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On-Demand/Recorded

Succession Planning-Retirement 101 2019

Succession Planning-Retirement 101 2019

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Total Credits: 6.0 (Professional Practice 4.0, Law Practice Management 1.0, Ethics 1.0
 
 
 

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
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

 

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Member Price: $175.00 Join (or renew) for special member pricing
Non-Member Price: $275.00

BLACK FRIDAY SALE

Now through December 1, save 30% off all NYSBA Publications, downloadable forms, and our Automated Power of Attorney, when you use the code PUB9435 at checkout.

Note: Does not apply to Practical Skills Series titles.

Published Date:
  • October 31, 2019
Format:
  • DVD+MP3
Product Code:
  • FGN77
Areas Of Professional Practice Credit(s):
  • 4.0
Ethics and Professionalism Credit(s):
  • 1.0
Law Practice Management Credit(s):
  • 1.0
Total Credit(s):
  • 6.0