CLE: Surrogate’s Court Guardian Ad Litem Training

4.5 CLE credits: 2.0 Areas of Professional Practice, 0.5 Ethics, 2.0 Skills (appropriate for all attorneys)
Presented by the Surrogate’s Court Committee
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This program is designed to provide the information necessary to allow an attending attorney to qualify as a Guardian Ad Litem in Surrogate’s Courts proceedings by providing the attendee with information concerning Part 36 and the duties of a Guardian Ad Litem in various types of Surrogate’s Court proceedings.

At this program you will learn what you need to be aware of with respect to Part 36 of the NYCRR, the required forms and appointment process. In addition, you will be instructed as to your obligations as a Guardian Ad Litem in various types of proceedings. See agenda below.

8:45 a.m. Opening Remarks
Linda Stravalaci Grear, Esq., Pfalzgraf Beinhauer Grear Harris Schuller LLP
Chair; Surrogate’s Court Committee

Overview: Guardian Ad Litem Appointments
Hon. Acea M. Mosey, Erie County Surrogate Court Judge

9:00 a.m. Review of Part 36 as it Applies to Guardians Ad Litem; Part 36 forms; Basis and Need for Appointment and Role of Guardian Ad Litem; Appointment Procedures
Joseph A. Shifflett, Esq., Chief Court Attorney, Erie County Surrogate’s Court

9:25 a.m. Probate Proceedings
Britta McKenna, Esq., Hodgson Russ, LLP
Ellen G. Spencer, Esq., Magavern Magavern Grimm LLP

10:15 a.m. Break

10:30 a.m. Administration Proceedings
Joshua E. Dubs, Esq., Webster Dubs, P.C.

10:55 a.m. Accounting Proceedings
Catherine E. Nagel, Esq., Nuchereno & Nagel, PLLC

11:20 a.m. Miscellaneous Proceedings and Wrongful Death Compromises; Guardians Ad Litem in Supreme Court and Other Courts
Jennifer G. Flannery, Esq., Barclay Damon LLP

11:45 a.m. Guardianships/Special Needs Trusts
Thomas D. Migliaccio, Esq., Migliaccio Law Firm

12:10 p.m. Break

12:25 p.m. Round Table Discussion/Q&A

12:55 p.m. Ethical Considerations
Sharon L. Wick, Esq., Phillips Lytle LLP

1:20 p.m. Conclusion

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May 26 2022


8:45 am - 1:20 pm


Zoom Webinar


Erie Institute of Law
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