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Succession Planning: Retirement 101

Succession Planning: Retirement 101

Their finances are in the green

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


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


Non-Member Price: $275.00
Published Date:
  • October 31, 2019
  • Online On-Demand
Product Code:
  • VGN77
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
Recorded Date:
  • 6hr