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As Chair of the Surrogate's Court Committee of the Richmond County Bar Association, I have produced, moderated or presented more than thirty programs since 1977, including the following:
Preparation for and Conduct of 1404 Examinations
Powers of Attorney, Living Wills, and Health Care Proxies
Objection to Probate and Trial Advocacy
Trust and Trustees: Special Focus on the Fiduciary
Practical Aspects of Will Drafting and Estate Planning
Probate and Administration
Accounting and Settlement of Estates
Trial of a Will Contest
Developments in Estate Planning, Taxation and Litigation
Basics of Fiduciary Income Taxation for Attorneys
Fundamentals of Will Drafting
Commons Problems in Probate
Living Trusts and other Inter Vivos Documents
Procedures and Pitfalls in Probate and Administration Proceedings
Updates on Amendments to Articles 4 and 5 of the EPTL
Procedures and Pitfalls in Compulsory and Voluntary Accountings
Ethical Issues for the Trusts and Estates Bar
Guidelines for Appointment and Duties of Guardians ad Litem in the Surrogate's Court
Basic Will Drafting and The Client Interview
The Truth About Trusts
Planning for and Avoiding Will Contests
Adoptions and Related Proceedings in Surrogate's Court
Fiduciary and Decedent's Income Taxation; Family Limited Partnerships from the IRS Perspective
Handling the NY Wrongful Death Case
Surrogate's Court Litigation Joinder of Issue to Opening-An Interactive Forum
Estate Planning and Charitable Dispositions; Issues in Administering Charitable Trusts
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