Navigating Ethical Issues in Surrogate’s Court

This program will discuss Navigating Ethical Issues in Surrogate’s Court.

Topics to be discussed include:

Serving as Guardian Ad Litem (GAL)
Attorney Serving as Fiduciary
Client-related:
- Estate Planning: Representing clients with diminished capacity/bequests to attorney-drafters/joint representation of spouses
- Estate Administration: Fees/representing multiple beneficiaries/representing a fiduciary who is also a claimant
Advocate Witness Rule

There will be a 5-minute break during the program.

Speakers:

Lisa M. Fenech, Esq., Offit Kurman, P.A., New York, NY

Bret Cahn, Esq., Farrell Fritz, P.C., New York, NY

Start Date:

Start Time:

End Time:

Ethics and Professionalism Credit(s):

Total Credit(s):

Region:

10:00 a.m. – 10:05 a.m.

Welcome and Introduction

10:05 a.m. – 1:00 p.m.

Navigating Ethical Issues in Surrogate’s Court

1. Serving as Guardian Ad Litem (GAL)

2. Attorney Serving as Fiduciary

3. Client-related:

a. Estate Planning: Representing clients with diminished capacity/bequests to attorney-drafters/joint representation of spouses

b. Estate Administration: Fees/representing multiple beneficiaries/representing a fiduciary who is also a claimant

4. Advocate Witness Rule

There will be a 5-minute break during the program.

Speakers:

Lisa M. Fenech, Esq., Offit Kurman, P.A., New York, NY

Bret Cahn, Esq., Farrell Fritz, P.C., New York, NY

3.0 Credits in Ethics and Professionalism

Format:

Product Code:

Section Member Price: Free

NYSBA Member Price: Free Join (or renew) for special member pricing

Non-Member Price: $395.00

Sponsoring Committee Group