Event Overview

Thursday, January 19, 2023

8:50 AM – 12:30 PM — In-Person CLE Program & Awards

12:30 PM – 1:30 PM — Executive Committee Luncheon

3.0 MCLE Credits
2.0 Areas of Professional Practice

1.0 Ethics and Professionalism

This program is transitional and is suitable for all attorneys
including those newly admitted.

50+ Section Chair
Hon. Adam Seiden, Mt. Vernon, NY

Program Chair
Anthony J. Enea, Esq., Enea, Scanlan & Sirignano, LLP, White Plains, NY

General Registration Fee

Required for in-person attendees.

NYSBA Members$215


$105 Program Registration Fee

Thursday, January 19, 2023

3.0 MCLE Credits
2.0 Areas of Professional Practice

1.0 Ethics and Professionalism

This program is transitional and is suitable for all attorneys
including those newly admitted.

8:30 a.m. – 8:50 a.m.

Welcome and Introduction, and Business Meeting

Hon. Adam Seiden | 50+ Section Chair; Mt. Vernon, NY

Anthony J. Enea, Esq. | Program Chair; Enea, Scanlan & Sirignano, LLP, White Plains, NY

8:50 a.m. – 9:20 a.m.

Presentation of the Jonathan Lippman Pro Bono Award

Hon. Jonathan Lippman | Latham Watkins, New York, NY

9:20 a.m. – 9:30 a.m.


9:30 a.m. – 9:55 a.m.

Estate Planning for the Small to Midsize Law Firm Attorney

This presentation will provide an overview of Federal and New York Estate and Gift tax exemptions with planning options and an overview of Medicaid eligibility and long-term care planning options.


Daniel S. Rubin, Esq. | Farrell Fritz, P.C., New York, NY

0.5 Credit in Areas of Professional Practice

9:55 a.m. – 10:20 a.m.

Elder Law Planning for the Small to Midsize Law Firm Attorney

This presentation will provide an overview of Federal and New York Estate and Gift tax exemptions with planning options and an overview of Medicaid eligibility and long-term care planning options.


Lauren C. Enea, Esq. | Enea, Scanlan & Sirignano, LLP White Plains, NY

0.5 Credit in Areas of Professional Practice

10:20 a.m. – 10:30 a.m.


10:30 a.m. – 11:20 a.m.

Ethical Issues Relevant to the Sale, Closing and Merger of a Small to Midsize Attorney

This presentation will provide a review of the ethical issues and considerations necessary when planning for the sale, merger and/or closure of a small to mid-size law firm.


Deborah A. Scalise, Esq. | Scalise & Hamilton, P.C. Scarsdale, NY

1.0 Credit in Ethics and Professionalism

11:20 a.m. – 11:30 a.m.


11:30 a.m. – 12:20 p.m.

How to Navigate the Sale and/or Merger of a Small to Midsize Law Practice: What are the Options?

This presentation will provide an overview of the legal and financial issues needed to be made when selling and/or merging a small to mid-size law firm.


Jon A. Dorf, Esq. | Dorf & Nelson, LLP; Rye, NY

1.0 Credit in Areas of Professional Practice

12:20 p.m. – 12:30 p.m.

Question & Answer

12:30 p.m. – 1:30 p.m.

50+ Section Luncheon
Daniel S Rubin

Daniel S. Rubin, Esq.

Partner; Farrell Fritz, P.C.

New York, NY

Daniel S. Rubin’s practice concentrates on domestic and international estate and asset protection planning for high-net-worth individuals and their families. Additionally, he counsels clients on estate administrations and tax controversies, among many other matters.

Daniel is a distinguished presenter to various professional groups and has written numerous articles on estate and asset protection planning matters for expert and scholarly publications.

Prior to joining Farrell Fritz, Daniel was a partner at Moses & Singer LLP.

Lauren C Enea

Lauren C. Enea, Esq.

Senior Associate; Enea, Scanlan & Sirignano, LLP

White Plains, NY

Lauren C. Enea, Esq. is a senior associate at Enea, Scanlan & Sirgnano, LLP. She concentrates her practice on Wills, Trusts and Estates, Medicaid Planning, Special Needs Planning and Probate/Estate Administration. She believes that it is never too early or too late to start planning for your future and enjoys working with individuals to ensure that their plan best suits their needs.

An active member of the local bar associations, Ms. Enea was appointed to the Executive Committee of the Westchester County Bar Association (WCBA) Trusts and Estates Section. She is also the co-chair of the WCBA New Lawyers Section, treasurer of the Columbian Lawyers Association of Westchester County, and chair of the New York State Bar Association (NYSBA) Elder Law and Special Needs Section Publications Committee and co-editor of the NYSBA Elder Law and Special Needs Section Journal. She is a past co-chair of the NYSBA Elder Law and Special Needs Section 2020 Fall Meeting and the Elder Law and Special Needs Section 2022 Summer Meeting.

Ms. Enea was awarded the Outstanding New Lawyer Award in 2020 by the Westchester County Bar Association. She was also named to the 2021 and 2022 Super Lawyers Rising Stars list and the 2023 Best Lawyers Ones to Watch list. Ms. Enea was recognized at Westfair Communications’ 2019 Millennial Awards. She is the president of CAREERS Support Solutions’ Board of Directors, a non-profit helping individuals with disabilities obtain gainful employment in Westchester, Putnam and Dutchess Counties, and a member of the Pace Women’s Justice Center Advisory Board, Friends of Gail. Ms. Enea received a B.S. in Business Management from Quinnipiac University, graduating Magna Cum Laude, and a J.D. from the Pace University School of Law, graduating Summa Cum Laude. She is admitted to practice law in New York and Florida.

Jon A Dorf

Jon A. Dorf, Esq.

Managing Partner, Dorf & Nelson LLP

Rye, NY

Over two decades ago, Jon A. Dorf began his law career as a sole practitioner and has since expanded his firm to include multiple practices now known as Dorf & Nelson LLP. The Firm offers a full suite of attorneys, paralegals, administrative and financial professionals.

The Firm serves a variety of businesses, from prospering enterprises to major corporations. The first priority at Dorf & Nelson LLP is serving its clients, not only by providing solid legal counsel but also by serving as trusted advisors. Personally accessible to his clients, Jon further ensures his firm handles each case with an unwavering dedication to excellence and professionalism while simultaneously striving for innovative solutions designed to target client-centric oriented results.
Jon’s personal areas of concentration include Corporate and Business Law, Real Estate Law and Intellectual Property Law; however, he consults with the firm’s professional staff and advises them regarding many of the firm’s other practice areas.

With years of service in the corporate arena, Jon skillfully advises his clients on complex transactions such as the sale and purchase of businesses, the negotiation of contracts, and the implementation of internal agreements (i.e., shareholder agreements, operating agreements, and related governance agreements). He also advises businesses on a wide range of matters from promoting growth via strategic planning, counseling on litigation strategy and assisting with maintaining corporate compliance.

Dorf & Nelson’s dynamic commercial real estate practice, with Jon serving as Co-Chair of the Department, handles large commercial purchases and sales, refinancing’s and leases. During the course of the last several years, Jon and his team have closed many high profile, large scale commercial real estate transactions totaling approximately three quarters of a billion dollars.

Clients benefit from Jon’s experience in the intellectual property field with matters including trademarks, copyrights, licensing of intellectual property, as well as his counsel regarding general branding.

Jon is married to Yvonne and they are the proud parents of two girls, Brianny and Alexa. The family resides in Mamaroneck, NY.

Deborah A Scalise

Deborah A. Scalise, Esq.

Principal, Scalise & Hamilton P.C.

Scarsdale, NY

Deborah A. Scalise is a principal of SCALISE & HAMILTON, P.C., in Scarsdale, New York, and a founding member of its predecessor, Scalise & Hamilton LLP. The firm continues to focus its practice on the representation of lawyers, judges, and accountants in professional responsibility and ethics matters. Before entering private practice, Ms. Scalise was Deputy Attorney General in Charge of Public Advocacy for the Westchester Region. Prior to that, she was the Deputy Chief Counsel to the Departmental Disciplinary Committee for the First Judicial Department where she litigated complex disciplinary matters. In addition, she served as an Assistant District Attorney in Kings County where she prosecuted economic crimes and arson cases.

Ms. Scalise received a Juris Doctor from Brooklyn Law School and a B.A. from John Jay College of the City University of New York. Ms. Scalise also earned a Master of Arts Degree in Forensic Psychology from the John Jay College of the City University of New York.

In 2016 Ms. Scalise was appointed to the NYS Office of Court Administration CLE Board by Chief Judge Janet DiFiore serving as a member for three years until 2019. She also testified before the 2015 OCA State Commission on Professional Discipline regarding attorney mental health issues. Her materials, entitled “Ethically Dealing with Clients, Witnesses and Attorneys with Diminished Capacity,” were annexed to the Commission’s Report that issued recommendations as to the unification of the New York State disciplinary process.

Ms. Scalise is active in several bar associations, coordinating and lecturing for Continuing Legal Education Programs and actively plans Community Outreach events for local students, including: Career Day, Law Day and Take Your Children to Work Day. She also volunteers as a Legal Advisor/Coach for Rye Neck High School, Westchester County/New York State Bar Association Mock Trial Competition. In 2016, Ms. Scalise coached Pace Law School’s Team in the National Ethics Trial Competition Team at the Pacific McGeorge School of Law in Sacramento, California.

Ms. Scalise has authored numerous articles on ethics and professional responsibility. Notably, she coauthored a recent article entitled “Changes to State CLE Requirements Now Include Diversity, Inclusion and Elimination of Bias”, Hon. Betty Weinberg Ellerin, Deborah A. Scalise and Gina Bucciero, New York Law Journal, March 23, 2018; she was a contributing author in “The Dementia Crisis” written by Robert Abrams, Esq., Editor, NYS Bar Association Journal, January 2017 and contributed a chapter to Oxford University Press’s The New York Rules of Professional Conduct: Opinions, Commentary, and Case Law, a treatise discussing ethical conduct.

Recently, Ms. Scalise received the NYSBA’s 2019 Ruth G. Shapiro Memorial Award for her noteworthy contribution to the concerns of women through pro bono services, writing, service to bar associations or community organizations. In October 2018, the Legal Services of the Hudson Valley also recognized her during National Pro Bono Week for her legal counsel and mentorship in the area of ethics and professionalism to the organization. In 2015 Ms. Scalise and her partner, Sarah Jo Hamilton were honored by NYCBA Lawyers Assistance Program (LAP) for their continued support and contributions to LAP. In 2014, the firm received the WWBA’s Family Friendly Award. In 2012, Ms. Scalise received WBASNY’s Marilyn Menge Award, and in 2009 she received the Westchester County Above the Bar Pace Setter Award.

Michael Perna, Esq.

Michael Perna, Esq.

2023 Jonathan Lippman Pro Bono Award Winner

The 50+ Section of the New York State Bar Association is pleased to announce that the 2023 Jonathan Lippman Pro Bono Award recipient is Michael Perna of Orange County, New York.

Public service has been a constant in Michael’s life. For fifteen years after graduating from Cathedral College of the Immaculate Conception in Douglaston, NY, Michael was a New York City public school teacher. During that time Michael became an active leader of the NYC teachers’ union, the United Federation of Teachers, and attended Fordham School of Law where he was the Student Bar Association Evening Division vice president. Upon graduation from law school, Michael was honored to have been the inaugural recipient of the Adele Monaco Memorial Award. Named after a classmate, the late Ms. Monaco, this award is presented to that member of the graduating law school class in the evening division who has made a positive impact on the lives of evening division students through the demonstration of compassion, determination, and commitment to public service.

Post-graduation, Michael’s career has focused primarily on public sector labor and employment. He has served as Assistant General Counsel with the NYC Mayor’s Office of Labor Relations, a Trial Examiner at the NYC Office of Collective Bargaining and had two stints in private practice initially with the firm of Ehrlich, Frazer & Feldman, and then, with their successor firm, Frazer & Feldman, LLP, of Garden City, NY. Michael is currently employed as a Labor Relations Specialist with New York State United Teachers devoting his expertise and experience to supporting unionized workers.

With the ongoing and constant support of his partner (now spouse!) of over thirty years, David Joscher, Michael has been able to formalize his commitment to public service by joining the Attorney Emeritus Program of the NYS Unified Court System, a program begun by Chief Judge Lippman, for whom today’s award is named. As Chief Judge, Jonathan Lippman instituted several reforms aimed at increasing access to legal services.[1] Attorney Emeritus Program attorneys offer pro bono services under the auspices of qualified legal service provider, bar association, or court-sponsored volunteer lawyer program.

For the last two years, Michael has focused his efforts at supporting the pro bono work of two noteworthy organizations, Legal Assistance of Western New York, Inc. – LawNY – and Pro Bono Partnership of White Plains, NY. These organizations work closely with volunteer attorneys to offer legal services to clients unable to afford needed legal assistance. With Law NY, Michael has engaged with elderly, low income individuals in rural parts of western New York, providing estate planning assistance. He is looking forward to expanding his efforts on behalf of Law NY clients to include uncontested divorce work. Pro Bono Partnership assists qualifying nonprofit organizations in Connecticut, New Jersey, and New York (primarily the Lower Hudson Valley and Long Island) that primarily serve communities in this tristate area with their business legal needs. The Partnership, on a case-by-case basis, strives to match a nonprofit’s need with the volunteer. Most recently, Michael has volunteered to be part of a new alternate dispute resolution program being implemented in the 9th Judicial District inviting small claims court litigants to use non-binding mediation provided by a panel of attorneys pro bono.

[1] Please take the time to listen to the podcast “Access to Justice is Not a Luxury Affordable Only in Good Times” a discussion between the former Chief Judge Lippman and David Miranda about the partnership between the NYSBA and the courts to create a pro bono network of attorneys in response to the pandemic.