Succession Planning: Retirement 101

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

Speakers:

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