Law Practice Management

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Law Practice Management resources provide lawyers, law firm managers and legal professionals with information on practice management trends, marketing, client development, legal technology and finance. Whether you’re a solo practitioner or a managing partner at a national law firm, you’ll find law practice management resources to meet your day-to-day practice needs. Checklists, best practices, publications and continuing legal education programs provide up-to-date information and practical tips to help you better manage your law practice.

Upcoming Programs

2015 NYSBA Annual Meeting | “LPM Day” Program

Thursday, January 29, 2015 | 9:00 a.m. – 5:00 p.m.

Planning Ahead and Preparing for Retirement (or Transition): Learn How to Protect Your Clients, Your Family and Your Peace of Mind

7.5 MCLE Credits

Co-sponsored by the Law Practice Management Committee, the Committee on Attorney Professionalism, the Senior Lawyers Section, Lawyer Assistance Committee, the Elder Law Section and the Trusts and Estates Law Section of the New York State Bar Association

Hilton New York Midtown | 1335 Avenue of the Americas at 55th | NYC

Register Online Now! Or download Annual Meeting Registration Form and return with your payment by faxing to 518.463.5993

Agenda Topics

Keynote Presentation | Framing the Issues Faced by the “Graying” Legal Profession
Hon. Eugene F. Pigott, Associate Judge, New York State Court of Appeals

Planning Ahead – The “Guide” and How to Use It
Speakers: Sarah Diane McShea, Esq. and Anthony Q. Fletcher, Esq.

Planning Ahead for Retirement | Putting Your Personal, Financial and Office Affairs in Order
(a) Determining whether you can afford to retire;
(b) Planning for retirement
(c) Practical advice on how to get there - have you executed all the necessary estate and elder law planning documents and advanced directives needed 

Administration of an Attorney’s Estate
Speakers: Marion Hancock Fish, Esq., Philip Burke, Esq., Joseph Shifflett, Michelle H. Wildgrube, Esq.

Planning Ahead: Disaster and Emergency Preparedness (for personal and natural disasters)
Speakers: Deborah A. Scalise, Esq., Kim Swetland and Hal Stewart

The Impaired Attorney – How to Identify and How to Help Lawyers with Age-Related Physical and Cognitive Impairments
Speakers: Pat Spataro, Henry Kruman, Esq.; Kathryn Meng, Esq.

Succession Planning: Merging or Selling Your Practice
Is the sale or merger of your practice a viable option?
Valuation issues regarding the sale or merger of a law practice
Which option is best for you and your practice?
Speakers: Robert Ostertag, Esq.; Anthony Q. Fletcher, Esq.; Joseph Saeli, Esq.

Closing a Law Practice: Ethics Constraints and Practical Considerations
(a) Transferring, storing and returning client files and documents
(b) Malpractice insurance issues and potential liability
(c) Collecting outstanding legal fees
Speakers: Marian C. Rice, Esq.; Sarah D. McShea, Esq.; Kathryn Meng, Esq.

New Requirement for Retainer Agreements

All four of the Appellate Divisions recently adopted a new rule governing contingent fees in claims and actions for personal injury and wrongful death. The new rule is mandatory. The rules for the respective Appellate Divisions are: First Judicial Department (22 N.Y.C.R.R. Section 603.7[e]); Second Judicial Department (22 N.Y.C.R.R. Section 691.20[e]); Third Judicial Department (22 N.Y.C.R.R. Section 806.13[c]); and Fourth Judicial Department (22 N.Y.C.R.R. Section 1022.31[c]). Lawyers should be aware that the language varies slightly among the different Judicial Departments. Please note, these changes do NOT apply to medical malpractice cases, which are NOT subject to the new rules and must be handled in accordance with NYS Judiciary Law 474-a. 

LPM CLE Programs available online, on demand

Using Powerpoint at Trial
Powerpoint as a Tool of Persuasion

1.5 MCLE Credits |

iPad for Legal Professionals | How To's and Best Practices
1.0 MCLE Credit |

Leveraging Technology in Your Practice |  25 Tips to Streamline Your Practice
2.0 MCLE Credits |

Legal Malpractice | Professional Liability Claims, Litigation Strategies and Ethics
4.0 MCLE Credits |

Marketing and Business Development 101 for Small to Medium Sized Firms
4.5 MCLE Credits |

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To view the full list of Law Practice Management Programs for members, click here.