Estate Litigation: 1404 Examinations & Contested Accountings (2020)

Designed for experienced estate planners or litigators who want to bring their practice to the next level, this comprehensive program will teach hands-on techniques and approaches to handling the 1404 examination landscape and contested accountings.  Learn practical and time savings skills for handling both SCPA 1404 and SCPA 2211 examinations. Get tips from seasoned Surrogate's Court practitioners who will provide step-by-step guidance to navigating accounting proceedings and the SCPA 1404 process.

Agenda Topics:

• Basics of SCPA 1404 Examinations
• Preparing for SCPA 1404 Examinations
• Taking the SCPA 1404 Examination
• How to Keep Wills Safe from Attack
• Ethical Considerations
• Compulsory Accounting
•  Accounting and Petition
• 2211 Examinations
• Objections
• Trial

Program Co- Chairs

Edward D. Baker, Esq., Farrell Fritz, P.C., Uniondale

Lindsay M. McKenna, Esq., Hodgson Russ LLP, Buffalo



Program Faculty

Program Chair: Tara Anne Pleat, Esq., Wilcenski & Pleat, Clifton Park

Jill C. Beir, Esq., Beir & Associates, PLLC, Lake Placid 

Jack Calareso, Esq., Gleason, Dunn, Walsh & O'Shea, LLP, Albany

Richard D. Cirincione, Esq., McNamee Lochner P.C., Albany 

Brian P. Corrigan, Esq. Farrell Fritz, P.C., NYC

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

Deborah S. Kearns, Esq., Albany County Surrogate's Court, Albany

William Keniry, Esq., Tabner Ryan & Keniry, LLP, Albany

Brian M. Quinn, Esq., Tabner Ryan & Keniry, LLP, Albany 

Patricia J. Shevy, Esq. The Shevy Law Firm, LLC, Albany