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

(2376 Ratings)

Produced on: January 15, 2015

Course Format On Demand Audio

Taught by

Categories:

Course Description

Time 90 minutes
Difficulty Intermediate

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 

Faculty

Michael Markhoff

Danziger & Markhoff

Michael Markhoff is a partner in the White Plains law firm of Danziger & Markhoff LLP. He is a graduate of Columbia College (1987) and Brooklyn Law School (1990) and is listed in Best Lawyers in America -Trusts and Estates and Category and Super Lawyers – Trusts and Estates Category. 

He is Past President of the Estate Planning Council of Westchester County, Inc. (2007-2008)(where he also served on the Board of Directors from 1998-2001), Past President of the Hudson Valley Estate Planning Council (2012-2013)(where he also serves on the Board of Directors), Past Chairman of the Trusts and Estates Section of the Westchester County Bar Association (1998-2000), Past Director of the Westchester Chapter of the Society of Financial Service Professionals (2001-2005) and Past President of the Northern Westchester Bar Association (2001-2002) and the White Plains Bar Association (2004-2005). Michael was the Ninth District Delegate to the New York State Bar Association Trusts and Estates Section (2003 – 2005) as well as a member of its Executive Committee (2000 – 2005). 

He also served as the Ninth District Delegate to the House of Delegates of the New York State Bar Association (2005-2008).Michael has also been a member of the Board of Trustees of the Bedford Free Library since 2005, a member of the Board of Advisors of the Westchester Community Foundation since 2012 and a member of the Board of Directors of Fox Lane Youth Lacrosse, Inc. 

He is also a member of the Westchester County (Sections on Tax and Trusts and Estates), Connecticut (Estates and Probate Section) and American (Sections on Real Property, Probate and Trust Law) Bar Associations as well as the Estate Planning Council of Rockland County, Inc.

Gregory R. Tapfar

Danziger & Markhoff LLP

Gregory R. Tapfar concentrates in healthcare and corporate law and represents healthcare professionals and their professional corporations on all aspects of their business transactions. He has been actively involved in representing healthcare professionals and his experience includes reviewing the transaction from the regulators' viewpoint to assure the client that such transaction complies with federal and state anti-kickback and self-referral laws, state regulatory issues such as corporate practice of medicine and fee-splitting prohibitions and emerging developments in healthcare legislation. 

 

Greg is legal counsel to the Ninth District Dental Association and the Bronx County Dental Society as well as a member of the American Health Lawyers Association and the health law sections of both the New York State Bar Association and American Bar Association. He is a frequent speaker at the Ninth District Dental Association and the Bronx County Dental Society, Columbia Dental School, Jacobi Medical Center, and other state and local dental societies.

 

Professional Associations:

  • Legal Counsel, Ninth District Dental Association
  • Legal Counsel, Bronx County Dental Society
  • Member, American Health Lawyers Association.
  • Member, New York State Bar Association, Health Law Section
  • Member, American Bar Association, Health Law Section.

 

Andrew E. Roth

Danziger & Markhoff LLP

Andrew E. Roth concentrates in the areas of pension, profit-sharing and employee benefit law. He advises clients on ERISA matters with respect to qualified and non-qualified plans. His services include designing, drafting and obtaining qualification for a broad range of defined contribution and defined benefit plans, as well as ensuring their continued compliance with applicable law. He has substantial experience in connection with prohibited transaction and fiduciary matters. 

Professional Associations:

  • Member, ESOP Association
  • Member, New York State Bar Association
  • Admitted to practice before U.S. Tax Court, Federal District Courts for the Southern and Eastern Districts of New York

 

Reviews

PW
Pamela W.

Good overview.

DD
David D.

very thorough.

SW
Stuart W.

Very well done, covering a great deal in depth.

KM
Kamran M.

great pace to the program and very useful information. Thank you.

LL
Linda L.

Informative business information for lawyers. Last presentation on 401k, profit sharing, etc. could be a separate program for larger firms.

JW
Jeri W.

Somewhat dry but informative

LG
Lauren G.

Very Helpful

JR
Janice R.

Well presented

AW
Allan A. W.

Having been a practitioner in this area I found this presentation to be excellent in all facets.

QB
Quietta B.

Thanks!

TM
Thomas B. M.

Very enlightening

NG
Nicolas G.

Well explained by all three!

DJ
David J.

This was a very informative course.

SK
Sandra K.

Very good overview of these dense topics. Well done!

AP
Albert P P.

Materials and speakers were excellent.

RL
richard l.

Solid advice.

EZ
Eric Z.

Very informative.

ER
Erica R.

Excellent!

LC
Leah C.

very interesting and informative on a topic that I didn't know very much about

AP
Adam P.

Clearly presented.

LS
lewjene s.

very good discussion about life insurance, estate taxes

MD
Matthew D.

Good stuff

PG
Patrick G.

I thought speaker, M ichael Markoff was quite exceptional.

DL
Diana L.

Great real world examples to illuminate the topic

MR
Matthew R.

Very thorough and well presented

FR
Farida R.

This was a very informative CLE; would certainly sign up for another w/the same speakers re more indepth info on each subject.

SB
Susan M. B.

Well organized and enjoyable presentation on complicated material. Format worked with multiple speakers

GE
Gbolahan E.

Excellent

VB
Victoria L. B.

Excellent content

KF
Kirl F.

Good

DB
Dwight B.

great

MF
Mark F.

The best presentations in the NYS CLE bundle!

LL
Lorenzo L.

This was an excellent overview and I will consult my Estate Planning attorney to follow-up on some of the suggestions presented in this course.

RM
Robert M.

Useful Information. I enjoy the seminars that are geared toward attorneys because we often need legal advice too!

MO
mitsuko o.

good

RC
Rebecca C.

Really interesting and very good speakers.

RB
Ronja B.

Lots of helpful information; really like the state specific info!

EK
Evan K.

Good presentation, very knowledgable presenters and interesting material (not that I'll ever be a LF partner) Thanks.

RR
Richard R.

Very knowledgeable instructors, whose message continues to remind me to hire an estate lawyer.. Thanks.

GW
George W.

very useful

LW
Leo W.

Very informative

JS
Jane S.

Useful information.

JF
Jessica F.

This could have gone longer and it would have been fine! Loved each topic

MT
Michael T.

Very informative, very well presented. Clearly experts in this highly specialized practice area.

JM
James M.

Details were well explained.

AM
Agnes M.

The presenters packed an incredible amount of information in that 90 minutes - very well done!

MW
Matthew W.

Excellent presentation, content was well thought out.

GG
Gail G.

Clear concise & informative.

DH
Deborah H.

Very Comprehensive!

GE
George S E.

i liked this course

WD
william D.

My only issues with this program are that it could, quite literally be a 10 hour program in law practice management as well as being a good 1.5 hour class- thanks -

DJ
Darrell R. J.

Bring these guys back! Excellent presentation

KG
Kenneth G.

I enjoyed the combination of speakers

SZ
Sheldon O Z.

Great

FS
Frank S.

excellent - did a great job with potentially difficult material

HM
Hugh M.

These guys really know their stuff. One of the best MCLE seminars I have ever participated in, and I've been practicing since MCLE became mandatory. Terrific program!

HM
Heather M.

Really interesting topics and informative.

JH
James H.

Excellent overview of key practice management and financial issues relating to attorneys.

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