Certified Guardian, Court Evaluator and Counsel for AIP Training: Certification Program Approved by the Office of Court Administration


Certified Guardian, Court Evaluator and Counsel for AIP Training: Certification Program Approved by the Office of Court Administration

Start 12/14/2023 - 9:00 AM
End 12/14/2023 - 5:05 PM


Article 81 of the Mental Hygiene Law reequires that persons wishing to serve as Court Evaluators or Certified Guardians receive training approved by the Office of Court Administration (OCA).


This approved training program covers all the topics required by OCA.


Some of the issues to be discussed by our expert faculty include:

  • Overview and Concepts of Article 81
  • Duties, Responsibilities and Ethics of the Guardian of the Person and Property
  • Counsel to the Alleged Incapacitated Person
  • Part 36 Rules of the Chief Judge
  • The Court Evaluator: Duties, Responsibilities and Ethics
  • A View from the Bench
  • Forensic Accounting and Recovering Misappropriated Funds
  • Recordkeeping and Reporting Requirements: The Role of the Court Examiner
  • Final Accountings from a Surrogate’s Court Practitioner’s Perspective



Program Chair: Clifford A. Meirowitz, Law Offices of Clifford A. Meirowitz, PLLC

Faculty: Alison Arden Besunder, Goetz Fitzpatrick LLPLaura M. Brancato, Meltzer, Lippe, Goldstein & Breitstone, LLP; Steven R. Finkelstein, Finkelstein & Virga, PC; Meredith R. Jones, NYS Office of Court Administration, Special Counsel for Surrogate & Fiduciary Matters; Linda Redlisky, Rafferty & Redlisky;Frank Santoro, Farrell Fritz, PC; Hon. Lisa A. Sokoloff, New York County Supreme Court; Wendy Sheinberg, Rivkin Radler; Tzipora Zelmanowitz, Greenfield Stein & Senior, LLP


8 NY Credits: 2 Ethics; 6 Skills; Transitional and Non-transitional; 8 NJ Credits:2 Ethics; 6 General



To register: click the Register button below. The website will prompt you to log in or create an account to complete the checkout. If you are not a member, please join the membership before completing the checkout to take advantage of the member’s price. Registration closes 30 minutes before the program.

For technical and account-related issues, please get in touch with us at dradjabov@nycla.org

Webinar Link: After completing the checkout, you will receive a separate email with webinar access instructions. That email will arrive closer to the program start time. If you are still waiting to receive an access email 30 minutes before the program, please email cle@nycla.org.

Course Materials: We will email the link to download course materials 30 minutes before the program starts.

CLE Certificates (if applicable): After verifying your attendance, we will add your certificate to the “Download CLE Certificates” page, which you can access from your “My Account” page.

Member $150
Non-member $250
Non-Attorney (No CLE) $50

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