The Shoemaker Has No Shoes: Estate Planning, Retirement Planning, and Partnership Agreements for Attorneys

Attorneys Michael Markoff, Andrew E. Roth, and Gregory Tapfar, of Danzinger & Markoff, LLP, team up to discuss the importance of life and estate planning for attorneys.   

This program examines the importance of planning for retirement and death, not just for clients, but for ourselves as attorneys. The discussion includes the importance of partnership agreement and exit strategies in the case of disability, retirement, or death of an attorney. The panel also covers how to protect yourself regarding issues relating to the management of the firm and profit allocation, as well as the benefits of implementing a retirement plan for your practice which will enable you to maximize the benefits you receive - which are exempt from creditors - while minimizing staff costs, and the need to have a will and trusts to minimize or avoid estate tax.    

Learning Objectives:

I.    Understand your partnership agreement 

II.   Protect yourself and your interests in the case of disability, retirement, or death

III.  Implement a retirement plan