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

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
Speaker: Daniel S. Timins, Esq., Law Offices of Daniel Timins, P.C.

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

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

Learn more about the Law Practice Management Committee | www.nysba.org/LPM


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