Under Article 81 of the Mental Hygiene Law, persons appointed as a court evaluator or guardian, in almost all cases, must receive training approved by the Office of Court Administration. This program has been approved by the Office of Court Administration for such purposes. The highly qualified and experienced practitioners in the health, elder and guardianship law fields on the faculty will highlight the latest legal and regulatory developments in this area as well as the fundamentals of how to serve as an effective guardian or court evaluator. This program fulfills the training requirements for enrollment on the Part 36 Fiduciary Eligibility List as guardian, court evaluator, and attorney for alleged incapacitated persons.
Sponsored by the Committee on Continuing Legal Education, the Trusts & Estates Law and Elder Law & Special Needs Sections.
Live CLE Program
Albany | Wednesday, December 12, 2018
NYC | Tuesday, December 4, 2018
Pre-register for the Video Replay on December 19, 2018
7.5 MCLE Credits: 3.0 Areas of Professional Practice; 2.0 Skills; 2.5 Ethics
NYSBA Member: $175 | Non-Member: $275
Section Member & Early Bird Registration: $150
- Article 81 Comparison with SCPA 17-A
- Orientation to Medical Terminology
- The Proceeding
- Commencing a Guardianship Proceeding
- Court Evaluator
- Hearing and Order
- Hot Topics and Recent Development
- Legal Duties and Responsibilities of a Guardian
- Health Care Decision Making
- Part 36 of the Rules of the Chief Judge
- Legal Fees and Who is the Client?
- Role of MHLS
Lisa M. Buccini, Esq., Rensselaer County Surrogates Court, Troy
Sally M. Donahue, Esq., Jaspan Schlesinger, LLP, Garden City
Michael P. Ryan, Esq., Jaspan Schlesinger, LLP, Garden City
Anthony Rossi, Esq., New York Unified Court System, Albany
Julie B. Friedman, Esq., Mental Hygiene Legal Service, Appellate Division, Third Judicial District, Albany
Hon. Paul V. Morgan, Rensselaer County Surrogate’s Court Judge, Troy
Jennifer Corcoran, Esq., Tully Rinckey, PLLC, Albany
Aaron Carbone, Esq., Vella, Carbone & Associates, LLP, Delmar
New York City
Michele Gartner, Esq., Office of Court Administration, NYC
Joan Roberts, Esq., Kassoff, Robert & Lerner, LLP, Rockville Centre
Ira Salzman, Esq., Goldfarb Abrandt Salzman & Kutzin, LLP, NYC
David A. Smith, Esq., Law Office of David A. Smith, PLLC, Garden City
Lori A. Sullivan, Esq., Seward & Kissel, NYC
Danielle M. Visvader, Esq., Abrams Fensterman, LLP, Lake Success
Felice Wechsler, Esq., Mental Hygiene Legal Service, NYC
Newly Admitted Attorneys: To receive skills credit, newly admitted attorneys must take accredited transitional CLE courses in traditional live classroom settings that have been approved by the CLE Board for use by newly admitted attorneys. For more information about the CLE Rules, please go to www.nycourts.gov/Attorneys/CLE.
Out of State Accreditation: This program has also been approved for MCLE credit by the State Bar of California, the Pennsylvania Continuing Legal Education Board and the Board of Continuing Legal Education of the State of New Jersey. If you require MCLE credit in other states, we can provide you a Uniform MCLE Form.
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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To view the full list of Continuing Legal Education Programs, click here.
If you have any questions about this program, please contact staff attorney Sally Bratten.