Estate Litigation: 1404 Examinations And Contested Accountings
This program will provide aspiring or experienced estate planners and litigators with insight into SCPA 1404 examinations in probate proceedings, and contested accountings in the Surrogate’s Court. Surrogate’s Court practitioners will discuss the applicable law and practical techniques for handling both SCPA 1404 and SCPA 2211 examinations and attendant document discovery. Speakers will also cover the law applicable to contested accounting proceedings, and discuss important practical considerations, from the compulsory accounting petition to trial.
- November 7, 2022
- November 8, 2022
- 9:00 AM
- 12:40 PM
- 6.5
- 1.0
- 7.5
- Virtual Participation
Day 1
Monday, November 7
(3.5 Credits in Areas of Professional Practice)
9:00 a.m. – 9:10 a.m.
Welcome & Introduction
Program Co-Chairs:
David A. Bamdad, Esq.
Meltzer, Lippe, Goldstein & Breitstone, LLP
Mineola, NY
Frank T. Santoro, Esq.
Farrell Fritz, P.C.
New York, NY
9:10 a.m. – 10:00 a.m.
Basics of SCPA 1404 Examinations
Speaker:
Frank T. Santoro, Esq.
Farrell Fritz, P.C.
New York, NY
1.0 Credit in Areas of Professional Practice
10:00 a.m. – 10:50 a.m.
Preparing for SCPA 1404 Examinations
Speaker:
Michael Calcagni, Esq.
Moritt Hock & Hamroff, LLP
Garden City, NY
1.0 Credit in Areas of Professional Practice
10:50 a.m. – 11:00 a.m.
Break
11:00 a.m. – 11:50 a.m.
Taking the SCPA 1404 Examination
Speaker:
Yolanda Kanes, Esq.
Tannenbaum Helpern Syracuse & Hirschritt, LLP
New York, NY
1.0 Credit in Areas of Professional Practice
11:50 a.m. – 12:15 p.m.
How to Keep Wills Safe from Attack
Speaker:
Jordan S. Linn, Esq.
Tannenbaum Helpern, Syracuse & Hirschritt LLP
New York, NY
0.5 Credit in Areas of Professional Practice
________________________________________________________________________
Day 2
Tuesday, November 8
(3.0 in Areas of Professional Practice; 1.0 in Ethics)
9:00 a.m. – 9:10 a.m.
Introductory Remarks
Program Co-Chairs:
David A. Bamdad, Esq.
Meltzer, Lippe, Goldstein & Breitstone, LLP
Mineola, NY
Frank T. Santoro, Esq.
Farrell Fritz, P.C.,
New York, NY
9:10 a.m. – 9:35 a.m.
Compulsory Accounting
Speaker:
Ilene S. Cooper, Esq.
Farrell Fritz, P.C.
Uniondale, NY
0.5 Credit in Areas of Professional Practice
9:35 a.m. – 10:25 a.m.
Accounting and Petition
Speaker:
Daniel J. Studin, Esq.
Morrison Cohen LLP
New York, NY
1.0 Credit in Areas of Professional Practice
10:25 a.m. – 10:50 a.m.
2211 Examinations
Speaker:
Louis A. Cannizzaro, Esq.
McLaughlin & Stern, LLP
Garden City, NY
0.5 Credit in Areas of Professional Practice
10:50 a.m. – 11:00 a.m.
Break
11:00 a.m. – 11:25 a.m.
Objections
Speaker:
Cheryl L. Katz-Erato, Esq.
Cona Elder Law, PLLC
Melville, NY
0.5 Credit in Areas of Professional Practice
11:25 a.m. – 11:50 a.m.
Trial
Speaker:
Ross S. Katz, Esq.
Schlesinger Lazetera & Auchincloss LLP
New York, NY
0.5 Credit in Areas of Professional Practice
11:50 a.m. – 12:40 p.m.
Ethical Considerations
Speakers:
Kimberly J. Glenn, Esq.
L’Abbate, Balkan, Colavita & Contini, L.L.P.
Melville, NY
James D. Spithogiannis, Esq.
L’Abbate, Balkan, Colavita & Contini, L.L.P.
Melville, NY
1.0 Credit in Ethics
- David A. Bamdad, Esq., Program Chair, Meltzer, Lippe, Goldstein & Breitstone, LLP
- Frank T. Santoro, Esq., Program Chair, Farrell Fritz, P.C.
- Michael Calcagni, Esq., Speaker, Moritt Hock & Hamroff, LLP
- Louis A. Cannizzaro, Esq., Speaker, McLaughlin & Stern, LLP
- Ilene S. Cooper, Esq., Speaker, Farrell Fritz, P.C.
- Kimberly J. Glenn, Esq., Speaker, L’Abbate, Balkan, Colavita & Contini, L.L.P.
- Yolanda Kanes, Esq., Speaker, Tannenbaum Helpern Syracuse & Hirschritt, LLP
- Ross S. Katz, Esq., Speaker, Schlesinger Lazetera & Auchincloss LLP
- Cheryl L. Katz-Erato, Esq., Speaker, Cona Elder Law, PLLC
- Jordan S. Linn, Esq., Speaker, Tannenbaum Helpern, Syracuse & Hirschritt LLP
- James D. Spithogiannis, Esq., Speaker, L’Abbate, Balkan, Colavita & Contini, L.L.P.
- Daniel J. Studin, Esq., Speaker, Morrison Cohen LLP
- Webinar
- 0MK51
- Trusts & Estates Law Section
- Committee on Continuing Legal Education
