RACIAL EQUITY: It's Time to Step Up. We Need Your Help. Click Here.

Finish Strong: Understanding Social Security and Medicare Challenges in Practicing Law and Retiring (2016)

Product ID: CA2512D
Presented By: State Bar of Wisconsin PINNACLE

Retirement readiness

Getting ready to retire or know someone who is? Don’t miss this special CLE session covering what every lawyer needs to understand about preparing for retirement and successfully ending a legal practice.

Finish Strong is divided into two parts. Part 1 focuses on the personal side of retirement, with advice on getting started with Medicare and Social Security. Part 2 highlights what’s necessary for ensuring your clients, files, and other aspects of your practice are ethically managed as you leave practice.

Read More ↓

Interested in sponsoring this program? Find out more.

Select a Format

OnDemand seminar

Pricing

Member $219.00

Non-Member $299.00

Credits are no longer available for this OnDemand program.

Quantity:
Maximum quantity must be less than or equal to 1.

Retirement readiness

Getting ready to retire or know someone who is? Don’t miss this special CLE session covering what every lawyer needs to understand about preparing for retirement and successfully ending a legal practice.

Finish Strong is divided into two parts. Part 1 focuses on the personal side of retirement, with advice on getting started with Medicare and Social Security. Part 2 highlights what’s necessary for ensuring your clients, files, and other aspects of your practice are ethically managed as you leave practice.

Read More ↓

Finish Strong is divided into two parts. Part 1 focuses on the personal side of retirement, with advice on getting started with Medicare and Social Security. Part 2 highlights what’s necessary for ensuring your clients, files, and other aspects of your practice are ethically managed as you leave practice.

Part 1: Understanding Social Security & Medicare

Even for elder law attorneys, navigating Social Security and Medicare can get complicated. Laura Schimberg, Elder Benefit Specialist at the Aging and Disability Resource Center of Ozaukee County, answers common questions and goes over important information on Social Security, including:

  • How to sign up for Social Security
  • Key factors to consider when signing up, including age
  • Benefit coordination

In addition, discover Medicare details that can help you make smart coverage choices, including:

  • What’s covered by Medicare Parts A & B
  • Premiums
  • Gaps in coverage
  • Medicare Advantage v. separate drug coverage and other insurance options
  • Employer or retiree health insurance
  • Spousal considerations

Part 2: Challenges in Practicing Law and Retiring

For lawyers, retirement isn’t as simple as boxing up office decorations. From informing your current clients to closing your firm, retirement involves plenty of careful preparation. Risk managers, ethics counsels, and even a judge come together for a panel discussion on how to ethically retire from legal practice. Topics include:

  • Closing, transferring, or selling a practice
  • Disclosure of clients and files
  • Assuring continuity of service to clients
  • Succession in event of death, disability, or health issues
  • Practicing pro bono or giving informal advice in retirement
  • Learn how to sign up for Social Security and coordinate benefits
  • Understand the ins and outs of Medicare Parts A & B
  • Get strategies for handing over clients and confidential information to other lawyers
  • Explore the ethical considerations of closing, transferring, or selling a practice
  • Find out what it takes to do pro bono work after retirement
  • Senior Lawyers Division members
  • Attorneys planning to retire
  • Any lawyer interested in more information about retiring from practice
0 Customer Reviews
5 star
0%
4 star
0%
3 star
0%
2 star
0%
1 star
0%

Customer Reviews

Share your thoughts with other customers by being the first to review this product and or seminar.