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| Date: |
Monday, May 5, 2008 |
| Title: |
Attorney Ethics in Managing Client Funds |
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| Speaker(s): |
Christopher T. McGrath, Esq., Sullivan Papain Block McGrath & Cannavo P.C |
| Summary: |
Mismanagement of client funds is the number one reason for attorney disbarment. This seminar will give you the tools you need to properly abide by the Rules and protect your clients and your practice. |
| Location: |
Nassau County Bar Association
15th & West Streets
Mineola, NY 11501 |
| Time: |
7:45-8:15 am Breakfast
8:15-9:05 am Seminar
*Please Note: The start time of this seminar has been changed to 8:15am. Breakfast will begin at 7:45am. |
| Credits: |
1 CLE Ethics Credit |
Accredited By:
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The Nassau Academy of Law in Association with the Columbian Lawyers’ Association |
| Fee: |
This seminar is reservation only and open to all Columbian Lawyers members as well as the first 50 non-member responses. A fee of $15.00 payable to the Columbian Lawyers’ Association of Nassau County, Inc. is required for this seminar. |
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| Date: |
Tuesday, May 6, 2008 |
| Title: |
Part I – IRC§1031: Improvement and Reverse Exchanges
Part II-Introduction to the Structured Sale
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|
| Speaker(s): |
Diane Schaefer, Exchange Solutions Inc.
B.J. Etscheid, Brook Hollow Financial
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| Summary: |
Part I
This segment will entail a brief overview of IRCs1031 and concentrate on improvement exchanges and reverse exchanges. Learn how to utilize an Exchange Accommodation Titleholder to park the taxpayer’s real property, to include improvements as “like-kind” property, and secure your replacement property prior to selling the relinquished property.
Part II
The Structured Sale is a new and improved variation of the traditional Installment Sale. The Structured Sale allows the seller of real property to set up a custom tailored income stream to defer their capital gains over time. Learn how to utilize the Structured Sale for your clients’ tax planning needs. |
| Location: |
The Intelligent Office
1225 Franklin Ave., Suite 325
Garden City, NY 11530
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| Time: |
8:00- 8:45 am Breakfast
Part I - 8:45- 9:35 am
Part II - 9:35- 10:25 am
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| Credits: |
2 CLE Credits |
Accredited By:
|
NRI |
| Fee: |
Complimentary |
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| Date: |
Wednesday, May 21, 2008 |
| Title: |
Long Term Health Insurance & How to Finance It |
|
| Speaker(s): |
George L. Roach, Esq., Suffolk County Legal Aid Society |
| Summary: |
Long Term Health insurance is something aging people worry about . . . the necessity, the cost, the choice of policy. This succinct presentation will distinguish fact from fiction and help attorneys to advise those they represent. |
| Location: |
Legal+Business Expo
Huntington Hilton
598 Broad Hollow Rd.
Melville, NY 11747
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| Time: |
9:10 – 10:00 am Seminar
|
| Credits: |
1 CLE Credit |
Accredited By:
|
The Nassau and Suffolk Academies of Law |
| Fee: |
Complimentary |
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| Date: |
Wednesday, May 21, 2008 |
| Title: |
Conflicts & Waivers |
|
| Speaker(s): |
Marion C. Rice, Esq., L’Abbate, Balkan, Colavita & Contini, LLP
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| Summary: |
Conflicts in client representation can take many forms and can reach into both the past and the future. Gain advice for identifying conflicts of all kinds and for constructing waivers that supply the needed protection. |
| Location: |
Legal+Business Expo
Huntington Hilton
598 Broad Hollow Rd.
Melville, NY 11747
|
| Time: |
11:10 am -12:00 pm Seminar
|
| Credits: |
1 CLE Credit |
Accredited By:
|
The Nassau and Suffolk Academies of Law
|
| Fee: |
Complimentary |
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| Date: |
Wednesday, May 21, 2008 |
| Title: |
Banking and Bookkeeping Pitfalls |
|
| Speaker(s): |
Robert P. Guido, Esq., Appellate Division, Second Department
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| Summary: |
Mishandling or improper documentation of financial transactions can be found at the heart of most fee disputes, grievances, and disbarments. Learn to avoid the kinds of bookkeeping and banking errors that can cause problems for even the most well-intentioned attorney. |
| Location: |
Legal+Business Expo
Huntington Hilton
598 Broad Hollow Rd.
Melville, NY 11747
|
| Time: |
2:00-2:50 pm Seminar
|
| Credits: |
1 CLE Credit |
Accredited By:
|
The Nassau and Suffolk Academies of Law
|
| Fee: |
Complimentary |
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| Date: |
Wednesday, June 25, 2008 |
| Title: |
Hot Topics in Ch. 7, 11 & 13 Bankruptcy |
|
| Speaker(s): |
Sean Serpe, Esq., Pelton Serpe LLP
David C. McGrail, Law Offices of David C. McGrail
|
| Summary: |
This course will give overviews of two hot areas in consumer practice, Chapter 13 practice and Fair Debt Collection Practices Act litigation. Since the 2005 Consumer Bankruptcy Law amendment, practice has radically changed and Chapter 7 cases have become much more difficult. The Chapter 13 segment will review changes under the new law, explore recent case law and simulate a mock Chapter 13 case. We will also analyze the FDCPA and discuss litigation tactics and claims valuation. The Chapter 11 portion of this course will present defending preference actions, including the impact of recent changes to the Bankruptcy Code and the ordinary course of business, new value, and other defenses. Also, the effect of the Code’s changes on small business debtors and creditors. Finally, the advantages, disadvantages, and methods of purchasing a distressed company inside versus outside of Chapter 11. |
| Location: |
Conference Center
780 Third Ave.
Lower Level, North Room
New York, NY 10017
|
| Time: |
8:00-8:45 am Breakfast
8:45-10:30 am Seminar
|
| Credits: |
2 CLE Credits |
Accredited By:
|
LeGaL |
| Fee: |
Complimentary |
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| Date: |
Thursday, June 26, 2008 |
| Title: |
An Attorney’s Guide to IRC 1031 Tax Deferred Exchanges-
How to Close a 1031 Exchange
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|
| Speaker(s): |
Matthew K. Scheriff, CPA, Legal 1031 Exchange Services, Inc.
Todd Pajonas, Esq., Legal 1031 Exchange Services, Inc.
|
| Summary: |
1031 tax-deferred exchanges have become an increasingly important part of real estate transactions, providing for tremendous tax savings by allowing real property tax sellers to defer capital gains normally due upon the sale of property. This course will provide practical guidance to effectively represent clients contemplating a 1031 exchange. The seminar will cover:
- Exchange qualifications and requirements
- Preparation of the sales contract, settlement statement and other closing procedures
- Reverse and improvement exchanges
- Replacement property options – TICs and Triple Net Lease properties
- Investor strategies – retirement and estate planning tools
- Recent tax court cases, private letter rulings and legislation
|
| Location: |
Reckson Executive Park
Regus – Melville Expressway II
68 South Service Road, Suite 100
Melville, NY 11747
|
| Time: |
8:00-8:45 am Breakfast
8:45-10:25 am Seminar
|
| Credits: |
2 CLE Credits |
Accredited By:
|
Nassau Lawyers Association |
| Fee: |
Complimentary |
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NEW Roundtable Seminar Series
Please join us on April 10, 2008 for an informative and interactive roundtable discussion entitled Starting and Building Your Own Practice. Our speaker will be Charles Hecht, Esq. from Hecht & Associates, P.C. This presentation will walk you through every stage in the process, from business plan to operations and growth. You are encouraged to participate with a small group of your peers during what promises to be a very rewarding seminar experience.
The seminar will be held at State Bank’s office located at 780 Third Ave. (at 48th St.), 16th Fl. Breakfast and networking from 8:30 to 9:00 and seminar/roundtable from 9:00 to 10:00. If you have any questions about the above, or to confirm your reservation, please contact Angelo Galati at 212 376 4329. Seating is limited, so please reserve your seat today. |
For additional information, please contact the Professional Services Group at (516)240-6220.
*All Certificates should be delivered within 6 weeks of the seminar |
