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The Top 6 Things Both Clients and Attorneys Planning for Retirement Must Understand and Do

Senior Lawyers Section Fall Meeting


Wednesday, November 28, 2018
9:00 a.m. - 4:00 p.m.
Westchester Marriott | 670 White Plains Road | Tarrytown, NY

6.0 MCLE credits in Areas of Professional Practice

Additional information and/or to register online

Senior Lawyers Section 2018 Annual Meeting - VFG24

Topics:
Ethical Issues for Senior Attorneys
Second Season of Service
Selling a Law Practice and Planning Ahead

3.0 MCLE including 2.0 credits in Areas of Professional Practice and 1.0 credit in Ethics for both experienced attorneys only.

NYSBA Member Price: $125 | Non-Member Price: $225
Senior Lawyers Section Member Price: $85

Click for additional details or to register online.


Senior Lawyers Section 2016 Fall Meeting - VSLSFA16

The Nine Essential Planning Documents

Topics:
Advance Directives for Health Care
Powers of Attorney
Last Wills and Testaments
Revocable Living Trusts and Irrevocable Trusts

4.0 MCLE credits in Areas of Professional Practice, for both experienced and newly admitted attorneys.

NYSBA Member Price: $125 | Non-Member Price: $200
Senior Lawyers Section Member Price: $100

Click for additional details or to register online.


RETIREMENT PLANNING FOR CLIENTS AND THE SENIOR LAWYER: 
THE LEGAL, FINANCIAL, ESTATE TAX AND LONG TERM CARE PLANNING IMPLICATIONS FOR CLIENTS AND PROSPECTIVE RETIREES 

Free to Senior Lawyers Section Members

SLS Fall Meeting 2015

View Recording (member log-in required)

Not a member of the Senior Lawyers Section? Join today and receive free access to this program recording, and more. Join online, or call the Member Resource Center at (800) 582-2452 (M-F, 8am-5pm). Dues are only $20/year with NYSBA membership.

Program materials are also available for download with the recording.

Recorded October 28, 2015 (New York, NY)

MCLE credit is not available for this recording.

Program Topics: 

  • Understanding Your Social Security Retirement Benefits
  • Understanding the Basics of Retirement Plans and IRA Distribution Rules
  • The Basics of Annuities and Life Insurance Benefits
  • Medicaid and Long Term Care Issues Relevant to IRAs, Retirement Plans, Annuities and Life Insurance Benefits
  • Creditor and Domestic Relations Law Issues Relevant to Retirement Accounts
  • Ethics: Formalities of Retirement Vis a Vis Your Clients, the Office of Court Administration and Your Malpractice Insurance Carrier

Speakers:  
Robert K. Leitner CFP, Financial Advisory Network, Scarsdale, NY | Anthony J. Enea, Esq., Enea, Scanlan & Sirignano LLP, White Plains, NY | Daniel S. Rubin, Esq., Moses & Singer LLP, New York, NY | Charles J. Newman, CLU, The Charles J. Newman Co., LLC, Hawthorne, NY | Sara Meyers, Esq., Enea, Scanlan & Sirignano, LLP, White Plains, NY | Nancy D. Kellman, Esq., Law Office of Nancy D. Kellman, White Plains, NY | Matthew Lee-Renert, Esq., NYS Grievance Committee for the 9th Judicial District, White Plains, NY

Questions? Contact seniorlawyers@nysba.org

Senior Lawyers Section Members Only! (Free)

Issues in Planning for Children within the Autism Spectrum and Diagnosed with Other Disabilities 
Recorded February 9, 2015 | New York Hilton Midtown

• Utilizing Special Needs Trusts (First Party and Self Settled) 
• Education and School Issues Affecting Children With Disabilities 
• Utilizing Article 17A and Article 81 Guardianships For Disabled Children 
• Housing Issues For Disabled Children 
• Medicaid/SSI/SSD Eligibility Issues for Disabled Children 


> VIEW RECORDING AND MATERIALS

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If further assistance is required, please contact the State Bar Service Center at (800) 582-2452 (M-F, 8am-5pm), or email SeniorLawyers@nysba.org.

Note: this is a non-CLE recording.

Not a member of the Senior Lawyers Section? 

Join Here to gain free access to this recording, or join by phone by calling the State Bar Service Center at (800) 582-2452. (Annual dues are just $20 with NYSBA membership)



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

Free archive webcast | Recorded May 19, 2014

Panelists:
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)
Andra Moss (International Senior Lawyers Project)

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

View Program Video
(free)

As people are living and working longer, the definition of what it means to be a senior continues to evolve. The demographics affect us all, including lawyers. Senior lawyers currently make up 25 percent of the Association’s membership, and include those who continue to work full time at law firms or in solo practices, as well as those who opt for part-time employment opportunities or donate pro bono services in their communities. In July 2006, the New York State Bar Association formed a special committee to recognize such lawyers and the unique issues that they face. As the result of the work of this committee, in 2008, the House of Delegates approved creation of the first Senior Lawyers Section of the New York State Bar Association.

Meet the Chair:

C. Bruce Lawrence


C. Bruce Lawrence, Esq. (view profile)

Executive Committee Roster


Senior Lawyers Section Profile

Lawyers who are age 55 or older have valuable experience, talents, and interests. Many such senior lawyers are considering or have already decided whether to continue to pursue their full-time legal careers or whether to transition to a new position, a reduced time commitment at their current position and/or retirement from a full-time legal career. Accordingly, the Senior Lawyers Section has been created and charged with the mission of:

  • Providing opportunities to senior lawyers to continue and maintain their legal careers as well as to utilize their expertise in such activities as delivering pro bono and civic service, mentoring younger lawyers, serving on boards of directors for business and charitable organizations, and lecturing and writing;
  • Providing programs and services in matters such as job opportunities; CLE programs; seminars and lectures; career transition counseling; pro bono training; networking and social activities; recreational, travel and other programs designed to improve the quality of life of senior lawyers; and professional, financial and retirement planning; and
  • Acting as a voice of senior lawyers within the Association and the community

Scope of Activities

The Senior Lawyers Section seeks to address such issues as:

  • Career continuity
  • Career changes
  • The desire and opportunity to:
    • Render pro bono service
    • Serve on boards
    • Mentor other attorneys
    • Take CLE courses relevant to seniors
  • Social activities for seniors

2018-19 Section Officers

Chair: C. Bruce Lawrence
Chair-Elect: Anthony J. Enea
Vice-Chair: Elizabeth J. McDonald
Treasurer: Charles E. Lapp, III


VIEW THE LATEST SENIOR LAWYER

The Senior Lawyer features substantive articles for lawyers who are age 55 or older and is published to help with career continuity and career changes. Articles that have appeared in past issues include such topics as value of important papers, estate planning, ethical issues, life settlements and retaining and maintaining closed files. Also included are updates on Section news, committee reports, programs and events. The Senior Lawyer is published by the Senior Lawyers Section and distributed to Section Members free of charge.
Read Now>

Senior Lawyers SEction Community

We are pleased to announce that the Senior Lawyers Section now offers a a professional online private community—for Senior Lawyers Section members only.

BLS Communities Slider

The new Community offers a wealth of valuable tools:

  • Online discussion forum (also accessible by email)
  • Resource Library (repository of information)
  • searchable directory of all members
  • individual profiles (linkable to LinkedIn)
  • personalized privacy settings
  • customized options for receiving communications (format, frequency)
  • free downloadable mobile app

As with the previous listserve, certain basic rules of (n)etiquette should be observed. For a detailed description of the NYSBA Communities Rules & Etiquette, click here.

If you have questions or need assistance with the Community, please contact NYSBA IT staff Brandon Vogel at bvogel@nysba.org or 518-487-5644.

Enter the Senior Lawyers Section Community (members only)