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Oct 2013
  • 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.

  • 21

    P/S-Basic Matrimonial Practice (NYC)

    Webcast Image
    Can't Attend in Person?
    TheNew York Cityprogram offers a simultaneous live webcast option allowing you to "attend" the program from the convenience of your office.
    Note:Newly admitted attorneys (less than 24 months) must attend the programin personto receive New York MCLE credit.

    MCLE CREDITS
    6.5 Total Credits (3.0 Professional Practice, 2.0 Skills, 1.5 Ethics)

    This course has been approved for MCLE credit in New York for all attorneys, including newly admitted (less than 24 months).
    NYSBA Committee on Continuing Legal Education is an accredited provider in the States of New York, California, New Jersey and Pennsylvania.

    CO-SPONSORS

    • Family Law Section
    • Committee on Continuing Legal Education

    PROGRAM DESCRIPTION

    This full-day practical skills program is designed for the newly admitted attorney or the attorney seeking a fundamental but practical overview of handling a matrimonial matter. The program consists of six major topic areas which shall each be taught through lectures coordinated with the comprehensive materials. At the conclusion of the each lecture, there will be a brief Q&A period, where the experienced matrimonial attorneys will respond to questions from the audience.

    WHY YOU SHOULD ATTEND

    • Learn about basic matrimonial actions and agreements
    • Discussions on ethical concerns between you and your client
    • Discussions on Practice management issues
    • Learn about the process of discovery
    • Learn about filing motions and pre-trial interventions
    • Discussions on the Child Support Standards Act (CSSA)

    WHO SHOULD ATTEND

    • All attorneys seeking a fundamental but practical overview of handling a matrimonial matter
    • Attorneys practicing in the area of Family Law, Elder Law, or Trusts & Estates Law

    AGENDA

    8:30-9:00 REGISTRATION

    9:00-9:50
    1. MATRIMONIAL ACTIONS
    A. Generally
    i. DRL §230 Residence Requirements of Parties
    ii. Jurisdiction
    (1) In Rem jurisdiction
    (2) In Personam jurisdiction
    (a) CPLR 301 & 302(b)
    B. Filing and Service of Summons
    i. DRL §211 Filing of summons before service
    ii. DRL §232 Contents and Form of Summons; Proof of Service
    (1) "Notice Re: Automatic Orders"
    (a) DRL § 236(B)(2)(b) and 22 NYCRR 202.16-a
    iii. Personal Service Requirements CPLR § 308 and DRL §232
    C. Parties
    i. Co-respondent as party, DRL § 172
    D. Grounds for divorce, separation, annulment and dissolution
    i. No-fault statute DRL §170(7) grounds
    (1) Issues: Sufficient pleadings; summary judgment and entitlement to a trial
    (2) No-fault: Two actions pending
    ii. Additional grounds for divorce
    iii. Difference of relief available: divorce and separation actions
    iv. Form of pleadings
    (1) Notice of Appearance / Complaint / Answer
    (2) Certification and Verification Requirements in Matrimonial Actions
    (a) 22 NYCRR 202.16(e) and DRL § 211
    E. Forms
    F. Local Rules and Practice and Question and answer period

    9:50-10:05 BREAK

    10:05-11:20
    2. PRACTICE MANAGEMENT, ETHICS AND PROFESSIONALISM

    A. Keeping the client informed
    B. Dealing with the difficult client
    C. Time management
    D. The use of experts, appraisers and evaluators
    E. Cooperation with the courts and with opposing counsel
    F. When co-counsel, a mentor or a referral to experienced counsel is advisable
    G. The statement of client's rights and responsibilities
    H. The retainer agreement
    I. Court rules
    J. Fee disputes and arbitration
    K. Grievances
    L. IOLA & escrow accounts
    M. Question and answer period

    11:20-12:10
    3. DISCOVERY

    A. Demand for financial affidavit
    B. Notice for discovery and inspection
    C. CPLR 3101(h) requiring updated disclosure if material change occurs
    D. Subpoenas to the office
    E. Medical authorizations and HIPAA
    F. Pension and employment benefit authorizations
    G. Depositions and 22 NYCRR Part 221
    H. Interrogatories
    I. Non-party disclosure
    J. Notice to admit
    K. Notice of entry on property
    L. Electronic information disclosure
    M. Trial demands
    1. Demand for experts
    2. Demand for witnesses
    3. Demand for statements; photographs and videotapes
    N. Question and answer period

    12:10-1:15 LUNCH (on your own)

    1:15-2:05
    4. MOTIONS AND PRETRIAL INTERVENTION

    A. Temporary support and custody
    1. Requirements of 22 NYCRR 202.16
    2. Format and facts to cover in the affidavits; exhibits to the motion
    3. Related disclosure requirements for expert services [22 NYCRR 202.16(g)]
    B. Temporary attorney fees, expert fees, appraisal fees
    1. Requirements of 22 NYCRR 202.16
    2. Use of neutral experts and 22 NYCRR 202.18
    3. Related disclosure requirements for expert services
    C. Miscellaneous motions:
    1. Restraining orders and 22 NYCRR 202.7(e) and (f)
    2. Exclusive occupancy
    3. Compelling disclosure or preclusion orders
    D. Question and answer period

    2:05-2:55
    5. INTRODUCTION TO EQUITABLE DISTRIBUTION AND MAINTENANCE

    A. Equitable distribution: The statutory factors [DRL 236(B)(5)(d)]; which ones are mostimportant?
    B. Equitable distribution: not necessarily equal
    C. Maintenance: the statutory factors [DRL 236 (B)(6)(d)]; which ones are most important?
    D. Maintenance: amounts and durations will vary
    E. Question and answer period

    2:55-3:10 BREAK

    3:10-4:00
    6. MATRIMONIAL AGREEMENTS AND THE INTRODUCTION TO THE CHILD SUPPORT STANDARDS ACT (CSSA)

    A. Format, checklists, and language considerations
    B. Presentation and approval by the client, delivery to opposing counsel without prejudice
    C. Formal acknowledgment requirements and stipulations and ratification forms
    D. CSSA requirements
    E. General obligations law 5-311
    F. Fair and reasonable and not unconscionable DRL 236B3
    G. Question and answer period
    4:00 ADJOURNMENT

    IMPORTANT NOTICE: PARTIAL CREDIT FOR PROGRAM SEGMENTS NOT ALLOWED.
    Under theNew York State Continuing Legal Education BoardRegulations and Guidelines, attendees at CLE programs cannot receive MCLE credit for a program segment unless they are present for the entire segment. Persons who arrive late, depart early, or are absent for any portion of the segment will not receive credit for that segment.

    PROGRAM FACULTY

    Monday, October 21, 2013 | New York City | Concierge Conference Center, 780 Third Avenue, New York, NY 10017

    Overall Planning Co-Chairs (in alphabetical order)

    • Joan Casilio Adams, Esq., J. Adams & Associates, PLLC, Williamsville, NY
    • Rosalia Baiamonte, Esq., Gassman Baiamonte Betts PC, Garden City, NY
    • Henry S. Berman, Esq., Berman Frucco Gouz Mitchel & Schub PC, White Plains, NY
    • Martin T. Johnson, Esq., Johnson & Cohen, LLP, Pearl River, NY
    • Peter R. Stambleck, Esq., Aronson Mayefsky & Sloan LLP, New York, NY
    • Bruce J. Wagner, Esq., McNamee, Lochner, Titus & Williams, P.C., Albany, NY

    Local Panel (listed in order of appearance)

    Chair:

    • Peter R. Stambleck, Esq., Aronson Mayefsky & Sloan LLP, New York, NY

    Panel:

    • Sharon T. Hoskins, Esq., Hoskins, LLP, New York, NY
    • Margaret M. Donohoe, Esq., Donohoe Talbert LLP, New York, NY
    • Peter R. Stambleck, Esq., Aronson Mayefsky & Sloan LLP, New York, NY
    • Alan R. Feigenbaum, Esq., Kasowitz Benson Torres & Friedman LLP, New York, NY
    • Sherri Sharma, Esq., Aronson Mayefsky & Sloan LLP, New York, NY
    • Arthur D. Ettinger, Esq., Rottenstreich & Ettinger LLP, New York, NY

    ECM ImageELECTRONIC COURSE MATERIALS (ECM)

    COURSE MATERIALS FOR NYSBA CLE PROGRAMS ARE NOW DISTRIBUTED ELECTRONICALLY!Click here for more information!

    Directions

    Between 48th and 49th Street Using Public Transit: Take the 4, 5, 6, S Subway to Grand Central Station Walk one block East to Third Ave, continue North on Third Ave to 48th Street Take the E, V Subway to Lexington Ave/53rd Street. Walk one block East to Third Ave, continue South to 49th Street

  • 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

  • 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

May 2014
  • 19

    Considering Next Steps - Proactive Career and Life Planning

     


    Considering Next Steps - Proactive Career and Life Planning for Baby Boomers

    What Have You Done and What Can You Do to Make the Post Mid-Life Transition Easier

    Co-Sponsored by the Senior Lawyers Section and the Committee on Lawyers in Transition

    Monday, May 19, 2014
    12:00 p.m. – 2:00 p.m.
     
    Nixon Peabody LLP
    437 Madison Avenue (Between 49th and 50th)
    New York, NY 10022-7039
     
    Walter Burke, Esq., Burke & Casserly, P.C.(ret.), Albany, NY
    Rosemary Byrne, Esq., Step-By-Step Coaching LLC, Englewood, NJ
    Stephen R. Stern, Esq., Law Offices of Stephen R. Stern, P.C., Melville, NY
     

    Registration Fees:
    Live NYSBA Member - Free
    Live Non Member - $25.00
    The webcast is free for NYSBA Members and Non Members

  • 22

    Legal Education Convocation on the Profession

     

    The NYSBA Committee on Legal Education and Admission to the Bar, together with the Pace Judicial Institute, are sponsoring: A Joint Convocation on “The Coming Changes to Legal Education: Ensuring Professional Values." The Convocation will be held from 10:00 a.m. until 4:00 p.m. at the New York State Judicial Institute, 84 North Broadway, White Plains, New York, on the campus of Pace University School of Law, on Thursday, May 22, 2014.

    Click here  to view the program.

    MCLE Credits will be provided. There is no charge for participating, but registration is required. For further information and to register, contact Kristi DiPaolo at  kdipaolo@ingermansmith.com

Jun 2014
  • 16

    Lawyers Helping Lawyers Volunteer Training

    M LAPSPRNYC 2014-06-16 2014-06-16 New York NY New York City Bar Association 42 West 44th Street New York, NY <br />New York City Bar Association<br />42 West 44th Street<br /> 2.0 3.0 <br/><br/>

  • 19-20

    Executive Committee Meeting

    O EXECJ14 2014-06-19 2014-06-20 Cooperstown NY THURSDAY, JUNE 19, 2014 – 1:00 P.M. to 4:30 P.M. and FRIDAY, JUNE 20, 2014 - 7:30 A.M. to NOON

  • 21

    House of Delegates Meeting

    O HODJ14 2014-06-21 2014-06-21 Cooperstown NY Meeting begins at 8:30 a.m. and is scheduled to run until 12:45 p.m.

Sep 2014
  • 10

    Buying or Selling a Law Practice - Fall 2014 LPM CLE Program
    $75 Members | $175 Non-Members
     
    CLE Program and Live Webcast
    Wednesday, September 10, 2014 | 9:00 a.m. – 11:00 a.m. | White Plains
    2.0 MCLE Ethics Credits 
     
    Sponsored by the Law Practice Management Committee and the Committee on Continuing Legal Education of the New York State Bar Association
     
    Program Location
    BNY Mellon | 701 Westchester Avenue | White Plains, NY 10604
     
    Overall Planning Chair
    Nat Wasserstein, JD, MBA, CFE, Lindenwood Associates, LLC
     
    Speakers
    Deborah Scalise, Esq.Scalise & Hamilton, LLP
    Robert L. Ostertag, Esq., Ostertag O’Leary Barrett & Faulkner
    Howard Fielstein CPA/ABV/CFF, CFE, CIRA, CTP, ASA, CitrinCooperman
    Jennifer C. Friedman, Esq., Pace Law School, Public Interest Law Center


    Agenda
    8:30 a.m.                          Registration & Continental Breakfast
    9:00 a.m. – 9:10 a.m.      Welcome and Introduction
    9:10 a.m. – 9:35 a.m.      Winding up a Law Firm
                                                        - No Reason to Die at Our Desks
                                                        - Your Clients’ Interests
                                                        - Designating an Assisting/Closing Attorney
                                                        - OCA Oversight/Administrative Board
                                                        - Trust Accounts
                                                        - Should You Plan for Your Death
                                                        - Liability, Asset (What is your Law Practice?)
     
    9:35 a.m. – 9:55 a.m.      Buyers and Sellers
                                                        - Motivation (Voluntary or Involuntary?)
                                                        - Ethical Concerns for Both Sides
                                                        - Duty of Competency
                                                        - Secrets and Confidences
                                                        - Due Diligence
                                                        - Conflicts
                                                        - Non-Competes (must be reasonable)
                                                        - Notification
                                                        - Caveat Emptor
                                                        - Client Transition Plan 
     
    9:55 a.m. – 10:20 a.m.      Valuing a Law Firm                      
                                                        - Book value, Market Value, and Goodwill
                                                        - Problem with Comparable Sales
                                                        - Rules of Thumb – there is none
                                                        - Taxonomy Problem
                                                        - Practice v. Professional Goodwill
                                                        - Cash-Flow and Client Retention
     
    10:20 a.m. – 10:45 a.m.     Going Solo: Starting Up or Buying In?
                                                         - Law Firm Incubators
                                                         - Residency for Law School Grads
                                                         - Mentor/Mentee 
                                                         - Practice Transition Opportunities
                                                         - Sample Deal 
     
    10:45 a.m. – 11:00 a.m.     Question and Answer Session
     
    Learn more about Law Practice Management resources | www.nysba.org/LPM
     
     
  • 10-12

    2014 Partnership Conference

     

    Moving Towards Civil Gideon
    2014 Partnership Conference

    Wednesday Affinity Group Meetings

    For individuals who are only attending Wednesday meetings please click HERE to download the Wednesday registration form or call the Service Center at 800-582-2452.

    Do to overwhelming interest in this year's conference many workshops have sold out. You can only register for the workshops listed below.

    The Denison Ray Dinner is SOLD OUT

  • 11

    Using Your JD To Your Advantage Free LIT Webcast
    Free Webcast and Live Program to NYSBA Members
     
     
    Using Your JD to Your Advantage: Non-Traditional Career Paths
    Thursday, September 11, 2014 | 4:00 p.m. - 5:30 p.m. .
     
    Albany Law School
    2000 Building - Room 200
    80 New Scotland Avenue
    Albany, NY 12208
     
    Sponsored by the Committee on Lawyers in Transition of the New York State Bar Association
     
    While many people who earn their JD head to traditional practice in law firms or government, many others find satisfying careers in fields where their JDs are truly an advantage. These fields can range from financial planning to consulting, compliance and government work. This program will provide information on potential paths to change or start your career – from panelists who have been there.
     
     
    Panelists
    Johanne Floser, Client Manager | Teal, Becker & Chiaramonte, CPAs, PC
    Jennifer Walters, Director, Center for Career and Professional Development | Rensselaer Polytechnic Institute (RPI) 
    Tara Venditte, Technical Director, The Ayco Company L.P. |  A Goldman Sachs Company

     
    Please Note: This program does not carry MCLE credit
     

     
    If you have questions about this event, please contact:

    Katherine Suchocki, Staff Liaison to LIT, ksuchocki@nysba.org or 518-487-5590

    To register by phone, please call 1-800-582-2452.
     
    To learn more about the Committee on Lawyers in Transition, visit www.nysba.org/LIT
     
     
  • 29

    Free Networking Breakfast Lawyers in Transition
    Free Networking Breakfast
     
     
    The Verdict is in: Your Safety NET WORKS!
    Monday, September 29, 2014 |
    8:00 a.m. - 9:30 a.m. 
     
    Keane & Beane, P.C.
    445 Hamilton Avenue
    Suite 1500
    White Plains, NY 10601

     
    Sponsored by
    The New York State Bar Association Committee on Lawyers in Transition 
    The Westchester Chapter of the Women's Bar Association of the State of New York
     
     

    Facilitated by
    Marcia Meislin, M.Ed., PCC, LMHC and President, MCM Management Consultants 

     
    As we gear up for the start of new “school year” (September always brings that out in us), it’s a great time to think about developing and nurturing our networks. In a positive and supportive way, Marcia will provide very practical tips about how best to think about networking.  There will also be plenty of time to “talk amongst ourselves.” 
     
     
     

     
    If you have questions about this event, please contact:

    Katherine Suchocki, Staff Liaison to LIT, ksuchocki@nysba.org or 518-487-5590
     
    To learn more about the Committee on Lawyers in Transition, visit www.nysba.org/LIT
     
     
  • 30

    What Makes Lawyers Happy LPM CLE Program

    Special Member Pricing

    $25 Members | $175 Non-Members

    What Makes Lawyers Happy | An LAP Ethics and Professionalism CLE
    Embracing Optimism in a Profession Where Pessimism is Prudent –  What Law Firms Can Do 
     
    Tuesday, September 30, 2014 | 2:00 p.m. – 4:00 p.m.
    CLE Webcast and Live Program
    State Bar Center | Great Hall
     
    2.0 MCLE Credits in Ethics & Professionalism
     
    This program will examine the best practices for greater career and life satisfaction; you really can’t have one without the other. The speakers will share the vital interplay among personal autonomy, competence and connection with others as the condition precedent for overall wellbeing. The program will review the surprising results of a seminal study on lawyer wellbeing, the science behind positive psychology and the implications for our lives and practices along with practical steps for incorporating these insights in our lives.
     

    The Happy and Productive Lawyer  
    After years of identifying the signs and symptoms of alcoholism, depression, stress and all of what lawyers should be aware of and avoid, it is time for a new and more positive perspective. What if we looked at the underlying causes and conditions of happiness and wellbeing? The first thing we would discover is that there is a significant and growing body of scientific evidence that can point us in the direction of leading more satisfying and productive personal and professional lives. Let’s move toward good health instead of running from dis-EASE.  

     
    Sponsored by the Law Practice Management Committee, the Lawyer Assistance Committee and the Committee on Continuing Legal Education of the New York State Bar Association.
     
     
    Agenda
     
    2:00 p.m. - 2:10 p.m.  Welcome and Introduction
     
    2:10 p.m. - 3:00 p.m.  What We Know to be True | A Review of the Krieger Report
     
    Examine the interplay among personal autonomy, competence and connection with others as the condition precedent for overall wellbeing. Overview and analysis of the surprising results of a seminal study on lawyer wellbeing, the science behind positive psychology and the implications.  
     
    ·         Research on What Makes Lawyers Happy
    ·         The Intersection of the Practice of Law and Positive Psychology
     
    Panelists:
    Marian Rice, Esq., L'Abbate Balkan Colavita & Contini, LLP
    Lawrence Krieger, Esq., Krieger Law
    Daniel S.  Bowling III, Duke University School of Law
     
    3:00 p.m. - 3:10 p.m.  Break
     
    3:10 p.m. - 4:00 p.m.  Moving from Knowing to Doing | What Law Firms Can Do
     
    ·         Tips for Finding Happiness
    ·         Embracing Optimism in a Profession where Pessimism is Prudent
    ·         What Law Firms Can Do  

     

    Panelists:
    Patrick McKenna, Esq.
    Daniel S. Bowling III, Duke University School of Law
    Patricia Spataro, LMHC, New York State Bar Association
    Marian Rice, Esq., L'Abbate Balkan Colavita & Contini, LLP
     
     
     
    For more information about upcoming Law Practice Management CLE programs, visit www.nysba.org/LPMCLE.
                               

    For questions about this program, please contact Katherine Suchocki, Director, Law Practice Management at 518-487-5590 or ksuchocki@nysba.org.

    To register by phone, please call 1-800-582-2452.

     

Oct 2014
  • 06

    Finding a Job You Love Free LIT Webcast
    Free Webcast and Live Program to NYSBA Members
     
     
    Finding a Job You Love with the JD You Have
    Monday, October 6, 2014 | 3:00 p.m. - 5:00 p.m. .
     
    Patterson Belknap Webb & Tyler LLP
    1133 Avenue of the Americas
    New York, NY 10036
     
     
    Sponsored by the Committee on Lawyers in Transition of the New York State Bar Association
     

     
    Speaker
    Liz Brown, JD
    Liz Brown is a business school professor, former law partner, and the author of the groundbreaking book, Life After Law: Finding Work You Love with the JD You Have (Bibliomotion 2013).  Her insights on alternative careers for lawyers have appeared in the Wall Street Journal, The Atlantic, and the ABA Journal, among other publications.  She has talked about practical strategies for finding rewarding post-law careers on Bloomberg Radio and at Harvard Business School, Harvard Law School, and many bar associations.    Before changing careers, Liz practiced law at international firms in San Francisco, London, and Boston, advising senior executives at Fortune 500 companies on legal strategies and managing multi-million dollar cases from inception to successful resolution.  Liz graduated from Harvard College and Harvard Law School, and is currently an Assistant Professor at Bentley University.


     
    Please Note: This program does not carry MCLE credit
     

     
    If you have questions about this event, please contact:

    Katherine Suchocki, Staff Liaison to LIT, ksuchocki@nysba.org or 518-487-5590

    To register by phone, please call 1-800-582-2452.
     
    To learn more about the Committee on Lawyers in Transition, visit www.nysba.org/LIT
     
     
  • 17

    Divorce Anniversaries 2014 SYR

     

    Co-Sponsors:

    Family Law Section
    Committee on Continuing Legal Education

    4.5 TOTAL CREDITS: 3.0 professional practice; 1.5 skills. This course has been approved for MCLE credit in New York for all attorneys, including newly admitted (less than 24 months).
     

    Given their impending special anniversaries of passage in the New York legislature, this important half-day course will examine the current status and trends of Equitable Distribution (35 years), the CSSA (25 years), and Maintenance (35 years). The experienced faculty members will analyze not only the current state of the law in these areas, but they will also highlight the practical calculations and strategies the lawyer must consider in advocating for one side or the other in any particular case. The program also includes the useful review of the latest cases, legislation, and trends in all areas of matrimonial law.

     

    Program Agenda

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

    9:00-9:50
    I. RECENT DECISIONS, DEVELOPING TRENDS, NEW LEGISLATION

    9:50-10:40
    II. THE CHILD SUPPORT STANDARDS ACT

        A. Over the Cap

        B. Variance

        C. 2010 Modification Amendments

        D. Pendente Lite  Applications

        E. What is Income? Is Maintenance in the Pro Ratas?

    10:55-12:10 p.m.
    III. EQUITABLE DISTRIBUTION

        A. Enhanced Earning Percentages

        B. Business and Professional Practices Percentages

        C. Percentages Generally

        D. Practical Tips on What to Seek – Maintenance or Equitable Distribution

    12:10-1:00
    IV. MAINTENANCE

        A. Who Is Getting What and for How Long?

        B. Who Gets Lifetime Maintenance?

        C. Trends in Double-Dipping (Grunfeld and Keane)

    1:00 p.m. ADJOURNMENT

     

    Program Faculty

    Charles P. Inclima, Esq. (Chair, Moderator and Speaker)
    Inclima Law Firm, PLLC
    Rochester

    Deborah K. Field, Esq.
    Field & Custer P.C.
    Jamesville

    Hon. Susan Hamlin Nasci
    Support Magistrate
    Associate Deputy Chief Support Magistrate for UCMS Training
    Onondaga County Family Court
    Syracuse

    Bruce J. Wagner, Esq.
    McNamee, Lochner, Titus & Williams, P.C.
    Albany

     

    Overall Program Planning Co-Chairs (in alphabetical order)

    Joan Casilio Adams, Esq.
    J. Adams & Associates, PLLC
    Williamsville

    Rosalia Baiamonte, Esq.
    Gassman Baiamonte Betts, PC
    Garden City

    Henry S. Berman, Esq.
    Berman Frucco Gouz Mitchel & Schub p.c.
    White Plains

    Charles P. Inclima, Esq.
    Inclima Law Firm, PLLC
    Rochester

    Sophie Jacobi-Parisi, Esq.
    Mayerson Abramowitz & Kahn, LLP
    New York City

    Peter R. Stambleck, Esq.
    Aronson Mayefsky & Sloan, LLP
    New York City

    Bruce J. Wagner, Esq.
    McNamee, Lochner, Titus & Williams, P.C.
    Albany

     
    NOT A FAMILY LAW SECTION MEMBER?  JOIN TODAY AND ENJOY VALUABLE BENEFITS.
    - Connect and network with fellow attorneys
    - Enhance your knowledge with Section publications
    - Save 15% on this program!
    Call (800) 582-2452 and join today!

     

    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.

     

    Risk Management 2014 LPM CLE Program Westchester

    $125 NYSBA Member Rate

    Risk Management 2014 | Statewide CLE Program
    Friday, October 17, 2014 | 9:00 a.m. – 1:00 p.m. | Westchester
    4.0 MCLE Ethics Credits  
     
    Holiday Inn Mt. Kisco | 1 Holiday Inn Drive | Mount Kisco, NY 10549
     
     
     
    Overall Planning Chair
    Marian C. Rice, Esq.
    L'Abbate Balkan Colavita & Contini, LLP, Garden City, NY
     
    Westchester Local Chair
    Mark E. Housman, Esq.
    Housman & Associates PC, Tarrytown, New York
     
    Speakers
    Jeffrey G. Steinberg, Esq., Steinberg & Cavaliere, LLP
    Andrew S. Kowlowitz, Esq., Furman Kornfeld & Brennan LLP

     
    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.   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)
     
    10:00 a.m. – 10:10 a.m.    Refreshment Break
     
    10:10 a.m. – 11:00 a.m.    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)
     
     
    11:00 a.m. – 11:10 a.m.    Refreshment Break
     
    11:10 a.m. – 12:00 p.m.    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)
     
     
    12:00 p.m. – 12:50 p.m.    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)
     
     
    12:50 p.m. – 1:00 p.m.    Question and Answer Session
     
    1:00 p.m.   Adjournment
     
     
    Pricing
    NYSBA Members $125 | Non Members $225 | Student Members $45
     
     
    Sponsored by the Law Practice Management Committee, Committee on Association Insurance Programs and Committee on Continuing Legal Education of the New York State Bar Association
     
     
    Learn more about Law Practice Management resources | www.nysba.org/LPM
     

    View the Color Brochure |  www.nysba.org/RiskManagementCLEBrochure

    For questions about this program, please contact Katherine Suchocki, Director, Law Practice Management at 518-487-5590 or ksuchocki@nysba.org.

    To register by phone, please call 1-800-582-2452.
     

    Update on Practice in the 2d Circuit Court of Appeals 2014
     

    3.5 MCLE Credits:

    2.0 Areas of Professional Practice, 1.5 Skills
    This course has been approved for all attorneys, including those who are newly admitted (less than twenty-four months).
     
     
    * Pick up practical tips designed to enhance the quality of appellate advocacy for both  civil and criminal appeals.
    * Gain useful insight into the inner workings of the court.
    * Take advantage of the opportunity to ask questions of the Second Circuit judges on the panel.
     
    Program Co-Sponsors:
    Committee on Courts of Appellate Jurisdiction
    Committee on Continuing Legal Education
     
    The New York State Bar Association gratefully acknowledges Counsel Press for participating in this program
     
     
     
     
    The Committee on Courts of Appellate Jurisdiction is pleased to offer this timely, half-day course on key elements of successfully handling appeals in the Second Circuit. Designed as a refresher and update for both the experienced federal practitioner and the general litigator who may only occasionally appear in the Second Circuit, the program faculty features Second Circuit Judges, the Clerk of the Court, and experienced appellate practitioners. The program will provide insight into the inner workings of the Court and will emphasize practical tips designed to enhance the quality of appellate advocacy for both civil and criminal appeals in the Second Circuit. The faculty will offer their insight on what they see as current and upcoming issues to be handled by the Court. Registrants will have the opportunity to submit questions for consideration by the faculty – see agenda below.
     
     
    Program Agenda
     
    1:00-1:30 p.m.
    REGISTRATION (outside meeting room)
     
    1:30-1:35
    INTRODUCTION
     
    1:35-2:00
    AN “MRI” OF THE COURT FROM THE CLERK’S OFFICE
         How the clerk's office operates * How briefs and records are processed * How cases are assigned (including for senior judges) * Other basic information that many lawyers may not know exists under the veil. 
     
    2:00-2:30
    CURRENT ISSUES FACING THE COURT
         What's trending? * Why so many rejected e-filings? * Any new rules? * Changes in courthouse procedures or which courthouses are being used? * How sequestration / funding cutbacks have limited court operations * Anything lawyers should know but may be afraid to ask.  
     
    2:30-3:00
    PITFALLS FOR THE UNWARY
          Aspects of federal practice, illustrated by recent cases, where lawyers received an unwelcome surprise * Other errors that have led to dismissal of appeals * Perils of operating in a court of limited subject matter jurisdiction.

    3:00-3:10
    Coffee/Soft Drink Break
     
    3:10-4:40
    ROUNDTABLE DISCUSSION BY JUDGES OF THE COURT
    Registrants may submit questions for the judges and lawyers in advance of the program by emailing them to: appcourts@nysba.org As time allows, as many questions as possible will be discussed during the Roundtable Discussion.
     
    4:40 p.m.
    ADJOURNMENT
     
     
    Program Faculty
     
    Chair, Committee on Courts of Appellate Jurisdiction
     
    Alan J. Pierce, Esq.
    Hancock Estabrook, LLP
    Syracuse
     
     
    Program Planning Co-Chairs
     
    David H. Tennant, Esq.
    Nixon Peabody LLP
    Rochester
     
    Norman A. Olch, Esq.
    Attorney at Law
    New York City
     
     
    Program Planning Committee Member
     
    Denise A. Hartman, Esq.
    Assistant Solicitor General
    Division of Appeals and Opinions
    Office of the New York Attorney General
    Albany
     
     
    Speakers
     
    Hon. Dennis Jacobs
    United States Circuit Judge
    United States Court of Appeals for the Second Circuit
     
    Hon. Robert D. Sack
    United States Circuit Judge
    United States Court of Appeals for the Second Circuit
     
    Hon. Richard C. Wesley
    United States Circuit Judge
    United States Court of Appeals for the Second Circuit


    Caitlin J. Halligan, Esq.

    Gibson, Dunn & Crutcher LLP
    New York City

    Cheryl F. Korman, Esq.
    Rivkin Radler LLP
    Uniondale
     
    Norman A. Olch, Esq.
    Attorney at Law
    New York City
     
    Alan J. Pierce, Esq.
    Hancock Estabrook, LLP
    Syracuse
     
    David H. Tennant, Esq.
    Nixon Peabody LLP
    Rochester 


    Hon. Catherine O'Hagan Wolfe

    Clerk of the Court
    United States Court of Appeals for the Second Circuit


    Prices:

    NYSBA Members: $150

    Non Members: $250
    Note: Registration fees increase ten days prior to the program date.

     

     
    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.
     

     

  • 21

    Succession Planning & Client Transition LPM CLE Webcast

    Special Member Pricing

    $50 NYSBA Members | $150 Non-Members

    Succession Planning and Client Transition
    LPM CLE Webcast

    Tuesday, October 21, 2014
    | 1:00 p.m. - 2:30 p.m. Eastern

    1.5 MCLE Credits

    Sponsored by the Law Practice Management Committee and the Committee on Continuing Legal Education of the New York State Bar Association

    Featuring Joel A. Rose, a nationally recognized law firm management consultant.   

    Presented by nationally recognized law firm management consultant, Joel A. Rose, this program will provide an overview of succession planning and client transition. A nationally recognized Certified Management Consultant and a panel of Managing Partners of law firms will also discuss practical strategies and advice on planning ahead.

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

     

  • 24

    Divorce Anniversaries 2014 NYC

     

    Co-Sponsors:

    Family Law Section
    Committee on Continuing Legal Education

    4.5 TOTAL CREDITS: 3.0 professional practice; 1.5 skills. This course has been approved for MCLE credit in New York for all attorneys, including newly admitted (less than 24 months).
     

      Can’t attend in person? The program at this location is also available via simultaneous live webcast option.
    Note: Newly admitted attorneys (less than twenty-four months) must attend the program in person to receive NewYork MCLE credit.

     

    Given their impending special anniversaries of passage in the New York legislature, this important half-day course will examine the current status and trends of Equitable Distribution (35 years), the CSSA (25 years), and Maintenance (35 years).  The experienced faculty members will analyze not only the current state of the law in these areas, but they will also highlight  the practical calculations and strategies the lawyer must consider in advocating for one side or the other in any particular case. The program also includes the useful review of the latest cases, legislation and trends in all areas of matrimonial law.


    Program Agenda

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

    9:00-9:50
    I. RECENT DECISIONS, DEVELOPING TRENDS, NEW LEGISLATION

    9:50-10:40
    II. THE CHILD SUPPORT STANDARDS ACT

        A. Over the Cap

        B. Variance

        C. 2010 Modification Amendments

        D. Pendente Lite  Applications

        E. What is Income? Is Maintenance in the Pro Ratas?

    10:55-12:10 p.m.
    III. EQUITABLE DISTRIBUTION

        A. Enhanced Earning Percentages

        B. Business and Professional Practices Percentages

        C. Percentages Generally

        D. Practical Tips on What to Seek – Maintenance or Equitable Distribution

    12:10-1:00

    IV. MAINTENANCE

        A. Who Is Getting What and for How Long?

        B. Who Gets Lifetime Maintenance?

        C. Trends in Double-Dipping (Grunfeld and Keane)

    1:00 p.m. ADJOURNMENT
     

    Program Faculty

    Peter R. Stambleck, Esq. (Co-Chair)
    Aronson Mayefsky & Sloan, LLP
    New York City

    Sophie Jacobi-Parisi, Esq. (Co-Chair)
    Mayerson Abramowitz & Kahn, LLP
    New York City

    David Aronson, Esq.
    Aronson Mayefsky & Sloan, LLP
    New York City

    Hon. Matthew F. Cooper
    New York State Supreme Court Justice
    First Judicial District
    New York City

    Emily Ruben, Esq.
    Attorney-in-Charge
    Brooklyn Neighborhood Office
    The Legal Aid Society, Civil Practice
    Brooklyn

    Bruce J. Wagner, Esq.
    McNamee, Lochner, Titus & Williams, P.C.
    Albany

     

    Overall Program Planning Co-Chairs (in alphabetical order)

    Joan Casilio Adams, Esq.
    J. Adams & Associates, PLLC
    Williamsville

    Rosalia Baiamonte, Esq.
    Gassman Baiamonte Betts, PC
    Garden City

    Henry S. Berman, Esq.
    Berman Frucco Gouz Mitchel & Schub p.c.
    White Plains

    Charles P. Inclima, Esq.
    Inclima Law Firm, PLLC
    Rochester

    Sophie Jacobi-Parisi, Esq.
    Mayerson Abramowitz & Kahn, LLP
    New York City

    Peter R. Stambleck, Esq.
    Aronson Mayefsky & Sloan, LLP
    New York City

    Bruce J. Wagner, Esq.
    McNamee, Lochner, Titus & Williams, P.C.
    Albany

     
    NOT A FAMILY LAW SECTION MEMBER?  JOIN TODAY AND ENJOY VALUABLE BENEFITS.
    - Connect and network with fellow attorneys
    - Enhance your knowledge with Section publications
    - Save 15% on this program!
    Call (800) 582-2452 and join today!

     

    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.

     

    Risk Management 2014 LPM CLE Program Long Island

    $140 NYSBA Member Rate | $240 Non-Members

    Risk Management 2014 | Statewide CLE Program
    Friday, October 24, 2014 | 9:00 a.m. – 1:00 p.m. | Long Island
    4.0 MCLE Ethics Credits  
     
    Hilton Huntington | 598 Broadhollow Road | Melville, NY 11747
     

     

     

      
    View the Brochure 

     View the Agenda

     


     
     
    Overall Planning Chair
    Marian C. Rice, Esq.
    L'Abbate Balkan Colavita & Contini, LLP, Garden City, NY
     
    Speakers
    Janice J. DiGennaro, Esq., Rivkin Radler LLP
    Mark K. Anesh, Esq., Lewis Brisbois Bisgaard & Smith LLP
    Matthew K. Flanagan, Esq.
    Catalano Gallardo & Petropoulos LLP
    Mike Mooney, USI Affinity
     
    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.   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)
     
    10:00 a.m. – 10:10 a.m.    Refreshment Break
     
    10:10 a.m. – 11:00 a.m.    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)
     
     
    11:00 a.m. – 11:10 a.m.    Refreshment Break
     
    11:10 a.m. – 12:00 p.m.    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)
     
     
    12:00 p.m. – 12:50 p.m.    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)
     
     
    12:50 p.m. – 1:00 p.m.    Question and Answer Session
     
    1:00 p.m.   Adjournment
     
     
    Pricing
    NYSBA Members $140 | Non Members $240 | Student Members $35
     
     
    Sponsored by the Law Practice Management Committee, Committee on Association Insurance Programs and Committee on Continuing Legal Education of the New York State Bar Association
     
     
    Learn more about Law Practice Management resources | www.nysba.org/LPM
    Social Media Issues in Labor & Employment Law 2014 ALB

     

     

    Social Media and the Workplace: Labor and Employment Legal Issues

    Co-Sponsors:

    Labor and Employment Law Section
    Committee on Continuing Legal Education
     

    4.0 TOTAL CREDITS: 2.5 professional practice; 0.5 skills; 1.0 ethics
    This course has been approved for MCLE credit in New York for all attorneys, including newly admitted (less than 24 months).
     

    As in many rapidly evolving areas of technology, the law is catching up with the use, and misuse, of social media in the employment context. This important program will highlight the current state of this rapidly changing area of law and its application in the private and public sectors of the workplace, as well as the acceptable and unacceptable practices and behavior of employers and employees in accessing and using social media (Facebook, Twitter, blogs, etc.) in the workplace, especially in hiring and investigation contexts.

    Included in the program is a segment on the ethical implications of social networking by attorneys and clients.
     

    Program Agenda

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

    9:00-9:50
    I. SOCIAL NETWORKING AND THE NATIONAL LABOR RELATIONS ACT
              A. Primer on §7 of the NLRA and NLRB procedures
              B. Scope of NLRA protections for mutual aid and protection and union activity in cyberspace
              C. NLRA Limitations on the scope of workplace policies

    9:50-10:40
    II. SOCIAL MEDIA AND PUBLIC SECTOR LABOR AND EMPLOYMENT LAW
              A.The scope of protections and the duty to negotiate under the Taylor Law
              B. Implications of the First and Fourth Amendments to the U.S. Constitution
              C. Protections afforded under the Lawful Activities Law
              D. Arbitral and administrative disciplinary decisions

    10:40-10:55
    Coffee Break

    10:55-11:45
    III. USE OF SOCIAL MEDIA IN HIRING, INVESTIGATIONS AND LITIGATION
              A. Use of social media in hiring decisions
              B. Use of social media during internal investigations
              C. Accessing employee social media accounts
              D. Social media in e-discovery

    11:45-12:35 p.m.
    IV. LEGAL ETHICAL IMPLICATIONS OF SOCIAL NETWORKING BY ATTORNEYS AND CLIENTS
              A. Preservation of client confidences
              B. Inadvertent discovery of privileged material
              C. Accessing metadata
              D. Communicating with adverse parties, jurors and judges
              E. Use of LinkedIn and limitations to attorney advertising

    12:35 p.m.
    ADJOURNMENT
     

    Progam Faculty (in alphabetical order)

    Michael D. Billok, Esq.
    Bond Schoeneck & King PLLC
    Albany

    Beth A. Bourassa, Esq.
    Whiteman Osterman & Hanna LLP'
    Albany

    Ronald G. Dunn, Esq.
    Gleason Dunn Walsh & O'Shea
    Albany 

    Laura R. Hallar, Esq.
    Associate Attorney
    New York State United Teachers
    Albany

    Robert Heverly, Esq.
    Associate Professor of Law
    Albany Law School
    Albany

    Barnett Horowitz, Esq.
    Resident Officer
    National Labor Relations Board - Region 3
    Albany

    Robert F. Manfredo, Esq.
    Bond Schoeneck & King PLLC
    Albany

    Alicia L. McNally, Esq.
    Administrative Law Judge and Assistant Counsel
    New York Public Employment Relations Board
    Albany

    Monica R. Skanes, Esq.
    Whiteman Osterman & Hanna LLP
    Albany

    Kenneth L. Wagner, Esq.
    Blitman & King LLP
    Syracuse

    Eric E. Wilke, Esq.
    Senior Associate Counsel
    CSEA, Inc.
    Albany

    John F. Wirenius, Esq.
    Deputy Chairperson
    New York Public Employment Relations Board
    Abany

    Progam Planning Committee (in alphabetical order)

    Gary H. Glaser, Esq.
    Seyfarth Shaw LLP
    New York City

    William A. Herbert, Esq.
    Distinguished Lecturer, Hunter College, City University of New York
    Executive Director, National Center for the Study of Collective Bargaining in Higher Education and the Professions
    New York City

    Norma G. Meacham, Esq.
    Whiteman Osterman & Hanna LLP
    Albany

     

    NOT A LABOR AND EMPLOYMENT LAW SECTION MEMBER?  JOIN TODAY AND ENJOY VALUABLE BENEFITS.
    - Connect and network with fellow attorneys
    - Enhance your knowledge with Section publications
    - Save 15% on this program!
    Call (800) 582-2452 and join today!



    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.

     

  • 30

    Risk Management 2014 LPM CLE Program Albany

    $140 NYSBA Member Rate | $240 Non-Members

    Risk Management 2014 | Statewide CLE Program
    Thursday, October 30, 2014 | 9:00 a.m. – 1:00 p.m. | Albany 
    4.0 MCLE Ethics Credits  
     

    Location: New York State Bar Association | One Elk Street | Albany, NY 12207
     
     
     
    Overall Planning Chair
    Marian C. Rice, Esq.
    L'Abbate Balkan Colavita & Contini, LLP, Garden City, NY
     
    Albany Local Chair
    Scott W. Bush, Esq. (Albany Chair)
    Corrigan, McCoy & Bush, PLLC
    Rensselaer, NY
     
    Speakers
    Paul G. Ferrara, Esq., Costello, Cooney & Fearon, PLLC
    William T. McCaffery, Esq., L'abbate, Balkan, Colavita & Contini, LLP
    Mike Mooney, USI Affinity
     
     
    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.   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)
     
    10:00 a.m. – 10:10 a.m.    Refreshment Break
     
    10:10 a.m. – 11:00 a.m.    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)
     
     
    11:00 a.m. – 11:10 a.m.    Refreshment Break
     
    11:10 a.m. – 12:00 p.m.    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)
     
     
    12:00 p.m. – 12:50 p.m.    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)
     
     
    12:50 p.m. – 1:00 p.m.    Question and Answer Session
     
    1:00 p.m.   Adjournment
     
     
    Pricing
    NYSBA Members $140 | Non Members $240 | Student Members $35
     
     
    Sponsored by the Law Practice Management Committee, Committee on Association Insurance Programs and Committee on Continuing Legal Education of the New York State Bar Association
     
     
    Learn more about Law Practice Management resources | www.nysba.org/LPM

      

  • 31

    Divorce Anniversaries 2014 BUFF

     

    Co-Sponsors:

    Family Law Section
    Committee on Continuing Legal Education

    4.5 TOTAL CREDITS: 3.0 professional practice; 1.5 skills. This course has been approved for MCLE credit in New York for all attorneys, including newly admitted (less than 24 months).

     

    Given their impending special anniversaries of passage in the New York legislature, this important half-day course will examine the current status and trends of Equitable Distribution (35 years), the CSSA (25 years), and Maintenance (35 years).  The experienced faculty members will analyze not only the current state of the law in these areas, but they will also highlight  the practical calculations and strategies the lawyer must consider in advocating for one side or the other in any particular case. The program also includes the useful review of the latest cases, legislation, and trends in all areas of matrimonial law.

     

    Program Agenda

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

    9:00-9:50
    I. RECENT DECISIONS, DEVELOPING TRENDS, NEW LEGISLATION

    9:50-10:40
    II. THE CHILD SUPPORT STANDARDS ACT

        A. Over the Cap

        B. Variance

        C. 2010 Modification Amendments

        D. Pendente Lite  Applications

        E. What is Income? Is Maintenance in the Pro Ratas?

    10:55-12:10 p.m.
    III. EQUITABLE DISTRIBUTION

        A. Enhanced Earning Percentages

        B. Business and Professional Practices Percentages

        C. Percentages Generally

        D. Practical Tips on What to Seek – Maintenance or Equitable Distribution

    12:10-1:00
    IV. MAINTENANCE

        A. Who Is Getting What and for How Long?

        B. Who Gets Lifetime Maintenance?

        C. Trends in Double-Dipping (Grunfeld and Keane)

    1:00 p.m. ADJOURNMENT
     

    Program Faculty

    Joan Casilio Adams, Esq. (Chair, Moderator and Speaker)
    J. Adams & Associates, PLLC
    Williamsville

    Hon. John J. Aman
    Deputy Chief Support Magistrate
    Erie County Family Court
    Buffalo

    Paul A. Vance, Esq.
    Vance Law Firm
    Buffalo

    Steven G. Wiseman, Esq.
    HoganWillig
    Amherst
     

    Overall Program Planning Co-Chairs (in alphabetical order)

    Joan Casilio Adams, Esq.
    J. Adams & Associates, PLLC
    Williamsville

    Rosalia Baiamonte, Esq.
    Gassman Baiamonte Betts, PC
    Garden City

    Henry S. Berman, Esq.
    Berman Frucco Gouz Mitchel & Schub p.c.
    White Plains

    Charles P. Inclima, Esq.
    Inclima Law Firm, PLLC
    Rochester

    Sophie Jacobi-Parisi, Esq.
    Mayerson Abramowitz & Kahn, LLP
    New York City

    Peter R. Stambleck, Esq.
    Aronson Mayefsky & Sloan, LLP
    New York City

    Bruce J. Wagner, Esq.
    McNamee, Lochner, Titus & Williams, P.C.
    Albany

     
    NOT A FAMILY LAW SECTION MEMBER?  JOIN TODAY AND ENJOY VALUABLE BENEFITS.
    - Connect and network with fellow attorneys
    - Enhance your knowledge with Section publications
    - Save 15% on this program!
    Call (800) 582-2452 and join today!

     

    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.

     

    Divorce Anniversaries 2014 LI

     

    Co-Sponsors:

    Family Law Section
    Committee on Continuing Legal Education

    4.5 TOTAL CREDITS: 3.0 professional practice; 1.5 skills. This course has been approved for MCLE credit in New York for all attorneys, including newly admitted (less than 24 months).
     

    Given their impending special anniversaries of passage in the New York legislature, this important half-day course will examine the current status and trends of Equitable Distribution (35 years), the CSSA (25 years), and Maintenance (35 years). The experienced faculty members will analyze not only the current state of the law in these areas, but they will also highlight  the practical calculations and strategies the lawyer must consider in advocating for one side or the other in any particular case. The program also includes the useful review of the latest cases, legislation, and trends in all areas of matrimonial law.

     

    Program Agenda

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

    9:00-9:50
    I. RECENT DECISIONS, DEVELOPING TRENDS, NEW LEGISLATION

    9:50-10:40
    II. THE CHILD SUPPORT STANDARDS ACT

        A. Over the Cap

        B. Variance

        C. 2010 Modification Amendments

        D. Pendente Lite  Applications

        E. What is Income? Is Maintenance in the Pro Ratas?

    10:55-12:10 p.m.
    III. EQUITABLE DISTRIBUTION

        A. Enhanced Earning Percentages

        B. Business and Professional Practices Percentages

        C. Percentages Generally

        D. Practical Tips on What to Seek – Maintenance or Equitable Distribution

    12:10-1:00
    IV. MAINTENANCE

        A. Who Is Getting What and for How Long?

        B. Who Gets Lifetime Maintenance?

        C. Trends in Double-Dipping (Grunfeld and Keane)

    1:00 p.m. ADJOURNMENT

     

    Program Faculty

    Rosalia Baiamonte, Esq. (Chair and Moderator)
    Gassman Baiamonte Betts, PC
    Garden City

    Hon. Andrew A. Crecca
    New York State Supreme Court Justice
    Tenth Judicial District
    Central Islip

    Nancy E. Gianakos, Esq.
    Albanese & Albanese LLP
    Garden City

    Glenn S. Koopersmith, Esq.
    Law Offices of Glenn Koopersmith
    Garden City

    Kenneth J. Weinstein, Esq.
    Kenneth J. Weinstein, P.C.
    Garden City

     

    Overall Program Planning Co-Chairs (in alphabetical order)

    Joan Casilio Adams, Esq.
    J. Adams & Associates, PLLC
    Williamsville

    Rosalia Baiamonte, Esq.
    Gassman Baiamonte Betts, PC
    Garden City

    Henry S. Berman, Esq.
    Berman Frucco Gouz Mitchel & Schub p.c.
    White Plains

    Charles P. Inclima, Esq.
    Inclima Law Firm, PLLC
    Rochester

    Sophie Jacobi-Parisi, Esq.
    Mayerson Abramowitz & Kahn, LLP
    New York City

    Peter R. Stambleck, Esq.
    Aronson Mayefsky & Sloan, LLP
    New York City

    Bruce J. Wagner, Esq.
    McNamee, Lochner, Titus & Williams, P.C.
    Albany

     

    NOT A FAMILY LAW SECTION MEMBER?  JOIN TODAY AND ENJOY VALUABLE BENEFITS.
    - Connect and network with fellow attorneys
    - Enhance your knowledge with Section publications
    - Save 15% on this program!
    Call (800) 582-2452 and join today!

     

    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.

     

Nov 2014
  • 05

    Intermediate Elder Law Update 2014 ALB

      

    Co-Sponsors:

    Elder Law and Special Needs Section
    Committee on Continuing Legal Education


    6.0 TOTAL CREDITS: 2.5 professional practice; 2.5 skills; 1.0 ethics. This course has been approved for MCLE credit in New York for all attorneys, including newly admitted (less than 24 months).
     
    This important and timely program planned by the Elder Law and Special Needs Section will explore and review areas that will enable the practitioner to advise clients on many aspects of Medicaid eligibility rules and planning. The program agenda has been designed to cover topics that confront elder law practitioners and their clients on a regular basis.

    As you can see from the program agenda, Medicaid planning is the focus of the program, highlighted by presentations on: Medicaid eligibilityMedicaid trustsMedicaid applications for nursing home and home careMedicaid crisis plans, and retirement accounts and Medicaid planning. The latest legal developments in each area will be addressed, as well as document drafting tips, where appropriate, unforeseen traps for the unwary, and practical guidance in counseling your clients in often challenging Medicaid planning scenarios.

    An hour will also be devoted to ethical issues involved in elder law practice. 

    The faculty at each location will be composed of experienced elder law practitioners who regularly handle these thorny issues.
     


    Program Agenda

    9:00-9:10

    Opening Remarks/Housekeeping Matters

    9:10-10:00
    I. MEDICAID ELIGIBILITY

    10:00-10:50
    II. MEDICAID ASSET PROTECTION TRUST (THE
     IRREVOCABLE INCOME ONLY TRUST)

    10:50-11:10

    Coffee Break

    11:10-12:00 Noon

    III. MEDICAID APPLICATIONS (NURSING HOME AND HOME CARE) WITH AND WITHOUT SPOUSAL REFUSAL

    12:00-1:10 p.m.

    LUNCH (on your own)

    1:10-2:00

    IV. MEDICAID CRISIS PLANS

    2:00-2:50

    V. MEDICAID AND ELDER LAW ISSUES INVOLVING RETIREMENT ACCOUNTS

    2:50-3:10
    Coffee/Soft Drink Break

    3:10-4:00
    VI. ETHICS IN ELDER LAW PRACTICE

    4:00 p.m.

    ADJOURNMENT

     

    Chair and Moderator

    Amy S. O'Connor, Esq.
    McNamee, Lochner, Titus & Williams, P.C.
    Albany

    Speakers (in alphabetical order)

    James R. Barnes, Esq.,
    Burke & Casserly, P.C.
    Albany

    Amy L. Earing, Esq.
    Lavelle & Finn, LLP
    Latham

    Amy S. O'Connor, Esq.
    McNamee, Lochner, Titus & Williams, P.C.
    Albany

    Tara Anne Pleat, Esq.
    Wilcenski & Pleat PLLC
    Clifton Park

    Patricia J. Shevy, Esq.
    The Shevy Law Firm, LLC
    Albany

    Phillip M. Tribble, Esq.
    Tribble Law
    Clifton Park

     
     
    Statewide Planning Co-Chairs

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

    Frances M. Pantaleo, Esq.
    Bleakley Platt & Schmidt LLP
    White Plains
     
     
    NOT AN ELDER LAW AND SPECIAL NEEDS SECTION MEMBER?  JOIN TODAY AND ENJOY VALUABLE BENEFITS.
    - Connect and network with fellow attorneys
    - Enhance your knowledge with Section publications
    - Save 15% on this program!
    Call (800) 582-2452 and join today!
     
     
     
    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.
     
     
     
     
  • 06

    Intermediate Elder Law Update 2014 NYC

    Co-Sponsors:

    Elder Law and Special Needs Section
    Committee on Continuing Legal Education


    6.0 TOTAL CREDITS: 2.5 professional practice; 2.5 skills; 1.0 ethics.


    This course has been approved for MCLE credit in New York for all attorneys, including newly admitted (less than 24 months).

    Can’t attend in person? The program at this location is also available via simultaneous live webcast option.
    Note: Newly admitted attorneys (less than twenty-four months) must attend the program in person to receive New York MCLE credit.

    This important and timely program planned by the Elder Law and Special Needs Section will explore and review areas that will enable the practitioner to advise clients on many aspects of Medicaid eligibility rules and planning. The program agenda has been designed to cover topics that confront elder law practitioners and their clients on a regular basis.

    As you can see from the program agenda, Medicaid planning is the focus of the program, highlighted by presentations on: Medicaid eligibility, Medicaid trusts, Medicaid applications for nursing home and home care, Medicaid crisis plans, and retirement accounts and Medicaid planning. The latest legal developments in each area will be addressed, as well as document drafting tips, where appropriate, unforeseen traps for the unwary, and practical guidance in counseling your clients in often challenging Medicaid planning scenarios.

    An hour will also be devoted to ethical issues involved in elder law practice.

    The faculty at each location will be composed of experienced elder law practitioners who regularly handle these thorny issues.


    Program Agenda

    9:00-9:10

    Opening Remarks/Housekeeping Matters

    9:10-10:00
    I. MEDICAID ELIGIBILITY

    10:00-10:50
    II. MEDICAID ASSET PROTECTION TRUST (THE
    IRREVOCABLE INCOME ONLY TRUST)

    10:50-11:10

    Coffee Break

    11:10-12:00 Noon

    III. MEDICAID APPLICATIONS (NURSING HOME AND HOME CARE) WITH AND WITHOUT SPOUSAL REFUSAL

    12:00-1:10 p.m.

    LUNCH (on your own)

    1:10-2:00

    IV. MEDICAID CRISIS PLANS

    2:00-2:50

    V. MEDICAID AND ELDER LAW ISSUES INVOLVING RETIREMENT ACCOUNTS

    2:50-3:10
    Coffee/Soft Drink Break

    3:10-4:00
    VI. ETHICS IN ELDER LAW PRACTICE

    4:00 p.m.

    ADJOURNMENT

    Chair and Moderator

    Pauline Yeung-Ha, Esq.

    Grimaldi & Yeung LLP
    New York City

    Speakers (in alphabetical order)