12 Spring 2014 This is a publication of a section of the Washington State Bar Association. All opinions and comments in this publication represent the views of S e the authors and do not necessarily have the endorsement of the Association or its offi cers or agents. c r t t e i o e t n N e w s l WASHINGTON STATE BAR ASSOCIATION Nonprofi t Org. Senior Lawyers Section U.S. Postage 1325 Fourth Avenue, Suite 600 PAID A Publication of the Seattle, WA 98101-2539 Seattle, WA Washington State Bar Association Permit No. 2204 wsba.org/legal-community/sections/senior-lawyers-section LIFE BEGINS Senior Lawyers Section Volume 16 Spring 2014 Number 2 Lawyers in Transition: Annual Senior Lawyers Conference Friday, May 9, 2014 Printed on recycled paper Seattle Airport Marriott 3201 South 176th Street, Seattle, WA 98188 Register online at www.wsbacle.org. Enter 14860 in search fi eld. 7:15 a.m. Check-in • Walk-in Registrations• 12:00 p.m. Networking Lunch – included with tuition Distribution of Course Materials• 1:10 p.m. Senior Lawyers Section Business Meeting – Coffee and Pastry Service Election of Executive Committee 8:10 a.m. Welcome and Opening Remarks by 1:15 p.m. An Inside View of the Court’s Decision- Program Chair Making Process John Bergmann – Helsell Fetterman LLP, Seattle Justice Sheryl Gordon McCloud – Washington 8:15 a.m. Tax Consequences of Financial Planning for Supreme Court, Olympia Seniors 2:15 p.m. Planning for Change in Real Estate – Gair Petrie – Randall Danskin PS, Spokane New Things If You Are Buying, Selling or 9:15 a.m Medicare and Medicaid: Financing Your House Their Impacts on Retirement Scott Osborne - Foster Pepper PLLC, Seattle Mary Wolney – Mary C. Wolney, P.S., Attorney at 3:00 p.m. Break Law, Seattle 3:15 p.m. Ethical Issues for Lawyers in Transition 10:15 a.m. Break David Lenci – K&L Gates LLP, Seattle 10:30 a.m. Second Career and Volunteer Choices – 4:00 p.m. A Unique Perspective on Criminal Justice A Panel Discussion If you’re not already a member of the Senior Lawyers Section for 2013-2014, join now! Reform Robert Boruchowitz – Seattle University School of Shon Hopwood – Author, UW Law - Gates Public Law, Seattle Service Law Scholar and 3rd year law student Send to: Senior Lawyers Section Name ______________________________________________ Jo-Hanna Read – Law Offi ce of Jo-Hanna Read, Seattle Washington State Bar Association 4:45 p.m. Complete Evaluation Forms • Adjourn Address ____________________________________________ Hon. Faith Ireland – Mediator, former King County 1325 Fourth Avenue, Suite 600 Superior Court Judge and Supreme Court Justice, Seattle Seattle, WA 98101-2539 City/State/Zip ______________________________________ Scott Wyatt – Attorney and Author, Issaquah Approved for 6.75 CLE credits for Washington attorneys (6 Please check one: ❒ I am an active member of WSBA Phone # ____________________________________________ Moderator: Stephen DeForest – Riddell Williams PS, general and .75 ethics). ❒ Seattle I am not a member of WSBA Email address _______________________________________ Enclosed is my check for $25 for my annual section dues WSBA # ____________________________________________ made payable to Washington State Bar Association. Section In This Issue membership dues cover Oct. 1, 2013, to Sept. 30, 2014. (Your Offi ce Use Only cancelled check is acknowledgment of membership.) Date __________ Check # _____________ Total $ ____________ Lawyers in Transition: Annual Senior Lawyers Conference ................1 Traveling in Eastern Turkey – Is It Safe? .........................................5 CLE Registration Form ....................................................................2 The Lean and Fit Law Practice .........................................................8 Practice Transition Opportunities Program .......................................3 Seeking Volunteer Custodians Under ELC 7.7.................................10 How Can We Step Away Smartly from Our Practices? .......................4 Acronym Heaven .........................................................................10 2 Spring 2014 Spring 2014 11 CLE Registration Form 10 Spring 2014 Spring 2014 3 Seeking Volunteer Custodians 2013-2014 Practice Transition Opportunities Program Under ELC 7.7 Senior Lawyers Section by Charity Anastasio – WSBA Law Offi ce Management Assistance Program www.wsba.org/Legal-Community/Sections/ Section members may be interested in the following WSBA Senior-Lawyers-Section Supporting member transitions across the life of their Conference Center. The program will be accessible online volunteer opportunity. practice is a strategic goal of the Washington State Bar As- during the presentation, so WSBA members may attend no WSBA is seeking interested lawyers as potential ELC Offi cers sociation for 2013 – 2015. To that end, WSBA increased its matter where you are located. 7.7 volunteer custodians. An appointed custodian is autho- Law Offi ce Management Assistance Program (LOMAP) Until then, perusing the www.wsba.org Career Center rized to act as counsel for the limited purpose of protecting Chair John G. Bergmann [email protected] staff to two practice management advisors and one assistant at http://www.wsba.org/About-WSBA/Careers will lead you to clients’ interests whenever a lawyer has been transferred practice management advisor in 2013. (See the sidebar for a Buying a Legal Practice page and a Sell and Transition Your to disability inactive status, suspended, disbarred, or dies Secretary Albert Armstrong III [email protected] who’s who at LOMAP.) Legal Practice page. Both contain a wealth of information or disappears and no person appears to be protecting the Among other endeavors, this year LOMAP is revitaliz- on the basics of clients’ interests. Treasurer Ron Thompson [email protected] ing its fl edgling Practice Transition Opportunities Program. doing a deal like The custodian takes possession of the necessary fi les This year-old program allows members to post a practice this, as well as a The LOMAP Team and records and takes action to protect the clients’ interests. Immediate Past Chair Stephen E. DeForest [email protected] for sale on the WSBA job board. It also contains three timely guide on how The duty usually is centered on contacting clients and assist- CLE courses: to post one’s The Practice Management Advi- ing them in retrieving their fi les and fi nding new counsel. Newsletter Editor Carole A. Grayson sors, Charity Anastasio and Mary [email protected] • Buying and Selling a Law Practice practice for sale The custodian may act with a team of custodians; much of • Lawyer’s Emergency Kit (Succession Planning for on the WSBA Wells, are ready and enthusiastic to the work may be performed by supervised staff. Executive Committee Members Your Practice) job board and a answer your questions on practice If the WSBA is notifi ed of the need for a custodian, Janet Anderson • Three Firms in Transition: Real Life Advice on link to any prac- management, starting or winding the WSBA would affi rm the willingness and ability of a [email protected] Selling, Buying, or Otherwise Transitioning a Solo tices posted for up a practice, and making changes potential volunteer and seek appointment of the volunteer Brian Comstock or Small Firm Law Practice sale on the same that work for you. Mary Wells, an as custodian. Costs incurred may be reimbursed. [email protected] All are available for purchase by calling 800-945-9722 or board. The Ca- MBA with extensive experience If interested, please contact Sandra Schilling at sandras@ Frederick O. Frederickson emailing [email protected]. reer Center also running a law offi ce in a rural com- wsba.org, or 206.239.2118 or Darlene Neumann at darlenen@ [email protected] Revitalizing the program will be benefi cial to lawyers has information munity and HR background, is the wsba.org, or 206-733-5923. Donald Haley at all stages of their career: on starting your newest addition to the LOMAP team. Aaron Burt, Assistant Practice [email protected] • NWLawyer (WSBA’s magazine) recently added a sec- career in the law Management Advisor, is the hub for Jerry Jager tion in the Classifi eds titled Law Offi ce Transitions where and winding up most callers and can answer many [email protected] lawyers can post a practice for sale or post a desire to a law practice. member questions as well as do Karen Klein buy a practice. Finally, call- Acronym Heaven ing LOMAP to technical trainings. Charity’s bio is [email protected] • New written materials are being developed to map out By Steve DeForest request a copy below. You can fi nd more about the Dudley B. Panchot a buy-sell or a wind-down of a law practice from one of the Planning LOMAP Team at the WSBA website: [email protected] practitioner to another or from one fi rm to another. The Healthcare reform has spawned a whole new crop of acro- Ahead packet http://www.wsba.org/LOMAP. Thomas S. Wampold materials will not be limited to the seller’s perspective; nyms. How many of the following can you identify? or download- [email protected] they will also discuss the buyer’s considerations and ing it at http://www.wsba.org/Resources-and-Services/Ethics/ steps. The materials will be practical in nature and con- Legislation Emeritus Succession-Planning is a great fi rst step, because after all, tain forms and referral sources for further information. PPACA GINA MHPAEA Philip H. De Turk all things must come to an end. Succession planning to [email protected] • For internet-inclined lawyers, development of an online ACA WACRA HITECH protect your clients’ interests is ideal. The most minimal Frequently Asked Questions section at www.wsba.org/ HIPAA NMPA Roy J. Moceri plan includes all of the following: [email protected] lomap allows folks to fi nd answers to their questions 1. an assisting attorney and successor assisting Agencies/Entities BOG Liaison about Rule of Professional Conduct 1.17 (Sale of a Law attorney (to triage cases and wind up a practice) Practice), how to post their practice for sale, how to CMS HHS TPA Bill Viall 2.