Speaking Engagements on Surrogate’s Court Litigation

Revocable Trusts – The Will Substitute, Part II – Litigation

Westchester County Bar Association.

Preparing for Estate Administration

Trusts & Estates Law Section of the New York State Bar Association

Power of Attorney: Practice & Litigation in Guardianship Court

Westchester County Bar Association (Trusts & Estates Section)

Everything you Wanted to Know about Property Turnover Proceedings in the Surrogate's Court

For lecture materials, click on Seminar Outline.

Westchester County Bar Association (Trusts & Estates Section), White Plains, New York

"Ethics for Trusts & Estates Lawyers", as part of a program entitled, "Bridging the Gap 2 - Making a Smooth Transition."

For lecture materials, click on Seminar Outline.

Continuing Legal Education Section of the New York State Bar Association, Manhattan

"Property Turnover Proceedings", as part of a program entitled "Estate Litigation"

Trusts and Estates Law Section of the New York State Bar Association, Albany, New York

"Ethics for Trusts and Estates Lawyers", as part of a program entitled, "Bridging the Gap 1 - Making a Smooth Transition."

For lecture materials, click on Seminar Outline.

Continuing Legal Education Section of the New York State Bar Association, Manhattan

"Duty to Inform" as part of a program entitled, "Select Issues in Fiduciary Litigation"

For lecture materials, click on Seminar Outline.

White Plains, New York. Westchester County Bar Association (Trusts & Estates Section)

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

"Ethical Isssues in Estates and Trusts and Litigation"

For lecture materials, click on Seminar Outline.

White Plains, New York. Westchester County Bar Association (Trusts & Estates Section)

“Preparing for Estate Administration” and “Alternative Forms of Letters” as part of an all-day program in entitled "Practical Skills: Probate and Adminstration of Estates"

Mount Kisco, New York, Trusts and Estates Law Section of the New York State Bar Association.

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

"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.

"Everything you Wanted to Know About Preparing Surrogate Court Accountings (but was afraid to ask)"

For lecture materials, click on Seminar Outline.

White Plains, New York, Westchester County Bar Association (Trusts & Estates Section)

"Ethical Considerations", as part of an all-day program entitled "Practical Skills: Introduction to Estate Planning"

Trusts and Estates Law Section of the New York State Bar Association, Mount Kisco, New York

"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

"Will Contests Including Preparation and Taking the Deposition and SCPA 1404 Witnesses"

For lecture materials, click on Seminar Outline.

White Plains, New York. Westchester County Bar Association (Trusts & Estates Section)

"Probating Problem Wills"

For lecture materials, click on Seminar Outline.

White Plains, New York, in a program co-sponsored by Westchester Women's Bar Association and The Bank of New York Private Bank.

Ethical Issues (program entitled "What Every Lawyer Should Know about Estate Planning")

White Plains, New York, Pace University School of Law

Ethical Considerations and Attorney Fees

Tarrytown, New York, Trusts and Estates Law Section of the New York State Bar Association

Panel Discussion, "Ethics for Breakfast: Working through Issues of Capacity and Undue Influence"

New York, New York, Calvary Hospital

"Post-Probate Proceedings"

Tarrytown, New York, Trusts and Estates Law Section of the New York State Bar Association

Uncontested Probate Proceedings, as part of an all-day program entitled "Surrogate's Court Proceedings"

Tarrytown, New York, Trusts and Estates Law Section of the New York State Bar Association

Surrogate's Court Discovery Proceedings

Mount Kisco, New York, Trusts and Estates Law Section of the New York State Bar Association

Ethical Issues as part of a program entitled Practical Skills: Introduction to Estate Planning

For lecture materials, click on Seminar Outline.

Mount Kisco, New York, Trusts and Estates Law Section of the New York State Bar Association

Ethical Considerations, as part of a program entitled Estate Planning and Will Drafting

For lecture materials, click on Seminar Outline.

Tarrytown, New York, Trusts and Estates Law Section of the New York State Bar Association

"Separation & Matrimonial Agreements & Implication in Estate Litigation"

For lecture materials, click on Seminar Outline.

White Plains, New York. Westchester County Bar Association (Trusts & Estates Section)

"How to Examine the Witnesses to a Will and Defensive Estate Planning"

For lecture materials, click on Seminar Outline.

Westchester Women's Bar Association (Trusts & Estates Section

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

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

"Ancillary Documents – Power of Attorney, Health Care Proxy and Living Will; and Ethical Issues in Estate Planning"

For lecture materials, click on Seminar Outline.

Westchester County Bar Association (Trusts & Estates Section)

Contested Accountings

For lecture materials, click on Seminar Outline.

Westchester County Bar Association

"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)

“Ethical Considerations" as part of an all day program on Trust Planning and Taxation

New York State Bar Association (Trusts and Estates Section)

Ethics & Tactics in Surrogate's Court Practice

For lecture materials, click on Seminar Outline.

The Bank of New York

Estate Planning for the Dysfunctional Family

For lecture materials, click on Seminar Outline.

Westchester Women's Bar Association (Trusts & Estates Section)

Revocable Trusts and Ethical Considerations for Estate Planners

New York State Bar Association (Trusts and Estates Section)

Ethics in Surrogate’s Court Litigation

Westchester County Bar Association (Trusts & Estates Section)

Issues in Accounting Proceeding - Checklist Examination of Executor’s Account

For lecture materials, click on Seminar Outline.

The Bank of New York

UJA Federation Conference On Estate, Tax & Financial Planning – Ethical Considerations For Trust And Estate Lawyers

UJA-Federation of NY

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)

Estate Planning And Will Drafting - Ethical Considerations For Trust And Estate Lawyers

New York State Bar Association (Trusts and Estates Section)

Forensic Examination of Estate Accountings

National Conference of CPA Practitioners

Forensic Examination of Estate Accountings

Interpay/Fleet Bank

Contested Probate Proceedings

For lecture materials, click on Seminar Outline.

Westchester County Bar Association (Trusts & Estates Section)

Formal Settlement of Estates and Checklist Examination of Executor’s Account

New York State Bar Association (Trusts and Estates Section)

Spouse’s Right of Election and Disqualification

New York State Bar Association (Trusts and Estates Section)

Litigation in Accounting Proceedings in Estates & Trusts

For lecture materials, click on Seminar Outline.

Westchester Women's Bar Association (Trusts & Estates Section)

Ethical Considerations And Attorneys’ Fees

New York State Bar Association (Trusts and Estates Section)

Discovery Proceedings, Creditor’s Claims and Other Miscellaneous Proceedings

For lecture materials, click on Seminar Outline.

Westchester County Bar Association (Trusts & Estates Section)