Get the word out. Share this event with your colleagues. Click to post.

Before the Fact: Using SCPA § 2107 to Protect Fiduciaries

Before the Fact: Using SCPA § 2107 to Protect Fiduciaries from Liability
Monday, November 2, 2026 | 1:00 pm - 3:00 pm
Format: WEBINAR

Description:
Every executor, administrator, and trustee eventually faces a decision consequential enough that any choice invites a later surcharge claim judged with the unforgiving clarity of hindsight. SCPA § 2107 offers a powerful answer: the fiduciary can petition the Surrogate for advance direction on a contemplated course of action and, through substantial compliance with the resulting decree, gain statutory protection against claims that the estate suffered a loss.
 
But the proceeding is a narrow one, and a petition that strays into asking the court to substitute its judgment for the fiduciary's will be turned away at the threshold.  Through real-world hypotheticals and a candid discussion of the most common pitfalls, you will be able to counsel fiduciary clients with confidence and use § 2107 as the shield it was designed to be.
Program Fee:
$99 for Members | $199 for Nonmembers
Small Law Firm Members: $79
This program is free to Members who are Law Students, Recent Law Graduates, Newly Admitted Lawyers (admitted for the first time in 2024-2026), In-House Counsel, Judges, or Attorneys  in  Government, Academic or Not-for-Profit sectors.

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

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:
Ashwani Prabhakar | Davidoff Hutcher & Citron, LLP
Sponsoring Association Committee:
Trusts, Estates & Surrogate’s Courts | Brian P. Corrigan, Chair

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


Where
Online Event

Please Sign In to Register