Section Program
Wednesday, January 27, 2021
9:00 a.m. – 12:50 p.m.
Triggering the Statute of Limitations: Ten Years After Schneider and in the COVID Zoom Zone
The program will be comprised of three parts:
- Section Annual Meeting, Report of Nominating Committee and Election of Officers
- “Triggering the Statute of Limitations: Ten Years After Schneider“
Lessons learned; case law update; triggering the SOL in final client communication. - “The COVID Zoom Zone: Execution and Litigation in a Virtual World”
Mock demonstration with attorney witnesses and client; Status of Executive Orders and proposed legislation; potential pitfalls in due execution- strict compliance, testamentary capacity and undue influence; best practices to avoid/protect against litigation; overview of recent/current litigation with remotely executed documents.
Key Highlights and Takeaways
- Understand the impact of Matter of Schneider after 10 years, including best practices for planners and litigators, the 3 “Ds” (document, document, document); documenting triggering of SOL.
- The “do’s and don’ts” in remote execution, strict compliance with Executive Orders and helpful tips to protect document integrity and avoiding litigating Wills, Trusts and other documents executed virtually.
Chairs
Section Chair
Jill Choate Beier
Beier & Associates, PLLC.
Program Co-Chairs
Kathryn Grant Madigan
Levene Gouldin & Thompson, LLP.
David A. Bamdad
Meltzer, Lippe, Goldstein & Breitstone, LLP.
Event Sponsors
GOLD
SILVER
BRONZE
3.0 MCLE Credits- 1.0 Areas of Professional Practice; 2.0 Skills
This program is transitional and is suitable for all attorneys including those newly admitted
Wednesday, January 27, 2021
9:00 AM – 9:30 AM
Section Business Meeting, Report of Nominating Committee, Election of Officers and Program Introduction
Speaker
Jill Choate Beier, Esq. | Section Chair; Beier & Associates, PLLC, Lake Placid, NY
9:30 AM – 9:40 AM
Break
9:40 AM – 10:30 AM
Triggering the Statute of Limitations: Ten Years After Schneider
Review of the impact of Matter of Schneider after ten years, including case law updates; discussion of best practices for planners and litigators, including the 3 “Ds” (document, document, document), documenting the triggering of statute of limitations in final client communication and other practical tips.
Speaker
Ellen G. Makofsky, Esq. | Makofsky Law Group, P.C., Garden City, NY
Kevin Matz, Esq. | Stroock & Stroock & Lavan, LLP., New York, NY
1.0 Credit in Areas of Professional Practice
10:30 AM – 10:45 AM
Break
10:45 AM – 11:35 AM
The COVID Zoom Zone: Execution and Litigation in a Virtual World
Join us for a mock demonstration of the “do’s and don’ts” in remote document execution with attorney, witnesses and client; learn the potential pitfalls in due execution – strict compliance with Executive Orders – testamentary capacity and undue influence; best practices to protect the integrity of Wills, Trusts and other documents executed virtually from legal challenges.
Speakers
Nicole L. Clouthier, Esq. | Cioffi Slezak Wildgrube P.C., Schenectady, NY
Angelo M. Grasso, Esq. | Greenfield Stein & Senior, LLP., New York, NY
Christine Woodcock Dettor, Esq. | Bousquet Holstein, PLLC., Syracuse, NY
Joseph T. La Ferlita, Esq. | Farrell Fritz P.C., Uniondale, NY
1.0 Credits in Skills
11:35 AM – 11:50 AM
Break
11:50 AM – 12:40 PM
Surrogate’s Court Practice in a COVID World: A Behind the Scenes Look
E-filing, dealing with virtual calendar/conference calls, avoiding mistakes when dealing with documents executed and filed using remote video technology, and more.
Speakers
Deborah S. Kearns, Esq. | Chief Clerk, Albany County Surrogate’s Court, Albany, NY
Debra Sue Keller, Esq. | Chief Clerk, Nassau County Surrogate’s Court, Mineola, NY
Diana Sanabria, Esq. | Chief Clerk, New York County Surrogate’s Court, New York, NY
1.0 Credits in Skills
12:40 AM – 12:50 PM
Q&A
EARLY BIRD REGISTRATION (Before 12/31/20)
$149: Section Member | $179: NYSBA Member | $299: Non-NYSBA Member
REGULAR REGISTRATION (1/1/21 and after)
$199: Section Member | $239: NYSBA Member | $399: Non-NYSBA Member
IMPORTANT: For those of you that wish to attend multiple Section or Committee programs, we are extending a discount of 25% off the pricing of 2 or more programs, however you must contact our MRC Department directly and register over the phone.
MEMBER RESOURCE CENTER
If you have questions please contact us at 800.582.2452 | mrc@nysba.org
Hours: Monday – Friday | 8:00 a.m. – 5:30 p.m.
Gold Sponsors
Silver Sponsor
Bronze Sponsors
Interested in being a sponsor?
Contact the Trusts and Estates Law Section Liaison
Cathy Teeter
cteeter@nysba.org
(518) 487-5573
We’re pleased to announce an additional 25% discount on all Books, eBooks, Online Forms and Pamphlets currently available in our online store during Annual Meeting.
Use discount code: PUBAM21 during the checkout process.
- The discount code (PUBAM21) expires on January 29 on the final day of Annual Meeting
- The 25% discount will be taken off of your qualifying process based on your NYSBA Membership status
- On-Demand CLE programs available in the online store do not qualify for the 25% discount.
FEATURED PRODUCTS
Estate Planning And Will Drafting In New York
Regular Member Price: $185.00
LexisNexis® NYSBA’s Automated Surrogate’s Forms
Regular Member Price: $868.00
LexisNexis® NYSBA’s Automated Estate Planning System
Regular Member Price: $1,467.00
SECTION PUBLICATION
Trusts and Estates Law Section Journal
Interested in writing an article for the Trusts and Estates Law Section Journal? Please contact Nicholas G. Moneta at nmoneta@farrellfritz.com.
If you would like to view and register for our Section’s additional upcoming events, or access the on-demand library for past events, please visit our Section’s page here:
