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Lindsey S. Mignano, alongside co-panelists Matthew Gluck of Gluck Daniel, Rose Ellen Fairgrieve of Fairgrieve Law, Anthony Chiosso of Chiosso Law, and Albert Thuesen of Coit Law Group presented “50 in 60: 50 Great Ideas in to Help Your Solo & Small Firm Take Off This Year!” Specific topics included recommendations on the subscription software for small law firms, tips on what hardware for the home office, tools can be accessed from anywhere at any time, and a general overview of the services, programs, software and tools solo and small firms need to operate remotely.
Lindsey S. Mignano moderated a Bar Association of San Francisco panel entitled "Succession Planning: Considerations in Estate Planning, Employment & Ethics" with panelists Bryan Kirk, the Director of Financial and Estate Planning at Fiduciary Trust Company International, Adam Koss of KOSS FIRM, and Katherine Zarate Dulany of Zarate Dulany Law. Panelists discussed ownership rules for professional corporations and law firm partnerships (CA Rule 5.4 and CA Rules of Professional Conduct Rule 3.157); issues with transferring law firm shares or partnership interests into a trust to avoid probate; whether a retiring “Of Counsel” can be properly classified as an independent contractor under AB5 in California; implications for “fee sharing” with retiring “Of Counsel” under Rule 1.5.1; and competency concerns arising from an untimely death.
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November 2024
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