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Developing An Elder Law Practice

- Location -
Long Island Marriott
101 James Doolittle Boulevard
Uniondale, NY 11553
(516) 794-3800

Description

4.0 Total Credits: 3.0 Skills, 0.5 Ethics and 0.5 Professional Practice/Law Practice Management for all attorneys

NEW! Electronic Online Course Materials Debut this Fall!

This half-day program will provide those considering developing an elder law practice as well as experienced elder law practitioners with a comprehensive review and analysis of all of the factors integral to developing a successful elder law practice. The program will provide a road map as to how a practitioner can develop the necessary substantive knowledge of elder law, and then brand and market their expertise and knowledge. It will also discuss how the practitioner can leverage oneself through the use of technology and systemization and how to assimilate an elder law practice into a firm's other practice areas. The experienced presenters will share their experience and knowledge of the practical aspects of developing an elder law practice.

Program Agenda

8:30-9:00 a.m.
REGISTRATION (outside meeting room)

9:00-9:45
I. HIRING, STAFFING, COMPUTER SOFTWARE, AND TECHNOLOGY NEEDS
     * Hiring
     * Staffing
     * Computer Software
     * Technology Needs

9:45-10:20
II. BUILDING TECHNICAL EXPERTISE, HOW TO CONDUCT ELDER LAW RESEARCH, AND PRIMARY SOURCES OF AUTHORITY
     * How to Conduct Elder Law Research
     * Primary Sources of Authority
     * Secondary Sources of Authority
     * Fair Hearing Databases

10:20-10:35
COFFEE BREAK

10:35-11:25
III. MARKETING, NETWORKING AND PUBLIC RELATIONS – BEST PRACTICES AND ETHICAL CONSIDERATIONS
     * Best Practices
     * Hiring Professionals versus "Doing It Yourself"
     * Use of Social Media as a Tool
     * Ethical Considerations

11:25-12:00 noon
IV. BUILDING A BRAND, ASSIMILATING ELDER LAW INTO A FIRM WITH OTHER PRACTICE AREAS, AND TRANSITIONING TO BECOMING AN ELDER LAW ATTORNEY
     * The Importance of Branding
     * Transitioning to Becoming an Elder Law Attorney
     * Assimilating Elder Law into a Firm with Other Practice Areas
     * How to Market your Brand

12:00-12:40 p.m.
V. SYSTEMIZING YOUR PRACTICE AND IPAD TRICKS AND APPS
     * The Office Policy Manual
     * Clarify the Roles your Staff Plays
     * Document Assembly Systems
     * How your iPad Can Replace your Laptop
     * Apps You Should Know About

12:40 p.m.
ADJOURNMENT


Uniondale Faculty

David R. Okrent, Esq., CPA (Chair and Moderator)
The Law Offices of David R. Okrent
Dix Hills

Beth Polner Abrahams, Esq.
Law Office of Beth Polner Abrahams
Carle Place

Ronald A. Fatoullah, Esq.
Ronald Fatoullah & Associates
Great Neck

Robert J. Kurre, Esq.
Kurre Levy Schneps LLP
Great Neck

Scott Michael Mishkin, Esq.
The Law Offices of Scott Michael Mishkin, P.C.
Islandia

Jason M. Palmer, CPA, CFP, CITP, CGMA
Palmer Computer Services, Inc.
Huntington

George L. Roach, Esq.
Grabie & Grabie, LLP
Smithtown

Richard A. Weinblatt, Esq.
Haley Weinblatt & Calcagni, LLP
Islandia

Coursebook Authors

Robert Abrams, Esq.
Of Counsel
Abrams, Fensterman, Fensterman, Eisman, Formato, Ferrara & Einiger, LLP
Lake Success

Timothy E. Casserly, Esq.
Burke & Casserly, P.C.
Albany

Ronald A. Fatoullah, Esq.
Ronald Fatoullah & Associates
Great Neck

Robert J. Kurre, Esq.
Kurre Levy Schneps LLP
Great Neck

Ellen G. Makofsky, Esq.
Raskin & Makofsky LLP
Garden City

Carolyn A. Reardon, Esq.
Kroll Law Firm LLP
Rochester

Miles P. Zatkowsky, Esq.
Dutcher & Zatkowsky
Rochester


Program Planning Co-Chairs

Ronald A. Fatoullah, Esq.
Ronald Fatoullah & Associates
Great Neck

Robert J. Kurre, Esq.
Kurre Levy Schneps LLP
Great Neck

Chair, Elder Law Section

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

ELECTRONIC COURSE MATERIALS

New this fall!

All program materials will be distributed exclusively online in searchable PDF format, allowing attendees more flexibility in storing this information and allowing you to copy and paste relevant portions of the materials for specific use in your practice.  A CLE NotePad © (paper) will be provided to all attendees at the live program site.  The CLE NotePad © includes lined pages for taking notes on each topic, as well as any PowerPoint presentations submitted prior to printing.

Prior to a scheduled program date, all registrants will receive an email message containing a hyperlink that when clicked will provide you with access to the complete course materials in a searchable PDF format which can be downloaded to your computer using the “Save As” option under your “File” tab. Printing the complete materials is not required for attending the program. Online materials are updated periodically to reflect last minute submissions from program faculty, guaranteeing that you will always have the latest version of the materials.

Traditional printed course books may be ordered at the program site for a discounted price and will be shipped subsequent to the program.

Directions

The last day to pre-register online was November 15, 2012.

Members, please login to get member discounts.

Seminar
LI-Registration	$140.00

Seminar
LI-Registration	$240.00

Seminar
LI-Registration	$50.00

Accommodations for Persons with Disabilities:
NYSBA welcomes participation by individuals with disabilities. NYSBA is committed to complying with all applicable laws that prohibit discrimination against individuals on the basis of disability in the full and equal enjoyment of its goods, services, programs, activities, facilities, privileges, advantages, or accommodations. To request auxiliary aids or services or if you have any questions regarding accessibility, please contact Cindy O'Brien at 800-582-2452 or cobrien@nysba.org.