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Relief Against Fiduciary: Part 3

Relief Against Fiduciary: Three-Part Afternoon Series
Convenience vs. Joint Accounts or Have You Ever Met a Convenience Account? - Part III
Monday, June 5, 2023 | 3:00 pm - 5:00 pm
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When opening a bank account where the depositor desires to give another person the ability to sign checks or otherwise make withdrawals from that account, New York law gives the depositor three effective options:

Open the account as a joint account governed by section 675 of the Banking Law;
Open the account as a convenience account governed by section 678 of the Banking Law; or
Open the account in the depositor’s sole name and execute a Durable Power of Attorney that appoints the other person as the agent of the depositor and initial the “banking transaction” portion of the POA form.

This CLE program will explore the legal issues of proceeding under each of these options, why the conflict between the law and the intentions of depositors has generated an inordinate amount of litigation, provide a view from the bench of how those conflicts are best addressed, and explain a proposal which the presenters believe will reduce (if not eliminate) those conflicts and, with it, the potential for abuse of joint accounts.


Click Here to View Program Agenda & Faculty

CLE Credit:
New York: 2.0 Professional Practice
New Jersey: 2.3 General
California: 2.0 General
Pennsylvania: 1.5 General
Connecticut: Available to Licensed Attorneys

Program Fee:

$149 for Members | $249 for Nonmembers
All Three Days: $399 for Members | $599 for Nonmembers

This program is free to Members who are Law Students, Recent Law Graduates, Newly Admitted Lawyers (admitted for the first time in 2021-2023), In-House Counsel, Judges, or Attorneys  in  Government, Academic or Not-for-Profit sectors.

For New York Attorneys: Newly admitted attorneys (those admitted to the New York State Bar for two years or less) may participate in Skills CLE courses in  live, nontraditional formats, where questions are allowed during the program (through June 30, 2023 per recent guidance of the CLE Board – for more information, click here).  

Program Chair:

Ronald J. Weiss, Retired Partner, Skadden, Arps, Slate, Meagher & Flom LLP

Sponsoring Association Committees:
Trusts, Estates & Surrogate's Court | Angelo M. Grasso, Chair

Relief Against Fiduciary: Three-Part Afternoon Series
SCPA 2102 Proceedings - Part 1
Misuse of Power of Attorney - Part 2
Convenience vs. Joint Accounts or Have You Ever Met a Convenience Account? - Part 3
All Three Days

Information about our Financial Aid Policy and Application can be found here



Online Event

Monday, 05 June 2023


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