Estate Litigation and Conducting SCPA 1404 Depositions

PROGRAM LOCATIONS & DIRECTIONS 

Click on the Program Date to Register for that Location!

Tuesday, December 3, 2019 | Albany (Webcast) | New York State Bar Association | One Elk St., Albany - This program has been cancelled and will be rescheduled. New Date TBD. 
Wednesday, December 4, 2019 | NYC | Dentons | 1221 6th Ave., NYC
Tuesday, December 10, 2019 | Buffalo | Hyatt Place Buffalo/Amherst | Amherst 
Thursday, December 12, 2019 | Melville | Melville Marriott | 1350 Walt Whitman Rd., 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 

SPONSORS
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.


PROGRAM AGENDA & FACULTY

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 

Albany
Program Faculty
Program Chair: Tara Anne Pleat, Esq., Wilcenski & Pleat, Clifton Park
Jack Calareso, Esq., Gleason, Dunn, Walsh & O'Shea LLP, Albany
William Keniry, Esq., Tabner Ryan & Keniry, LLP, Albany
Brian M. Quinn, Esq., Tabner Ryan & Keniry, LLP, Albany 
Brian P. Corrigan, Esq. Farrell Fritz, P.C., NYC
Daniel J. Centi, Esq., Feeney & Centi Attorneys at Law, Albany
Eric W. Penzer, Esq., Farrell Fritz, P.C, Uniondale
Deborah S. Kearns, Esq., Albany County Surrogate's Court, Albany
Patricia J. Shevy, Esq. The Shevy Law Firm, LLC, Albany
Richard D. Cirincione, Esq., McNamee Lochner P.C., Albany 
Jill C. Beir, Esq., Beir & Associates, PLLC, Lake Placid 
Jennifer F. Hillman, Esq., Ruskin Moscou Faltischek, P.C., Uniondale 

Buffalo
Program Faculty
Program Chair: Lindsay M. McKenna, Esq., Hodgson Russ LLP, Buffalo
Peter J. Fiorella, III, Esq., Fiorella & Schwind, LLP, Buffalo
Jennifer G. Flannery, Esq., Barclay Damon LLP, Buffalo
Catherine Grantier Cooley, Esq., Hodgson Russ LLP, Buffalo
Courtney Donahue Tasner, Esq., Lippes Mathias Wexler Friedman, Buffalo 
William D. Maldovan, Esq., Nuchereno & Nagel, PLLC, Buffalo
Sharon L. Wick, Esq., Phillips Lytle LLP, Buffalo
Thomas F. Hewner, Esq., Cole, Sorrentino, Hurley, Hewner & Gambino, P.C., Buffalo

NYC
Program Chair: Edward D. Baker, Esq.
 Farrell Fritz, P.C., Uniondale
Maria F. Galante, Esq., Davidoff Hutcher & Citron LLP, NYC
Angelo M. Grasso, Esq., Greenfield Stein & Senior LLP, NYC 
Brian P. Corrigan, Esq. Farrell Fritz, P.C., NYC
Carly E. Doshi, Esq., HSBC Private Banking, NYC
Eric W. Penzer, Esq., Farrell Fritz, P.C., Uniondale 
Lois Bladykas, Esq., Ruskin Moscou Faltischek PC, Uniondale 
Elisa Shevlin Rizzo, Esq., Northern Trust, NYC
David Alex Bamdad, Esq. Meltzer, Lippe, Goldstein & Breitstone, LLP, Mineola
Ian W. MacLean, Esq., The MacLean Law Firm, P.C. NYC
Robert M. Harper, Esq. Farrell Fritz, P.C., Uniondale 

Melville
Program Faculty
Program Chair: Edward D. Baker, Esq.
 Farrell Fritz, P.C., Uniondale
Maria F. Galante, Esq., Davidoff Hutcher & Citron LLP, NYC
Angelo M. Grasso, Esq., Greenfield Stein & Senior LLP, NYC 
Brian P. Corrigan, Esq. Farrell Fritz, P.C., NYC
Carly E. Doshi, Esq., HSBC Private Banking, NYC
Eric W. Penzer, Esq., Farrell Fritz, P.C., Uniondale 
Lois Bladykas, Esq., Ruskin Moscou Faltischek PC, Uniondale 
Elisa Shevlin Rizzo, Esq., Northern Trust, NYC
David Alex Bamdad, Esq. Meltzer, Lippe, Goldstein & Breitstone, LLP, Mineola
Ian W. MacLean, Esq., The MacLean Law Firm, P.C. NYC
Robert M. Harper, Esq. Farrell Fritz, P.C., Uniondale 


PRICING
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.