nycourts.gov/attorneys/CLE 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.
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