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Discovery in Probate Contests in New York: Examining the Attorney Draftsperson

(142 reviews)

Produced on September 14, 2016

Taught by
$ 59 Wills, Trusts, & Estates In Stock
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Course Information

Time 56 minutes
Difficulty Intermediate

Course Description

Before a Will can be admitted to probate, an interested party has a right to inquire into the facts and circumstances surrounding the instrument’s preparation and execution. One critical tool is the examination of the attorney draftsperson. In this course, attorney Frank Santoro discusses all of the facets of such an examination, including preparation and the key topics to cover.

Learning Objectives: 

  1. Understand the statutory framework (Surrogate’s Court Procedure Act) governing pre-objection disclosure in probate contests
  2. Identify the potential objections to probate which will frame your examination of the attorney-draftsperson
  3. Ensure that you are prepared for the examination with documentary disclosure prior to the examination
  4. Chart a course for the attorney-draftsperson’s examination
  5. Comprehend the rules governing the conduct of depositions in New York and the limitations on discovery in the attorney-draftsperson’s deposition
  6. Develop techniques for effective examination

Credit Information

This course is pre-approved for CLE credit in the following states. If your state is not listed, contact support for more information on how to receive credit

Lawline reports attorney attendance in select states. View more about CLE reporting .


Frank Santoro

Farrell Fritz, P.C.

Estate litigation attorney Frank T. Santoro represents clients in Surrogate’s Court in probate contests, contested accounting proceedings, discovery proceedings and fiduciary litigation, and in actions and proceedings in New York State Supreme Court and federal court, including Article 81 guardianship proceedings.



very well presented

David O.


Albert P P.

Very knowledgeable speaker.

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