Litigating Commercial Disputes in Surrogate’s Court, Part 3

New York City Bar
Litigating Commercial Disputes in Surrogate’s Court
Part III: Jurisdiction to Compel an Accounting of a Closely-Held Business Where an Estate/Trust Holds an Interest (OnDemand)
Friday, June 10, 2022 | 10:00 am - 12:00 pm

Program Fee:
$149 for Members | $249 for Nonmembers
Members who are Recent Law Graduates, Newly Admitted Lawyers (admitted for the first time in any state or country 2020-2022), In-House/Corporate Counsel, Judges, and attorney members who practice within the Government, Academic or Not-for-Profit sectors attend this program for free.

CLE Credit:
New York: 2.0 Professional Practice
New Jersey: 2.2 General
California: 1.5 General
Pennsylvania: 1.5 General
Connecticut: Available to Licensed Attorneys

This program provides transitional/non-transitional credit to all attorneys

An expert faculty will explore the scope and limitations of the jurisdiction of the Surrogate's Court to require Executors and Trustees to fully account for all underlying transactions of a closely held business in which an Estate or Trust holds an interest, including a partial interest. And to the extent the Surrogates Court lacks jurisdiction, we will discuss alternatives that beneficiaries and fiduciaries may pursue outside of the Surrogates Court to obtain such information. This CLE will also discuss practice tips for trust and estate planners regarding potential ownership structures and corporate governance provisions to carry out a testator's wishes in deciding whether or not he/she wants his/her fiduciaries to be required to account to the respective beneficiaries for all business-level (as opposed to investor-level) transactions conducted by the closely held business, and particularly whether such accounting should take place in the Surrogates Court or some other court.

Who Should Attend: This CLE is intended for both trust and estate litigators and planners of all experience levels.

Program Chair:
Steven H. Holinstat, Proskauer Rose LLP, Vice-Chair of Fiduciary Litigation Group

Sponsoring Association Committee:
Trusts, Estates & Surrogate’s Court,  Angelo Grasso, Chair

Fiduciary Litigation Series 2021
  • Part I
  • Part II
  • Part III

Click Here to View Program Agenda & Faculty

Online Event

Friday, 10 June 2022


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