NYSBA Member: $175
Estate Litigation: 1404 Examinations & Contested Accountings
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.
Sponsored by the Trusts & Estate Law Section and the Committee on Continuing Legal Education.
Thank you to our co-sponsor:
Live CLE Program
Wednesday, December 4, 2019 | Dentons | 1221 6th Ave., | NYC
7.5 MCLE Credits: 6.5 Areas of Professional Practice; 1.0 Ethics
NYSBA Member: $175 | Non-Member: $275
Co-Sponsoring Section Member: $150
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Program Agenda
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 Co- Chairs
Edward D. Baker, Esq., Farrell Fritz, P.C., Uniondale
Lindsay M. McKenna, Esq., Hodgson Russ LLP, Buffalo
Program Faculty
Program Chair: Edward D. Baker, Esq. Farrell Fritz, P.C., Uniondale
Brian P. Corrigan, Esq., Farrell Fritz, P.C., NYC
Maria F. Galante, Esq., Davidoff Hutcher & Citron LLP, NYC
Angelo M. Grasso, Esq., Greenfield Stein & Senior LLP, 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
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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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If you have any questions about this program, please contact staff attorney Sally Bratten or program coordinator Jennifer Wright.