Planning Ahead and Preparing for Retirement (7.5 MCLE)
Hon. Eugene F. Pigott, Associate Judge, New York State Court of Appeals
(a) Determining whether you can afford to retire
(b) Planning for retirement
(c) Practical advice on how to get there – have you executed all the necessary estate and elder law planning documents and advanced directives needed
Speaker: Daniel A. Timins
Administration of an Attorney’s Estate
Speakers: Marion Hancock Fish, Esq., Philip Burke, Esq., Joseph Shifflett
Planning Ahead: Disaster and Emergency Preparedness (for personal and natural disasters)
Speakers: Deborah A. Scalise, Esq., Kim Swetland and Hal Stewart
The Impaired Attorney – How to Identify and How to Help Lawyers with Age-Related Physical and Cognitive Impairments
Speakers: Pat Spataro, Henry Kruman, Esq.; Kathryn Meng, Esq.
Succession Planning: Merging or Selling Your Practice
Is the sale or merger of your practice a viable option?
Valuation issues regarding the sale or merger of a law practice
Which option is best for you and your practice?
Speakers: Robert Ostertag, Esq.; Anthony Q. Fletcher, Esq.; Joseph Saeli, Esq.
Closing a Law Practice: Ethics Constraints and Practical Considerations
(a) Transferring, storing and returning client files and documents
(b) Malpractice insurance issues and potential liability
(c) Collecting outstanding legal fees
Speakers: Marian C. Rice, Esq.; Sarah D. McShea, Esq.; Kathryn Meng, Esq.; Panel Discussion
This program was recorded at the NYSBA 2015 Annual Meeting LPM Day.
Co-Sponsored by the Law Practice Management Committee, the Committee on Attorney Professionalism, the Senior Lawyers Sections, Lawyers Assistance Committee, the Elder Law Section and the Trust and Estates Section of the New York State Bar Association.
Total Credits: 7.50 | Areas of Professional Practice: 3.00, Ethics: 4.50
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