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There is still time to submit a nomination for the 2020 Jonathan Lippman Pro Bono Award. The nomination deadline is October 25.

View/Download the Award brochure.

The Award presentation will take place during the Senior Lawyers Section Annual Meeting Program on January 31 at the New York Hilton Midtown.

Click To Register


Succession Planning: Retirement 101

Planning for the Golden Years
This full-day program will provide an overview of succession planning and practical strategies and advice on planning ahead, including:

  • Financial Planning Issues Impacting Your Retirement from the Practice of Law
  • Long-Term Care Insurance and Planning for Long Term Care
  • Federal and New York Estate and Gift Tax Issues
  • The Sale of a Law Practice and Its Tax Issues
  • The Mechanics of a Sale of a Law Practice
  • What Other Issues Will Impact My Retirement and Finances

Thursday, October 31, 2019
9:00 a.m. – 4:00 p.m. | Live Program
This program will be recorded and available as an archive.

DoubleTree Hilton Tarrytown
455 S Broadway | Tarrytown, NY

6.0 MCLE Credits
4.0 Areas of Professional Practice | 1.0 Law Practice Management | 1.0 Ethics

NYSBA Members: $175 | Senior Lawyers Section: $100 | Non-Members: $275

Program Faculty:
Anthony J. Enea, Esq. | Enea, Scanlan & Sirignano, LLP
David Birnbaum | Introducing Topic #1 | Senior Vice President - Investment Officer | PIM-Portfolio Manager | Wells Fargo Advisors 
Charles J. Newman | CLU of Charles Newman Company
Daniel S. Rubin, Esq. | Moses & Singer, LLP
Howard Klein | CPA of Citrin Cooperman, LLP
Mandeep Trivedi | ASA of Citrin Cooperman LLP
David A. Newberg, Esq. | Collier, Halpern and Newberg, LLP
Matthew Lee-Renert, Esq. | NYS Grievance Committee for the 9th Judicial District
Sara Meyers, Esq. | Enea, Scanlan & Sirignano, LLP
Lauren C. Enea, Esq. | Enea, Scanlan & Sirignano, LLP

Sponsored by the Senior Lawyers Section, the Committee on Continuing Legal Education and the Law Practice Management Committee of the New York State Bar Association.


Newly Admitted Attorneys: For more information about the CLE Rules, please go to www.nycourts.gov/Attorneys/CLE.

Out of State Accreditation: This program has also been approved for MCLE credit by the State Bar of California, the Pennsylvania Continuing Legal Education Board and the Board of Continuing Legal Education of the State of New Jersey.  If you require MCLE credit in other states, we can provide you a Uniform MCLE Form.

Partial Credit for Program Segments Not Allowed: Under the New York State Continuing Legal Education Board Regulations and Guidelines, attendees at CLE programs cannot get MCLE credit for a program segment (typically, a lecture or panel, of which there are usually several in a program) unless they are present for the entire segment. Those who arrive late, depart early, or are absent for any portion of the segment WILL NOT receive credit for that program segment.


Follow NYSBA LPM on Twitter! @NYSBALPM
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To view the full list of Law Practice Management Programs, click here.

If you have any questions about this program, please contact Michella Weiss, CLE Program Manager, or Tara Covert, CLE Program Coordinator.

For any questions related to program registration, please contact the NYSBA Member Resource Center by email at [email protected], or by phone at 800-582-2452. 

Lawyer Well-Being Webinar Series

October 2019 - June 2020
Free Webinars presented on the second Tuesday of each month
12:00 p.m. - 12:30 p.m.


November 12: A Future by Chance or a Future by Design
Larry Ganim, Founder and President of Ganim Financial and GFS Wealth Management Advisors, Inc.

December 10: The Little Known Living Benefits of a Life Insurance Policy
Henry Montag, CFP, CLTC, Managing Director of The TOLI Center East

January 14: NYS Delinquent Taxpayers: Beware of the Tax Collector
Karen Tenenbaum, Esq., Tenenbaum Law, P.C.

TBD: Student Loan Issues for the Seasoned Practitioner
Leslie H. Tayne, Esq., Tayne Law Group, P.C.

TBD: Considering What’s Next: (Re) Defining Retirement 
Rosemary Byrne, Esq., Step by Step Coaching

TBD: Veterans’ Law:  Service Wanted
Benjamin Pomerance, Esq., New York State Division of Veterans Services

TBD: Identity Theft
James LaPiedra, CFP

TBD: Medicaid Issues 
Sara Meyers, Esq., Enea, Scanlan & Sirignano, LLP


Webinar Series Online On Demand Archives 

Palliative Care, Hospice and Relevant Laws
David C. Leven, JD | Executive Director Emeritus and Senior Consultant, End of Life Choices New York 


Not a Member of the Senior Lawyers Section?
Dues are only $20/year with NYSBA Membership. Join Today! 
(Join online or call the Member Resource Center at 1-800-582-2452, M-F, 8am-5pm)    

By updating your NYSBA Member profile, NYSBA can better serve you!
Help us ensure we have the most current information on file. Update Your NYSBA Member Profile 

Senior Lawyers Section 2016 Fall Meeting - VSLSFA16

The Nine Essential Planning Documents

Topics:
Advance Directives for Health Care
Powers of Attorney
Last Wills and Testaments
Revocable Living Trusts and Irrevocable Trusts

4.0 MCLE credits in Areas of Professional Practice, for both experienced and newly admitted attorneys.

NYSBA Member Price: $125 | Non-Member Price: $200
Senior Lawyers Section Member Price: $100

Click for additional details or to register online.


RETIREMENT PLANNING FOR CLIENTS AND THE SENIOR LAWYER: 
THE LEGAL, FINANCIAL, ESTATE TAX AND LONG TERM CARE PLANNING IMPLICATIONS FOR CLIENTS AND PROSPECTIVE RETIREES 

Free to Senior Lawyers Section Members

SLS Fall Meeting 2015

View Recording (member log-in required)

Not a member of the Senior Lawyers Section? Join today and receive free access to this program recording, and more. Join online, or call the Member Resource Center at (800) 582-2452 (M-F, 8am-5pm). Dues are only $20/year with NYSBA membership.

Program materials are also available for download with the recording.

Recorded October 28, 2015 (New York, NY)

MCLE credit is not available for this recording.

Program Topics: 

  • Understanding Your Social Security Retirement Benefits
  • Understanding the Basics of Retirement Plans and IRA Distribution Rules
  • The Basics of Annuities and Life Insurance Benefits
  • Medicaid and Long Term Care Issues Relevant to IRAs, Retirement Plans, Annuities and Life Insurance Benefits
  • Creditor and Domestic Relations Law Issues Relevant to Retirement Accounts
  • Ethics: Formalities of Retirement Vis a Vis Your Clients, the Office of Court Administration and Your Malpractice Insurance Carrier

Speakers:  
Robert K. Leitner CFP, Financial Advisory Network, Scarsdale, NY | Anthony J. Enea, Esq., Enea, Scanlan & Sirignano LLP, White Plains, NY | Daniel S. Rubin, Esq., Moses & Singer LLP, New York, NY | Charles J. Newman, CLU, The Charles J. Newman Co., LLC, Hawthorne, NY | Sara Meyers, Esq., Enea, Scanlan & Sirignano, LLP, White Plains, NY | Nancy D. Kellman, Esq., Law Office of Nancy D. Kellman, White Plains, NY | Matthew Lee-Renert, Esq., NYS Grievance Committee for the 9th Judicial District, White Plains, NY

Questions? Contact [email protected]

Senior Lawyers Section Members Only! (Free)

Issues in Planning for Children within the Autism Spectrum and Diagnosed with Other Disabilities 
Recorded February 9, 2015 | New York Hilton Midtown

• Utilizing Special Needs Trusts (First Party and Self Settled) 
• Education and School Issues Affecting Children With Disabilities 
• Utilizing Article 17A and Article 81 Guardianships For Disabled Children 
• Housing Issues For Disabled Children 
• Medicaid/SSI/SSD Eligibility Issues for Disabled Children 

> VIEW RECORDING AND MATERIALS (MEMBER LOG-IN REQUIRED)

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If further assistance is required, please contact the State Bar Service Center at (800) 582-2452 (M-F, 8am-5pm), or email [email protected].

Note: this is a non-CLE recording.

Not a member of the Senior Lawyers Section? 

Join Here to gain free access to this recording, or join by phone by calling the State Bar Service Center at (800) 582-2452. (Annual dues are just $20 with NYSBA membership)



CONSIDERING NEXT STEPS: PROACTIVE CAREER AND LIFE PLANNING FOR BABY BOOMERS
WHAT HAVE YOU DONE AND WHAT CAN YOU DO TO MAKE THE POST MID-LIFE TRANSITION EASIER

Free archive webcast | Recorded May 19, 2014

Panelists:
Walter Burke, Esq. (Burke & Casserly, P.C. (ret.), Albany, NY)
Rosemary Byrne, Esq. (Step-By-Step Coaching LLC, Englewood, NJ)
Stephen R. Stern, Esq. (Law Offices of Stephen R. Stern, P.C., Melville, NY)
Andra Moss (International Senior Lawyers Project)

Co-Sponsored by the Senior Lawyers Section and the Committee on Lawyers in Transition

View Program Video (free)

As people are living and working longer, the definition of what it means to be a senior continues to evolve. The demographics affect us all, including lawyers. Senior lawyers currently make up 25 percent of the Association’s membership, and include those who continue to work full time at law firms or in solo practices, as well as those who opt for part-time employment opportunities or donate pro bono services in their communities. In July 2006, the New York State Bar Association formed a special committee to recognize such lawyers and the unique issues that they face. As the result of the work of this committee, in 2008, the House of Delegates approved creation of the first Senior Lawyers Section of the New York State Bar Association.

Meet the Chair:

Anthony Enea

Anthony J. Enea, Esq. (view profile)

Executive Committee Roster

Senior Lawyers Section Profile

Lawyers who are age 55 or older have valuable experience, talents, and interests. Many such senior lawyers are considering or have already decided whether to continue to pursue their full-time legal careers or whether to transition to a new position, a reduced time commitment at their current position and/or retirement from a full-time legal career. Accordingly, the Senior Lawyers Section has been created and charged with the mission of:

  • Providing opportunities to senior lawyers to continue and maintain their legal careers as well as to utilize their expertise in such activities as delivering pro bono and civic service, mentoring younger lawyers, serving on boards of directors for business and charitable organizations, and lecturing and writing;
  • Providing programs and services in matters such as job opportunities; CLE programs; seminars and lectures; career transition counseling; pro bono training; networking and social activities; recreational, travel and other programs designed to improve the quality of life of senior lawyers; and professional, financial and retirement planning; and
  • Acting as a voice of senior lawyers within the Association and the community

Scope of Activities

The Senior Lawyers Section seeks to address such issues as:

  • Career continuity
  • Career changes
  • The desire and opportunity to:
    • Render pro bono service
    • Serve on boards
    • Mentor other attorneys
    • Take CLE courses relevant to seniors
  • Social activities for seniors

2019-20 Section Officers

Chair: Anthony J. Enea
Treasurer: Charles E. Lapp, III


VIEW THE LATEST SENIOR LAWYER

The Senior Lawyer features substantive articles for lawyers who are age 55 or older and is published to help with career continuity and career changes. Articles that have appeared in past issues include such topics as value of important papers, estate planning, ethical issues, life settlements and retaining and maintaining closed files. Also included are updates on Section news, committee reports, programs and events. The Senior Lawyer is published by the Senior Lawyers Section and distributed to Section Members free of charge.
Read Now>

Senior Lawyers SEction Community

We are pleased to announce that the Senior Lawyers Section now offers a a professional online private community—for Senior Lawyers Section members only.

BLS Communities Slider

The new Community offers a wealth of valuable tools:

  • Online discussion forum (also accessible by email)
  • Resource Library (repository of information)
  • searchable directory of all members
  • individual profiles (linkable to LinkedIn)
  • personalized privacy settings
  • customized options for receiving communications (format, frequency)
  • free downloadable mobile app

As with the previous listserve, certain basic rules of (n)etiquette should be observed. For a detailed description of the NYSBA Communities Rules & Etiquette, click here.

If you have questions or need assistance with the Community, please contact NYSBA IT staff Brandon Vogel at [email protected] or 518-487-5644.

Enter the Senior Lawyers Section Community (members only)