David A. Bamdad is speaking at New York State Bar Association’s Annual Meeting on 1/27/21

Triggering the Statute of Limitations: Ten Years After Schneider and in the COVID Zoom Zone

The program will be comprised of three parts:

• Section Annual Meeting, Report of Nominating Committee and Election of Officers
• “Triggering the Statute of Limitations: Ten Years After Schneider“
  Lessons learned; case law update; triggering the SOL in final client communication.
• “The COVID Zoom Zone: Execution and Litigation in a Virtual World”
  Mock demonstration with attorney witnesses and client; Status of Executive Orders and proposed legislation; potential pitfalls in due execution- strict compliance, testamentary capacity and undue influence; best practices to avoid/protect against litigation; overview of recent/current litigation with remotely executed documents.

Key Highlights and Takeaways

• Understand the impact of Matter of Schneider after 10 years, including best practices for planners and litigators, the 3 “Ds” (document, document, document); documenting triggering of SOL.
• The “do’s and don’ts” in remote execution, strict compliance with Executive Orders and helpful tips to protect document integrity and avoiding litigating Wills, Trusts and other documents executed virtually.