2017 SENIOR LAWYERS CONFERENCE - LIVE and WEBINAR
Monday, April 3, 9:00AM - 5:00PM
NJ Law Center, New Brunswick
Earn Up to 7.3 credits!
Presented in cooperation with the NJSBA Senior Lawyers Special Committee
Live Program: To register for the live program, click here.
Live Webcast: To register for the live webcast, click here.
Moderator/Speaker: Gary Skoloff, Esq.
Past Chair, NJSBA Family Law Section
Past President, American Academy of Matrimonial Lawyers - NJ Chapter
Past Chair, ABA Family Law Section
Member, New Jersey Supreme Court Family Law Committee
Co-author, New Jersey Family Law Practice (15th Ed., 2013, NJICLE)
Skoloff & Wolfe, PC (Livingston)
Speakers include: Robert Borteck, Esq.
Robert D. Borteck, PC (Livingston)
Tom Geary Account Manager, Horizon Blue Cross and Blue Shield of New Jersey
Peter Greenbaum, Esq. Wilentz, Goldman and Spitzer, PA (Woodbridge)
Gregory F. Dillon, CFA, CFP®, CLTC, NSSA Atlas Advisory Group, LLC (Cranford)
Jeremy Hampton AXA Business Solutions (Secaucus)
Cindy Joseph, CPA Senior Financial Analyst, Financial Research Associates (Edison)
Nemesio Kensora Horizon BCBSNJ
Ellen C. Marshall, Esq. (Ret.)
Gregory J. Roberts The Roberts Group, Morgan Stanley Wealth Management (Lawrenceville)
David B. Rubin, Esq.
Past recipient, New Jersey Commission on Professionalism in the Law’s Professional Lawyer of the Year AwardPast Chair, NJSBA School Law Committee
Past Chair, NJSBA Equity Jurisprudence Committee
Past Chair, NJSBA Professional Responsibility and Unlawful Practice Committee
David B. Rubin, PC (Metuchen)
Michael Saponara, CPA/ABV, JD Financial Research Associates (Edison)
Michael Schaff, Esq. Wilentz, Goldman and Spitzer, PA (Woodbridge)
Donald Vanarelli, Esq., CELA Accredited Veterans Attorney
Former Social Security Claim Representative
Former Chair, NJSBA Elder & Disability Law Section
Law Offices of Donald D. Vanarelli (Westfield)
About The Program:
As a young lawyer, an experienced practitioner or a senior attorney, do you have a strategy in place for retirement? New Jersey attorneys need to be thinking of these issues now. How will repeal of the estate tax impact your practice? Do you have a handle on everything you need to thrive after you retire? Register today to learn the key strategies you need to know to plan your exit strategy with confidence at this 2017 conference.
Program Agenda:
9:00 Welcome by Conference Moderator — Gary N. Skoloff, Esq.
9:05 Key Issues in Winding Up the Solo Law Practice and Other Law Firm Transition Options - Peter A. Greenbaum, Esq.; Michael F. Schaff, Esq.
10:05 Retirement Challenges and Considerations - Jeremy Hampton
10:35 Break
10:45 Estate Planning for Lawyers - Robert T. Borteck, Esq.
12:00 Retirement Income Planning: Planning for Income to Last Your Lifetime - Gregory J. Roberts
12:30 Luncheon
1:30 Social Security and the Retiring Lawyer - Gregory F. Dillon, CFA, CFP®, CLTC, NSSA
2:00 Ethical Implications of Transitioning Your Practice - David B. Rubin, Esq.
2:30 Retirement: Notes from the Field - Ellen C. Marshall, Esq.
3:10 Break
3:20 Medicaid and Long-Term Care Planning as a Permissible Way To Preserve Family Wealth – Donald D. Vanarelli, Esq., CELA
4:00 Retirement Planning: Part II - Michael Saponara, CPA/ABV, JD
4:30 Maximizing Your Medicare Benefits and Other Health Care Options - Medicare Parts A, B, C, and D; Enrollment Periods; Key Features of Health Care Options Outside Medicare – Nemesio Kinsora; Tom Geary
5:00 Closing Remarks - Gary N. Skoloff, Esq.
This conference is not just designed for attorneys age 50 and over who are looking for answers to the many questions they have as they start thinking about retirement, but also young lawyers looking to plan for their future.
A survey conducted in New York showed that among attorneys 50 and over, 24% of respondents didn’t plan to retire until their 70s, 12% planned to keep working as long as they could and 22% hadn’t decided what their future would be. These results show how commonplace it is, and will continue to be, for senior attorneys to practice well into their sixties, and beyond.
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CECILIA W. BLAU, ESQ.
Chair, Senior Lawyers Committee
527 South Springfield Avenue
Springfield, New Jersey 07081
Tel. (973) 467-2555
Fax (973) 467-9599
E-mail:
[email protected]------------------------------