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“Conrad, have you ever faced an ethics problem?” Hon. Nora S. Anderson, Surrogate, New York County Surrogate’s Court, asked Conrad that question at the end of a 3-hour trusts and estates program.
Conrad was one of the panelists along with James Sheehan, Chief Charities Bureau Office of New York.1 He answered with this true story:
Conrad and his wife had dinner with Serle and his wife. They both knew Serle’s wife, but this was their first time meeting Serle. Serle had recently celebrated his 50th birthday. He told them he hadn’t been bar mitzvahed when he was 13. But, he was joyful that he was finally bar mitzvahed on his 50th birthday. Serle called Conrad about 10 days after the dinner and said he was considering changing law firms. He wo...
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