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2020 Solo & Small Firm Summit


The 2020 Solo & Small Firm Summit and Day 3 of the inaugural MSBA Legal Excellence Week will feature three (3) Learning Tracks designed to help you Start, Run and Grow your solo or small firm legal practice.  Review the agenda below for more details on the available sessions.  More details will be added soon, so feel free to check back.


*****Please note – Although you are asked to select your sessions from the agenda below, you are not committed to those selections and may attend any session at any time and may leave and enter sessions at any time on the day of the event.*****



DAY 1 of 1 November 11, 2020
9:00 am - 9:10 am
Welcome & Introductions

Welcome to the Day 3 of Legal Excellence Week and the Annual Solo & Small Firm Summit.  Here about what’s in store as well as learn how to navigate around the virtual conference platform.

1 CREDIT 9:10 am - 10:30 am
Start - Getting Started

Learn from experienced practitioners the vital steps you need to take to get your solo or small firm practice up and running.

Run - Legal Research on a Budget - Introduction to Fastcase 7 Plaform

Do your legal research on a budget and take advantage of a new improved MSBA Benefit.  This nuts & bolts session will provide tips and techniques to use the new Fastcase 7 platform for efficient effective legal research.

Grow - Estate Planning: Nuts & Bolts

This program provides practitioners tools to represent clients in planning for periods of incapacity as well as for providing testamentary gifts.

More on the Presenter:

K. Alice Young joined Nusinov Smith, LLP in 2012 upon completing a clerkship with the Orphans’ Court for Baltimore City, Maryland’s busiest probate court.  In addition to her estate planning work, Ms. Young manages a wide range of estate administration matters including the probate of small and regular estates, coordination of appropriate estate-related tax filings, and managing a robust practice before the Orphans’ Courts throughout the State.  She volunteers with the Maryland Volunteer Lawyers Service and the Free State Legal Project, working to ensure access to representation for underserved Marylanders.  Prior to lawyering, Ms. Young enjoyed a career in healthcare and brings to her law practice a long-standing commitment to client-centered service. Nusinov Smith LLP represents clients in all aspects of fiduciary law, including estates, guardianships, trusts, and fiduciary litigation.

1 CREDIT 10:40 am - 12:00 pm
Start: Succession/Disaster Planning

Instructor(s): Lydia Lawless

Thinking of opening a law firm?  Then it’s time to also develop your disaster/succession plan for that law firm.  This session will provide you with information on key components for a successful disaster/succession plan as well as highlight the applicable rules of professional responsibility.

Ethics Credit is Available for this session.

Run: Jury Trials in the Era of Covid-19

Today, attorneys in suits and masks face the tricky balancing act of protecting the health of jurors who are compelled by the law to serve, while also providing the constitutionally mandated right to a speedy and public trial. How are trial attorneys accomplishing this? This program will feature a discussion with several prominent trial attorneys who recently completed criminal and civil jury trials in the era of COVID-19. These webcast panelists will address the challenges they encountered during their COVID-19 era trials, as well as:

  • How have jurors changed in COVID-19 era?
  • Should juror questionnaires consider queries about juror’s health?
  • Masks, barriers, HEPA air filters – how do health and safety accommodations affect the trial? Do we need to see someone’s face to judge their credibility?
  • Social distancing deliberations – What challenges does Zoom and other social distancing accommodations pose during the trial?
  • What are the costs associated with a civil trial in the COVID era?
  • What technology was critical for a fair and safe trial to proceed?
Grow: Chapter 13: Basic Nuts and Bolts

Instructor(s): Marc Kivitz

12:00 pm - 12:40 pm
Lunch Break

Before we step away for lunch, we’ll engage in a guided stretch break and learn how to present your best self on Zoom.  As you enjoy your lunch, you’ll have the opportunity to hear more about what’s going on with the Solo & Small Firm Section, the MSBA, and engage with our numerous exhibitors in our virtual exhibit hall.


1 CREDIT 12:40 pm - 2:00 pm
Start - Accounting 101 for Lawyers
Run - Running an Efficient Remote Office
Grow - Nuts & Bolts of Consumer Law

Instructor(s): Jane Santoni

1 CREDIT 2:10 pm - 3:30 pm
Start - Attorney Health & Wellness
Run - Tips from the Bench - Practicing During a Pandemic
Grow - Online Dispute Resolution

Instructor(s): Jeff Trueman and Cecilia Paizs

Online mediation is no longer a remote concept or an unproven technological tool. With the help of experienced mediators, counsel and their clients are using online mediation everyday to resolve litigation and solve interpersonal problems. What have we learned so far? What comes next? Join the conversation!

More on the Presenters:

Cecilia B. Paizs, Esq., also known as “Ceecee”, has been providing mediation services since 2000 and has been providing mediation trainings since 2007. She provides mediation services in all areas of the law, as well as mediation trainings, representation of children, and parenting coordination services. She can be reached at or through her website, .
Jeff Trueman, Esq., is a full-time mediator and arbitrator who works with counsel and parties to resolve a broad range of litigated disputes and interpersonal problems.  He is a certified online mediator and member of the International Council for Online Dispute Resolution and the International Academy of Mediators. He was the past director of dispute resolution for the Circuit Court for Baltimore City.
3:30 pm - 3:15 pm
Closing Remarks

Hear a recap of the day and learn what’s in store for Day 4 of Legal Excellence Week.  Giveaways and Prizes will also be awarded, so be sure to stick around.


$ (% off)


$ (% off)
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2020 Solo & Small Firm Summit