Introduction to the Surrogate's Court: Wrongful Death Compromise Proceedings
Wednesday, September 30, 2026 | 1:00 pm - 2:30 pm
Format: Webinar
Description:
This CLE program aims to provide a practical overview of navigating wrongful death settlement compromise proceedings in the New York Surrogate's Court. The presentation will cover essential topics such as drafting and filing petitions for compromise, obtaining jurisdiction over all necessary parties (including distributees, the NYS Department of Taxation and Finance, and statutory lienholders), and allocating settlement proceeds between wrongful death and conscious pain and suffering. Additionally, the program will address the application of the Kaiser distribution formula, attorney fee approvals under 22 NYCRR 207.45, resolving medical and Medicaid liens, the appointment and role of a Guardian-Ad-Litem, and submitting proposed compromise decrees. The overall goal is to provide young attorneys, and attorneys inexperienced with Surrogate's Court practice, with a clear, step-by-step roadmap for handling wrongful death compromises from petition to final distribution.
CLE Credit:
New York: 1.5 Professional Practice
New Jersey: TBD
California: TBD
Pennsylvania: TBD
Connecticut: TBD
Program Fee:
$99 for Members | $199 for Nonmembers
Members who are Law Students, Recent Law Graduates, Newly Admitted Lawyers (admitted for the first time in any state or country 2024-2026), 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 Newly Admitted Attorneys: Skills credits completed after December 31, 2025, must be completed in the traditional live classroom setting or by fully interactive videoconference. City Bar Webinar programs are not considered a fully interactive videoconference. Please see the CLE Format Requirements for Newly Admitted Attorneys for additional information.
For New York Attorneys: This program is a transitional/non-transitional course.
Program Chair & Speaker:
Pinni Bohm | Bohm Law Firm, P.C.
Speakers:
Diane Matero | Court Attorney-Referee to Surrogate Montalbano | Surrogate’s Court, Kings County
Sponsoring Association Committee:
Trusts, Estates & Surrogates Courts Committee | Brian P. Corrigan, Chair
Information about our Financial Aid Policy and Application can be found here.