A Thin Line: Planning & Litigation Strategies to Safeguard Against Undue Influence
November 16, 2016
15th and West Streets
Mineola, NY 11501
Intended Audience: Newly admitted & experienced attorneys
5:30am - 8:30am
$115; $155
Pricing Note: Member; Non-member
Contact Info:
Phone: 516-747-4464
Email: academy@nassaubar.org
Farrell Fritz Trusts & Estates partner, Tricia Marcin, will be a panelist at this CLE.
Attorneys will earn 3.0 credits (2 professional practice; 1 ethics) for their attendance.
Spotting undue influence is often no easy task for estate planning attorneys and presents a difficult burden of proof for estate litigators. Further, there is the potential for physical and psychological abuse of those with diminishing capacity. What can attorneys do to identify and protect against undue influence and effectively litigate the issue? This program will examine the trust and estates attorney’s age-old problem from the civil and criminal perspectives of a an estate planner, an estate litigator and the District Attorney’s Office, with an eye toward identifying undue influence and preventing it in an era of an aging population. Additionally, speakers from the Nassau County District Attorney’s Office will discuss a new multi-disciplinary team approach that will bring together prosecutors, law enforcement, service providers, and other agencies that work in this field, to review cases and coordinate responses in order to improve outcomes, as well as raise public awareness about the issue of elder abuse and the availability and access to services.
Panelists:
Patricia C. Marcin, Esq., Farrell Fritz, P.C., Uniondale
John P. Graffeo, Esq., Novick & Associates, P.C., Huntington
Theresa A. Tebbett, Esq.
Bureau Chief, Special Victims Bureau, Nassau County District Attorney’s Office
Victoria A. Curran, Esq., Assistant District Attorney, Government and Consumer Frauds Bureau, Nassau County District Attorney’s Office
Moderators:
Sally M. Donahue, Esq., Co-Chair, NCBA Surrogate’s Court Estates and Trusts Committee; Jaspan Schlesinger, LLP, Garden City
Dennis Wiley, Esq., Co-Chair, NCBA Surrogate’s Court Estates and Trusts Committee; Rivkin Radler LLP, Uniondale