NEWS & UPCOMING PROGRAMS
Greater Newburyport Bar Association
4th Annual CLE by the Sea: NE Solo and Small Law Firm Conference, Blue Ocean Event Center, Salisbury
Thursday, August 12
Greater Newburyport Bar Association with
The Maine State Bar Association; New Hampshire Bar Association; Massachusetts Bar Association; Massachusetts Academy of Trial Attorneys; MA Woman’s Bar Association; Starting Out Solo; LOMAP-MA
Maine CLE Credits: 7.0 with potential to earn 2.5 Ethics Credits and 1.0 H&D Credit.
New Hampshire credits indicated on agenda
7:30-8:30 Continental Breakfast
8:30-9:30 How Cybersecurity Can Impact Your Business
(1 Maine ethics credit, NH 60 minutes general)
Corey Tapper, President, Techevolution Sponsored by Techevolution
Types of Cybersecurity (Cloud Security, Network Security and Application Security)
The Rise of Cyber Crime
Targeted Cyber Attacks
Identity Theft, Hacking and Other Cybersecurity Attacks
How to Avoid a Security Breach at your Company
The Biggest Risk to a Business
Processes the Best Practices
How to protect your network devices and data from attack, damage or unauthorized access
9:30-10:30 A. Practicing Family Law on the Borders (NH 60 minutes general)
Demetra Pontsiakos, MA, Catherine Shanelaris, NH & Dana Prescott, ME
Substantive differences in child support/parenting/alimony
Enforcement and modification standards in three states.
• UCCJEA basics vs. UCCJA basics (MA only).
How to record a foreign judgment and what does it mean?
9:30-10:30 B. Marketing with Limited Resources
Susan Letterman White, Letterman White Consulting LLC
What does the most recent research data say about how prospective clients choose lawyers today
What should you do to get noticed with limited resources?
What can you do to improve your chances of being selected?
10:30-10:50 Networking Break
10:50-11:50 C. COVID and Employer Liability Claims (NH 60 minutes general)
Maureen Pomeroy, MA, Debra Dyleski-Najjar NH & Laura H. White, ME, Don Pitman, Moderator
COVID Vaccinations and Accommodations
Leaves of Absence/ADA Rules
Working from Home Now and in Future
10:50-11:50 D. State of the Legal Market and Profession (NH 60 minutes general)
Damian Turco, TurcoLegal
Case and attorney trends through COVID pandemic;
Closer look at Eviction, Debt Collection, and Family Law Cases;
The Justice Gap and how the industry has addressed it;
Established and emerging legal tech and what lawyers will need to do to remain competitive.
Marc Moccia, Kazarosian Costello LLP
11:50-1:00 Lunch (included)
1:00-2:00 How to Build a Virtual Law Practice (NH 60 minutes general)
Rio Peterson, CLIO Sponsored by CLIO
What a virtual law firm is, and how it works
Why you should consider starting a virtual practice
How to get started on your firm’s virtual path
2:00-3:00 E. Practicing Elder Law on the Borders: Different Approaches and Current Topics (NH 60 minutes general)
Margot Birke, MA, Jennifer Frank, ME and Joy Riddell, NH Medicaid Asset Protection Trusts; Annuities/Name on Check; Pooled Trusts; Elective Share; Testamentary Trusts; Transfer on Death Deeds
2:00-3:00 F. Encryption (1 Maine ethics credit, NH 60 minutes general)
Laura Keeler, LOMAP
Gain a basic understanding of encrypted communications
Learn how to protect confidential client information.
Learn about some best practices and examples of encryption tools that are applicable for use in a small law office.
3:00-3:15 Networking Break
3:15-4:15 G. Inside Out: How to Manage Lead and Client Communications in a Brave New World (.5 Maine ethics credit, NH 60 minutes general)
Jared D. Correia, Red Cave Consulting Co.
What are the technology applications that can assist client communications
How to modernize your lead management and client communications to convert more clients
How to improve your relationships with the clients you already have
• What are the practical applications and ethical considerations that enable you to stay on top of, and paper, every transaction across the client lifecycle
3:15-4:15 H. Business Ownership: Is It an Asset or Is It a Job?
(NH 60 minutes general)
Marc Bello, Edelstein & Co. and Don Pitman, Pitman Law Office Sponsored by Edelstein & Co.
Identify attributes which create value to a business
Identify attributes correlated to a business owners efforts
How to distinguish when a business goes from a job to an asset
Why does it matter for valuation purposes
If you can’t sell it, can it still be an asset?
I. Unconscious Bias (1 Maine H & D credit, NH 60 minutes general)
Susan Letterman White, Letterman White Consulting
How do systemic “isms” lead to inadvertent harassment and discriminatory communication and conduct in the practice of law?
What’s the role of feelings in all of this?
What can we do to recognize and repair the problem?
J. Legal Marketing Tactics & Benchmarks of Top Ranking Law Firms
Nick Paul & Dax Greener, NIFTY
Discover what marketing tactics are working for top law firms
Benchmarking data to measure against your own law firm
Actionable marketing strategies to improve your firm's Google presence and visibility
Deep dive into Google Local Services Ads
All Invited—Sponsored by the GNBA
Tuition: $175.00 | After July 12, $200.00
Tuition includes, continental breakfast, lunch, and reception. Also included are course materials. Parking is free in Blue Ocean lot.
To Register: https://gnba.ticketbud.com/4th-annual-cle-by-the-sea-ne-solo-and-small- firm-conference
For More Information on Blue Ocean visit www.BlueOceanEventCenter.com
For More Information about Blue Ocean Music Hall visit www.BlueOceanHall.com
Questions? Contact cwagan@greaternewburyportbar association.org
We thank our sponsors for their generosity and support!
Clio is the world’s leading cloud-based technology platform that prides itself in simplifying operations, growing businesses, and allowing legal professionals like you to work remotely from anywhere. Let Clio focus on the business side of running your firm while you spend more time doing what you do best — practicing law.
Learn more at www.clio.com
Techevolution specializes in a wide range of services, including cyber security and IT solutions for small and medium businesses. Every aspect of running a business takes time. Let us manage your IT services so that you have the time to focus on your business. Techevolution combines our multifaceted IT experience and expertise to define the best solution to meet your company’s needs. We keep your IT systems running smooth, while ensuring your electronic assets are optimized, maintained, secured and protected.
Learn more at https://www.techevolutionmsp.com
At Nifty we believe there is a right way to do marketing for law firms. We live and breathe legal marketing and travel the country talking about it. It is our goal to help lawyers get back in the “lawyer seat” and do what they are best at. To accomplish this we become a true partner and friend with the law firms that join the Nifty team. We become an integral member of the team and thrive on the success of the lawyers we work with. We take pride in being insanely transparent and honest in everything we do. We are a bunch of passionate marketers in a small farming community with good values and even better work ethics.
Edelstein & Company LLP is a full-services regional CPA firm located in Boston’s financial district. We’re comprised of over 100 employees serving primarily privately held businesses and high net worth individuals spanning a variety of industries including healthcare, real estate & construction, food & beverage, start up and emerging companies, nonprofit organizations, PE and hedge funds to mention a few. We provide tax, audit, accounting, business valuation and consulting services to our clients. In 2018, we proudly celebrated our 50th anniversary. Learn more at www.https://edelsteincpa.com
8 Waves Creative is a full-service marketing agency located on the north shore of Boston. We define, architect, build, and deliver uniquely designed and tailored marketing solutions that separate you from the crowd. We are able to manage your company’s entire marketing operation, or simply just assist in the areas where you need it most. Learn more at www.8wavescreative.com
The Institution for Savings. Since 1820, the Institution for Savings has played an integral role in supporting the communities we serve. With 15 retail locations throughout the North Shore, we offer a full menu of uncomplicated personal and business products and services to help our customers build financial security. As a mutual savings bank, our true commitment to our communities extends far beyond profits. From our trustees and officers to our employees, we are all committed to constantly do what we can to improve the lives of those around us every day.
Gretchen Maguire, Realty One Group
At Realty ONE Group - NEST, we believe in Community, Family and building a life by design and not by default. We pride ourselves on our thriving, forward-thinking environment & unique COOLture! As a Residential Real Estate Salesperson since 1989 you will find that Gretchen Maguire's focus on customer satisfaction, communication, and passion for this business exceeds industry standards. When you’re ready to buy or sell a home, Gretchen Maguire can provide you with results you can count on.
McWalter Volunteer, Insurance Agency, Jillian Lukegord, VP
Your property and casualty independent agent since 1907. Ensuring that you have the correct coverage for your business or personal accounts can be both confusing and overwhelming. At McWalter Volunteer, we work with you to select the best strategy to minimize risk. When we examine your insurance program, we recommend the best ways to update your insurance, whether eliminating unnecessary coverage, consolidating multiple programs, or indicating areas where coverage is insufficient. At McWalter Volunteer, we believe that our clients deserve peace of mind, knowing that we have secured for them the proper protection at the best price.
Raven Consultancy and Community Services
Raven Consulting and Community Services provides a variety of resources and workshops for professionals in law, psychology, mental health, social work, and education, among other fields. RCCS offers guidance through individual and organizational litigation support concerning expert and forensic roles, professional ethics, Guardian ad litem best practices, and risk management. We also equip parents with education and resources for parenting and co-parenting after separation, including child custody conflict and family court matters.
LEAP is the #1 legal practice management software for New England law firms. Simplify your IT infrastructure, reduce overhead costs, and enable your law firm to work from anywhere, at any time. Law firms earn 30% more profit within the first year of switching to LEAP by getting rid of servers, billing more hours with instant time-recording, and getting paid faster with secure, online billing and payments. Learn more at www.leap.us
Martha Bagley, BagleyLaw, https://www.bagleylawpc.com
Don Pitman, The Pitman Law Offices, LLC, Newburyport,
Thomas J. Taranto, Law Office of Thomas J. Taranto, Salem www.Tarantolaw.com
Gary Todd, Todd & Weld, Boston, http://www.toddweld.com/
The Annual John C. Stevens Symposium on Family Law: Benched II
Rescheduled, Thursday, September 9, 2021, 5:00-7:00 p.m.
Firehouse Center for the Arts, Market Square, Newburyport
Back by popular demand is “Benched”. This year’s symposium features the following, all of whom will share their thoughts and tips for more eﬀective advocacy.
Honorable Theresa Bisenius
Honorable Mary Black
Honorable Abbe Ross
Honorable Jennifer Rivera Ulwick
Attorneys Judith Cowan & Donald Pitman, Moderators
Motion Practice—Emergencies; Contempt; DCF Cases
Pretrials—Preparation; Pro Se; Exhibit Books
Discovery—GAL Reports; DCF Records, Executive Compensation
Trials—Evidentiary Mistakes, Preserving Objections
Appeals—Interlocutory; Credibility; Exhibits
Tuition: $50 for GNBA Members/$100 for Nonmembers
Dissecting Nuanced Trust Issues
Thursday, September 23, 3-5:30, The Screening Room, 82 State Street, Newburyport
We never anticipate that the trust we drafted will be at the crux of litigation. Drafting around unforeseeable risk and unknowable nuance is nearly impossible. What are the strategic drafting issues that you must know and understand for particular types of trusts and various real life circumstances that may arise long after the trust is established and funded? What legal solutions exist to bolster a trust that we later realize has vulnerabilities and exposures based on changes in family circumstances, legislation, the tax code, and the evolution of case law?
Attend this program and learn:
When is an irrevocable trust the right solution and when is it not
What are the provisions in a revocable trust that need scrutiny
The dangers of utilizing boilerplate language
Under what circumstances are family trust assets vulnerable in a divorce, whether with or without a prenuptial agreement
How, when and for what purpose should we use decanting to protect a trust for prenuptial planning and pre-divorce strategic planning
What is a Trust Protector and how is a Trust Protector used
Margot G. Birke, Esq., Chair, Elder Law Solutions, Newburyport
Susan A. Atlas, Esq., LL.M., Boston, Chelmsford and Nashua NH and Professor
Lisa M. Cukier, Esq., Burns & Levinson, Boston and Wellesley
Anne Katsas, Esq., Port Estate Planning, Newburyport
Social Media Evidence: The Good, the Bad & the Ugly
Thursday, October 7, 4-6:00 p.m. , The Screening Room, 82 State Street, Newburyport
Social media plays a key role in many family law, civil and criminal cases. Although social media is now ubiquitous in society and the law, the evolving nature of operating systems and apps creates challenges for your clients and cases. And the ugly? The potential criminal consequences.
It is critical for all lawyers to know:
How to find social media platforms
How to conduct discovery to find social media evidence
How to establish a chain of custody
What evidence is admissible and what is exclusionary and how to properly authenticate evidence in court
What are the potential civil and criminal consequences of using social media evidence
What should you do if your client has unlawfully recorded a conversation
How do you avoid ethical traps
This program brings together litigation experts to discuss the ways these discovery issues play out in different courts and different states. Attend and learn about the latest developments and decisions.
Gary Todd, Todd & Weld, Boston, Moderator
Hon. Eric Neyman, Appeals Court
Hon. Robert Brennan, RAJ, Essex County District Court
Daniel K. Gelb, Gelb & Gelb, Beverly
Richard Novitch, Todd & Weld, Boston
Nicole Reilly, Reilly & Rosnov, Danvers
This is a great place to tell your story and give people more insight into who you are, what you do, and why it’s all about you.