#2465 There’s a Fiduciary: Now What?

Presented on May 24, 2023

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

The BAEC’s Surrogate’s Court Committee details what to do once the court appoints a fiduciary, covering:

  • Getting letters
  • Dealing with assets
  • Dealing with debts & claims
  • Inventories & closing the estate
  • Uncovering unconscious bias in practice
  • Cybersecurity considerations
  • Ethical considerations

Speakers:

  • Hon. Acea M. Mosey
  • Joseph Shifflett, Esq.
  • Linda Novotny, Esq.
  • Britta McKenna, Esq.
  • Joshua Dubs, Esq.
  • Jamila Lee, Esq.
  • Jennifer Flannery, Esq.
  • Anna Mercado Clark, Esq.

Moderator: Linda Stravalaci Grear, Esq., Chair, Surrogate’s Court Committee

Available format: OnDemand

OnDemand$105 members (Promo Code: member2017), $150 Non-members

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                             …

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