# 011416

Retirement 202: How to Find Gold Nuggets in Your Retirement Years

A distinguished panel of experts in elder law, taxation law, and legal ethics will discuss how to best protect assets acquired during your earning years to preserve them for you and your loved ones.

The speakers will discuss IRAs, SEP IRAs, Keoughs, 401Ks, 403(b)s, eligibility for Social Security and Medicare, and estate planning documents for yourself, a well spouse, or a disabled spouse or child, including healthcare documents to authorize and implement your wishes for end-of-life planning.

The panelists will also discuss retiring from a law firm or selling a legal practice and the applicable rules of professional conduct relating to withdrawing from representation, the handling of client files, fee issues, law firm retirement payments, handling proceeds from the sale of a practice, and IRS considerations.

The speakers will include:

Joseph E. Deering, Jr.
Deering & Sands

James Morris, CPA and Tax Attorney
Lamb, Morris & Lobello, LLP

Ellen A. Pansky, Legal Ethics Expert and State Bar Certified Legal Malpractice Specialist
Pansky Markle Ham LLP

Patricia A. Lobello (Moderator)
Lamb, Morris & Lobello, LLP