Academy CLE – Trust Contests
November 13, 2013
560 Wheeler Rd., Hauppauge, NY 11788
12:30pm - 2:10pm
This is a MCLE event, good for 2 credits (1.5 professional practice, 0.5 ethics). Trust contests are similar to will contests, but as those who have handled them know, they are also more challenging in a number of significant ways. This program, featuring two experienced trusts-and-estates lawyers, will show you how to draft trusts that hold up against objections and how to handle trust contests – from both sides – when they do occur.
When | November 13th, 2013 between 12:30 and 2:30 pm (lunch and sign-in will begin at 12 noon)
Where | The Suffolk County Bar Association, 560 Wheeler Rd., Hauppauge, NY 11788
Faculty: Robert Harper, Esq. (Farrell Fritz, PC); Lori Sullivan (Law Secretary to Hon. Edward W. McCarty III, the Surrogate of Nassau County); Jennifer F. Hillman (Ruskin Moscou Faltischek, PC).
Topics: Drafting tips, revocable v. irrevocable trusts, no-contest clauses/specifying methods for amendment, grounds for formal objections to a trust (capacity, fraud, undue influence, etc.), compelling trustees to supply information/learning about adverse interests, relevant case law, and more…
Program Coordinator: Robert Harper, Esq. (Academy Officer)