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| Description |
Organization |
Date |
"Duty to Inform" as part of a program entitled, "Select Issues in Fiduciary Litigation." For lecture materials, click on Seminar Outline.
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June 7, 2010 |
Preparation of an estate and trust accounting, as part of a half-day program entitled "Contested Accounting Proceedings in Surrogate's Court" |
Tarrytown, New York, Trusts and Estates Law Section of the New York State Bar Association. |
November 20, 2009 |
"Ethical Isssues in Estates and Trusts and Litigation." For lecture materials, click on Seminar Outline.
|
|
June 1, 2009 |
| Participant in a mock examination of an attorney draftsperson in a prospective will contest, in a program entitled "Ethics For Breakfast: 'Who Is Your Client?' — Ethical Considerations When Representing Multiple Parties in Estate Proceedings". |
New York, New York, Calvary
Hospital
|
October 7, 2008 |
| "Ethical Considerations", as part of an all-day program entitled "Successfully Handling an Examination under SCPA 1404" |
Tarrytown, New York, Trusts
and Estates Law Section of the New
York State Bar Association. |
June 3, 2008 |
| "Ethical Considerations", as part of an all-day program entitled "Practical Skills: Introduction to Estate Planning" |
Mount Kisco, New York, Trusts
and Estates Law Section of the New
York State Bar Association. |
October 23, 2007 |
| "Ethical Considerations", as part of an all-day program entitled "Trust Your Planning: A Comprehensive Review of Trust Planning and Drafting Techniques" |
Tarrytown, New York, Trusts
and Estates Law Section of the New
York State Bar Association. |
May 16, 2007 |
"Will Contests Including Preparation and Taking the Deposition and SCPA 1404 Witnesses". The program includes a mock examination. For the presentation materials, click on Seminar Outline.
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|
May 14 , 2007 |
Ethical Issues (program entitled "What Every Lawyer Should Know about Estate Planning").
|
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November 15, 2006 |
Moderator, "Probate and Administration of Estates"
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October 24, 2006 |
| Panel Discussion, "Ethics for Breakfast: Working through Issues of Capacity and Undue Influence". |
|
September 21, 2006 |
"Post-Probate Proceedings"
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May 18, 2006 |
Surrogate's Court Discovery Proceedings
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October 27 , 2005 |
"Anatomy of an Election: Issues for Election Law Lawyers"
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October 20 , 2005 |
Ethical Issues as part of a program entitled Practical Skills: Introduction to Estate Planning. For lecture materials, click on Seminar Outline.
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October 5 , 2005 |
Ethical Considerations, as part of a program entitled Estate Planning and Will Drafting. For lecture materials, click on Seminar Outline.
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May 19, 2005 |
"Separation and Matrimonial Agreements and Implication in Estate Litigation". For lecture materials, click on Seminar Outline.
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April 18, 2005 |
"SCPA 1404: How to Examine the Witnesses to a Will and Defensive Estate Planning". For lecture materials, click on Seminar Outline.
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March 15, 2005 |
Ethical Issues as part of a program entitled Advanced Elder Law
|
Mount Kisco, New York. Elder
Law Section of the New
York State Bar Association |
December 3, 2004 |
Ethical Issues for Trusts and Estates Lawyers as part of a program entitled Exploring Probate Issues in New York. For lecture materials, click on Seminar Outline.
|
Lorman Education Services
|
October 5, 2004 |
"Property Turnover Proceedings under SCPA Article 21 and Ethical Issues in Surrogate's Court Litigation". For lecture materials, click on Seminar Outline.
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June 7, 2004 |
"Ancillary Documents – Power of Attorney, Health Care Proxy and Living Will; and Ethical Issues in Estate Planning". For lecture materials, click on Seminar Outline.
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November 24, 2003 |
| |
|
May 5, 2003 |
| "Strategies for Avoiding Will Contests . . . But Winning if you Can’t." For lecture materials, click on Seminar Outline. |
Westchester County Bar Association (Trusts
& Estates Section) |
June 10, 2002 |
| “Ethical Considerations" as part of an all day program on Trust Planning and Taxation. |
New York State Bar Association (Trusts and
Estates Section) |
May 31, 2002 |
| Ethics and Tactics in Surrogate's Court Practice. For lecture materials, click on "Ethics and Tactics in Surrogate's Court Practice" and Ethics and Tactics in Surrogate's Court Practice Fact Pattern. |
The Bank of New
York |
May 21, 2002 |
| Estate Planning for the Dysfunctional Family. For lecture materials, click on Seminar Outline. |
Westchester
Women's Bar Association (Trusts & Estates Section)
|
May 6, 2002 |
| Revocable Trusts and Ethical Considerations for Estate Planners |
New York State Bar Association (Trusts and
Estates Section) |
October 23-24,
2001 |
| Ethics in Surrogate’s Court Litigation |
Westchester County Bar Association (Trusts
& Estates Section) |
June 11, 2001
|
| Issues in Accounting Proceeding - Checklist Examination of Executor’s Account |
The Bank of New
York |
November 12,
2000 |
| UJA Federation Conference On Estate, Tax & Financial Planning – Ethical Considerations For Trust And Estate Lawyers |
UJA-Federation of NY |
October 18, 2000
|
| Claims against the Estate, Spouse’s Right Of Election, Prenuptial Agreements and Waivers of Right of Election, Disclaimers and Construction/Reformation Proceedings |
New York State Bar Association (Trusts and
Estates Section) |
May 11, 2000
|
| Estate Planning And Will Drafting - Ethical Considerations For Trust And Estate Lawyers |
New York State Bar Association (Trusts and
Estates Section) |
November 16,
1999 |
| Forensic Examination of Estate Accountings |
National Conference
of CPA Practitioners |
November 9, 1999
|
| UJA Federation Conference On Estate, Tax & Financial Planning – Ethical Considerations For Trust And Estate Lawyers |
UJA-Federation of NY |
October 5, 1999
|
| Forensic Examination of Estate Accountings |
Interpay/Fleet Bank
|
June 16, 1999
|
| Contested Probate Proceedings |
Westchester County Bar Association (Trusts
& Estates Section) |
June 7, 1999
|
| Formal Settlement of Estates and Checklist Examination of Executor’s Account |
New York State Bar Association (Trusts and
Estates Section) |
May, 1999 |
| Litigation in Accounting Proceedings in Estates and Trusts |
Westchester
Women's Bar Association (Trusts & Estates Section)
|
November 17, 1998
|
| Spouse’s Right Of Election And Disqualification |
|
October 22, 1998
|
| Ethical Considerations And Attorneys’ Fees |
New York State Bar Association (Trusts and
Estates Section) |
October 2, 1998
|
| Discovery Proceedings, Creditor’s Claims and Other Miscellaneous Proceedings |
Westchester County Bar Association (Trusts
& Estates Section) |
June 9, 1997
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| If you think you may require the assistance of Frank W. Streng in any matter, email (fstreng@mccarthyfingar.com) or phone him (914-385-1022) with any question you may have. |
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| Copyright McCarthy Fingar LLP 2001-2010 All Rights Reserved |
