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The Boomer-Lawyer’s Guide to a Smooth Career Transition
Presented by the ISBA Senior Lawyers Section
Co-sponsored by ISBA General Practice, Solo and Small Firm Section
and SIU School of Law

Springfield
Friday, June 6, 2008
Illinois Education Association
3440 Liberty Drive (map and directions)
Register Now!

Chicago
Friday, June 13, 2008
ISBA Regional Office
20 S. Clark Street
Suite 900 (map and directions)
Register Now!

Carbondale
Friday, June 20, 2008
SIU School of Law
Auditorium – Room 120
1150 Douglas Drive (map and directions)
Register Now!

4.75 MCLE, including * 4.75 hours PMCLE credit

Program Cost:  $40

 

Introduction:  Leading edge baby boomers are now approaching retirement age. But that doesn’t necessarily mean they’re headed for the rocking chair. Boomer-lawyers may streamline their practices, while pursuing long-sidelined interests. Those interests may become their sole focus. Either way, successful change requires careful planning. This program provides practical tips and seasoned advice for the transition.

Program Moderator:
Loren S. Golden, Elgin

12:25 – 12:30 p.m.  – Welcome & Opening Remarks by Loren Golden

12:30 – 1:15 p.m.  Rule of Professional Conduct 1.17 – Sale of a Law Practice & Transitioning Your Practice
Speakers will explain the mechanics of this recent rule and how to utilize it in transitioning a law practice
John H. Maville, Law Offices of John H. Maville, Belvidere (All Programs)
John T. Phipps, John T. Phipps Law Offices, P.C., Champaign (All Programs)

1:15 – 1:45 p.m.  ARDC on Receiverships under Supreme Court Rule 776/ARDC Registration Categories
Our speaker will explain the role of the ARDC in appointing a receivership registration status with ARDC if a lawyer is unable to properly discharge his/her responsibilities to clients due to disability, disappearance or death, and no partner, associate executor or other responsible party is capable of conducting the lawyer’s affairs. Mr. Cesario will also discuss the different registration categories provided by ARDC in Supreme Court Rule 756 and how those categories impact your status with the ARDC
John R. Cesario, Senior Counsel, Illinois Attorney Registration & Disciplinary Commission, Chicago (All Programs)

1:45 – 2:15 p.m.  Malpractice Insurance Considerations
Speakers will discuss situations and reasons why continued malpractice insurance coverage may be needed during retirement.
Kurt B. Bounds, ISBA Mutual Insurance Company, Chicago (All Programs)
Loren S. Golden (All Programs)

2:15 – 2:30 p.m.  Break

2:30 – 3:00 p.m.  File Retention
Our speaker will discuss the duties to retain files, including what needs to be kept and for how long.
John R. Cesario (All Programs)

3:00 – 4:30 p.m.  Lawyers Assistance Program (LAP) Issues Facing Aging Lawyers & Colleagues
This session will include a discussion on general LAP services. The Speaker will also highlight mental health issues lawyers may face regarding retirement or aging and how attorneys can help colleagues facing mental health issues related to retirement or aging.
Susan C. Riegler, Illinois Lawyer’s Assistance Program, Chicago (All Programs)

4:30 – 5:00 p.m.  Pro Bono Opportunities
Program panelists will lead a conversation on the opportunities for and benefits of pro bono service as well as the pro bono reporting requirements under Supreme Court Rule 756(f).
Chicago Program: 
Richard Jay Hess, Legal Assistance Foundation of Metropolitan Chicago, Chicago
John J. Held, McAndrews Held & Malloy, Chicago
Margaret C. Benson, Executive Director, Chicago Volunteer Legal Services Foundation, Chicago
Michael O’Connor, Executive Director, Prairie State Legal Services, Rockford
Carbondale Program: 
Joan A. Spiegel, Managing Attorney, Land of Lincoln Legal Assistance Foundation, Inc., Alton
Springfield Program: 
William R. Brown, Attorney at Law, Land of Lincoln Legal Assistance Foundation, Inc., Springfield
Daniel M. Moore, Jr., Moore Susler McNutt & Wrigley LLC, Decatur
Michael O’Connor, Executive Director, Prairie State Legal Services, Rockford
Lisa Y. Wilson, Managing Attorney, Prairie State Legal Services, Peoria

5:00 – 5:30 p.m.  Mentoring
Our speaker will provide an overview of how to have a successful mentoring relationship and will discuss mentoring opportunities in the legal community and through the ISBA Mentor Center  .
Peter L. Rotskoff,  Senior Counsel, Illinois Attorney Registration & Disciplinary Commission, Springfield (Springfield Program)
Jill P. O'Brien, Laner Muchin Dombrow Becker Levin & Tominberg, Ltd., Chicago (Chicago Program)
Janet L. Grove, Hefner Eberspacher Tapella Armstrong & Grove, Mattoon (Carbondale Program

 

 

* Subject to review
Please note: Supreme Court Rules on MCLE require lawyers to earn at least 4 hours of Professional Responsibility MCLE every reporting period