When questions arise concerning a fiduciary’s conduct, the Surrogate’s Court oftentimes resolves the issues in contested accounting proceedings. This program will address procedural and substantive issues of which practitioners handling contested accounting proceedings should be aware, including but not limited to compelling an accounting, filing an accounting, requesting pre-objection discovery, prosecuting objections, CPLR Article 31 disclosure, … Continued

When questions arise concerning a fiduciary’s conduct, the Surrogate’s Court oftentimes resolves the issues in contested accounting proceedings. This program will address procedural and substantive issues of which practitioners handling contested accounting proceedings should be aware, including but not limited to compelling an accounting, filing an accounting, requesting pre-objection discovery, prosecuting objections, CPLR Article 31 disclosure, … Continued

Learn the difference between informal and formal accounting and provide a general overview of the Uniform Principal and Income Act and how it effects the Surrogate Court accounting procedures.

The panel will discuss everything you need to know about escrow accounts. Topics will include: Managing Your Account Escrow Agreements The Role of IOLA The Role of the Lawyers’ Fund For Client Protection

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 … Continued

Nursing homes in New York State care for the most vulnerable of populations, and quality oversight is imperative. This session will demonstrate how the Office of the New York State Comptroller’s (OSC) performance audits have increased accountability over the New York State Nursing Home inspection program. Using OSC’s recently issued audit report Use, Collection, and … Continued

The presenter will cover the law of trust and IOLA accounts and also provide access to forms for freelancing and sharing fees, and best practices checklists for law offices.

Learn about required record keeping, how to avoid problems with the Committee, handling of escrow accounts and potential problems.

Learn about required record keeping, how to avoid problems with the Committee, handling of escrow accounts and potential problems.

Topics to be presented: Fireside Chat: Upleveling Leadership- Conscious Accountability: Effective working relationships are an essential component of an organization's success. The key to creating and maintaining those relationships is building a culture of exceptional accountability. In this session, panelists will discuss the idea of conscious accountability: what it is, how it's different from traditional … Continued