Managing a Solo and Small Firm Practice: Business and Ethical Issues – D07


Legal Entrepreneur Track
Solo and Small Firm Section

Session D: 3:00 p.m. – 5:00 p.m.

About the Program
Learn from experienced attorneys about starting your own practice, marketing your firm, and protecting against the latest technological challenges. Panelists will provide guidance and insight on major aspects of starting a law firm, including practice management software, advertising, client retention, billing and payment, and legal ethics. The program will also assist lawyers in understanding how their use of technologies poses important ethical obligations on their law practices. An overview of some of the latest threats, cloud risks, ransomware, phishing, bots, and malvertising will be discussed.

You Will Learn

  • The nuts and bolts of all the tasks to be accomplished before hanging out your shingle
  • How to make sure the firm is adhering to ethics rules as they apply to its use of technology

Moderator

Colleen T. Joyce, Law Offices of Colleen T. Joyce LLC, Redding

Attorney Joyce, the Managing Member of Law Offices of Colleen T. Joyce, LLC, in Redding, Connecticut, advises clients in the areas of real estate, wills, trusts and estate administration. Colleen also serves as Counsel to the Law Office of Joseph DiGiacinto, Esq., in White Plains, NY, a firm focused on estate planning, real estate and general business law. Colleen is currently Treasurer of the Solo and Small Firm Practice Management Section of the Connecticut Bar Association; and serves on the Banking and Financial Services Review Committee. She is a long-time member of the Real Property Law Sections and the Estates

Speakers

Tegan Blackburn, Tegan Blackburn LLC, Avon

Before opening her private practice in 2004, Attorney Tegan Blackburn was an associate in a large corporate law department and then transitioned to an in-house position as Vice President and Corporation Counsel to a privately-held, national company.  Since opening her practice over a decade ago, Tegan continues to focus on business and corporate matters and cyber security representing a wide variety of privately-owned businesses in all stages of their corporate life from formation and start-up through growth, succession and divestitures acting as a company’s outside general counsel advising clients on a multitude of issues that arise in today’s increasingly complex business environments.

She also acts as counsel to small and mid-size local and regional companies assisting them with general business and corporate matters, protecting intellectual rights, corporate governance and advises on wide range of laws and regulations impacting their operations.  Tegan is a member of ABA Science and Technology Committee and Health Law Sections, CBA Business and Solo and Small Firm Practice Sections.  She’s published a variety of business and data protection articles in the Connecticut Law Tribune, Hartford Business Journal, Hartford Courant, PC World and other business publications and frequently blogs on business and cyber security topics.    

Jerome N. Goldstein, Law Office of Jerome N. Goldstein, Shelton

Attorney Jerome Goldstein practices as a solo practitioner.  Since 1988 Attorney Goldstein has served the legal needs of families and small business in crisis.  This includes Personal Injury, Automobile Accidents, Divorce and Family Law, Large Collections, Motor Vehicle Violations and DWI, Criminal, Wills and Probate. Attorney Goldstein also represents many business clients assisting them in creating, planning, and reorganizing their business.  Attorney Goldstein received his Juris Doctorate degree from  the University of Bridgeport School of Law, (now the Quinnipiac School of Law), in 1988, where he was a member of the Honors Chapter of Law Fraternity Phi Delta Phi.  He is the 2017/18  Chair of the CBA’s Solo & Small Firm Section and a member of the Family Law Section.

 

 

Thea Martin, Lafferty & Martin LLC, Guilford

Attorney Martin, a graduate of the University of Connecticut School of Law, began her dispute resolution career in 2001, practicing Family Law at Melanson & Sparagna, LLP. She is currently a Partner at Lafferty & Martin LLC, where she practices Family Law and Mediation. Attorney Martin is committed to social justice and has spent 20 years working with, and advising, local and national non-profits. She currently serves on the Board of the Women & Family Life Center and recently designed a family mediation program that was adopted by Community Mediation, Inc. Her work is deeply influenced by her other roles as Yoga teacher and mother. She is affiliated with: CT Council for Non-Adversarial Divorce, Divorce Solutions of CT, International Association of Collaborative Professionals; National Association for Community Mediators; CT Bar Association and the Family Law Committee of New Haven County Bar Association. She is a registered Yoga teacher with Yoga Alliance.

David Shaiken, Shipman Shaiken & Schwefel LLC, West Hartford

Attorney Shaiken offers over 27 years of experience representing clients in a wide range of industries, with a focus on creditors’ rights, commercial bankruptcy, commercial litigation, regulatory litigation, arbitration and mediation. In addition, David has served for more than 15 years as a commercial arbitrator and mediator. He is a member of the American Arbitration Association’s National Panel of Commercial Arbitrators.

He has held leadership positions in the Connecticut Bar Association. Most notably he is a past chairman and a 30-year member of the CBA’s Commercial Law and Bankruptcy Section, and was the first chairman of the CBA’s Small Firm Practice Management Section.

 

Kristen Wolf, Wolf & Shore LLC, Hamden

Attorney Wolf is a partner and owner of Wolf & Shore, LLC.  She received her Bachelor of Science degree from the University of Connecticut  School of Business in 2006 and her Juris Doctor degree from Quinnipiac University School of Law in 2009. While in law school, Attorney Wolf had the honor of serving as the Student Bar Association Treasurer and the Finance Committee Chair and also received several awards including Excellence in Clinical Work.  Prior to opening Wolf & Shore, LLC, Attorney Wolf was a partner at a small general practice law firm in Orange, Connecticut.   Attorney Wolf also previously clerked at the Hartford Superior Court and worked as a legal assistant in a private practice in Stamford, Connecticut.  While attending UConn, Attorney Wolf interned at the Public Defenders’ Office in Hartford, Connecticut.

Attorney Wolf is licensed to practice in the state of Connecticut and is currently a member of the  New Haven County Bar Association, including the Family Law Committee, Trusts, Estates and Probate Committee, Lawyers Lounge Committee, Membership Committee,  Young Lawyers Section, and is also the co-chair of the Solo and Small Firms Committee.  Attorney Wolf is also a member of the American Bar Association,  Milford Bar Association, West Haven Bar Association, and Connecticut Bar Association, including Family Law, Estates and Probate and Young Lawyers Sections, as well as serving as co-chair for the Children in the Law Committee of the Young Lawyers Section Executive Committee and the National Academy of Jurisprudence Family Law Trial Attorneys Association Kristen Wolf is also a participating attorney for the Connecticut Women’s Education and Legal Fund and serves as Assigned Counsel for the Office of the Chief Public Defender at the Bristol and Hartford Geographical Area (GA) courts and he Hartford Juvenile court for child protection and delinquency matters, as well as guardian ad litem in the Meriden and Middlesex Judicial Districts.   In addition, Attorney Wolf has completed the GAL/AMC training session offered by the Connecticut Commission on Child Protection as well as the National Institute of Trial Advocacy’s training.  Most recently, Attorney Wolf was also selected to become part of the New Haven’s Finest Professionals Class of 2013 and the National Academy of Jurisprudence Premier 100 Trial Attorneys for Connecticut for 2016.

John C. Zaccaro, Jr., Cipparone & Zaccaro PC, New London

Admitted to the Connecticut Bar in 1984, Attorney Zaccaro currently focuses his law practice in the areas of Real Estate Matters, Estate Planning, Probate, Alternative Dispute Resolution, Business Succession Planning, Commercial Law, Construction Law, and Municipal Law.

John attended University of Bridgeport School of law, now known as Quinnipiac School of Law, graduating with a Juris Doctor degree in 1983. He was the Editor-In-Chief of the law school newspaper, the Common Pleas. He also served as the appointed student member of the Student Discipline Committee where he participated in hearings and helped decide on matters relating to violations of the Student Discipline Code and University Rules. John also served as: Clerk for the Connecticut State Legislature, Human Services Committee; Clerk for Connecticut State Legislature, Black and Hispanic Legislative Caucus; Law Clerk for Howard A. Glickstein, a Special Master in Age Discrimination cases for the United States District Court, District of Connecticut; and Scheduler and Issues Coordinator for the Campaign of Charles B. Tisdale for Mayor of Bridgeport. After his admission to the Connecticut Bar in 1984, John began a sole practice, handling administrative appeals, consumer protection, and corporate matters. In 1985, he ceased private practice and went to work as an Investment Banker with a mid-size Wall Street firm, handling tax-exempt bond issues, business development, public hearings, due diligence, and closings. In 1986, John was retained by a large nonprofit housing developer to work on legal matters related to large projects financed in part by tax-exempt bonds. In 1987, John became an Associate with the Marcus Law Firm in New Haven, Connecticut. As a litigation attorney, he represented clients in trials and hearings, and handled litigation and arbitration of real estate, construction, and commercial disputes. In 1993, John began his own private practice, handling similar areas of representation, with some domestic relations matters, torts and collections. He also performed transactional work including business organizations, residential and commercial real estate, and finance. In 1998, John became a member of the New London law firm of Cole-Chu & Cipparone, LLC, the predecessor to the current firm of Cipparone & Zaccaro, P.C. He has remained associated with this firm ever since, becoming a partner in 2006.

 

2.0 CLE Credits (CT: 1.5 General, 0.5 Ethics; NY: 1.5 LPM, 0.5 Ethics)