CLE: There’s a Fiduciary: Now What? – REGISTRATION CLOSED

REGISTRATION FOR THIS EVENT IS NOW CLOSED. 

Wednesday, May 24, 2023

9AM-1:45PM

Templeton’s Landing, 2 Templeton Terrace, Buffalo, NY 14202 (free onsite parking)

Continental breakfast included

4.5 CLE credits: 2.0 Skills, 1.0 DEI, 1.0 Cybersecurity-General, 0.5 Ethics

Agenda:

9:00-9:15am                  Introduction
                                          Hon. Acea M. Mosey, Erie County Surrogate’s Court Judge

9:15-9:40am                   Getting Letters
                                           Linda C. Novotny, Esq., Court Attorney-Referee, Erie County Surrogate’s Ct

9:40-10:05am                Dealing with Assets
                                          Jennifer G. Flannery, Esq., Barclay Damon, LLP

10:05-10:30am              Dealing with Debts & Claims
                                          Joshua E. Dubs, Esq., Webster & Dubs, P.C.

10:30-10:45am              Break

10:45-11:10am              Inventories & Closing the Estate
                                         Britta L. McKenna, Esq., Hodgson Russ LLP

11:10am-12:00pm        Diversity
                                          Jamila A. Lee, Esq., Assistant Dean, Office of Student Affairs, UB Law School

12:00-12:15pm              Break

12:15-1:05pm                Cybersecurity
                                         Anna Mercado Clark, Esq., Phillips Lytle LLP

1:05-1:30pm                   Ethics
                                           Joseph A. Shifflett, Esq., Chief Court Attorney, Erie County Surrogate’s Ct

1:30-1:45pm                   Questions

1:45pm                            Adjourn

Moderator: Linda Stravalaci Grear, Esq., Pfalzgraf Beinhauer Grear Harris Schuller LLP

Law students can attend any live BAEC CLE program for FREE.
Email cle@eriebar.org to reserve your spot!

Tuition Assistance is available. Click here for an application.