NYSBA – Conducting SCPA 1404 Discovery LI
September 25, 2017
Long Island Marriott
101 James Doolittle Boulevard
Uniondale, NY
Intended Audience: This program is recommended for all trusts and estates attorneys, as well as Surrogate's Court practitioners, who wish to expand their SCPA 1404 expertise and learn best practices for SCPA 1404 discovery.
9:00am - 3:35pm
$150, $120, $250
Pricing Note: Member, T&E Members, Non-members, respectively
Robert M. Harper was a presenter at this program. His topic of discussion was Ethical Considerations in SCPA 1404 Examinations.
NYSBA CLE Program and Live Webcast – 6.0 MCLE Credits: 4.0 skills; 1.0 professional practice; 1.0 ethics
Program Co-Sponsors: Trusts and Estate Law Section | Committee on Continuing Legal Education
Description:
Many trusts and estates practitioners, faced with a potential will challenge, turn to litigators to defend the will from attack. This program will provide the necessary detailed information and guidance regarding SCPA 1404 depositions for the experienced litigator or general trusts and estate practitioner.
Experienced Surrogate’s Court practitioners will provide a step-by-step guide to navigating the SCPA 1404 process.
The program covers the legal framework and the practical considerations implicated in preparing for and conducting SCPA 1404 examinations, including pre-examination document discovery, expanding the discovery period and list of permissible deponents, preparing SCPA 1404 witnesses, taking and defending the examinations, and applying the evidentiary rules governing disclosure.
The program also offers practical advice to attorney-drafters to increase their chances of keeping clients’ wills safe from challenge, as well as an ethics segment focused on issues of particular relevance to attorney-drafters.
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