Thursday, May 17, 2018 | 6:00 pm – 9:00 pm
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
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
6:25 pm – 6:55 pm Amendment to SCPA 1404(4); SCPA 1404 exams and in terrorem clauses; the three year/two year rule
6:55 pm – 7:25 pm Expert witnesses; the advocate witness rule
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
8:20 pm- 9:00 pm Conducting the SPCA 1404 exam; costs of SCPA 1404 examinations
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