On Demand Audio

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

(2k+ reviews)

Produced on January 15, 2015

$ 99 Wills, Trusts, & Estates In Stock
Get started now

$299 / year - Access to this Course and 1,500+ Lawline courses


Course Information

Time 90 minutes
Difficulty Intermediate

Course Description

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 

Credit Information

After completing this course, Lawline will report your attendance information to {{ accredMasterState.state.name }}. Please ensure your license number is filled out in your profile to ensure timely reporting. For more information, see our {{ accredMasterState.state.name }} CLE Requirements page . After completing this course, {{ accredMasterState.state.name }} attorneys self-report their attendance and CLE compliance. For more information on how to report your CLE courses, see our {{ accredMasterState.state.name }} CLE Requirements FAQ .


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



yong g.

Although little out of date, still learned a lot. Thank you.

Phyllis C.

Very thorough

Tracy L.

This program was a bit beyond my needs since I am not a business owner or partner in a firm, but I still found the information useful and educational for planning needs in general and options I had not before considered.

Rajan P.

Excellent. I particularly enjoyed Mr. Roth's presentation and slides. Very informative.

Joshua D.

Good Seminar. Very Thoughtful.

Jeff K.

Very good speakers

Pamela W.

Good overview.

David D.

very thorough.

Stuart W.

Very well done, covering a great deal in depth.

Kamran M.

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

Linda L.

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

Jeri W.

Somewhat dry but informative

Lauren G.

Very Helpful

Janice R.

Well presented

Allan A. W.

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

Quietta B.


Thomas B. M.

Very enlightening

Nicolas G.

Well explained by all three!

David J.

This was a very informative course.

Sandra K.

Very good overview of these dense topics. Well done!

Albert P P.

Materials and speakers were excellent.

richard l.

Solid advice.

Eric Z.

Very informative.

Erica R.


Leah C.

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

Adam P.

Clearly presented.

lewjene s.

very good discussion about life insurance, estate taxes

Matthew D.

Good stuff

Patrick G.

I thought speaker, M ichael Markoff was quite exceptional.

Diana L.

Great real world examples to illuminate the topic

Matthew R.

Very thorough and well presented

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.

Susan M. B.

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

Gbolahan E.


Victoria L. B.

Excellent content

Kirl F.


Dwight B.


Mark F.

The best presentations in the NYS CLE bundle!

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.

Robert M.

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

mitsuko o.


Rebecca C.

Really interesting and very good speakers.

Ronja B.

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

Evan K.

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

Richard R.

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

George W.

very useful

Leo W.

Very informative

Jane S.

Useful information.

Jessica F.

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

Michael T.

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

James M.

Details were well explained.

Agnes M.

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

Matthew W.

Excellent presentation, content was well thought out.

Gail G.

Clear concise & informative.

Deborah H.

Very Comprehensive!

George S E.

i liked this course

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 -

Darrell R. J.

Bring these guys back! Excellent presentation

Kenneth G.

I enjoyed the combination of speakers

Sheldon O Z.


Frank S.

excellent - did a great job with potentially difficult material

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!

Heather M.

Really interesting topics and informative.

James H.

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

Load More