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The Road to Retirement 2018

Product ID: CA2853D
Presented By: State Bar of Wisconsin PINNACLE

Co-produced with the Senior Lawyers Division of the State Bar of Wisconsin

Retirement can happen sooner than expected. Even for lawyers who have spent their lives assisting others with their retirement planning can often put off the preparation needed for a smooth transition into retirement because they do not know where to begin or where to turn for assistance.

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Select a Format

OnDemand Seminar

Pricing

Member $249.00

Non-Member $329.00

Credits

6.5 CLE

Credits are no longer available for this OnDemand program.

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

Co-produced with the Senior Lawyers Division of the State Bar of Wisconsin

Retirement can happen sooner than expected. Even for lawyers who have spent their lives assisting others with their retirement planning can often put off the preparation needed for a smooth transition into retirement because they do not know where to begin or where to turn for assistance.

Read More ↓

Morning Session:
Part 1: Preparing for Retirement
Presenter: James A. Jaeger
This presentation will address how to utilize a financial advisor to begin the process of creating a retirement plan.

Part 2: Medicare/Social Security Considerations
Presenter: Heather B. Poster, Becker, Hickey & Poster, S.C.
This presentation will provide helpful guidance in regards to applying for benefits and obtaining supplemental coverage through available health care programs.

Part 3: Addressing Family Finances in Retirement
Presenter: Steve Sorenson, von Briesen & Roper S.C.
This presentation will address Social Security benefits for family members and other family finances in retirement.

Part 4: Technology Issues in Retirement
Presenter: Christopher Shattuck, State Bar of Wisconsin
This presentation will provide information and materials on State Bar resources and available technology to assist with the transition into retirement.
Afternoon Session:
Part 1: Transition Planning
Presenter: Steve Sorenson, von Briesen & Roper S.C.
This presentation will provide guidance on transition planning by addressing the following:

  • Meeting the Needs of Clients
  • Transferring Clients
  • Finding a Successor Attorney
  • For Solo and Small Firms, How to Plan for Death or Disability

Part 2: Identifying Diminished Capacity
Presenter: Rob Gunderman, Alzheimer’s and Dementia Alliance of Wisconsin
This presentation will address how to identify diminished capacity, and guidelines for employers and businesses to assist partners, employees, and personnel who exhibit problems with Alzheimer’s and dementia.

Part 3: Ethics of Transitions
Presenters: Steve Sorenson, von Briesen & Roper S.C.
Dean Dietrich, Ruder Ware L.L.S.C.


This presentation will address the questions and concerns lawyers face when transitioning out of the practice of law and of retirement including:

  • Of Counsel Status
  • Joint Representation
  • Referral Arrangements
  • Selling the Law Practice
  • Competency During Transition
  • Limited Scope Representation
  • Client Files – New Opinions
  • Rules related to Transferring Clients
  • Ethics of Serving on Boards
  • Dealing with Prospective Clients
  • Pro Se Representation
  • Identifying When Are You Still a Lawyer
  • Purchasing Tail Insurance
  • Learn about the different types of health care programs and how they affect you
  • Get strategies for winding down involvement in your practice while maintaining legal quality
  • Explore the ethical considerations of closing, transferring, or selling a practice
  • Senior Lawyer Division members
  • Attorneys planning to retire
  • Any lawyer interested in more information about retiring from practice
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