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.
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
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
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
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 | www.nysba.org/LegalMalpracticeCLE
Marketing and Business Development 101 for Small to Medium
4.5 MCLE Credits |
Get involved with the NYSBA Tech Community. Learn more at http://communities.nysba.org.
Stay informed. Follow NYSBA LPM on Twitter | http://twitter.com/NYSBALPM.
To view the full list of Law Practice Management Programs for members, click here.