Retirement Planning: Preparing Your Clients (and Yourself!)

Tuesday, October 16, 2018 | 6:00 p.m. – 9:00 p.m.

Program Co-Chairs:
Naomi Levin Grimaldi & Yeung LLP	Katya Sverdlov, CFA Law Offices of Katya Sverdlov

Description
Faculty
Agenda
CLE Credit
Sponsors

This program will offer attorneys a comprehensive overview of the legal, financial and practical considerations of retirement planning. The three-hour program will include presentations in three primary areas of concern to most retirees, i.e. healthcare costs, income and retirement benefits. The program will also help attorneys identify potential issues for New York or dual-state residents, and will include a presentation on the practical and ethical considerations of closing a law practice that will be applicable to many solo and small firm attorneys who may attend the program. The goal of the program is to educate the attendees about the various government and private benefits available to retirees and seniors, to be incorporated into any conversation about planning for retirement.

Live Program & Webcast: $99 for Members | $199 for Nonmembers
Government/Nonprofit/Academic: Free for Members | $99 for Nonmembers

Members who are Recent Law Graduates, Newly Admitted Lawyers (earliest admission 2016-2018 in any state or country), In-House/Corporate Counsel, or Judges (and their staff) attend this program for free.

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Bruce Birnbaum Birnbaum Advisory	Eric Hausman Medicare Education Consultants	Linda S. Kagan The Kagan Law Group
Howard S. Krooks Elder Law Associates PA	Rosanna Roizin Rosanna Roizin, P.C	Jennifer Taboda BlackRock

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6:00 p.m. – 6:05 p.m.	Welcome/Introduction
6:05 p.m. – 6:55 p.m.	Healthcare Issues: Paying for Care Speakers: Eric Hausman, Medicare Education Consultant (6:05 – 6:30) Medicare and Medicare Supplements – when and what to sign up for Rosanna Roizin, Roizin Law (6:30 – 6:55) Medicaid – overview of NYS benefits and eligibility Other Government Benefits: SNAP, HEAP, STARR, SCRIE
6:55 p.m. – 7:45 p.m.	Maximizing Income After Retirement Speaker: Jennifer Taboda, BlackRock (6:55 – 7:20) Social security – when to take it, how to maximize it Speaker: Bruce Birnbaum, Birnbaum Advisory (7:20 – 7:45) Social security – when to take it, how to maximize it Pensions and other retirement plans Long Term Care Insurance – how to evaluate it, and when to buy Last-minute retirement planning options? Annuities? Life insurance?
7:45 p.m. – 7:55 p.m.	Refreshment Break
7:55 p.m. – 8:25 p.m.	Retiring Out-of-State: Issue Spotting with your Clients Speaker: Howard Krooks, Elder Law Associates, PA Benefit Eligibility Income Taxes Estate Taxes & Probate Issues
8:20 p.m. – 8:50 p.m.	Closing Your Law Practice or Small Business: Practical and Ethical Considerations Speaker: Linda Kagan, The Kagan Law Group, P.C Fee sharing with retired partners and surviving spouses Returning documents, what to do with original Wills Client notice/consent for sale of practice Issues related to the inheritance of law practice
8:50 p.m. – 9:00 p.m.	Closing Remarks/Reserved Time Panelists

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CLE Credit
NY: 3.0 Professional Practice
NJ: 3.3 General
CA: 3.0 General
PA: 2.5 General

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Sponsoring Association Committee:
Legal Problems of the Aging Committee | Britt Burner, Chair
Senior Lawyers Committee | Barry M. Bloom, Chair

Sponsorship Opportunities are Available! Please Contact:
Angie Avila, Membership Outreach and Sponsorships Manager | (212) 382-6608 | aavila@nycbar.org

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