NYSBA Member: $175
The Top 6 Things Both Clients and Attorneys Planning for Retirement Must Understand and Do
Senior Lawyer Section Fall Meeting
Wednesday, November 28, 2018
9:00 a.m. - 4:00 p.m.
Westchester Marriott | 670 White Plains Road | Tarrytown
NYSBA Member: $175 | Senior Lawyers Section Member: $150 | Non-Member: $275
6.0 MCLE Credits: 6.0 Areas of Professional Practice
Can't attend in person? Click Here to Pre-register for the Online Video Replay.
This program is co-sponsored by the Law Practice Management Committee, the Committee on Continuing Legal Education and the Senior Lawyers Section of the New York State Bar Association.
Topics to be Discussed Include:
-Understanding Your Social Security Retirement Benefits and the Elections You Can Make
-Understanding the Basics and Planning for Your IRAs and other Retirement Plans
-The Required Formalities for Retirement vis-a-vis Your Clients, the Office of Court Administration and Your Malpractice Insurance Carrier
-Understanding How Last Wills, Trusts & Advanced Directives can Help Insure Your Planning Goals are Achieved
-The Basics of Medicaid Eligibility for Nursing Home and Home Care Benefits
-Facing the Challenges and Inherent Biases Against Seniors and those with Diminished Capacity
Click Here to View the Program Agenda
Anthony J. Enea, Esq., Enea, Scanlan & Sirignano, LLP
Robert Leitner, Financial Advisory Network
Daniel S. Rubin, Esq., Moses & Singer LLP
Matthew Lee-Renert, Esq., NYS Grievance Committee of the 9th Judicial District
Sara Meyers, Esq., Enea, Scanlan & Sirignano, LLP
Joan Lensky Robert, Esq., Kassoff, Robert & Lerner, LLP
To register by phone please call our Member Resource Center: 1-800-582-2452.
If you have any questions about this program, please contact Jessica Patterson, LPM Program Manager or Pamela Chrysler, CLE Program and Marketing Coordinator.
Out of State Accreditation: This program has also been approved for MCLE credit by the State Bar of California, the Pennsylvania Continuing Legal Education Board and the Board of Continuing Legal Education of the State of New Jersey. If you require MCLE credit in other states, we can provide you a Uniform MCLE Form.
Partial Credit for Program Segments Not Allowed: Under the New York State Continuing Legal Education Board Regulations and Guidelines, attendees at CLE programs cannot get MCLE credit for a program segment (typically, a lecture or panel, of which there are usually several in a program) unless they are present for the entire segment. Those who arrive late, depart early, or are absent for any portion of the segment WILL NOT receive credit for that program segment.
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To view the full list of Law Practice Management Programs, click here.