NYSBA Trusts & Estates Law Section Spring Meeting “Trusts: Who and What Should You Trust?”

calendar icon May 16, 2019 - May 18, 2019

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Ritz Carlton Beach Resort

280 Vanderbilt Beach Road
Naples, Florida

clock icon11:00am - 10:00pm

Contact Info:
Catheryn Teeter
Phone: 518-487-5573
Email: cteeter@nysba.org

Robert M. Harper, Brian P. Corrigan, Eric W. Penzer, and Frank T. Santoro are all involved in this program.

Rob is the trusts & estates section chair. He will make introductory remarks on Friday, May 17.

Brian is the program co-chair. He will introduce the programs on Saturday, May 18.

Frank will be a panelist for “The Anatomy of a Trust Contest”  from 10:40-11:55 a.m. on Saturday. The panel of speakers will discuss the key differences between a trust contest and a will contest, including the governing law and what grounds may exist to bring a trust contest.  Topics to be explored include subject-matter jurisdiction, pre-trial discovery, motion practice, evidentiary considerations, and the trial of a trust contest. Other panelists will include Hon. Vincent W. Versaci; Schenectady County Surrogate’s Court and Gary B. Freidman, Esq.; Greenfield Stein & Senior, LLP.

Eric will be a panelist for “Avoiding Conflicts Among Trust Clients” from 11:55 a.m. – 12:45 p.m. on Saturday. This presentation will discuss the various types of proceedings in which conflicts of interest most often arise in the Surrogate’s Courts, including trust-related litigation, and will review the relevant New York Rules of Professional Conduct governing conflicts involving current clients (i.e., representation of multiple parties), former clients, and potential clients. The other panelist is Hon. Theresa B. WhelanSuffolk County Surrogate’s Court.

Participants in the conference will receive up to 9.0 New York MCLE credits:  Regular Programming offers 8.0 transitional credits –  2.5 in Skills, 4.5 in Areas of Professional Practice and 1.0 in Ethics for all attorneys, both experienced and newly admitted.  Attendance at the optional Breakfast with the Surrogates’ Panel offers an additional 1.0 in Skills for all attorneys.

To register, please click here.