Evidence in Trust and Estate Litigation

Agenda

9:00 a.m. – 9:05 a.m.

Welcome and Introduction

9:05 a.m. – 12:50 p.m.

Evidence in Trust and Estate Litigation

Experienced trust and estate litigators will review the rules of evidence, evidence issues, and related challenges encountered in contested Surrogate’s Court proceedings. This program will focus on how to address those issues from initial retention through trial. There will be a 15-minute break during the presentation.

Topics include:

• Overview of the Rules of Evidence
• Documents
• Fact Witnesses and Experts
• Authentication
• Evidentiary Objections
• Dead Man's Statute
• Common Interest Privilege
• Subpoena Process for Depositions and Trial & Service of Out-of-State Witness
• Managing your Client

Panel: 

David A. Bamdad, Esq.

Meltzer, Lippe, Goldstein & Breitstone, LLP

Mineola, NY

Timothy M. Ferges, Esq.

McCarter & English LLP

New York, NY

Ross S. Katz, Esq.

Schlesinger Lazetera & Auchincloss LLP

New York, NY

4.0 Credits in Areas of Professional Practice

12:50 p.m. – 1:00 p.m.

Q&A