Estate Litigation: 1404 Examinations & Contested Accountings (Long Island)

calendar icon December 12, 2019

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Melville Marriott

1350 Walt Whitman Rd.
Melville, NY 11747

Intended Audience: Experienced estate planners or litigators

clock icon9:00am - 5:00pm

dollar sign icon$150-$275

Pricing Note: NYSBA Member: $175 | Non-Member: $275 | Co-Sponsoring Section Member: $150

Designed for experienced estate planners or litigators who want to bring their practice to the next level, this comprehensive program will teach hands-on techniques and approaches to handling the 1404 examination landscape and contested accountings.  Learn practical and time savings skills for handling both SCPA 1404 and SCPA 2211 examinations. Get tips from seasoned Surrogate’s Court practitioners who will provide step-by-step guidance to navigating accounting proceedings and the SCPA 1404 process.

Sponsored by the Trusts & Estate Law Section and the Committee on Continuing Legal Education.

7.5 MCLE Credits: 6.5 Areas of Professional Practice; 1.0 Ethics


Agenda Topics

  • Basics of SCPA 1404 Examinations
  • Preparing for SCPA 1404 Examinations
  • Taking the SCPA 1404 Examination
  • How to Keep Wills Safe from Attack
  • Ethical Considerations
  • Compulsory Accounting
  •  Accounting and Petition
  • 2211 Examinations
  • Objections
  • Trial

Program Co-Chairs
Edward D. Baker, Esq., Farrell Fritz, P.C., Uniondale
Lindsay M. McKenna, Esq., Hodgson Russ LLP, Buffalo

Program Faculty
Program Chair: Edward D. Baker, Esq. Farrell Fritz, P.C., Uniondale
Maria F. Galante, Esq., Davidoff Hutcher & Citron LLP, NYC
Angelo M. Grasso, Esq., Greenfield Stein & Senior LLP, NYC
Carly E. Doshi, Esq., HSBC Private Banking, NYC
Eric W. Penzer, Esq., Farrell Fritz, P.C., Uniondale 
Lois Bladykas, Esq., Ruskin Moscou Faltischek PC, Uniondale
Elisa Shevlin Rizzo, Esq., Northern Trust, NYC
David Alex Bamdad, Esq. Meltzer, Lippe, Goldstein & Breitstone, LLP, Mineola
Ian W. MacLean, Esq., The MacLean Law Firm, P.C. NYC
Robert M. Harper, Esq. Farrell Fritz, P.C., Uniondale 
Brian P. Corrigan, Esq. Farrell Fritz, P.C., Uniondale 

To register, click here.