CLE: The Role of the Court Examiner– A View from the Court -Member Rate


Elder Law Committee Presents

The Role of the Court Examiner –A View From the Court

Thursday, March 9, 2017
5:30 pm – 7:15 pm

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Introductory remarks Moderator: Mark Kugelman

(5:30 – 5:35 pm)

The Judges’ Perspective on the role of the Court Examiner

(Hon. Bernice Siegal, Hon. Lee Mayersohn)

  • The importance of the CE to the Court
  • The need for timely filings
  • Problems presented to the court as a result of untimely filings.
  • Question & Answer session for CEs to ask Judges

(5:35 to 6:00 pm)

The Role of the Clerks in Reviewing Accounts

(Charles Nocilla and Lori Lee)

  • Handout “Court Examiner Duties and Procedures” (Templates and samples also to be made available on court website)
  • ‘Where We Start and What We Look For’ – Charles’ outline
  • Frequently missing items
  • Filing of sensitive/private information
  • Guardian Assistance Network
  • Question & Answer session

(6:00 to 6:30 pm)

The Role of the Referees and the Judicial Hearing Officer

  • Referee Mark Kugelman – Initial and Annual Accounts, and the relationship between the CE and the Guardian
  • Referee Elizabeth Yablon – Final Accounts and Discharge Orders
  • JHO Charles Thomas – Cold Case Review
  • Question & Answer session

(6:30- 7:00 pm)