Contested Accounting Proceedings In Surrogate’s Court: The Law and Techniques You Should Know
May 15, 2013
1350 Old Walt Whitman Road, Melville, L.I., NY 11747
Intended Audience: All Attorneys
8:30am - 1:00pm
Contact Info:
NYSBA
Phone: 800-582-2452
Email: www.nysba.org/cle
Joseph T. La Ferlita, counsel at Farrell Fritz will Chair and Moderate. Ilene Cooper, partner at Farrell Fritz and Eric Penzer, partner at Farrell Fritz will be members of the program faculty.
Co-sponsored by the Trusts and Estates Law Section and the Committee on Continuing Legal Education
4.5 TOTAL CREDITS
4.0 credit hours of professional practice and/or practice management; 0.5 of ethics.
This advanced-level course has been approved for MCLE credit in New York for all attorneys, except those who are newly admitted (less than 24 months).
This practical half-day course will focus on the heart of a contested accounting proceedings pursuant to SCPA 2211, including objections and trial thereunder that many trusts and estates practitioners, and litigators, will face at some time in their careers.
The program is not a primer on accounting proceedings, but rather is aimed at estate planners or litigators who need to know more about recommended, hands-on techniques and approaches in handling a contested accounting from initial considerations (who can be examined, how to request and prepare for a 2211 examination, over what and how to make objections) and then through the trial stage, including motion practice, stating and framing issues, the burden of proof, and handling witnesses.
The program faculty will include those who have handled and been through these proceedings and can share their experiences and tips with you.