Succession Planning: Retirement 101
Planning for the Golden Years
This full-day program will provide an overview of succession planning and practical strategies and advice on planning ahead, including:
- Financial Planning Issues Impacting Your Retirement from the Practice of Law
- Long-Term Care Insurance and Planning for Long Term Care
- Federal and New York Estate and Gift Tax Issues
- The Sale of a Law Practice and Its Tax Issues
- The Mechanics of a Sale of a Law Practice
- What Other Issues Will Impact My Retirement and Finances
Thursday, October 31, 2019
9:00 a.m. – 4:00 p.m. | Live Program
This program will be recorded and available as an archive.
DoubleTree Hilton Tarrytown
455 S Broadway | Tarrytown, NY
6.0 MCLE Credits
4.0 Areas of Professional Practice | 1.0 Law Practice Management | 1.0 Ethics
NYSBA Members: $175 | Senior Lawyers Section: $100 | Non-Members: $275
Anthony J. Enea, Esq. | Enea, Scanlan & Sirignano, LLP
David Birnbaum | Introducing Topic #1 | Senior Vice President - Investment Officer | PIM-Portfolio Manager | Wells Fargo Advisors
Charles J. Newman | CLU of Charles Newman Company
Daniel S. Rubin, Esq. | Moses & Singer, LLP
Howard Klein | CPA of Citrin Cooperman, LLP
Mandeep Trivedi | ASA of Citrin Cooperman LLP
David A. Newberg, Esq. | Collier, Halpern and Newberg, LLP
Matthew Lee-Renert, Esq. | NYS Grievance Committee for the 9th Judicial District
Sara Meyers, Esq. | Enea, Scanlan & Sirignano, LLP
Lauren C. Enea, Esq. | Enea, Scanlan & Sirignano, LLP
Sponsored by the Senior Lawyers Section, the Committee on Continuing Legal Education and the Law Practice Management Committee of the New York State Bar Association.
Newly Admitted Attorneys: For more information about the CLE Rules, please go to www.nycourts.gov/Attorneys/CLE.
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.
If you have any questions about this program, please contact Michella Hand, CLE Program Manager, or Tara Covert, CLE Program Coordinator.
For any questions related to program registration, please contact the NYSBA Member Resource Center by email at [email protected], or by phone at 800-582-2452.