Category: CAT: Ethics/Professionalism, NLADA, ST: Connecticut, ST: Illinois, ST: Indiana, ST: Iowa, ST: Minnesota, ST: Nebraska, ST: Ohio, ST: Pennsylvania, ST: Tennessee, ST: Virginia, ST: Wisconsin (show less)
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Few lawyers like to think about what would happen if they were suddenly unable to continue practicing—but failing to plan for that moment can put clients, colleagues, and one’s professional reputation at risk. Succession planning is not only a smart business practice; it’s an ethical obligation. This CLE program brings together practical guidance and ethical insight to help attorneys prepare for the unexpected. Through a discussion with legal ethics experts, participants will explore how to protect clients, preserve firm operations, and meet professional duties in the event of death, disability, or retirement—ensuring continuity, compliance, and peace of mind.
Attendees will learn how to:- Identify the ethical duties that require advance planning under the Rules of Professional Conduct.
- Recognize the key components of an effective law practice succession plan.
- Understand client notification, consent, and confidentiality requirements during a transition.
- Plan for disability, death, or retirement using successor attorney agreements and authorizations.
- Evaluate risk management and insurance considerations when closing or transferring a law practice.
- Apply succession planning principles to ensure firm stability and client trust continuity.
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