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Discovery Proceedings In Surrogate’s Court (2014)


3.5 Total MCLE Credits

Most trusts and estates practitioners will encounter from time-to-time roadblocks and difficulties in acquiring all necessary information about a decedent’s assets and liabilities in the course of administering an estate. This practical-oriented half-day course will focus on proceedings under Sections 2103 and 2104 (to discover property and obtain information regarding an estate) of the Surrogate’s Court Procedure Act, including how the petitioner, the one who is seeking the information, and the respondent, who is the subject of the inquiry, should handle their respective cases.

The panelists will highlight what issues may give rise in a matter for the lawyer to invoke Section 2103 or 2104, and how to navigate through the process in Surrogate’s Court. In addition, the faculty will suggest variations and alternatives to §2103 proceedings for practitioners to consider and how to do advance planning, prior to the decedent’s death, that can avoid or minimize circumstances leading to difficulties at administration.

Program Faculty

Chair and Moderator

Natalia Murphy, Esq. 
Day Pitney LLP
New York City

 
Speakers

Sylvia E. Di Pietro, Esq.
Law Office of Sylvia E. Di Pietro, Esq., LLC
New York City

Angelo M. Grasso, Esq.
Greenfield Stein & Senior LLP
New York City 

Jennifer F. Hillman, Esq.
Ruskin Moscou Faltischek, P.C.
Uniondale

Frank W. Streng, Esq.
McCarthy Fingar LLP
White Plains

 

Program Topics

I.  COMMENCING A PROCEEDING & THE INQUISITORIAL PHASE

II.  TURNOVER PHASE, DISCOVERY AND TRIAL

III.  VARIATIONS AND ALTERNATIVES TO §2103 PROCEEDINGS

IV.  PLANNING TO AVOID A DISCOVERY PROCEEDING

Total Credits: 3.50 | Skills: 2.00, Areas of Professional Practice: 1.50

Click "Add to Cart" to purchase full program or click a title below to purchase by topic.

 1 Commencing Discovery Proceedings in Surrogate's Court (2014)
Skills: 0.50, Areas of Professional Practice: 0.50
 2 Surrogate's Court: Turnover Phase, Discovery, Trial (2014)
Skills: 0.50
 3 Surrogate's Court: Alternatives To Sec. 2103 (2014)
Skills: 0.50, Areas of Professional Practice: 0.50
 4 Surrogate's Court: Avoiding a Discovery Proceeding (2014)
Skills: 0.50, Areas of Professional Practice: 0.50
Non-Member Pricing: $235.00
Published Date:
  • June 11, 2014
Format:
  • Online On-Demand
Product Code:
  • VDK54
Areas Of Professional Practice Credit(s):
  • 1.5
Skills Credit(s):
  • 2.0
Total Credit(s):
  • 3.5