NYSBA Member: $175
Estate Litigation: 1404 Examinations & Contested Accountings
The Albany program has been cancelled and will be rescheduled. New date TBD.
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.
Sponsored by the Trusts & Estates Law Section and the Committee on Continuing Legal Education.
Live & Webcast
Tuesday, December 3, 2019 | Albany (Live & Webcast)
New York State Bar Association | One Elk St.| Albany
7.5 MCLE Credits: 6.5 Areas of Professional Practice; 1.0 ethics
NYSBA Member: $175 | Non-Member: $275
Co-Sponsoring Section Member: $150
- 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
Program Co- Chairs
Edward D. Baker, Esq., Farrell Fritz, P.C., Uniondale
Lindsay M. McKenna, Esq., Hodgson Russ LLP, Buffalo
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
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 or program coordinator, Jennifer Wright.