The Path Out: Succession Planning and Leaving the Practice of Law – B01


The President’s Track

Session B: 11:20 a.m. – 12:20 p.m.  

About the Program
What would happen to your practice or firm in the event of your death or incapacitation? Do you have a succession plan in place? Are you preparedSome lawyers die at their desks, leaving the cleanup to their partners, other lawyers, or family members. Other lawyers wind down their practices and close the doors. But, there is another alternative that may be the best choicethat is to develop a succession plan under which you can retire gracefully on your own terms, while transitioning the law practice to a successor. In this seminar, you will learn about the challenges attorneys face in closing or transitioning their practices, and how to properly plan for the inevitable. 

You Will Learn

    • About the challenges attorneys face in closing or transitioning their practices 
    • How to properly plan for the inevitable 

Moderator

Jonathan M. Shapiro, Shapiro Law Offices LLC, Middletown 

Jonathan M. Shapiro joined Shapiro Law Offices as a partner in 2010. His practice concentrates on corporate transactions, employment matters, and complex commercial and general litigation, as well as in arbitrations and mediations. He represents individuals and businesses in a wide variety of matters including breach of contract actions, non-compete claims, unfair trade practice claims, trade secret misappropriation claims, commercial lease disputes, employment and insurance coverage disputes, breach of fiduciary duty claims and product liability claims. Jonathan also regularly serves as “local counsel” for non-Connecticut-based firms that are admitted to practice pro hac vice. Jonathan also counsels clients in a number of other areas including employment law, contract negotiations, commercial transactions, and business formation.

Speakers

Mark A. Dubois, Geraghty & Bonnano LLC, New London

Mark Dubois has practiced law for over 40 years. He is counsel with the New London firm of Geraghty & Bonnano. He was Connecticut’s first Chief Disciplinary Counsel from 2003 until 2011. In that position he established an office that investigated and prosecuted attorney misconduct and the unauthorized practice of law. He is co-author of Connecticut Legal Ethics and Malpractice, the first book devoted to the topic of attorney ethics in Connecticut. He is a contributor to the Connecticut Law Tribune where he wrote the Ethics Matters column for over 7 years. He now writes on matters related to senior attorneys.

Attorney Dubois has represented many individuals accused of ethical misconduct and malpractice. He has also served as an expert witness on matters of ethics and malpractice. He has taught ethics and lawyering skills at UConn Law School and has taught ethics as Quinnipiac University School of Law where he was Distinguished Practitioner in Residence in 2011. He has lectured in Connecticut and nationally on attorney ethics and has given or participated in over 100 presentations and symposia on attorney ethics and malpractice.

Attorney Dubois was board certified in civil trial advocacy by the National Board of Legal Specialty Certification for over 20 years. He has tried many cases to conclusion including jury trials, court matters and administrative hearings. He is former president of the Connecticut Bar Association. He remains active in the Bar Association where he is a member of the Professional Discipline, LGBT and Unauthorized Practice groups. He is also a member of the New Britain, New London, and American Bar Associations, the American Board of Trial Advocates and the Association of Professional Responsibility Lawyers. He is the recipient of the Quintin Johnstone Service to the Profession Award in 2012, the American Board of Trial Advocacy, Connecticut Chapter, Annual Award in 2007 and the Connecticut Bar Association’s Edward F. Hennessey Professionalism Award in 2019.

Kara A.T. Murphy, Tierney Zullo Flaherty & Murphy PC, Norwalk

Attorney Murphy has been a member of Tierney, Zullo, Flaherty & Murphy, P.C. for the past twenty years.  Her practice focuses on general civil litigation, personal injury, and municipal law, including the representation of municipal electric and water utility companies.  Ms. Murphy previously practiced with Milano & Wanat, LLC and clerked for the Hon. Robert Satter in Hartford Superior Court.

Ms. Murphy has been a member of the Connecticut Bar Association Board of Governors and House of Delegates for the past eight years and serves on the Legislative Policy & Review Committee and Audit Committee.   She formerly served on the Board of Directors, Women in the Law Committee, and Bench/Bar Committee of the Fairfield County Bar Association.  Ms. Murphy is a former member of the local panel of the Statewide Grievance Committee for the Fairfield Judicial District.  She is currently serving a second term as a member of the Board of Ethics for the City of Norwalk.

Ms. Murphy earned her B.A., cum laude, Honors in History with thesis, from Lafayette College.  Thereafter, she earned her J.D. from the University of Connecticut School of Law.  Ms. Murphy served as Research Editor of the Connecticut Insurance Law Journal and authored “Pleading the Policy Limit as a Special Defense: An Attempt to Clarify Connecticut Uninsured Motorist Coverage,” 1 Conn. Ins. Law J. 167 (1995).

Carmine P. Perri, Czepiga Daly Pope & Perri, Berlin

Carmine Perri is one of the principals of the law firm Czepiga Daly Pope & Perri. He leads the firm’s litigation department, represents clients in will contests, contested probate matters, nursing facility collection actions, conservatorships, and financial and elder abuse. He argues before the Connecticut Supreme and Appellate courts, and throughout Connecticut at the trial and probate court levels.

Carmine won the case Paul Valliere, Et. Al. v. Commissioner of Social Services, S.C. 19701. In a decision released February 1, 2018, the Connecticut Supreme Court found in favor of the plaintiffs, represented by Carmine, who had challenged the Commissioner of Social Services over a determination from the Department of Social Services (DSS) regarding whether or not a preexisting spousal support order rendered by the Probate Court was binding on DSS.

Carmine was admitted to the Connecticut Bar in 2005, the U.S. District Court, District of Connecticut in 2005, and the Second Circuit Court of Appeals in 2011. He is a member of the Connecticut Bar Association Elder Law Section and a member of the Connecticut Chapter of the National Academy of Elder Law Attorneys (NAELA).  For the seventh year in a row, Carmine was selected as a New England Elder Law “Rising Star” by New England Super Lawyers magazine, a designation recognizing the top up-and-coming attorneys in New England who are 40 years old or younger. Carmine received his law degree in 2005 from Quinnipiac University School of Law.  He received his bachelor’s degree in 2002 majoring in Philosophy.

Paul T. CzepigaCzepiga Daly Pope & Perri, Berlin

Paul is a principal of Czepiga Daly Pope & Perri. In addition to being a lawyer, Paul is also a certified public accountant and has an MBA degree in business from Northwestern University.

Paul’s estate and elder law planning consists of representing a range of clients, from high net worth individuals and families who require sophisticated techniques to accomplish their objectives of reducing estate taxes and preserving wealth for future generations, to older couples of modest means whose goal is to protect their assets from having to be spent for nursing home care.

Paul’s general corporate practice consists of assisting his clients in the negotiations for and the purchase or sale of a business, general contract review, commercial financing closings, and entity selection and formation.
Paul has published several articles and has spoken on Elder Law, Estate Planning, Medicaid Planning, and business issues most recently before the Connecticut Society for Certified Public Accountants; the Central Connecticut Business and Estate Planning Council; The Connecticut Chapter of the National Academy of Elder Law Attorneys; The Association of Geriatric Case Managers; The American College of Health Care Administrators; The New Britain Foundation for Public Giving; the International Association of Financial Planners’ Connecticut Chapter; and The Association of Long Term Care Financial Managers.

 

CLE Credit: 1.0 Hours (CT: 1.0 General; NY: 1.0 LPM)