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Planning Ahead and Preparing for Retirement (7.5 MCLE)

Planning Ahead and Preparing for Retirement (7.5 MCLE)

7.5 Total Credits: 3.0 Professional Practice, 4.5 Ethics
Learn how to protect your clients, your family and your peace of mind.
Keynote Presentation
Framing the Issues Faced by the “Graying” Legal Profession

Hon. Eugene F. PigottAssociate Judge, New York State Court of Appeals

Planning Ahead – The “Guide” and How to Use It
Speakers:  Sarah Diane McShea, Esq. and Anthony Q. Fletcher, Esq.
Planning Ahead for Retirement | Putting Your Personal, Financial and Office Affairs in Order

(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

Format:
  • Online On-Demand
Product Code:
  • VEE44
Areas Of Professional Practice Credit(s):
  • 3.0
Ethics and Professionalism Credit(s):
  • 4.5
Total Credit(s):
  • 7.5

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