516-227-0700

CLE Seminar: SCPA 1404 Exams & Objections to Probate

calendar icon April 12, 2012

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Bridgehampton National Bank

2200 Montauk Highway, Bridgehampton, NY 11932

Intended Audience: Attorneys

clock icon6:00pm - 8:00pm

dollar sign icon$65

Contact Info:
Phone: 631-234-5588

Farrell Fritz trusts and estates associates Jaclene D’Agostino and Robert M. Harper will be presenting.

Section 1404 of New York’s Surrogate’s Court Procedures Act allows potential contestants to a will or probate proceeding to examine witnesses and request documents before making an objection. This program will provide important tips and techniques for representing objectors to a will, for representing those attempting to uphold the testator’s wishes, or for representing the preliminary executor. You will also gain advice for conducting the original will-signing ceremony in a manner that helps to preclude future objections.

The presenters have lectured for the Academy on various wills-and-estates topics, always to rave reviews. In this presentation, they will cover the law, provide procedural tips, cite key cases, and conduct a mini-mock examination that you will undoubtedly remember in your own 1404 examination proceedings.

Presentation Topics:
– Nature of the examination
– Scope of the examination
– Effect of an InTerrorem Clause
– Substantive Issues
– Strategic Considerations
– Topical Areas of Inquiry: Attorney Draftsperson
– Topical Areas of Inquiry: Attesting Witnesses

CLE Credit:
2 hours (1 professional practice & 1 skills)

This seminar is suitable for transitional and non-transitional attorneys.

Fees:
$65 SCBA member
$45 student or no CLE
$85 non-member

Sign-in begins at 5:30 p.m. A light supper will be served