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Introduction to Surrogate's Court Trust Mismanagement PT3

Introduction to Surrogate's Court Series. Part 3: How to Handle Estate or Trust Mismanagement
Thursday, March 6, 2025 | 1:00 pm – 2:00 pm
Format: WEBINAR
 Online registration is now closed. Please call Customer relations at 212 382 6663 to register or for assistance.
Program Fee:
$49 Members | $149 Nonmembers
All Three Days: $129 for Members | $329 for 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.

Click here to register for all three days.

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 I: Surrogate’s Court for the Non-Surrogate’s Attorney
Thursday, January 23, 2025 | 1:00 pm – 2:00 pm

This program bridges the gap between Surrogate’s Court practice and common challenges faced by attorneys in other fields. Real estate, guardianship, personal injury, commercial, and matrimonial practitioners will gain insights into scenarios they might encounter while serving their clients. Topics will include continuing a business after the death of a shareholder/member of an entity, removing restrictions from Letters to sell parcels of real property and/or compromising wrongful death, personal injury, and VCF proceedings; derivative claims, handing over the reins from a final guardianship account, and handling the validity of a prenuptual agreement or questioning spousal right.

Part II: What are “Letters” in New York State Surrogate’s Court
Thursday, February 13, 2025 | 1:00 pm – 2:00 pm

This program covers the purpose of, and how to secure various Letters in Surrogate’s Court, including Letters of Administration, Letters Testamentary, Preliminary Letters, Temporary Letters, Limited Letters, Letters of Administration c.t.a., and Letters of Administration d.b.n.

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

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. 

 


Where
NY

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