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Introduction to the Surrogate's Court: Estate Administration

Introduction to the Surrogate's Court: Estate Administration
Wednesday, September 17, 2025 |1:00 pm - 4:00 pm

Format: Webinar

Description:
This CLE webinar offers an introduction to New York estate administration. Participants will gain practical knowledge on fiduciary duties, asset management, and crucial procedural aspects of estate settlement.

List of topics to be discuss include:
· Fiduciary Duties, Powers, and Liabilities;
· Marshalling estate assets;
· Discovery Proceedings;
· Inventory of Estate/Request for information from fiduciary;
· Managing and disposing of decedent's business;
· Care and disposal of personal property;
· Brief overview of selling real property/coop apartments;
· Principal and income;
· Fiduciary Investment Powers/Strategies;
· SS4s, EIN Numbers, Estate Tax Lien Releases (NYS and IRS) – Preparing Informal Accounting for distributees' review;
· Payment of estate debts and Creditor Priority when insolvent estate;
· Election Against Will;
· Distributions to legatees/distributees;
· Administering estate of life tenant; and
· Distribution agreements (Receipt and Release Form JA-2 vs. custom Receipt, Release, Indemnification, Refunding Agreements)

Click Here to View Program Agenda & Faculty

CLE Credit:
New York: 3.0 total: TBD
New Jersey: TBD
California: TBD
Pennsylvania: TBD
Connecticut: Available to Licensed Attorneys
 
Program Fee:
$149 for Members | $249 for Nonmembers
Members who are Law Students, Recent Law Graduates, Newly Admitted Lawyers (admitted for the first time in any state or country 2023-2025), In-House/Corporate Counsel, Judges, and attorneys who practice within the Government, Academic or Not-for-Profit sectors attend this program for free.

For New York Attorneys: Effective through December 31, 2025 newly admitted attorneys (those admitted to the New York State Bar for two years or less) may earn skills credits in a traditional live classroom setting or through individual participation (self-study) or group participation, utilizing the following live, nontraditional formats where questions are allowed during the program (web conference, teleconference, video conference). After December 31, 2025, newly admitted attorneys must complete skills CLE credits in either the traditional live classroom setting or by fully interactive video conference group participation only (where participants are physically together in a group setting).   

For New York Attorneys: This program is a transitional/non-transitional course.

Program Chair & Speaker:
Pinni Bohm, Bohm Law Firm, P.C.

Sponsoring Association Committee:
Trusts, Estates & Surrogates Courts Committee | Brian P. Corrigan, Chair

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


Where
Online Event

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