Hail to the Chiefs:
Pointers on Practical Aspects of Surrogate’s Court Procedure From the Chief Clerks of the New York State Surrogate’s Court

Wednesday, September 12, 2018 | 5:30 p.m. – 8:30 p.m.

Includes Networking Reception

Program Co-Chairs: Moderator:
Natasha Pang-Mei Chang
Law Office of Natasha Pang-Mei Chang, LLC
Ian W. MacLean
The MacLean Law Firm, P.C.
Laura Joy Lattman
McLaughlin & Stern, LLP

  • Join us for an evening of pointers on best practices – An expert panel of Surrogate’s Court Chief Clerks will discuss practical aspects of Surrogate’s Court procedure, based on a set of detailed hypotheticals distributed in advance, including:

    • Filing Requirements, Including E-Filing
    • Will Review: What Do They Look For?
    • Standby Guardianships
    • Practical Advice for Practicing Attorneys
      • Probate Matters
      • Administrative Matters

    There will also be opportunity for informal discussion with the Chief Clerks after the panel.

    Live Program & Webcast: $149 for Members | $249 for Nonmembers
    Small Law Firm: $79 for Members

  • James Lim Becker
    Chief Clerk
    Queens County Surrogate’s Court
    Sandra DelValle
    Chief Clerk
    Westchester County Surrogate’s Court
    Diana L. Sanabria
    Chief Clerk
    New York County Surrogate’s Court

  • 5:30 p.m. – 5:40 p.m. Introduction & Overview
    5:40 p.m. – 6:05 p.m. Filing Requirements, Including E-Filing
    6:05 p.m. – 6:30 p.m. Will Review: What Do They Look For?
    6:30 p.m. – 6:40 p.m. Break
    6:40 p.m. – 7:05 p.m. Standby Guardianships
    7:05 p.m. – 7:30 p.m. Practical Advice for Practicing Attorneys

    • Probate Matters
    • Administration Matters
    7:30 p.m. – 8:30 p.m. Networking Reception

  • CLE Credit
    NY:
    2.0 Professional Practice
    NJ:
     2.0 General
    CA:
     2.0 General
    PA:
     1.5 General

  • Grassi & Co. Accountants & Success Consultants

    Sponsoring Association Committee: Trusts, Estates & Surrogate’s Court Committee | Andrew S. Auchincloss, Chair

    Sponsorship Opportunities are Available! Please Contact:
    Angie Avila, Membership Outreach and Sponsorships Manager | (212) 382-6608 | aavila@nycbar.org

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