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Fiduciary Litigation - Part 3 Only

Fiduciary Litigation Series 2021
Hunting Horcruxes: Finding and Rightfully Redistributing Assets of Inheritance Theft through NY Surrogate's Courts - Part III
Monday, December 6, 2021 | 3:00 pm - 5:00 pm
Online registration is now closed. Please call Customer relations at 212 382 6663 to register or for assistance.

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 2019-2021), In-House/Corporate Counsel, Judges, and attorney members who practice within the Government, Academic or Not-for-Profit sectors attend this program for free.

CLE Credit:
New York:2.0 Professional Practice
New Jersey: 2.2 General
California: 2.0 General
Pennsylvania: 1.5 General
Connecticut: Available to Licensed Attorneys

This program provides transitional/non-transitional credit to all attorneys

Inheritance theft, Elder Fraud, Financial Abuse: these are some of the names we now use to describe the age-old problem of family members fighting over money and valuables in deceitful ways. The problem is hardly new or unique (the Harry Potter series describes how the villain Voldemort split his soul into 7 pieces, "horcruxes", which he then hid, to gain immortality and global domination), but the electronic age has brought many new methods of stealing into the hands of the greedy. While intentional targets can include both asset owners and alternate potential heirs, other victims can include legal and financial professionals. Due to the population bulge of the Baby Boomers (21%) and their current age (57-75), the sheer number of these cases, which like most fraud is hard to detect and correct, is increasing significantly as they age and die. As attorneys, we need to know about this to protect ourselves and our clients from being victims. We also have the ability to restore the client's original plan of transferred ownership.

New York has a strong distaste for this offense and is putting increasing efforts, energy, and assets into its prevention and correction. This program will focus on teaching practitioners exactly what Inheritance Theft is, including some of its tell-tale signs and methods, and what can be done to fix it from a non-criminal position.

Who Should Attend:
Any attorney who has ever drafted, or ever wants to draft a Will, a Trust, or a Power of Attorney for a client should attend to best protect their practice on behalf of themselves and their clients. Additionally, attorneys who see the profession's increasing need for experienced estate litigation attorneys should come and see if this is something they'd like to pivot towards.  

Fiduciary Litigation Series 2021

Click Here to View Program Agenda & Faculty

Program Chair:
Neva D. Strom
, Law Office of Neva D. Strom

Sponsoring Association Committee:
Trusts, Estates & Surrogate's Court, Angelo Grasso, Chair

Online Event

Monday, 06 December 2021


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