Sample Calendar

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Oct 2013
  • 01

    LIT Networking Event Bridging the Gap Section Mixer

    Lawyers in Transition - Bridging the Gap Section Mixer

    5:30 p.m. - 7:30 p.m.

    TIR, NA NOG
    5 Penn Plaza
    8th Ave at 33rd Street
    New York City

    Pre Registration is Not Required
    Cash Bar

    http://www.tirnanognyc.com/

  • 09

    LIT Webcast Building Your Personal Brand

    9:00 a.m. - 11:00 a.m.

    Free Webcast and Live Program for NYSBA Members

    Building Your Personal Brand

    Free program and live webcast for NYSBA memberssponsored by the Committee on Lawyers in Transition.

    Panelists

    Marcia Nelson
    Practice Growth Manager, Anchin, Block & Anchin, LLP

    Ann Collier, MPP, JD
    Founder, Arudia

    Julia Bonem
    Career Change for Good

    The program is sponsored by the Committee on Lawyers in Transition as part of its Career Development Series. Register to attend this program in person or view the live webcast online.

    For questions about this event, contact Katherine Suchocki, Staff Liaison to the Committee on Lawyers in Transition at 518-487-5590 orksuchocki@nysba.org.

    For more information about the Commitee on Lawyers in Transition, visitwww.nysba.org/LIT.

    NYSBA Members:
    In Person - No Charge
    Webcast - No Charge

    Non Members:
    In Person - $25
    Webcast - No Charge

  • 10

    LIT Breakfast Networking Best Practices

     

     8:30 a.m. - 10:00 a.m.

    "Tips and Best Practices for Networking"

    Bar Association of Erie County
    438 Main Street, Sixth Floor
    Buffalo, New York 


    Free Breakfast Program Sponsored by the Committee on Lawyers in Transition and the Bar Association of Erie County


    Join your colleagues in Judicial District 8 for a free networking breakfast sponsored by the Committee on Lawyers in Transition.

     

    The breakfast program will start out with a discussion on networking best practices.

    Hosted by Vincent E. Doyle, III, Esq., Connors & Vilardo, LLP, Past President, New York State Bar Association

    Free to NYSBA Members and Non Members.

    Pre-registration required.

    For more information about this event, contact Kathy Suchocki, Staff Liaison to the Committee on Lawyers in Transition at 518-487-5590 or ksuchocki@nysba.org

    To learn more about the Committee on Lawyers in Transition visit www.nysba.org/LIT.

  • 17

    Women on the Move - 2013

    Racing Ahead of the Curve:

    Tech-Savvy Practice Pointers for Innovative Women Attorneys
    New York State Bar Association Great Hall
    1 Elk Street, Albany, New York 12207
    Thursday, October 17, 2013; 1:00 p.m. – 5:00 p.m.
    4.0 MCLE Credits: 2.5 Skills; 1 Law Practice Management; .05 Ethics
     
    Co-Sponsors
    NYSBA Committee on Women in the Law
    Committee on Continuing Legal Education
     
    Anna S. Park
    Zeichner Ellman & Krause LLP
    New York, NY
    Co-Chair, NYSBA Women in the Law
     
    Ellen G. Makofsky
    Raskin & Makofsky
    Garden City, NY
    Co-Chair, NYSBA Women in the Law
     
    NYSBA Section Co-Sponsors:
    Antitrust Law Section; Commercial and Federal Litigation Section;
    Intellectual Property Law Section; Membership Committee;
    Real Property Law Section; Senior Lawyers SectionYoung Lawyers Section;
     
    Co-Sponsoring Bar Associations:
    Asian American Bar Association of New York; Association of Black Women Attorneys, Inc.; Black Bar Association of Bronx County; Capital District Black and Hispanic Bar Association; Dominican Bar Association; Filipino American Lawyers Association of New York; Korean American Lawyers Association of Greater New York; Metropolitan Black Bar Association; Mid-Hudson Chapter, Women’s Bar Association; Orange-Sullivan Chapter, Women’s Bar Association; South Asian Bar Association of New York; Capital District Chapter, Women’s Bar Association; Greater Rochester Association for Women Attorneys; New York Women’s Bar Association
     

     

                                                                                                              
                                                                              
    Can't be There in Person?
    This Program is also Available Via a Simultaneous Webcast Option

     

    Program Description:

     
    As technology becomes more integrated into everyday life, it changes the speed of interaction as well as the myriad options for interaction. Understanding technology and its benefits is essential for any attorney who wishes to remain competitive. In this program, an experienced faculty will show you: i) how to keep abreast of new technological developments ii) how to use technology to increase efficiency; iii) how to avoid attorney advertising problems in social media; iv) how to communicate effectively given very limited time and v) how to communicate concisely in under 140 characters. An exclusive speed networking segment will give participants the opportunity to apply what they have learned.
     
    Honorable Cathryn M. Doyle, Surrogate, Surrogate Court, Albany, will be the Keynote Speaker. A networking reception will follow the program.
     
     Agenda
     
    12:30 p.m. - 1:00 p.m.    Registration
     
    1:00 p.m. - 1:20 p.m.     Keynote Speaker: Honorable Cathryn M. Doyle, Surrogate, Surrogate Court, Albany
     
    1:20 p.m. - 2:35 p.m.     Re-Imagining Your Practice: Examining the Ethical and Practical Aspects of Technology and the Law
     
    With the Internet and mobile technology advancing rapidly, it can be difficult to keep abreast of the latest that the digital world has to offer. Mastering the increasing forms of digital communication can be overwhelming and even frightening. Our program will introduce you to and familiarize you with various technologies that can help you manage your schedule, advertise your services, outsource effectively, network and more while avoiding ethical dilemmas and faux pas that could throw you off track.
     
     2:35 p.m. - 2:45 p.m. – Refreshment Break
     
    2:45 p.m. - 4:00 p.m.   Snapshot Communications: Creating a Lasting Impression
                                             in a Crowded, Fast-Paced World  
     
    In this world of tweets, podcasts and speed networking it has become more important than ever to convey information quickly and efficiently, and in a way that allows you to stand out in a crowded stream of data. Our panelists will teach you how to tailor your communication style so you can put your best foot forward in any abbreviated interaction.
     
    4:00 p.m. - 5:00 p.m.      Communication Practicum: Speed Networking:
     
    Having heard some tips and tricks for communicating in time constrained settings, put your new skills to use in our moderated speed networking session. The session will be followed immediately by a group debriefing to discuss what we learned when our skills were put to the test.
     
    5:00 p.m. - Networking Reception: Official Launch of
           NYSBA Women's Community Initiative
     
    Opening Address: Lillian M. Moy, Executive Director, Legal Aid Society of Northeastern New York,
     Inc.
     
     
    Faculty Members:
     
    Eve Birnbaum, Principal, Eve Birnbaum Associates
    Jodi Brockington, Founder, NIARA Consulting and Vice President of the Center of Philanthropy and
      Nonprofit Management at Merrill Lynch
    Sarah E. Gold, Principal, Gold Law Firm
    Professor Robert A. Heverly, Albany Law School of Union University
    Paramjit Mahli, Founder & CEO, Rainmakers Roundtable
    Mirna M. Santiago, Of Counsel, White, Fleischner & Fino LLP (White Plains, NY); host of The
     Opinion Talk Show 
     
    Who Should Attend:
    Both new and experienced attorneys will benefit from attending this program.
  • 18

    Protecting Your Practice - Risk Management Albany

    Friday, October 18, 2013

    New York State Nurses Association
    11 Cornell Road
    Latham, NY 12110
    (518) 782-9400

    4.0 MCLE Credits in Ethics

    View the Color Brochure

    Co-sponsored by the New York State Bar Association
    Law Practice Management Committee
    Committee on Continuing Legal Education
    Committee on Association Insurance Programs

    This CLE program is approved for all attorneys, including those newly admitted.

    Participants in this program will receive a 7.5% credit toward their CNA Lawyers' Professional Liability premium.
    Please note that the 7.5% credit is per attorney participating in the program regardless of status (open to full-time, part-time and moonlighting attorneys).


    Protecting Your Practice - Risk Management for Lawyers

    The New York State Bar Association is pleased to present Protecting Your Practice - Risk Management for Lawyers. Designed for all practicing attorneys regardless of their level of expertise, this program will offer practical tips to help improve your practice and lessen the possibility of a malpractice claim or grievance. The program includes an overview of the New York Rules of Professional Conduct, disciplinary rules, recent developments and cases of interest.

    Earn 4.0 MCLE Ethics credits while getting up-to-date tips from experienced practitioners and consultants.

    Program Topics

    - Competency in Area of Practice & Insurance Considerations
    - Recognizing and Handling Conflicts of Interest - Proper Client Intake
    - Effective Client Relations and Resolving Attorney-Client Disputes
    - Relations with Others, Including Partners and Non-Clients
    - Insurance Considerations, including the Appropriate Coverage and the Importance of Proper and Timely Notice

    Reasons to Attend

    - Earn 4.0 Ethics credits
    - Learn about standardization of engagement, non-engagement and disengagement letters
    - Learn about malpractice insurance considerations and purchasing the appropriate coverage
    - Learn about dangers in office sharing and implied partnerships
    - Includes a segment on conflicts of interest


    Agenda

    8:30 a.m. Registration

    9:00 a.m. - 9:10 a.m. Welcome and Introduction

    9:10 a.m. - 10:00 a.m. I. Competency in Area of Practice & Insurance Considerations

    - Mandatory continuing legal education
    - Referrals and associations with attorneys proficient in area of representation
    - Dangers in office sharing and implied partnerships
    - Graphs/Charts - problematic areas of practice
    - Develop a docket control procedure for appointments and reminders
    - File retention
    - Purchasing the appropriate coverage
    - The insurance application
    - Claims made coverage
    - Coverage for prior acts
    - The importance of proper and timely notice
    - Extended reporting periods/retirement

    (1.0 ethics credit)

    10:00 a.m. - 10:10 a.m. Refreshment Break

    10:10 a.m. - 11:00 a.m. II. Recognizing and Handling Conflicts of Interest - Proper New Matter/Client Intake

    - Maintenance of conflict procedures
    - Lateral hires
    - Identifying the client
    - Conflicts between attorney and client
    - Simultaneous representation of clients with adverse interests
    - Transactions between lawyer and client
    - Conflict between present and former client
    - Representing business organizations

    (1.0 ethics credit)

    11:00 a.m. - 11:10 a.m. Refreshment Break

    11:10 a.m. - 12:00 p.m. III. Effective Client Relations and Resolving Attorney-Client Disputes

    - Choosing the client carefully
    - Client's expectations
    - Informative and truthful communications
    - Statement of Client's Rights and Responsibilities
    - Importance of the clear, unambiguous written letter of engagement
    - Standardization of engagement, non-engagement & disengagement letters
    - Informed consent
    - Preserving the secrets and confidences of a client
    - Limiting liability to a client
    - How to avoid suits for fees - Fee Arbitration Rules
    - Escrow requirements
    - Importance of documenting a file
    - Resolving attorney-client disputes - Mediation of Attorney-Client Disputes
    - E-mail
    - Proper withdrawal from employment

    (1.0 ethics credit)

    12:00 p.m. - 12:50 p.m. IV. Relations with Others including Partners and Non-Clients

    - Integrity in dealing with non-clients - Standards of Civility
    - Intra-firm relationships
    - Dealing with partners
    - Supervisory responsibilities of law firms and attorneys
    - Scope of supervisory responsibility of lawyers
    - Ethical issues facing newly admitted attorneys
    - Stress management and Lawyers' Assistance Programs
    - The “innocent” partner
    - Lawyer advertising and marketing

    (1.0 ethics credit)

    12:50 p.m. - 1:00 p.m. Question and Answer Session

    1:00 p.m. Adjournment


    Overall Planning Chair:
    Marian C. Rice, Esq.
    , L'Abbate Balkan Colavita & Contini, LLP, Garden City, NY

    Local Chairs:
    Albany: Scott W. Bush, Esq., Corrigan, McCoy & Bush, PLLC, Rensselaer, NY

    Speakers:
    Scott W. Bush, Esq., Corrigan, McCoy & Bush, PLLC, Rennselaer, NY
    Paul G. Ferrara, Esq., Costello, Cooney & Fearon, PLLC, Syracuse, NY
    William T. McCaffery, Esq., L'abbate, Balkan, Colavita & Contini, LLP, Long Island, NY


    Special Thanks to our Sponsor:

    USI Logo

    NYSBA members can take advantage of comprehensive, competitive insurance programs available through the Association's exclusive insurance administrator, USI Affinity. USI Affinity offers a broad spectrum of insurance products for NYSBA members, their firms, and their employees - ranging from Individual Life, Disability, Auto & Home to Lawyers' Professional Liability to group Medical & Prescription Drug, and more.

    For more information about joining the New York State Bar Association, visit www.nysba.org/Membership.

    For questions about this event, contact Katherine Suchocki, LPM Director at 518-487-5590 or ksuchocki@nysba.org.

    For more information about the Law Practice Management Committee, visit www.nysba.org/LPM.Type in Text here and Click on Source button to get HTML Source Code.

    Protecting Your Practice - Risk Management NYC

    Friday, October 18, 2013

    The New Yorker Hotel
    481 Eighth Avenue @ 34th Street
    New York, NY 10001
    (212) 244-0719

    4.0 MCLE Credits in Ethics

    View the Color Brochure

    Co-sponsored by the New York State Bar Association
    Law Practice Management Committee
    Committee on Continuing Legal Education
    Committee on Association Insurance Programs

    This CLE program is approved for all attorneys, including those newly admitted.

    Participants in this program will receive a 7.5% credit toward their CNA Lawyers' Professional Liability premium.
    Please note that the 7.5% credit is per attorney participating in the program regardless of status (open to full-time, part-time and moonlighting attorneys).


    Protecting Your Practice - Risk Management for Lawyers

    The New York State Bar Association is pleased to present Protecting Your Practice - Risk Management for Lawyers. Designed for all practicing attorneys regardless of their level of expertise, this program will offer practical tips to help improve your practice and lessen the possibility of a malpractice claim or grievance. The program includes an overview of the New York Rules of Professional Conduct, disciplinary rules, recent developments and cases of interest.

    Earn 4.0 MCLE Ethics credits while getting up-to-date tips from experienced practitioners and consultants.

    Program Topics

    - Competency in Area of Practice & Insurance Considerations
    - Recognizing and Handling Conflicts of Interest - Proper Client Intake
    - Effective Client Relations and Resolving Attorney-Client Disputes
    - Relations with Others, Including Partners and Non-Clients
    - Insurance Considerations, including the Appropriate Coverage and the Importance of Proper and Timely Notice

    Reasons to Attend

    - Earn 4.0 Ethics credits
    - Learn about standardization of engagement, non-engagement and disengagement letters
    - Learn about malpractice insurance considerations and purchasing the appropriate coverage
    - Learn about dangers in office sharing and implied partnerships
    - Includes a segment on conflicts of interest


    Agenda

    8:30 a.m. Registration

    9:00 a.m. - 9:10 a.m. Welcome and Introduction

    9:10 a.m. - 10:00 a.m. I. Competency in Area of Practice & Insurance Considerations

    - Mandatory continuing legal education
    - Referrals and associations with attorneys proficient in area of representation
    - Dangers in office sharing and implied partnerships
    - Graphs/Charts - problematic areas of practice
    - Develop a docket control procedure for appointments and reminders
    - File retention
    - Purchasing the appropriate coverage
    - The insurance application
    - Claims made coverage
    - Coverage for prior acts
    - The importance of proper and timely notice
    - Extended reporting periods/retirement

    (1.0 ethics credit)

    10:00 a.m. - 10:10 a.m. Refreshment Break

    10:10 a.m. - 11:00 a.m. II. Recognizing and Handling Conflicts of Interest - Proper New Matter/Client Intake

    - Maintenance of conflict procedures
    - Lateral hires
    - Identifying the client
    - Conflicts between attorney and client
    - Simultaneous representation of clients with adverse interests
    - Transactions between lawyer and client
    - Conflict between present and former client
    - Representing business organizations

    (1.0 ethics credit)

    11:00 a.m. - 11:10 a.m. Refreshment Break

    11:10 a.m. - 12:00 p.m. III. Effective Client Relations and Resolving Attorney-Client Disputes

    - Choosing the client carefully
    - Client's expectations
    - Informative and truthful communications
    - Statement of Client's Rights and Responsibilities
    - Importance of the clear, unambiguous written letter of engagement
    - Standardization of engagement, non-engagement & disengagement letters
    - Informed consent
    - Preserving the secrets and confidences of a client
    - Limiting liability to a client
    - How to avoid suits for fees - Fee Arbitration Rules
    - Escrow requirements
    - Importance of documenting a file
    - Resolving attorney-client disputes - Mediation of Attorney-Client Disputes
    - E-mail
    - Proper withdrawal from employment

    (1.0 ethics credit)

    12:00 p.m. - 12:50 p.m. IV. Relations with Others including Partners and Non-Clients

    - Integrity in dealing with non-clients - Standards of Civility
    - Intra-firm relationships
    - Dealing with partners
    - Supervisory responsibilities of law firms and attorneys
    - Scope of supervisory responsibility of lawyers
    - Ethical issues facing newly admitted attorneys
    - Stress management and Lawyers' Assistance Programs
    - The "innocent" partner
    - Lawyer advertising and marketing

    (1.0 ethics credit)

    12:50 p.m. - 1:00 p.m. Question and Answer Session

    1:00 p.m. Adjournment


    Overall Planning Chair:
    Marian C. Rice, Esq.
    , L'Abbate Balkan Colavita & Contini, LLP, Garden City, NY

    Local Chair:
    NYC: Mark K. Anesh, Esq., Lewis Brisbois Bisgaard & Smith LLP, New York, NY

    Speakers:
    A. Michael Furman, Esq., Furman Kornfeld & Brennan, LLP, New York, NY
    Mark E. Housman, Esq., Housman & Associates PC, Tarrytown, NY
    Marian C. Rice, Esq.L'Abbate Balkan Colavita & Contini, LLP


    Special Thanks to our Sponsor:

    USI Logo

    NYSBA members can take advantage of comprehensive, competitive insurance programs available through the Association's exclusive insurance administrator, USI Affinity. USI Affinity offers a broad spectrum of insurance products for NYSBA members, their firms, and their employees - ranging from Individual Life, Disability, Auto & Home to Lawyers' Professional Liability to group Medical & Prescription Drug, and more.

    For more information about joining the New York State Bar Association, visit www.nysba.org/Membership

    For questions about this event, contact Katherine Suchocki, LPM Director at 518-487-5590 or ksuchocki@nysba.org.

    For more information about the Law Practice Management Committee, visit www.nysba.org/LPM.

  • 23

    LIT Breakfast Step One: Developing a Business Plan

    8:30 a.m. - 10:00 a.m.

    Step One: Developinga Business Plan

    Free breakfast program sponsored by the Committee on Lawyers in Transition

    Featuring

    Peter A. Giuliani and Adam Jachimowski, Esq.

    All sole practitioners need to have a solid business plan to help with marketing, attracting talent and keeping your practice on a sound fiscal footing. Panelistswill cover the essential elements that should go into your business plan and will discuss how to stay on top of executing your plan every day.

    Free to NYSBA Members and Non Members

    Pre-registration required.

    For more information about this event, contact Katherine Suchocki, Staff Liaison to the Committee on Lawyers in Transition at 518-487-5590 orksuchocki@nysba.org.

    To learn more about the Committee on Lawyers in Transition visitwww.nysba.org/LIT.

  • 25

    Veterans Benefits: Practice & Procedure At the VA & Beyond

    Friday, October 25, 2013

    - Location -
    Concierge Conference Center
    780 Third Avenue (at 48th Street)
    New York, NY 10017
    (212) 735-0072

    Co-Sponsors:

    NYSBA Committee on Veterans (COVA)
    NYSBA Elder Law Section, Veterans Committee
    NYSBA Committee on Continuing Legal Education

     

    Can't be There in Person? This Program is also Available Via a Simultaneous Webcast Option
    Newly admitted attorneys (less than twenty-four months) must attend the program
    in personto receive New York MCLE credit

    3.0 MCLE Credits (3.0 Professional Practice)

    Note:This CLE program qualifies for VA accreditation. To qualify you must complete and submit an application. For information visithttp://www.va.gov/ogc/accred_faqs.asp

    Description

    This program is geared towards attorneys at all levels of experience and backgrounds who are interested in representing veterans in their claims and appeals for veterans benefits. Both VA accredited attorneys and attorneys who are not yet accredited to practice at the VA, but are interested in becoming accredited or learning more about Veterans Law, are encouraged to attend. This CLE also complies with the CLE requirements set forth under 38 C.F.R. § 14.629 for VA accredited attorneys.

    In addition to learning about the many kinds of benefits available to Veterans and key aspects of Veterans Law, attendees will benefit by learning how to navigate the VA process, how and when to file an appeal, how to meet the requisite evidentiary standards for the specific benefit, how procedure may be changing or may have recently changed, and how this affects the practice.

    Faculty:
    Nancy Y. Morgan
    , Partner, Finkelstein & Partners, LLP
    Felicia Pasculli, Principal, The Elder Law & Special Needs Practice of Felicia Pasculli

    Agenda:

    8:30 - 9:00 a.m.Registration

    9:00 - 10:00 a.m.Representation Before the VA

    • VA Claims Procedures
    • Basic Eligibility for VA Benefits
    • The Right to Appeal
      • Regional Office
      • DRO Process
      • Board of Veterans Appeals
      • Court of Appeals for Veterans Claims
      • Federal Circuit

    10:00 -10:50 a.m. Types of Benefits

    • Disability Compensation Benefits(38 U.S.C. Chapter 11)
    • Dependency and Indemnity Compensation Benefits (38 U.S.C. Chapter 13)
    • Pension Benefits (38 U.S.C. Chapter 15)

    10:50 - 11:05 a.m. Refreshment Break

    11:05 a.m. - 12:00 p.m. Hot Topics in Veterans Law:
    Current Trends in Veterans Practice andSpecialized Areas of Practice

    12:00 p.m. Adjourn

    Protecting Your Practice Risk Management Westchester

    Friday, October 25, 2013

    Holiday Inn Mt. Kisco
    1 Holiday Inn Drive
    Mount Kisco, NY 10549
    (914) 241-2600

    4.0 MCLE Credits in Ethics

    Co-sponsored by the New York State Bar Association
    Law Practice Management Committee
    Committee on Continuing Legal Education
    Committee on Association Insurance Programs

    This CLE program is approved for all attorneys, including those newly admitted.

    Participants in this program will receive a 7.5% credit toward their CNA Lawyers' Professional Liability premium.
    Please note that the 7.5% credit is per attorney participating in the program regardless of status (open to full-time, part-time and moonlighting attorneys).


     

    Protecting Your Practice - Risk Management for Lawyers

    The New York State Bar Association is pleased to present Protecting Your Practice - Risk Management for Lawyers. Designed for all practicing attorneys regardless of their level of expertise, this program will offer practical tips to help improve your practice and lessen the possibility of a malpractice claim or grievance. The program includes an overview of the New York Rules of Professional Conduct, disciplinary rules, recent developments and cases of interest.

    Earn 4.0 MCLE Ethics credits while getting up-to-date tips from experienced practitioners and consultants.

    Program Topics

    - Competency in Area of Practice & Insurance Considerations
    - Recognizing and Handling Conflicts of Interest - Proper Client Intake
    - Effective Client Relations and Resolving Attorney-Client Disputes
    - Relations with Others, Including Partners and Non-Clients
    - Insurance Considerations, including the Appropriate Coverage and the Importance of Proper and Timely Notice

    Reasons to Attend

    - Earn 4.0 Ethics credits
    - Learn about standardization of engagement, non-engagement and disengagement letters
    - Learn about malpractice insurance considerations and purchasing the appropriate coverage
    - Learn about dangers in office sharing and implied partnerships
    - Includes a segment on conflicts of interest


     

    Agenda

    8:30 a.m. Registration

    9:00 a.m. - 9:10 a.m. Welcome and Introduction

    9:10 a.m. - 10:00 a.m. I. Competency in Area of Practice & Insurance Considerations

    - Mandatory continuing legal education
    - Referrals and associations with attorneys proficient in area of representation
    - Dangers in office sharing and implied partnerships
    - Graphs/Charts - problematic areas of practice
    - Develop a docket control procedure for appointments and reminders
    - File retention
    - Purchasing the appropriate coverage
    - The insurance application
    - Claims made coverage
    - Coverage for prior acts
    - The importance of proper and timely notice
    - Extended reporting periods/retirement

    (1.0 ethics credit)

    10:00 a.m. - 10:10 a.m. Refreshment Break

    10:10 a.m. - 11:00 a.m. II. Recognizing and Handling Conflicts of Interest - Proper New Matter/Client Intake

    - Maintenance of conflict procedures
    - Lateral hires
    - Identifying the client
    - Conflicts between attorney and client
    - Simultaneous representation of clients with adverse interests
    - Transactions between lawyer and client
    - Conflict between present and former client
    - Representing business organizations

    (1.0 ethics credit)

    11:00 a.m. - 11:10 a.m. Refreshment Break

    11:10 a.m. - 12:00 p.m. III. Effective Client Relations and Resolving Attorney-Client Disputes

    - Choosing the client carefully
    - Client's expectations
    - Informative and truthful communications
    - Statement of Client's Rights and Responsibilities
    - Importance of the clear, unambiguous written letter of engagement
    - Standardization of engagement, non-engagement & disengagement letters
    - Informed consent
    - Preserving the secrets and confidences of a client
    - Limiting liability to a client
    - How to avoid suits for fees - Fee Arbitration Rules
    - Escrow requirements
    - Importance of documenting a file
    - Resolving attorney-client disputes - Mediation of Attorney-Client Disputes
    - E-mail
    - Proper withdrawal from employment

    (1.0 ethics credit)

    12:00 p.m. - 12:50 p.m. IV. Relations with Others including Partners and Non-Clients

    - Integrity in dealing with non-clients - Standards of Civility
    - Intra-firm relationships
    - Dealing with partners
    - Supervisory responsibilities of law firms and attorneys
    - Scope of supervisory responsibility of lawyers
    - Ethical issues facing newly admitted attorneys
    - Stress management and Lawyers' Assistance Programs
    - The "innocent" partner
    - Lawyer advertising and marketing

    (1.0 ethics credit)

    12:50 p.m. - 1:00 p.m. Question and Answer Session

    1:00 p.m. Adjournment


     

    Overall Planning Chair:
    Marian C. Rice, Esq.
    , L'Abbate Balkan Colavita & Contini, LLP, Garden City, NY

    Local Chair:
    Westchester: Mark E. Housman, Esq., Housman & Associates PC, Tarrytown, New York

    Speakers:
    Marian C. Rice, Esq.
    L'Abbate Balkan Colavita & Contini, LLP, Garden City, NY
    Jeffrey G. Steinberg, Esq.Steinberg & Cavaliere, LLP, White Plains, NY


     

    Special Thanks to our Sponsor:

    USI AFFINITY

    NYSBA members can take advantage of comprehensive, competitive insurance programs available through the Association's exclusive insurance administrator, USI Affinity. USI Affinity offers a broad spectrum of insurance products for NYSBA members, their firms, and their employees - ranging from Individual Life, Disability, Auto & Home to Lawyers' Professional Liability to group Medical & Prescription Drug, and more.

    For more information about joining the New York State Bar Association, visit www.nysba.org/Membership.

    For questions about this event, contact Katherine Suchocki, LPM Director at 518-487-5590 or ksuchocki@nysba.org.

    For more information about the Law Practice Management Committee, visit www.nysba.org/LPM.

  • 31

    11 Steps To Superior Legal Writing W/William Bernhardt (ALB)

    Thursday, October 31, 2013

    - Location -
    New York State Bar Association
    One Elk Street
    Albany, NY 12207

    7.0 MCLE Credits: 6 Skills; 1 Ethics

    Sponsor
    NYSBA Committee on Continuing Legal Education

    Description:

    Former litigator and prolific author William Bernhardt comes to NYSBA this Fall to share writing and editing techniques designed to maximize your legal writing skills. Bernhardt focuses on helping lawyers develop skills and strategies for communicating in a rapidly changing legal environment, with a special emphasis on the abilities needed to frame your case, present it persuasively and win. Reserve your seat now to avoid disappointment!

    About William Bernhardt:

    William Bernhardt spent ten years as a litigator and partner at one of Oklahoma's most prominent law firms. After his books consistently hit the New York Times-bestseller list, he left the law to write and teach writing full-time. Bernhardt also holds a Master's Degree in English Literature, giving him a unique resume-the only legal writing instructor in the nation who has had academic acclaim, a successful, award-winning law practice, and numerous New York Times-bestselling novels

    Who Should Attend: Both new and experienced attorneys will benefit from attending this program.

    Agenda

    8:30 - 9:00 a.m. Registration

    9:00 - 9:50 a.m. Introduction

    -Legal Writing Can Be As Good As You Make It
    -Why is Most Legal Writing So Poor?
    -What Can We Do About It?

    9:50 - 10:40 a.m. Eleven Steps to Superior Legal Writing: Part I

    -Tools for Maximizing Clarity and Precision
    -The Power of Simplicity
    -Eliminating the Unnecessary and the Unhelpful
    -Avoiding Ambiguity

    10:40 - 10:55 a.m. Refreshment Break

    10:55 - 11:45 a.m. Eleven Steps to Superior Legal Writing: Part II

    -Putting Fire Into Your Arguments
    -How to Find the Right Word
    -Eliminating Legalese
    -Using Quotations Wisely

    11:45 a.m. - 12:35 p.m. Eleven Steps to Superior Legal Writing: Part III

    -Every Word Matters
    -Making Your Writing Memorable
    ---Other Considerations

    12:35 - 1:35 p.m. Lunch (On Your Own)

    1:35 - 2:25 p.m. The Writing Process

    -Writing is a Process
    -How to Produce the Highest Quality Efficiently

    2:25 - 3:15 p.m. Ethical Considerations in Legal Writing

    -Writing Ethically
    -Avoiding Invective and Personal Attacks
    -Conceding When You Should
    -Quoting Ethically
    -Your Client is Not Your Excuse

    3:15 - 3:30 p.m. Refreshment Break

    3:30 - 4:20 p.m. Pulling It All Together

    4:20 p.m. Adjourn

Nov 2013
  • 01

    11 Steps To Superior Legal Writing W/William Bernhardt (NYC)

    Friday, November 1, 2013

    - Location -
    Concierge Conference Center
    780 Third Avenue
    New York, NY 10017

    7.0 MCLE Credits: 6 Skills; 1 Ethics

    Sponsor
    NYSBA Committee on Continuing Legal Education

    Image

    Can't be There in Person? This Program is also Available
    Via a Simultaneous Webcast Option


    Note:Newly admitted attorneys (less than twenty-four months) must attend the programin personto receive New York MCLE credit.

    Description
    Former litigator and prolific author William Bernhardt comes to NYSBA this Fall to share writing and editing techniques designed to maximize your legal writing skills. Bernhardt focuses on helping lawyers develop skills and strategies for communicatingin a rapidly changing legal environment, with a special emphasis on the abilities needed to frame your case, present it persuasively and win. Reserve your seat now to avoid disappointment!

    About William Bernhardt:

    William Bernhardt spent ten years as a litigator and partner at one of Oklahoma's most prominent law firms. After his books consistently hit the New York Times-bestseller list, he left the law to write and teach writing full-time. Bernhardt also holds a Master's Degree in English Literature, giving him a unique resume-the only legal writing instructor in the nation who has had academic acclaim, a successful, award-winning law practice, and numerous New York Times-bestselling novels

    Who Should Attend:
    Both new and experienced attorneys will benefit from attending this program.

    Agenda

    8:30 - 9:00 a.m.Registration

    9:00 - 9:50 a.m.Introduction

    -Legal Writing Can Be As Good As You Make It
    -Why is Most Legal Writing So Poor?
    -What Can We Do About It?|

    9:50 - 10:40 a.m. Eleven Steps to Superior Legal Writing: Part I

    -Tools for Maximizing Clarity and Precision -The Power of Simplicity
    -Eliminating the Unnecessary and the Unhelpful
    -Avoiding Ambiguity

    10:40 - 10:55 a.m. Refreshment Break

    10:55 - 11:45 a.m. Eleven Steps to Superior Legal Writing: Part II

    -Putting Fire Into Your Arguments
    -How to Find the Right Word
    -Eliminating Legalese
    -Using Quotations Wisely

    11:45 a.m. - 12:35 p.m.Eleven Steps to Superior Legal Writing: Part III

    -Every Word Matters
    -Making Your Writing Memorable
    ---Other Considerations

    12:35 - 1:35 p.m. Lunch (On Your Own)

    1:35 - 2:25 p.m.The Writing Process

    -Writing is a Process
    -How to Produce the Highest Quality Efficiently

    2:25 - 3:15 p.m. Ethical Considerations in Legal Writing

    -Writing Ethically
    -Avoiding Invective and Personal Attacks
    -Conceding When You Should
    -Quoting Ethically
    -Your Client is Not Your Excuse

    3:15 - 3:30 p.m.Refreshment Break

    3:30 - 4:20 p.m. Pulling It All Together

    4:20 p.m. Adjourn

  • 06

    Special Education Law Update 2013 (LI)

    7.5 MCLE Credits: 4.5 hrs. in Areas of Professional Practice and 3.0 hrs. in Skills

    Description

    Issues involving Special Education and related services are impacting a growing number of families and their attorneys. This timely program, featuring well recognized practitioners in Special Education Law, will present valuable information and practical pointers across a broad spectrum of topics, including:

    • Governing statutes & seminal case law
    • Obligations of School Districts:
      • Developing appropriate IEP
      • Mental Health issues and Child find
    • Procedural & Substantive evaluation of a case for FAPE Deprivation
    • Effective litigation strategies
    • Hot topics & recent case law developments
    • Life planning

    Agenda

    8:30 a.m. - 9:00 a.m. Registration

    9:00 a.m. - 9:05 a.m. Welcome and Introductions

    9:05 a.m. - 9:30 a.m. Overview of Governing Statutes & Seminal Case Law

    9:30 a.m. - 10:20 a.m. Obligations of School Districts in Developing an Appropriate IEP

    10:20 a.m. - 10:45 a.m. Hot Topics & Recent Case Law Developments in the 2nd Circuit

    10:45 a.m. - 10:55 a.m. Coffee Break

    10:55 a.m. - 11:45 a.m. Effective Litigation Strategies

    11:45 p.m. - 12:35 p.m. Evaluating a Case for FAPE Deprivation: Procedurally & Substantively

    12:35 p.m. - 1:35 p.m. Lunch (on your own)

    1:35 p.m. - 2:25 p.m. Preparing a Case for Appeal

    2:25 p.m. - 2:50 p.m. Fee Shifting under the IDEA - Analysis of Fee Awards

    2:50 p.m. - 3:00 p.m. Refreshment Break

    3:00 p.m. - 3:50 p.m. Life Planning for Families of Students with Disabilities
    (Including Use of SNTs in Negotiating Settlements with School Districts)

    3:50 p.m. - 4:40 p.m. Mental Health Issues and Obligations of School Districts under Child Find

    Overall Planning Chairs:
    Adrienne J. Arkontaky, Esq.
    , The Cuddy Law Firm, White Plains, NY
    Tracey Spencer Walsh, Esq., Mayerson & Associates, New York, NY

    Long Island Planning Chair:
    Stephanie M. Roebuck, Esq.
    , Keane & Beane, PC, White Plains, NY

    Speakers:
    Carol A. Melnick, Esq.
    , Jaspan Schlesinger LLP, Garden City,NY
    Robert H. Cohen, Esq., Lamb & Barnosky LLP, Melville, NY
    Howard M. Miller, Esq., Bond, Schoeneck & King, PLLC, Garden City, NY
    Jesse Cole Cutler, Esq., The Law Office of Regina Skyer & Associates LLP, New York, NY
    Randi M. Rothberg, Esq., Thivierge & Rothberg, P.C. Attorneys at Law, New York, NY
    Randy Glasser, Esq., Guercio & Guercio, Farmingdale, NY
    Alexander Hardie Artz, Esq., Legal Services NYC, Bronx, NY
    Bernard A. Krooks, Esq., Littman Krooks LLP, White Plains, NY
    Neal H. Rosenberg, Esq., New York, NY
    Michele G. Kule-Korgood, Esq., The Law Office of Michele Kule-Korgood, Forest Hills, NY
    Thomas Scapoli, Esq., Ingerman Smith, LLP, Harrison, NY
    Joan L. Robert, Esq., Kassoff, Robert & Lerner Law, Rockville Center, NY

    ECM_LogoELECTRONIC COURSE MATERIALS (ECM)

    COURSE MATERIALS FOR NYSBA CLE PROGRAMS ARE NOW DISTRIBUTED ELECTRONICALLY!

    All program materials are 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 date.

    DirectionsFrom Eastern Long Island: Take the Long Island Expressway (495) West to Exit 49 North (Route 110 Huntington). Stay on the Service Road and after the second light, the hotel is on the right hand side. From Western Long Island: Take the Long Island Expressway (495) East to Exit 49 South (Route 110 Huntington). Make a left at the first light into Old Walt Whitman Road. Stay on Walt Whitman Road and the hotel will be on the right side. From the Northern State Parkway: Take the Northern State Parkway to Exit 40 South (Route 110 South). Continue to the westbound Service Road of the Long Island Expressway (495) West. Make a left onto the Service Road and the hotel will be on your right hand side. From the Southern State Parkway: Take the Southern State Parkway to Exit 32 North (Route 110 Huntington) to the Service Road of the Long Island Expressway (495) West. Make a left onto the Service Road and the hotel will be on your right hand side. From MacArthur (Islip) Airport: Take Veterans Memorial Highway (Junction 454) Northbound to the Long Island Expressway (495) West to Exit 49 North (Route 110 Huntington) Continue on the Service Road and the hotel is just past the second light on the right hand side. From LaGuardia Airport: Take the Grand Central Parkway Eastbound to the Northern State Parkway East to Exit 40 South (Route 110 South) Continue to the Westbound Service Road of the Long Island Expressway (495). Make a right at the light onto the Service Road and the hotel is on the right hand side. From JFK Airport: Take the JFK Expressway East to the Belt Parkway East and follow the signs to the Southern State Parkway East. Take the Southern State Parkway to Exit 32 North (Route 110 Huntington). Make a left onto the Westbound Service Road of the Long Island Expressway (495) and the hotel will be on your right hand side. From Newark International Airport: Take the New Jersey Turnpike North (Route 95) to Exit 13. To the Verrazanno Bridge. From the bridge take the Belt Parkway East to the Cross Island Parkway North to the Long Island Expressway East to Exit 49 South (Route 110 Huntington). Make a left at the first light, onto Walt Whitman Road and the hotel will be on your right hand side. From the Verrazanno Bridge, Staten Island, New Jersey and Brooklyn: Belt Parkway East to the Cross Island Parkway North to the Long Island Expressway (495) to Exit 49 South (Route 110 Huntington). Make a left at the first light onto Walt Whitman Road and the hotel will be on your right hand side. From Throgs Neck Bridge, Whitestone Bridge, Upstate NY and New England: Cross Island Parkway South to the Long Island Expressway (495) East to Exit 49 South (Route 110 Huntington). Make a left at the first light onto Walt Whitman Road and the hotel will be on the right hand side.

  • 07-08

    11th Annual Sophisticated Trusts & Estates Institute

    Thursday, November 7, 2013 through Friday, November 8, 2013

    - Location -
    New York Marriott Marquis
    1535 Broadway
    Between 45th and 46th Streets
    New York, NY 10036
    (212) 398-1900

    15.0 MCLE Credits: 13.0 Professional Practice; 2 Ethics

    Co-Sponsors:
    NYSBA Trusts and Estates Law Section
    New York Bankers Association
    New York State Society of CPAs
    NYSBA Committee on Continuing Legal Education

    Description:
    In its 11th year, this well regarded 2-day annual Institute presents a national faculty comprised of prominent trusts and estates practitioners
    covering the latest developments in the field of trusts and estates law. There will be plenty of networking time, permitting you to pose questions to the program faculty, compare notes with fellow practitioners and visit with corporate sponsors. A luncheon and cocktail reception on the first day of the conference will afford additional opportunities for networking. Register now to avoid missing out on this important opportunity
    to learn the latest information and network with your peers!

    AGENDA

    Thursday, November 7, 2013 (Day One)

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

    9:00 - 9:10 a.m.Introduction and Overview
    Joshua S. Rubenstein, Partner, Katten Muchin Rosenman, LLP, New York,
    NewYork

    9:10 - 10:00 a.m.Estate Planning Update - Review of 2013 Developments
    Sanford J. Schlesinger, Managing Partner, Schlesinger Gannon & Lazetera
    LLP, New York, New York

    10:00 - 10:50 a.m.Update: Estate Planning with Life Insurance
    Lawrence Brody, Partner, Bryan Cave LLP, St. Louis, Missouri

    10:50 - 11:05 a.m.Refreshment Break

    11:05 - 11:55 a.m. Special Uses of Special Powers of Appointment: Directing, Decanting, Defending (Asset Protection), and Dinging
    Professor Kenneth F. Joyce, Distinguished Teaching ProfessorEmeritus,
    University of Buffalo Law School

    11:55 - 12:45 p.m.What Every Trusts and Estates Lawyer Needs to Know about FATF
    Duncan Osborne, Partner, Osborne, Helman, Knebel & Deleery LLP, Austin,Texas

    12:45 - 2:00 p.m.LuncheonKeynote Speaker:
    Stuart J. Gross, Partner, Roberts & Holland LLP, New York,New York

    2:00 - 2:50 p.m.Sophisticated Estate Planning with GRAT’s
    Carlyn McCaffrey, Partner, McDermott Will & Emery LLP, New York, New York

    2:50-3:40 p.m.Making Conditional Gifts
    Professor William P. LaPiana, Rita and Joseph Solomon Professor of Wills,
    Trusts and Estates; Director, Estate Planning, Graduate Tax Program, New York
    Law School

    3:40 - 3:55 p.m.Refreshment Break

    3:55 - 4:45 p.m.The Marital Deduction Revisited: Yesterday and Today
    Alvin J. Golden, Shareholder, Ikard Golden Jones, P.C., Austin, Texas

    4:45 p.m.Adjournment

    5:00 - 6:00 p.m.Cocktail Reception

    Friday, November 8, 2013 (Day Two)

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

    9:00 - 9:50 a.m.Update: What Every Trusts and Estates Lawyer Needs to Know about FATCA
    Henry Christensen, III, Partner, McDermott Will & Emery LLP, New York, NewYork

    9:50 - 10:40 a.m.Mathematics of Estate Planning
    Lawrence P. Katzenstein, Partner, Thompson Coburn LLP, St. Louis, Missouri

    10:40 - 10:55 a.m.Refreshment Break

    10:55 - 11:45 a.m.Update: Current Valuation Issues
    John W. Porter, Baker Botts LLP, Houston, Texas

    11:45- 12:35 p.m.Uniform Powers of Appointment Act
    Professor Ira Bloom, Justice David Josiah Brewer Distinguished
    Professor of Law, Albany Law School, Albany, New York

    12:35 - 1:30 p.m.Lunch(on your own)

    1:30 - 2:20 p.m.Asset Protection in Uncertain Times
    John A. Terrill, II, Partner, Heckscher, Teillon, Terrill & Sager, P.C.,
    West Conshohocken, Pennsylvania

    2:20-3:10 p.m. Estate Planning in an Age of Portability
    Diana S.C. Zeydel, Shareholder, Greenberg Traurig, P.A., Miami, Florida

    3:10-3:25 p.m.Refreshment Break

    3:25 -4:15 p.m.TBD
    Gary B. Freidman, Partner, Greenfield Stein & Senior, LLP, New York,
    New York

    4:15 - 5: 05 p.m.Update: Estate Planning for Same Sex and Unmarried Couples
    Joshua S. Rubenstein, Partner, Katten Muchin Rosenman, LLP, New York,
    NewYork

    5:05 p.m.Program Adjournment

  • 08

    Hot Topics in Real Property Law - 2013 (NYC)

    7.0 MCLE Credits: 6.0 in Areas of Professional Practice; 1.0 in Ethics

    Webcast Icon
    Live Webcast Option Available!
    (Please note newly admitted attorneys, less than 24 months, must attend in person to recieve MCLE credit.)

    Description

    Keeping current with the latest issues, developments, trends and case law across the wide spectrum of real property law practice is no easy task.This full day seminar, featuring a top-notch faculty of seasoned practitioners, will bring you the latest information on a substantial number of the hottest topics in real property law.Stay ahead of the curve in your real estate practice.

    Agenda

    8:30 a.m. - 9:00 a.m. Registration

    9:00 a.m. - 9:10 a.m. Welcome and Introductions

    9:10 a.m. -10:00 a.m. Disaster Related Real Estate Issues

    10:00 a.m. - 10:50 a.m.Update on Mortgage Foreclosure Issues

    10:50 a.m. -11:00 a.m. Coffee Break

    11:00 a.m. - 11:50 a.m.Condos and Co-ops Law Update (Downstate locations)
    Hydrofracking Update(Upstate locations)

    11:50 a.m. - 12:15 p.m.Green Buildings

    12:15 p.m. - 1:15 p.m. Lunch (on your own)

    1:15 p.m. - 2:55 p.m.Legislative and Case Law Update
    (Albany only: this session will be from 2:45 - 4: 25 p.m.)

    2:55 p.m. - 3:10 p.m.Refreshment Break
    (Albany only: Break will be from 2:30 p.m. - 2:45 p.m.)

    3:10 p.m. - 3:35 p.m. RPAPL Sec. 881 Entry Upon Neighboring Properties for Construction(Albany only: This session will be from 1:15 - 1:40 p.m.)

    3:35 p.m. - 4:25 p.m. Ethics Update for Real Estate Practitioners (Albany only: This session will be from 1:40 - 2:30 p.m.

    4:25 p.m. Adjournment

    Overall Program Chairs:
    Anne Reynolds Copps, Esq.
    , Law Office of Anne Reynolds Copps, Albany, NY
    Joel H. Sachs, Esq., Keane & Beane, PC, White Plains, NY

    Speakers:
    Lawrence J. Wolk, Esq.
    , Holland & Knight LLP, New York, NY
    John G. Hall, Esq., The Law Firm of Hall & Hall, LLP, Staten Island, NY
    Catherine A. Sheridan, Esq., Scalise & Hamilton LLP, Scarsdale, NY
    Brian G. Lustbader, Esq., Schiff Hardin, New York, NY
    Steven D. Cohen, Esq., Verizon Communications, Baksing Ridge, NJ
    Dennis H. Greenstein, Esq., Seyfarth Shaw, New York, NY
    Joel H. Sachs, Esq., Keane & Beane, PC, White Plains, NY
    Mitchell Azar Korbey, Esq., Herrick, Feinstein LLP, New York, NY
    Adam Leitman Bailey, Esq., Adam Leitman Bailey, P.C., New York, NY
    Michelle H. Wildgrube, Esq., Cioffi Slezak Wildgrube P.C., Niskayuna, NY
    Peter V. Coffey, Esq., Englert, Coffey, McHugh & Fantauzzi, LLP, Schenectady, NY
     

    ELECTRONIC COURSE MATERIALS (ECM)

    COURSE MATERIALS FOR NYSBA CLE PROGRAMS ARE NOW DISTRIBUTED ELECTRONICALLY!

    All program materials are 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 date.

    Directions
    (FROM SOUTH AND WEST: Exit 24 NYS Thruway, North on I-87, Exit 4. At bottom of ramp go right, hotel is 1/8 miles ahead on right.FROM NORTH: I-87 Exit 4. Bear right on ramp and go left at light. Next light go left on Rt 155, pass under highway, at next light go right. Hotel is 1/8 mile on right.FROM EAST: I-90/Mass Pike Exit B-1 (I-90) to I-87 'Montreal' North, Exit 4 at bottom of ramp. Go right, hotel is ahead on right)

    Directions

    (Across from Penn Station/Madison Square Garden)Transportation: Metroplitan Transportation: Subways: A, C, E, B, D, F, Q, N, R, 1,2, 3 & 9Buses: M16, M34, M4, M10, M20 & Q32Pennsylvania Rail Road Station: Long Island Railroad, Amtrak & NJ Transit (all trains)

  • 12

    LIT Webcast Marketing Yourself To Small Firms

    Description

    Marketing Yourself to Small Law Firms
     
    Did you know that studies show nearly 75% of all lawyers work in private practice? Of that number, over 74% work in firms of twenty or fewer attorneys. Small firms are therefore the largest employer of attorneys.
     
    Where do you research them? But how do you reach them? And what are they looking for in candidates?
     
    Our panelists will discuss the art of marketing yourself to small firms and making the most your search for positions with this large and diverse pool of potential employers.
     
    Moderator
    Kim Wolf Price, Assistant Dean, Syracuse University College of Law


    Panelists
    Paul Aloy, Associate, Girvin Ferlazzo, PC
    Leigh Hoffman, Partner, Deily & Glastetter, LLP
    Nanette Kelleher, Bailey, Kelleher & Johnson, PC
    Sandra Mans, Assistant Dean, Career Center, Albany Law

    NYSBA Members:
    In Person - No Charge
    Webcast - No Charge

    Non Members:
    In Person - $25
    Webcast - No Charge
      

  • 14

    Advanced Document Drafting for the Elder Law Attorney (BUFF)

    Description

    Co-sponsors:

    Elder Law Section
    Committee on Continuing Legal Education

    7.0 MCLE Credits
    Note: Newly admitted attorneys (less than 24 months) cannot receive MCLE credit for this program.


    This program will provide the elder law practitioner with an advanced discussion of drafting techniques for a variety of legal documents utilized in connection with representing the elder law client. As you will note in the program agenda, a full range of documents, and their suitability for different clients and situations, will be discussed by the experienced elder law practitioners on the faculty.

    Not only will the program provide document samples, but each document will be analyzed, and its purpose and use explained to maximize the benefit of the document's intended purpose.

    Program Agenda

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

    9:00-10:15
    I. DRAFTING REVOCABLE TRUSTS AND WILLS IN THE ELDER LAW CONTEXT
    Will and Trust provisions to address disabled beneficiary's elective share; how family relationships and long-term health concerns affect dispositive decision making; estate, gift and income tax issues; credit shelter trusts; disclaimer trusts; married couples v. single individuals; pour over wills.

    10:15-10:30
    Coffee Break
    10:30-11:20
    II. PROBLEMS / BENEFITS OF NEW POA STATUTE THREE YEARS LATER
    Sample Modifications to the Statutory Document; Gift Rider or not?; discussion of powers of particular relevance in an elder law context; acceptance of power of attorney by financial institutions; when gifts are in the best interest of the principal; fiduciary responsibility of the agent.

    11:20-12:35 p.m.
    III. DRAFTING IRREVOCABLE TRUSTS
    Advantages of trust v. outright transfer; advantages of trust v. retention of a life estate; acceptable Medicaid language (e.g. limited power of appointment v. unlimited general power of appointment); basis issues; capital gains exclusion; senior citizen tax exemptions; drafting issues regarding purpose of trust - for Medicaid vs. for VA purposes and differences in language/requirements for each type.

    12:35-1:50
    LUNCH (on your own)

    1:50-2:40
    IV. MISCELLANEOUS DRAFTING ISSUES: FROM PROMISSORY NOTES TO CAREGIVER CONTRACTS TO COST BASIS OF GIFTED ASSETS: MISTAKES NOT TO MAKE
    Applicable ADM regarding DRA compliant provisions for Notes; ADM regarding caregiver contracts; tax considerations of same; family agreements- including "reimbursement agreements"; sample forms

    2:40-2:55
    Coffee/Soft Drink Break

    2:55-3:45
    V. BASIC OVERVIEW OF ESTATE DISCOUNT VEHICLES: FLPs, CRTs, etc.
    When to use discount vehicles; what works and what does not; understanding applicable IRC provisions; QPRTs, LLC and FLPs; what assets should be used; how much control does the Grantor have? IRC Section 2036 estate inclusion; traps and tricks.

    3:45-4:35
    VI. DRAFTING SUPPLEMENTAL NEEDS TRUSTS
    Third-party supplemental needs trusts; Self-settled under 65 payback trusts; what can the trust pay for; testamentary vs. inter-vivos; revocable vs. irrevocable; Medicaid/SSI provisions; choosing the right trustee, corporate/individual; trusts "to or for the sole benefit" of a disabled individual; relevant Social Security POMS provisions

    4:35 p.m.
    ADJOURNMENT


    Buffalo Chair and Moderator

    Kameron K. Brooks, Esq.
    Brooks & Brooks, LLP
    Little Valley
     

    Speakers (in alphabetical order)

    Lisa J. Allen, Esq.
    Schop, Powell & Allen
    Williamsville

    Kameron K. Brooks, Esq.
    Brooks & Brooks, LLP
    Little Valley

    Charles W. Beinhauer, Esq.
    Pfalzgraf Beinhauer & Menzies LLP,
    Buffalo

    Dawn M. Myszka, Esq.
    Attorney at Law
    Buffalo

    Bruce D. Reinoso, Esq.
    Magavern Magavern Grimm LLP
    Buffalo

    Edward C. Robinson, Esq.
    Hurwitz & Fine, P.C.
    Buffalo
     

    Coursebook Authors (in alphabetical order)


    JulieAnn Calareso, Esq.
    Burke & Casserly, P.C.
    Albany

    David Goldfarb, Esq.
    Goldfarb Abrandt Salzman & Kutzin LLP
    New York City

    Sharon Kovacs Gruer, Esq.
    Sharon Kovacs Gruer, P.C.
    Great Neck

    Avi Z. Kestenbaum, Esq.
    Meltzer, Lippe, Goldstein & Breitstone, LLP
    Mineola

    Michael E. O’Connor, Esq.
    DeLaney & O’Connor, LLP
    Syracuse

    Joan L. Robert, Esq.
    Kassoff, Robert & Lerner, LLP
    Rockville Centre

     

    Program Planning Co-Chairs

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

    Laurie L. Menzies, Esq.
    Pfalzgraf, Beinhauer & Menzies, LLP
    Buffalo


     

    ECM_LogoELECTRONIC COURSE MATERIALS (ECM)

    COURSE MATERIALS FOR NYSBA CLE PROGRAMS ARE NOW DISTRIBUTED ELECTRONICALLY!

    All program materials are 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 date.

    Directions

    From Buffalo-Niagara Int'l Airport: Exit the airport onto Rt. 33W and continue to the 90E. Take exit 50, Rt. 290W. Exit on Niagara Falls Blvd. exit 3 turn right.From the Canadian Border: (Peace Bridge) Take the 190N to the 290E to exit 3B, Niagara Falls Blvd. N (Rt. 62). Our hotel is just past the overpass on the right.From Niagara Falls Canada: (Rainbow Bridge) Take the 190S to the 290E to exit 3B, Niagara Falls Blvd. N (Rt 62). Our hotel is just past the overpass on the right.From the NYS Thruway (90) E or W: Exit 50, Rt. 290 W to exit 3, Niagara Falls Blvd. Turn right at the signal and right again into our parking lot.

    Update 2013 (SYR)

    Update 2013 - Syracuse

    Thursday, November 14 , 2013
    Syracuse SESSION

     8:30-9:00 a.m.

    REGISTRATION (outside meeting room)
     
    9:00 – 9:50 a.m.
    Matrimonial and Family Law
         Bruce J. Wagner, Shareholder, McNamee, Lochner, Titus & Will, Albany, NY                                        
     
    9:50 – 10:45 a.m.
    ETHICS AND PROFESSIONALISM
         Deborah A. Scalise, Partner, Scalise & Hamilton, LLP, Scarsdale, NY
     
    10:45-11:00    REFRESHMENT BREAK
            
    11:00 – 11:50 a.m.
    Business and Corporate Law
        Gerald F. Stack, Partner, Hiscock & Barclay LLP, Syracuse, NY
     
    11:50-12:40 p.m.
    Trusts and Estates Law
           Marion Hancock Fish, Partner, Hancock Estabrook LLP,                
      Syracuse, NY(Syracuse Session)
     
           Martin R. Goodman, Partner, Schlesinger Gannon & Lazetera LLP
                   New York, NY (New York City Session)
                   
    12:40-1:40   Lunch(on your own)
     
    1:40 – 4:10 p.m
    New York Civil Practice                
           John R. Higgitt, Esq., Appellate Term, First Department, New York, NY
     
    4:10 - 5:00p.m. 
    Criminal Law  
          Thomas O’Hern, Partner, Gerstenzang, O'Hern, Hickey, Sills & Gerstenzang  
            Albany, NY  (Syracuse Session)
          Herald P. Fahringer, Principal, Fahringer & Dubno, New York, New York
             (New York City Session)
                     
    5:00 p.m.    
    ADJOURNMENT
     
  • 18

    Update 2013 (NYC)

    Monday, November 18, 2013
    NEW YORK CITY SESSION

     
    8:30-9:00 a.m.
    REGISTRATION (outside meeting room)
     
    9:00 – 9:50 a.m.
    Matrimonial and Family Law
         Bruce J. Wagner, Shareholder, McNamee, Lochner, Titus & Will, Albany, NY                                        
     
    9:50 – 10:45 a.m.
    ETHICS AND PROFESSIONALISM
         Deborah A. Scalise, Partner, Scalise & Hamilton, LLP, Scarsdale, NY
     
    10:45-11:00    REFRESHMENT BREAK
            
    11:00 – 11:50 a.m.
    Business and Corporate Law
        Gerald F. Stack, Partner, Hiscock & Barclay LLP, Syracuse, NY
     
    11:50-12:40 p.m.
    Trusts and Estates Law
           Marion Hancock Fish, Partner, Hancock Estabrook LLP,                
      Syracuse, NY(Syracuse Session)
     
           Martin R. Goodman, Partner, Schlesinger Gannon & Lazetera LLP
                   New York, NY (New York City Session)
                   
    12:40-1:40   Lunch(on your own)
     
    1:40 – 4:10 p.m
    New York Civil Practice                
           John R. Higgitt, Esq., Appellate Term, First Department, New York, NY
     
    4:10 - 5:00p.m. 
    Criminal Law  
          Thomas O’Hern, Partner, Gerstenzang, O'Hern, Hickey, Sills & Gerstenzang  
            Albany, NY  (Syracuse Session)
          Herald P. Fahringer, Principal, Fahringer & Dubno, New York, New York
             (New York City Session)
                     
    5:00 p.m.    
    ADJOURNMENT
     
  • 22

    Hot Topics in Real Property Law - 2013 (WC)

    Description

    Keeping current with the latest issues, developments, trends and case law across the wide spectrum of real property law practice is no easy task.This full day seminar, featuring a top-notch faculty of seasoned practitioners, will bring you the latest information on a substantial number of the hottest topics in real property law.Stay ahead of the curve in your real estate practice.

    7.0 MCLE Credits: 6.0 in Areas of Professional Practice; 1.0 in Ethics

    Agenda

    8:30 a.m. - 9:00 a.m.
    Registration

    9:00 a.m. - 9:10 a.m.
    Welcome and Introductions

    9:10 a.m. -10:00 a.m.
    Disaster Related Real Estate Issues

    10:00 a.m. - 10:50 a.m.
    Update on Mortgage Foreclosure Issues

    10:50 a.m. -11:00 a.m.
    Coffee Break

    11:00 a.m. - 11:50 a.m.
    Condos and Co-ops Law Update 

    11:50 a.m. - 12:15 p.m.
    Green Buildings

    12:15 p.m. - 1:15 p.m.
    Lunch (on your own)

    1:15 p.m. - 2:30 p.m.
    Land Use & Zoning

    2:30 p.m. - 2:45 p.m.
    Refreshment Break

    2:45 p.m. - 3:35 p.m.
    RPAPL Sec. 881 Entry Upon Neighboring Properties for Construction 

    3:35 p.m. - 4:25 p.m.
    Ethics Update for Real Estate Practitioners

    4:25 p.m. Adjournment

    Overall Program Co-Chairs:
    Anne Reynolds Copps, Esq.,
    Law Office of Anne Reynolds Copps, Albany, NY
    Joel H. Sachs, Esq., Keane & Beane, PC, White Plains, NY

    Westchester Program Chair:
    Nicholas M. Ward-Willis, Esq., Keane & Beane, PC, White Plains, NY
    Catherine A. Sheridan, Esq., Scalise & Hamilton LLP, Scarsdale, NY
    John G. Hall, Esq., The Law Firm of Hall & Hall, LLP, Staten Island, NY
    Deborah A. Scalise, Esq., Scalise & Hamilton, LLP, Scarsdale, NY
    Brian G. Lustbader, Esq., Schiff Hardin, New York, NY
    Adam Leitman Bailey, Esq., Adam Leitman Bailey, P.C., New York, NY
    Ira S. Goldenberg, Esq., Goldenberg & Selker, LLP, White Plains, NY
    Adam L. Wekstein, Esq., Hocherman Tortorella & Wekstein, LLP, White Plains, NY

    ELECTRONIC COURSE MATERIALS (ECM)

    COURSE MATERIALS FOR NYSBA CLE PROGRAMS ARE NOW DISTRIBUTED ELECTRONICALLY!

    All program materials are 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 date.

    Directions

    FROM NYC (East Side): North on East River Drive to Willis Avenue Bridge into Major Deegan Expressway to NY Thruway Rte. 87 (North). Exit 9 (Tarrytown - last exit before bridge). At end of exit ramp, go left at light. Continue to traffic light and make left. At next light, turn right into the Doubletree Hotel Tarrytown. FROM NYC (West Side): North on West Side Highway to Saw Mill River Parkway to Exit 20 (Route 287 West - Tappan Zee Bridge) to New York State Thruway Rte. 87 (North). Exit 9 (Tarrytown - last exit before bridge). At end of exit ramp, go left at light. Continue to traffic light and make left. At next light, turn right into the Doubletree Hotel Tarrytown. FROM LONG ISLAND (EASTERN): Throgs Neck or Whitestone Bridge to New York Extension of New England Thruway to Route No. 287 to New York State Thruway Rte. 87 (North). Exit 9 (Tarrytown - last exit before bridge). At end of exit ramp, go left at light. Continue to traffic light and make left. At next light, turn right into the Doubletree Hotel Tarrytown. FROM LONG ISLAND (WESTERN): Triborough Bridge to Major Deegan Expressway to New York State Thruway Rte. 87 (North). Exit 9 (Tarrytown - last exit before bridge). At end of exit ramp, go left at light. Continue to traffic light and make left. At next light, turn right into the Doubletree Hotel Tarrytown. FROM NEW JERSEY: North on Palisades Parkway or Garden State Parkway to New York State Thruway (South). Exit 9 (first exit after Tappan Zee toll). At end or ramp, (traffic light) continue straight into the Doubletree Tarrytown.

     

    Fifth Corporate Counsel Institute

    Fifth Corporate Counsel Institute
     

    Friday, November 22, 2013
     

    - Location -
    Concierge Conference Center
    780 Third Avenue
    (Between E.48th and E.49th St)
    New York, NY 1001
    518.487.5688
     

    8:45 a.m. -- 5:15 p.m.
     

    Join us for the Fifth Corporate Counsel Institute
     

    Critical Issues, Fresh Ideas, Best Practices
     

    Keynote Luncheon Speaker Attorney General of the State of New York Eric T. Schneiderman.
     

    Topics to be Covered Include:

    Employment Hot Topics
    Alternative Fee Arrangements and the Future of the Billable Hour
    Ethics and Privilege Issues
    Social Media
    FCPA: What are the red flags in-house counsel need to look for?
    Insurance and Risk Management
    Advertising and Brand Protection

     

    7.0 CLE Credits Includes 1.0 Ethics and Professionalism Credit; 3.0 Professional Practice Credits; 1.0 Skills Credit; and, 2.0 Credits in Professional Practice /Law Practice Management Credits
     

    Your Registration Fee Includes Lunch and Refreshment Breaks:
     

    NYSBA Corporate Counsel Section Members $270 before Nov. 15 $285 after Nov. 15
    NYSBA Members*: $300 before November 15 $315 after Nov. 15
    *Fee includes 2014 Membership in the NYSBA Corporate Counsel Section
    Non-NYSBA Members: $400 before November 15 $415 after Nov. 15
     

    To see the Program Brochure and to Register Click Here
     

    For more information, contact: pjohnson@nysba.org
     


     

Dec 2013
  • 10

    Advanced Document Drafting for the Elder Law Attorney (NYC)

    Description

    Co-sponsors:

    Elder Law Section
    Committee on Continuing Legal Education

     Can’t attend in person? The program at this location is
    also available via simultaneous live webcast option.


    7.0 MCLE Credits
    Note: Newly admitted attorneys (less than 24 months) cannot receive MCLE credit for this program.

    This program will provide the elder law practitioner with an advanced discussion of drafting techniques for a variety of legal documents utilized in connection with representing the elder law client. As you will note in the program agenda, a full range of documents, and their suitability for different clients and situations, will be discussed by the experienced elder law practitioners on the faculty.

    Not only will the program provide document samples, but each document will be analyzed, and its purpose and use explained to maximize the benefit of the document's intended purpose.

    Program Agenda

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

    9:00-10:15
    I. DRAFTING REVOCABLE TRUSTS AND WILLS IN THE ELDER LAW CONTEXT
    Will and Trust provisions to address disabled beneficiary's elective share; how family relationships and long-term health concerns affect dispositive decision making; estate, gift and income tax issues; credit shelter trusts; disclaimer trusts; married couples v. single individuals; pour over wills.

    10:15-10:30
    Coffee Break
    10:30-11:20
    II. PROBLEMS / BENEFITS OF NEW POA STATUTE THREE YEARS LATER
    Sample Modifications to the Statutory Document; Gift Rider or not?; discussion of powers of particular relevance in an elder law context; acceptance of power of attorney by financial institutions; when gifts are in the best interest of the principal; fiduciary responsibility of the agent.

    11:20-12:35 p.m.
    III. DRAFTING IRREVOCABLE TRUSTS
    Advantages of trust v. outright transfer; advantages of trust v. retention of a life estate; acceptable Medicaid language (e.g. limited power of appointment v. unlimited general power of appointment); basis issues; capital gains exclusion; senior citizen tax exemptions; drafting issues regarding purpose of trust - for Medicaid vs. for VA purposes and differences in language/requirements for each type.

    12:35-1:50
    LUNCH (on your own)

    1:50-2:40
    IV. MISCELLANEOUS DRAFTING ISSUES: FROM PROMISSORY NOTES TO CAREGIVER CONTRACTS TO COST BASIS OF GIFTED ASSETS: MISTAKES NOT TO MAKE
    Applicable ADM regarding DRA compliant provisions for Notes; ADM regarding caregiver contracts; tax considerations of same; family agreements- including "reimbursement agreements"; sample forms

    2:40-2:55
    Coffee/Soft Drink Break

    2:55-3:45
    V. BASIC OVERVIEW OF ESTATE DISCOUNT VEHICLES: FLPs, CRTs, etc.
    When to use discount vehicles; what works and what does not; understanding applicable IRC provisions; QPRTs, LLC and FLPs; what assets should be used; how much control does the Grantor have? IRC Section 2036 estate inclusion; traps and tricks.

    3:45-4:35
    VI. DRAFTING SUPPLEMENTAL NEEDS TRUSTS
    Third-party supplemental needs trusts; Self-settled under 65 payback trusts; what can the trust pay for; testamentary vs. inter-vivos; revocable vs. irrevocable; Medicaid/SSI provisions; choosing the right trustee, corporate/individual; trusts "to or for the sole benefit" of a disabled individual; relevant Social Security POMS provisions

    4:35 p.m.
    ADJOURNMENT

     

    New York City Chair and Moderator

     

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


    Speakers (in alphabetical order)

    Stephanie J. Braunstein, Esq.
    Sharon Kovacs Gruer, P.C.
    Great Neck 

    David J. DePinto, Esq.
    DePinto Law Associates, P.C.
    Melville 

    David Goldfarb, Esq.
    Goldfarb Abrandt Salzman & Kutzin LLP
    New York City 

    Saundra M. Gumerove, Esq.
    Law Offices of Saundra M. Gumerove, Esq.
    Jericho 

    Avi Z. Kestenbaum, Esq.
    Meltzer, Lippe, Goldstein & Breitstone, LLP
    Mineola 

    Debby R. Rosenfeld, Esq.
    Ronald Fatoullah & Associates
    Great Neck

     

    Coursebook Authors (in alphabetical order)

    JulieAnn Calareso, Esq.
    Burke & Casserly, P.C.
    Albany

    David Goldfarb, Esq.
    Goldfarb Abrandt Salzman & Kutzin LLP
    New York City

    Sharon Kovacs Gruer, Esq.
    Sharon Kovacs Gruer, P.C.
    Great Neck

    Avi Z. Kestenbaum, Esq.
    Meltzer, Lippe, Goldstein & Breitstone, LLP
    Mineola

    Michael E. O’Connor, Esq.
    DeLaney & O’Connor, LLP
    Syracuse

    Joan L. Robert, Esq.
    Kassoff, Robert & Lerner, LLP
    Rockville Centre
     

    Program Planning Co-Chairs

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

    Laurie L. Menzies, Esq.
    Pfalzgraf, Beinhauer & Menzies, LLP
    Buffalo

     

     

    ECM_LogoELECTRONIC COURSE MATERIALS (ECM)

    COURSE MATERIALS FOR NYSBA CLE PROGRAMS ARE NOW DISTRIBUTED ELECTRONICALLY!

    All program materials are 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 date.

    Directions

    (Across from Penn Station/Madison Square Garden)Transportation: Metroplitan Transportation: Subways: A, C, E, B, D, F, Q, N, R, 1,2, 3 & 9Buses: M16, M34, M4, M10, M20 & Q32Pennsylvania Rail Road Station: Long Island Railroad, Amtrak & NJ Transit (all trains)

  • 12

    Real Life Vs Reel Life Ethics NYC

     

     

    Reel Life vs. Real Life Ethics
    December 12, 2013
    Concierge Conference Center
    New York, NY

    9:00 a.m. - 1:00 p.m.

     
    Can’t attend in person? This program is also availablevia simultaneous live webcast option. Newly admitted attorneys (less than twenty-four months) must attend the program in person to receive New York MCLE credit.

    NYSBA Co-Sponsors
    Committee on Attorney Professionalism
    Committee on Continuing Legal Education

    Program Chair
    Deborah A. Scalise, Scalise & Hamilton LLP, Scarsdale, NY

    Program Local Chair
    James M. Altman, Partner, Bryan Cave LLP, New York, NY

    Faculty Members: James M. Altman, Bryan Cave LLP, New York, NY* Hon. Carolyn Demarest, Kings County Supreme Court, Brooklyn, NY* Hal R. Lieberman, Hinshaw & Culbertson LLP, New York, NY* Deborah A. Scalise, Scalise & Hamilton LLP, Scarsdale, NY.

    Program Description:
    Does the image of lawyers depicted in motion pictures bear any resemblance to those in real life practice? The Committee on Attorney Professionalism is pleased to present this annual program based on film clips from major motion pictures depicting attorneys and the ethical and professionalism dilemmas they face. This entertaining and engaging format features discussions by an authoritative panel addressing issues raised in a variety of motion pictures. Areas to be explored include: Conflicts of Interest; Communication and Scope of Representation; Allocation of Authority between the Client and Lawyer; Civility; Confidentiality; Solicitation and Recommendation of Professional Employment and Ethical Issues Implicated by Multi-Jurisdictional Practice. Clips will be chosen from among the following films: A Few Good Men;  To Kill a Mockingbird; The Rainmaker;  Legal Eagles and  Liar Liar.

     Does real life law practice imitate on-screen law practice? Tune in and find out!
  • 13

    Real Life Vs Reel Life Ethics WC

    Reel Life vs. Real Life Ethics
    December 13, 2013
    Elmwood Country Club
    White Plains, NY

    9:00 a.m. - 1:00 p.m.

    NYSBA Co-Sponsors
    Committee on Attorney Professionalism
    Committee on Continuing Legal Education

    Program Chair
    Deborah A. Scalise, Scalise & Hamilton LLP, Scarsdale, NY

    Program Local Chair
    Deborah A. Scalise, Scalise & Hamilton LLP, Scarsdale, NY

    Faculty Members: Gary L. Casella, Chief Attorney to the Grievance Committee, Ninth Judical District, White Plains, New York* Kathleen Donelli, Partner, McCarthy Fingar LLP, White Plains, New York* Justice John W. Sweeny, Jr., Associate Justice of the Appellate Division, New York Supreme Court, New York, New York.

    Program Description:
    Does the image of lawyers depicted in motion pictures bear any resemblance to those in real life practice? The Committee on Attorney Professionalism is pleased to present this annual program based on film clips from major motion pictures depicting attorneys and the ethical and professionalism dilemmas they face. This entertaining and engaging format features discussions by an authoritative panel addressing issues raised in a variety of motion pictures. Areas to be explored include: Conflicts of Interest; Communication and Scope of Representation; Allocation of Authority between the Client and Lawyer; Civility; Confidentiality; Solicitation and Recommendation of Professional Employment and Ethical Issues Implicated by Multi-Jurisdictional Practice. Clips will be chosen from among the following films: A Few Good Men;  To Kill a Mockingbird; The Rainmaker;  Legal Eagles and  Liar Liar.

    Does real life law practice imitate on-screen law practice? Tune in and find out!

  • 16

    Real Life Vs Reel Life Ethics LI

    Reel Life vs. Real Life Ethics
    December 16, 2013
    Melville Marriott
    Melville, NY

    9:00 a.m. - 1:00 p.m.

    NYSBA Co-Sponsors
    Committee on Attorney Professionalism
    Committee on Continuing Legal Education

    Program Chair
    Deborah A. Scalise, Scalise & Hamilton LLP, Scarsdale, NY

    Program Local Chair
    Catherine A. Sheridan, Partner, Scalise & Hamilton LLP, Scarsdale, NY


    Faculty Members:
      Harvey B. Besunder, Harvey B. Besunder P.C., Islandia, New York* Mitchell T. Borkowsky, Deputy Cheif Counsel, New York State Grievance Committee, Tenth Judical District, Hauppauge, New York* Justice Timothy S. Driscoll, Supreme Court of New York, Nassau, New York* Marian C. Rice, Partner, L'Abbate, Balken, Colavita & Contini LLP, Garden City, New York.

    Program Description:
    Does the image of lawyers depicted in motion pictures bear any resemblance to those in real life practice? The Committee on Attorney Professionalism is pleased to present this annual program based on film clips from major motion pictures depicting attorneys and the ethical and professionalism dilemmas they face. This entertaining and engaging format features discussions by an authoritative panel addressing issues raised in a variety of motion pictures. Areas to be explored include: Conflicts of Interest; Communication and Scope of Representation; Allocation of Authority between the Client and Lawyer; Civility; Confidentiality; Solicitation and Recommendation of Professional Employment and Ethical Issues Implicated by Multi-Jurisdictional Practice. Clips will be chosen from among the following films: A Few Good Men;  To Kill a Mockingbird; The Rainmaker;  Legal Eagles and  Liar Liar.

    Does real life law practice imitate on-screen law practice? Tune in and find out!

  • 17

    Real Life Vs Reel Life Ethics SYR

     

     

    Reel Life vs. Real Life
    December 17, 2013
    Sheraton Syracuse University Hotel
    Syracuse, NY

    9:00 a.m. - 1:00 p.m.

    NYSBA Co-Sponsors
    Committee on Attorney Professionalism
    Committee on Continuing Legal Education

    Program Chair
    Deborah A. Scalise, Scalise & Hamilton LLP, Scarsdale, NY

    Program Local Chair
    Mark J. Solomon, Law Offices of Mark J. Solomon, Ithaca, NY

    Faculty Members:  Mary E. Gasparini, Attorney Greviance Committee, Fifth Judical District, Syracuse, New York* Emil M. Rossi, Partner, Rossi Law Offices, Syracuse, New York* James T. Townsend, Counsel to the Adirondack Park Agency, Ray Brook, New York.

    Program Description:
    Does the image of lawyers depicted in motion pictures bear any resemblance to those in real life practice? The Committee on Attorney Professionalism is pleased to present this annual program based on film clips from major motion pictures depicting attorneys and the ethical and professionalism dilemmas they face. This entertaining and engaging format features discussions by an authoritative panel addressing issues raised in a variety of motion pictures. Areas to be explored include: Conflicts of Interest; Communication and Scope of Representation; Allocation of Authority between the Client and Lawyer; Civility; Confidentiality; Solicitation and Recommendation of Professional Employment and Ethical Issues Implicated by Multi-Jurisdictional Practice. Clips will be chosen from among the following films: A Few Good Men;  To Kill a Mockingbird; The Rainmaker;  Legal Eagles and  Liar Liar.

    Does real life law practice imitate on-screen law practice? Tune in and find out!
Jan 2014
  • 09

    Elder Law Overview - Video Replay
     
     
    Elder Law Overview – Video Replay with Real Time Interactive Q&A
    Program: 12:00 p.m. - 1:30 p.m.  |  Real Time Q&A with Ellyn S. Kravitz:  1:30 - 2:00 p.m.
     
    The featured speaker,  Ellyn S. Kravitz, is of counsel to Abrams, Fensterman, Fensterman, Eisman, Formato, Ferrara & Einiger, LLP. She specializes in elder law, estate planning, estate administration, special needs planning, and veterans' benefits. Ellyn is an authority on issues affecting adults and children with disabilities, our senior population, and military veterans.
     
    This program offers 1.5 MCLE Credits in Skills and is ideal for attorneys who are looking for a basic overview on advising the elderly in New York.  Ms. Kravitz will discuss important issues concerning Life and Estate Planning; Trusts and Estates; Government Benefits; Retirement Planning; Veterans Benefits; Health Law; Special Needs Planning and Advance Directives such as Power of Attorney, Health Care Proxy, Living Will, Burial Designation Form, and Last Will and Testament.
     
    This program is a video replay of a previous live presentation.  At the end of the program, Ms. Kravitz will be available for a live 30 minute Q&A session.  You won’t want to miss this program!
     
    This course has been approved for all attorneys except newly admitted (less than twenty-four months).
  • 16

    Fundamentals of Depositions - Video Replay
     
     
    Fundamentals of Depositions – Video Replay with Real Time Interactive Q&A
    Program:  12:00 p.m. – 1:30 p.m. | Real Time Q&A with W. Russell Corker: 1:30 p.m. – 2:00 p.m.
     
    The featured speaker, W. Russell Corker, is Principle of the Law Offices of W. Russell Corker, PC in Huntington, NY.  Mr. Corker has been a trial lawyer for 39 years. After 3 years as an Assistant District Attorney in Nassau County, he began his civil career representing doctors and hospitals in medical malpractice actions, before switching over to represent plaintiffs in medical cases. He lectures on trial practice and has given numerous lectures on all aspects of litigation, as well as publishing numerous articles and chapters in several books on litigation. He was the senior litigation partner in a law firm before opening his own office in 2012.
     
    This program offers 1.5 MCLE Credits in Skills.  This program will teach you the fundamentals of taking a deposition.  Oral depositions are usually the most powerful discovery weapon available to the litigator.  With only a small percentage of cases actually going to trial, the real battleground for most litigation is the deposition room. Effective depositions can have a dramatic impact on the outcome of the litigation. Proper deposition skills are essential for every litigator, regardless of what area of the law you practice; at some time, most lawyers will be required to take a deposition.  Creating a good “Discovery Plan” should be part of every case opened in your office. While interrogatories and discovery demands are efficient for identifying documents and individuals, only depositions provide the opportunity for follow-up questions, which usually yield more important information about events.
     
    This program is a video replay of a previous live presentation.  At the end of the program, Mr. Corker will be available for a live 30 minute Q&A session.  You won’t want to miss this program!
     
    This course has been approved for all attorneys except newly admitted (less than twenty-four months).
     
     
  • 23

    Effective Trust Planning & Drafting: Revocable Trusts (VR)
     
    Effective Trust Planning and Drafting: Revocable Trusts 

     1.5 MCLE Credit in New York for all attorneys, except those who are newly admitted (less than 24 months).

    When is an irrevocable trust appropriate?  When is it not appropriate?  Does it avoid probate?  Does it protect the grantors assets in any way from creditors?  What are examples of situations where it is advisable?  Does it provide benefits where real property is owned in multiple states?  Where are the assets of revocable trust estate taxed?  What about the non-New York property?

    This presentation is one of four sessions in a late fall 2013 series that  focused on techniques on how to communicate with clients and present reasonable alternatives, in addition to how to prepare the final trust document.          

    Bonnie McGuire Jones, Esq., Bonnie McGuire Jones PLLC, Clifton Park.

     

     

     

     

  • 24

    Effective Trust Planning & Drafting: Medicaid Trusts (VR)

    Effective Trust Planning and Drafting: Medicaid Trusts

    1.5 MCLE Credit in New York for all attorneys, except those who are newly admitted (less than 24 months).
     
    Addressed will be the self-settled irrevocable trust established in an effort to avoid the exposure of the assets to the cost of nursing home care for the grantor or spouse.  Counseling issues might include whether the assets are appropriate for use in a trust. Will the available assets to go in the trust leave so much out of the trust as to make it unlikely to provide any benefit in the long run?  Are there alternatives to the trust? In the drafting of the trust, how does real estate tax exemption on the primary residence remain intact?  If the trust might become a non-viable solution in the future, possibly causing it to become an available resource, how can it be drafted so as to be disassembled and returned to the grantor if such an occurrence arises? Who are appropriate trustees and who are not?
     
    This presentation is one of four sessions in a late fall 2013 series that  focused on techniques on how to communicate with clients and present reasonable alternatives, in addition to how to prepare the final trust document

    Joan Lensky Robert, Esq., Kassoff, Robert & Lerner, LLP, Rockville Centre.
     
     
  • 27

    2014 Career Development Conference Free Program

    2014 NYSBA Career Development Conference 

    Free Program and Networking Reception

    Finding a Good Fit, How to Find a Working Environment that Fits YOU
    Volunteering is Best: Feel Better by Doing Good

    Monday, January 27, 2014 
    Program 1:00 p.m. – 4:00 p.m.
    Networking Reception 4:00 p.m. – 6:00 p.m.

    Sponsored by the Law Practice Management Committee, the Committee on Lawyers in Transition and the Committee on Diversity and Inclusion
    Network with panelists and participants at the free networking reception
    following the program from 4:00 p.m. – 6:00 p.m.

    This is a free event, but pre-registration is required.  Please note the program does not carry MCLE credit.

    Program Faculty:
    Dean John D. Feerick, Fordham University School of Law
    Michael A. Bottar, Esq.
    , Partner, Bottar Leone, PLLC
    Robert T. Maldonado, Esq., Partner, Cooper & Dunham LLP
    Jennifer N. Graham, Esq., Team Lead Attorney, Epiq Systems
    Lillian M. Moy, Esq., Executive Director, Legal Aid Society of Northeastern New York
    Karen Cheeks- Lomax, Esq., Chief Executive Officer, My Sisters’ Place
    Laura Powers, President, Powers Career Coaching, LLC
    Patricia Voorhees, Director, Fordham University Business School’s Consortium for Trustworthy Organizations, and Founding Principal, Movo Group
    Mecca E. Sykes-Santana, Esq., Chief Diversity Officer, State of New York
    Erica Murphy, Director of Partner and Counsel HR Services, Nixon Peabody LLP

    11th Annual Celebrating Diversity in the Bar Reception

     

    2014 Celebrating Diversity Reception
               and
    Trailblazer Award Ceremony

    Registration desk opens at 5:30 p.m.
    6:00 - 6:30 p.m. Trailblazer Award Ceremony
    6:30 - 8:00 p.m. Reception

    2014 Trailblazer Award Recipient Profile
            Darryl W. Gibbs

    Darryl W. Gibbs is a Lead Director & Associate General Counsel at AXA Equitable Life Insurance Company, a financial services company. In his current position, Darryl heads the Commercial Transactions Group and his duties include managing the drafting, reviewing and negotiating a variety of commercial agreements and corporate transactions, including consultant, technology, intellectual property, software services and license agreements, and product distribution agreements and other strategic business agreements. Darryl also has responsibility for the corporate governance and compliance programs.

    Prior to AXA Equitable Darryl worked at Proskauer Rose as an associate in the corporate department. At Proskauer, Darryl represented the corporate interests of several emerging and established companies. Darryl later worked as an Assistant General Counsel in the law department of Safe Horizon, Inc., the nation's leading victim's assistance agency.

    Darryl earned his undergraduate degree in marketing at the Brooklyn Campus of Long Island University and his law degree from St. John's University School of Law. Darryl is a 2009 alumnus of the Executive Leadership Council - Strengthening the Pipeline Program, a Steering Committee Member of The Ronald H. Brown Center for Civil Rights and Economic Development at St. John's Univeristy School of Law, and a member of the Council of Urban Professionals (CUP).

    The Celebrating Diversity in the Bar Reception
    A special event to explore opportunities for professional development and enrichment available through the New York State Bar Association.

    Participants include representatives of NYSBA Sections and Committees, colleagues from NYSBA and minority, women, specialty and special purpose bar assocations.

    For further information, contact mkroth@nysba.org or call (518) 487-5571.

     

  • 28

    Breakfast Roundtable for Association Members

    Join your colleagues and Bar Association Leaders including:  NYSBA President David M. Schraver, President Elect Glenn Lau-Kee and Past President and State Delegate to the ABA House of Delegates Mark H. Alcott, for breakfast and a little CLE (1/2 credit) at our Fourth Annual Meeting Breakfast Roundtable!

    Special guest--James R. Silkenat, American Bar Association President

    CLE Speaker --Attorney Alexandra Dosman, Executive Director of the New York International Arbitration Center

    Enjoy the company of members from around the country and around the world
    Discuss matters of interest to non-resident members with Bar Leaders
    Hear from the Chair of the Sponsoring Sections
    Learn about and identify opportunities to participate in NYSBA activities whether you live near or afar!

    The cost for the event is $30 and is only open to NYSBA attorney members.

    Register online line now.

    Event Co-chairs:
    Michael Kurs, Hartford, Ct
    Claudia Torrey, Nashville, TN

    Program Sponsors:
    NYSBA Committee on Membership
    NYSBA Dispute Resolution Section
    NYSBA International Section
    Leisner Law, P.L.
    Pullman & Comley, LLC

    Contact mkroth@nysba.org with any questions.

Mar 2014
  • 13-14

    Tenth Annual International Estate Planning Institute NYC


    Co-Sponsors
    New York State Bar Association
    Trusts and Estates Section
    International Section
    Committee on Continuing Legal Education
    Society of Trust and Estate Practitioners (STEP USA)

    Conference Chair
    G. Warren Whitaker, Partner, Day Pitney LLP

    Vice Chairs
    Stanley A. Barg, Partner, Kozusko Harris Duncan
    John E. Oden, Principal, AllianceBernstein LP
    Gideon Rothschild, Partner, Moses & Singer LLP 

    Corporate Sponsors:
    Kaiser Partner Financial Advisors Ltd.
    Fiduciary Trust International
    Trusts & Estates
    Commonwealth Trust Company
    Christiana Trust
    National Philanthropic Trust
    Northern Trust
    South Dakota Trust Company LLC
    Amicorp Services Ltd.
    FMV Opinions

    15 MCLE Credits: 14 Professional Practice; 1 Ethics
    This Program is Accredited for Experienced Attorneys Only

    **This course includes 14.0 hours of credit for the continuing profesional education requirements of New York and New Jersey CPAs.**

    Program Description:
    The New York State Bar Association and The Society of Trust and Estate Practitioners USA (STEP) are please do present the 10th Annual International Estate Planning Institute. Chaired by G. Warren Whitaker, this Institute is a much anticipated annual event at which trust and estates practitioners, bankers and accountants from around the world gather to hear the leaders in their fields exchange ideas and discuss developments regarding cross-border estate and tax planning with a U.S. component.

    There will be plenty of networking time, permitting you to pose questions to the faculty, compare notes with fellow practitioners in the legal, banking and accounting fields and visit with sponsors. A luncheon on the first day of the Institute and an evening cocktail reception will afford opportunities for networking and enjoying the company of your peers.

    Who Should Attend:  Accountants>Trust and Estate Attorneys > Tax Attorneys > Bank Attorneys > Trust Officers > Financial Planners > Investment Advisors > Bankers > Estate Planners. 

     

     AGENDA:

    DAY ONE
     

    8:00 a.m.Registration (Continental Breakfast)
    8:45 a.m.Welcome and Introduction
    G. Warren Whitaker, Program Chair
    8:50 a.m.Wealth Transfer Taxation of Non-Resident Aliens: U.S. Taxation and Current Trends
    Suzanne Shier, Senior Vice President, Director of Wealth Planning and Tax Strategy for Personal Financial Services,Northern Trust (Chicago, IL)
    Moderator: Gideon Rothschild
    9:40 a.mThe Marital Deduction for the Non-Citizen Spouse
    Leigh Basha
    , Partner, Holland & Knight LLP (Tysons Corner, VA)
    Moderator: Gideon Rothschild
    10:30 a.m.Morning Refreshment Break
    11:00 a.m.Taxation of Foreign Trusts with U.S. Beneficiaries
    Stanley A. Barg, Partner, Kozusko Harris Duncan (New York, NY)
    Moderator: Gideon Rothschild
    11:50 a.m.CFCs and PFICs in Trusts
    Christopher Byrne
    , Principal, Christopher J. Byrne PLLC (New York, NY)
    Moderator: Stanley A. Barg
    12:40 p.m.Luncheon
    Trust Codes of China and Japan
    Keynote Speakers:
    David M. English, William Franklin Fratcher Professor of Law, University of Missouri School of Law (Columbia, MO)
    Professor Lingyun “Linda” Gao, Associate Professor of Law, Fudan University School of Law (Shanghai, China)
    2:10 p.m.International Charitable Giving
    Alex M. Popovich
    , Executive Director, Wealth Advisor, J.P. Morgan (New York, NY)
    Megan R. Worrell TEP, Partner, Duane Morris LLP (New York, NY)
    Moderator: Stanley A. Barg
    3:00 p.m.Directed Trusts, Trust Protectors, Private Trust Companies and Other Bells and Whistles: Onshore v. Offshore
    Alec R. Anderson, Director, Conyers Dill & Pearman Limited (Hamilton, Bermuda)
    Michael M. Gordon, Director, Gordon, Fournaris & Mammarella, P.A. (Wilmington,
     DE)
    Moderator: G. Warren Whitaker
    3:50 p.m.Afternoon Refreshment Break
    4:20 p.m.Planning for the Asian Client: Legal and Cultural Considerations
    Joseph Field, Of Counsel, Withersworldwide (New York, NY)
    Nicholas Jacob, Partner, Lawrence Graham LLP (London, UK) 
    Professor Lingyun “Linda” Gao, Associate Professor of Law, Fudan University School of Law (Shanghai, China)
    Moderator: John E. Oden
    5:30 p.m.Adjournment
    5:30 p.m.Networking Cocktail Reception
    7:30 p.m.Speakers’ Dinner

    DAY TWO:
    8:00 a.m.Registration (Continental Breakfast)
    8:45 a.m.Pre-Immigration Tax Planning
    Andrew S. Auchincloss, Partner, Sidley Austin LLP (New York, NY)
    Moderator: John E. Oden
    9:35 a.m.Expatriation Tax and Planning
    Jim R. Brockway
    , Partner and Joint Wealth Planning Practice Group Leader, Withersworldwide (New Haven, CT)
    Moderator: G. Warren Whitaker
    10:25 a.m.Morning Refreshment Break
    10:55 a.m.Marriage in Canada: The Marital Deduction and Property Division on Divorce and on Death
    Margaret R. O’Sullivan, Principal, O’Sullivan Estate Lawyers, P.C. (Toronto, Canada)
    Moderator: G. Warren Whitaker
    11:45 a.m.Offshore Investing for Latin Americans
     
    Brazil:Leonardo Braun, TEP, Managing Partner, Intercorp Group
    (Rio de Janeiro, Brazil)
    Argentina:Walter Keiniger, Partner, Marval O’Farrell & Mairal
    (Buenos Aires, Argentina)
    Mexico:Enrique Hernandez-Pulido, Partner, Procopio, Cory, Hargreaves &
    Savitch LLP (San Diego, CA)
    Moderator:John E. Oden
    12:35 p.m.Lunch on your own
    2:00 p.m.Changes in Israeli Taxation of Trusts and Other Recent Developments
    Stanley A. Barg, TEP
    , Kozusko Harris Duncan (New York, NY)
    Lyat Eyal, LL. B. (Oxford Brookes), TEP, Alon Kaplan International Law Firm
    Gideon Rothschild, TEP, Moses & Singer LLP (New York, NY)
     
    2:50 p.m.Ethical Considerations: FATCA, IGAs, TIAs and Exchange of Information: The Changing Face of the International Private Clients Practice
    Panel
    G. Warren Whitaker, Partner, Day Pitney LLP (New York, NY)
    Scott A. Bowman, Associate, Proskauer (Boca Raton, FL)
    Roderick Balfour, Director, Virtus Trust Corporation Limited (London, UK)
    Benedikt Kaiser, Partner, Head of Family Office and US Customers, Kaiser Partner Financial Advisors Ltd. (Zurich, Switzerland)
    3:40 p.m.Afternoon Refreshment Break
    4:10 p.m.Same Sex Marriage/Partnership in Various Jurisdictions U.S., Brazil, Argentina, Mexico, Canada, UK, China and Asia

    Panel Members:
    Leonardo Braun, TEP, Managing Partner, Intercorp Group (Rio de Janeiro, Brazil)
    Patrick Harney, TEP, Forsters LLP (London, UK)
    Nicholas Jacob, Partner, Lawrence Graham LLP (London, UK)
    George Karabingian, Senior Counsel, Proskauer (Boca Raton, FL)
    Enrique Hernandez-Pulido, Partner, Procopio, Cory, Hargreaves & Savitch LLP (San Diego, CA)
    Walter Keiniger, Partner, Marval O’Farrell & Mairal (Buenos Aires, Argentina)
    Margaret R. O’Sullivan, Principal, O’Sullivan Estate Lawyers, P.C. (Toronto, Canada)
    Moderator: Gideon Rothschild
    5:30 p.m.Adjournment

     

    Program Pricing:
    Member: $950.00 / Non-Member: $1,150.00

    **Pricing increases $15.00 ten days prior to program date**

  • 15

    CPLR Update 2014 BUFF

     

    Saturday, March 15, 2014
    9:00 a.m. to 12:40 p.m.

    Holiday Inn Amherst
    Buffalo 1881 Niagara Falls Blvd.
    Amherst, NY 14228
    (716) 691-8181

    Not Able to Attend in Person?
    A Live Webcast Option is Available Friday, March 21, 2014

    4.0 MCLE Credits: 3.0 Professional Practice; 1.0 Ethics
    * Newly admitted attorneys (less than 24 months) must attend the program in-person to earn New York MCLE credit.

    Featuring: David Paul Horowitz, Esq., Ressler & Ressler
     

    Program Description
    This program is the fourth annual update on New York Civil Practice rules and decisions delivered state-wide by David Paul Horowitz.  Mr. Horowitz will discuss recent developments in New York civil practice, flagging problems, suggesting solutions, and focusing on best practices.  Topics include ethics, the new uniform notice of claim statute, statutes of limitations, jurisdiction, pleadings, electronic and other disclosure developments, evidence, motion practice, and trials, emphasizing the practical impact of recent case and statutory developments.

    A must-attend program for New York practitioners.


    Agenda

    8:30-9:00 a.m.     Registration

    9:00-9:10 a.m.     Welcome and Introduction

    9:10-9:35 a.m.     I.  Statutes of Limitation & Jurisdiction

    9:35-10:00 a.m.     II.  Notices of Claim & Commencement

    10:00-10:25 a.m.     III.  Pleadings & Motion Practice

    10:25-10:50 a.m.     IV. Ethical Issues in Electronic Disclosure & Client Confidentiality

    10:50-11:00 a.m.     Break

    11:00-11:25 a.m.     V.  Disclosure

    11:25-11:50 a.m.     VI. Expert Witnesses

    11:50 a.m.-12:15 p.m.     VII.  Summary Judgment Practice & Trial

    12:15-12:40 p.m.     VIII.  Ethics Developments & Dilemmas

    12:40 p.m.     Adjournment

     

    NYSBA Members $125
    Non Members $225
    Note: Registration fees increase ten days prior to the program date.

  • 26

    Alternative Careers Lawyers in Transition Free Webcast



    Alternative Legal Careers for Lawyers

    Sponsored by the Committee on Lawyers in Transition 

    Have you ever thought about what else you could do with your law degree?
    What other careers have lawyers successfully transitioned into? 
     
    Come hear our panel of lawyers who have all transitioned into nontraditional careers. They will talk about what careers are availabe to lawyers, how they made their own career transition, and what they would recommend for other lawyers hoping to follow  in their career path.
     
    Speakers:
    Jonathan Bing, Governmental Affairs, Wilson Elser, and former Assemblyman
    Crystal Barrow, Assistant Dean for Career and Professional Development, Pace Law School
    Tina Fisher, Senior Counsel at Appeal Tech
    Stephanie Melowsky, VP & Business Banker, CMSBank
     
    Moderator:
    Hillary Mantis
    , Director, Pre-Law Program, Fordham University, and author of Alternative Careers for Lawyers
Apr 2014
Jun 2014
  • 16

    Lawyers Helping Lawyers Volunteer Training

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