Contested Accounting Proceedings In Surrogates Court (2013)

This practical course focuses on the heart of a contested accountingproceedings pursuant to SCPA 2211, including objections and trial thereunderthat many trusts and estates practitioners, and litigators, will face at some time in their careers.

The program is not a primer on accounting proceedings, but rather is aimed at estate planners or litigators who need to know more about recommended, hands-on techniques and approaches in handling a contested accountingfrom initial considerations (who can be examined, how to request and prepare for a 2211 examination, over what and how to make objections)and then through the trial stage, including motion practice, stating and framing issues, the burden of proof, and handling witnesses.

The program faculty includes those who have handled and been through these proceedings and can share their experiences and tips with you.

Program Topics

• The Compulsory Accounting Proceeding

• The Accounting and Petition

• The 2111 Examination and Mock 2211 Examination

• Objections

• Trial

• Ethical Considerations

Program Faculty

Natalia Murphy, Esq.(Chair, Moderator and Speaker)
Day Pitney LLP
New York City

Hon. John M. Czygier, Jr.
Suffolk County Surrogate
Riverhead

Peter K. Kelly, Esq.
Ruskin Moscou Faltischek, P.C.
Uniondale

Barbara Levitan, Esq.
Attorney at Law
New York City

Eric W. Penzer, Esq.
Farrell Fritz, P.C.
Uniondale
Michael P. Ryan, Esq.
Cullen and Dykman LLP
New York City

Charles T. Scott, Esq.
Greenfield Stein & Senior, LLP
New York City

Total MCLE Credits 4.0
Ethics MCLE Credits 0.0

Total Credits: 4.00 | Areas of Professional Practice: 4.00