February Meeting
Thank you to our generous sponsor:
Pre-Workshop Presentation 4:30-6:20
The Techno-Savvy Lawyer: Exploring the Evolving Definition of Competence in the Practice of Law
Presented by Professor Jan L. Jacobowitz
Lecturer in Law, Associate Director of the Center for Ethics & Public Service, and Director of the Professional Responsibility & Ethics Program (PREP), University of Miami’s School of Law
The new mandate for attorney competence includes the edict that a lawyer must understand the advantages and disadvantages of technology. Although not a familiar phrase from most lawyers’ law school experience, techno-savvy has become a requisite for the effective practice of law. Law firm cybersecurity, online access to legal services, attorney advertising, social media evidence, digital asset analysis — these are just a few areas in which knowledge of technology has become critical for the practicing lawyer. This interactive presentation will explore ethical and technological landmines in these areas along with The Florida Bar’s new amendments to Florida’s Rule of Professional Conduct 4-1.1 Competence. Florida’s new amendments require lawyers to gain an understanding of technology and to remain current as both technology and its impact on the practice of law continues to evolve.
Jan L. Jacobowitz is a Lecturer in Law, the Associate Director of the Center for Ethics & Public Service and the Director of the Professional Responsibility & Ethics Program (PREP) at the University of Miami’s School of Law. Under Professor Jacobowitz’s direction, PREP was a 2012 recipient of the ABA’s E. Smythe Gambrell Award---the leading national award for a professionalism program. Professor Jacobowitz has presented more than one hundred PREP Ethics CLE Seminars and has written and been a featured speaker or panelist on topics such as Legal Ethics in Social Media and Advertising, Lawyer’s First Amendment Rights, Cultural Awareness in the Practice of Law, Mindful Ethics, Cybersecurity for Lawyers, and Attorney Fees. Professor Jacobowitz also teaches the courses Social Media and the Law and Mindful Ethics: Professional Responsibility for Lawyers in the Digital Age. Her recent articles include The Social Media Frontier: Exploring a New Mandate for Competence in the Practice of Law; Fidelity Diluted: Client Confidentiality Gives Way to the First Amendment & Social Media In Virginia State Bar, ex rel. v. Horace Frazier Hunter; Lawyers Beware: You Are What You Post! —The Case for Integrating Cultural Competence, Legal Ethics and Social Media; and Cultural Evolution or Revolution? The Millenial’s Growing Impact on Professionalism and the Practice of Law. Professor Jacobowitz is the treasurer of the Association of Professional Responsibility Lawyers (APRL) and also currently serves on the program committee and the national task force on attorney advertising. She is a co-author of Association of Professional Responsibility Lawyers 2015 Report Of The Regulation Of Lawyer Advertising Committee and the Committee’s 2016 Supplemental Report, both of which are garnering national attention and discussion. Professor Jacobowitz is the Vice Chairman of the Broward Selection/Oversight Committee for the Inspector General’s Office. She is a member of the ADL Civil Rights Committee and the Miami Dade Task Force on Mindfulness. Professor Jacobowitz previously represented University Of Miami School Of Law on the Florida Bar’s CLE Committee and has served as the Law School’s United Way Ambassador for the past seven years. She is a 2006 winner of the Florida Supreme Court’s Chief Justice’s Commendation for Leadership in Judicial Education. Prior to devoting herself to legal education, Professor Jacobowitz practiced law for over twenty years. She began her career as a Legal Aid attorney in the District of Columbia; prosecuted Nazi war criminals at the Office of Special Investigations of the U.S. Department of Justice; was in private practice with general practice and commercial litigation firms in Washington, D.C. and Miami; and served as in-house counsel for a large Miami based corporation. Professor Jacobowitz has a J.D. from George Washington University and a B.S. in Speech from Northwestern University. She is admitted to practice in the District of Columbia, Florida, and California and is a certified civil court mediator. Professor Jacobowitz and her family have made South Florida their home for the past 30 years.
Dinner Presentation 7:15 - 8:05
Where to Retire? It’s More Complicated Than You Think!
Presented by Linda Lubitz Boone, CFP®
Founder, President and Chief Compliance Officer; The Lubitz Financial Group
One of the biggest decisions clients face in retirement is where to retire. Many want second homes. But there are many factors to consider. This session will examine some of the most salient issues, including cost, availability of medical services, family proximity and the option of retiring overseas.
With over 30 years’ experience in financial services, Linda Lubitz Boone provides Personal Financial Planning and Investment Management for individuals and Pension Plan trustees on a fee for service fiduciary basis. She specializes in working with clients who are undergoing life transitions such as death of a spouse, planning a post professional life, divorce, sudden inheritance or change of job. Linda was recognized among “America’s Best Financial Advisors” by Worth Magazine for over 10 years; “The 50 Distinguished Women in Wealth Management” by Wealth Manager Magazine; “Top Financial Advisers for Doctors” by Medical Economics Magazine; “America’s Top Financial Planners” by Consumers’ Research Council of America; and “South Florida Honcho” by South Florida Magazine. The firm has been recognized among the “Top Wealth Management Firms” by Bloomberg Wealth Manager and “Top Businesses” by South Florida Business Magazine. Linda spent 18 years in banking as president of AmeriFirst Securities Corporation, the Broker-Dealer subsidiary of AmeriFirst Bank. She was also a Managing Partner of Evensky & Brown. Linda served for the National Board of the Financial Planning Association. Linda is also the co-founder of the Capstone Group, a consortium of the top financial planning firms in the United States. She is an emeritus member of the TIAA-CREF Institute Advisory Board, the Florida Bankers Trust School faculty and currently serves on the Historical Association Foundation Investment Management Committee and the University of Miami Planned Giving Advising Board. Linda holds a B.A. in Economics and is a Certified Financial Planner™ practitioner and a Certified Divorce Planner. She is the co-author of the book, Investment Policy Statements – Guidelines and Templates, published by The Financial Planning Association; and in partnership with her husband, Norm Boone, she co-founded IPS AdvisorPro™, an award winning online investment policy statement application recognized as the “Best Software of 2006” by Morningstar. IPS AdvisorPro was sold to fi360 in 2013. Linda is quoted frequently in the press, including The Wall Street Journal, CBS MarketWatch, FORTUNE, Kiplinger’s Personal Finance Magazine, Newsweek, The Miami Herald and WIOD. Linda enjoys travelling, gardening, tennis, golf and climbed Mt. Kilimanjaro in 2004.
