Thursday, May 17, 2018 | 6:00 pm – 9:00 pm
| Program Co-Chairs: | |
|---|---|
 Ilene Cooper |
 Angelo M. Grasso |
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This program will provide an introduction to will contests, discovery under SCPA §1404, and discovery following the filing of objections to probate. Topics include document discovery, preparing and conducting SCPA §1404 examinations, discovery of tax returns, use of expert witnesses, and ethical considerations in will contests.
Live Program & Webcast: $229.00 Member | $329.00 Nonmember
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Ross Katz
Schiller, Pittenger & Galvin, P.C.Ian W. MacLean
The MacLean Law Firm, P.C.Bill P. Parkas
McCoyd, Parkas & Ronan LLP -
6:00 pm – 6:25 pm SCPA §1404 overview Angelo Grasso
6:25 pm – 6:55 pm Amendment to SCPA 1404(4); SCPA 1404 exams and in terrorem clauses; the three year/two year rule Ilene Cooper
6:55 pm – 7:25 pm Expert witnesses; the advocate witness rule Ian MacLean
7:25 pm – 7:40 pm Break 7:40 pm – 8:20 pm Discovery of tax returns and other confidential information; nature and extent of initial discovery demands Ross Katz
8:20 pm- 9:00 pm Conducting the SPCA 1404 exam; costs of SCPA 1404 examinations Bill Parkas
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CLE Credit
NY: 3.0 skills
NJ: 3.3 general MCLE
CA: 3.0 general MCLE
PA: 2.5 general MCLE -
Sponsoring Association Committee: Trusts, Estates & Surrogate’s Courts | Andrew S. Auchincloss, Chair
Sponsorship Opportunities are Available! Please Contact:
Maricela Alfonso | Membership and CLE Relations Associate | (212) 382-6608 | MAlfonso@nycbar.org______________________________________________________________