Introduction to Surrogate's Court Series. Part 3: How to Handle Estate or Trust Mismanagement (OnDemand)
Originally held on Thursday, March 6, 2025 | 1:00 pm – 2:00 pm
Program Fee:
$49 Members | $149 Nonmembers
This program is free to Members who are Law Students, Recent Law Graduates, Newly Admitted Lawyers (admitted for the first time in 2023-2025), In-House Counsel, Judges, or Attorneys in Government, Academic or Not-for-Profit sectors.
Description:
The Introduction to Surrogate’s Court Series offers an overview of key topics for attorneys navigating Surrogate’s Court matters. From understanding crossover issues in non-Surrogate’s Court practices, to demystifying the different types of “Letters” issued by the court, and addressing remedies for estate or trust mismanagement, this series provides practical knowledge and strategies for a variety of legal disciplines.
Part III: How to Handle Estate or Trust Mismanagement
Thursday, March 6, 2025 | 1:00 pm – 2:00 pm
This program will cover the remedies available to the beneficiary/distributee of an estate or trust who suspects wrongdoing, including obtaining information, commencing a reverse turnover, suspending and/or removing the fiduciary, and compelling an accounting.
Click Here to View Program Agenda & Faculty
CLE Credit:
New York: 1.0 Professional Practice
New Jersey: 1.1 General
California: 1.0 General
Pennsylvania: 1.0 General
Connecticut: Available to Licensed Attorneys
Newly admitted attorneys in New York CANNOT earn skills, ethics, or cybersecurity-ethics credit for transitional on-demand courses but CAN earn credits in the areas of professional practice, law practice management, or cybersecurity-general if offered for this program.
For New York Attorneys: Effective through June 30, 2025 newly admitted attorneys (those admitted to the New York State Bar for two years or less) may earn skills credits via the City Bar's live webcasts and live groupcasts. For more information, click here).
For New York Attorneys: This program is a transitional/non-transitional course.
Co-Instructors:
Bret Cahn, Farrell Fritz, PC
Regina Kiperman, RK Law PC
Sponsoring Association Committee:
Small Law Firm | Adam N. Weissman, Chair
Trusts, Estates and Surrogate's Court | Brian P. Corrigan, Chair
Introduction to Surrogate's Court: Three-Part Series:
Introduction to Surrogate's Court Series. Part 1: Surrogate's Court for the Non-Surrogate's Attorney
Introduction to Surrogate's Court Series. Part 2: What are "Letters" in New York State Surrogate's Court
Introduction to Surrogate's Court Series. Part 3: How to Handle Estate or Trust Mismanagement
Information about our Financial Aid Policy and Application can be found here.