Succession Planning for Small Firms & Solo Practitioners
How to prepare for the future
- Product Number: 2210039P01
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CLE Credits, earn up to:
3 substantive credits, 0 ethics credits CLE Credit Note -
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Product Description
Product Description
Many solo and small firm practitioners invest substantial time and effort into building a successful law practice. Making time for strategic succession planning, however, is critical for those who want to maintain and sustain their business—both in the present and in the future.In this program, expert panelists provide in-depth analysis about succession planning for lawyers. Hear about practical steps involved to accomplish succession planning for a lawyer's practice; the variety of Rules of Professional Conduct involved with transitioning a law practice to a successor; the BBO's In-House Commissioner Program, which steps in when an attorney unexpectedly leaves their practice for any reason without a succession plan; and more.
Attendees come away with practical and demystified techniques to (i) realize value for a lawyer's practice; and (ii) ensure that a lawyer's clients continue benefiting from competent representation following a lawyer's retirement or unexpected inability to continue practicing.
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Agenda
Agenda & Materials
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9:30 a.m - 9:40 a.m
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2:20 pm - 2:45 pm
Launching Your Practice During the Pandemic: Selecting Technology and Managing Operations
on demand video Add to CartEdward S. Cheng, Esq., Sherin and Lodgen LLP , Boston
Jeremy E. Poock, Esq., Senior Attorney Match , Needham Heights
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2:45 pm - 3:05 pm
Launching Your Practice During the Pandemic: Managing Client Relationships within Ethical Bounds
on demand video Add to Cart -
3:05 pm - 3:25 pm
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9:40 a.m - 10:20 a.m
Succession Planning for Lawyers – Options to Consider
on demand video Add to CartMichelle R. Yu, Esq., Office of the General Counsel, Massachusetts Board of Bar Overseers , Boston
Jeremy E. Poock, Esq., Senior Attorney Match , Needham Heights
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3:25 pm - 3:55 pm
Launching Your Practice During the Pandemic: Marketing Online from Website to Social Media
on demand video Add to Cart -
10:20 a.m - 10:50 a.m
Ethical Considerations When Retiring, Selling, Merging, or Joining Another Law Practice
on demand video Add to Cart -
3:55 pm - 4:13 pm
Launching Your Practice During the Pandemic: Maintaining Your Well-Being
on demand video Add to Cart -
10:50 a.m - 11:00 a.m
Break
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11:00 a.m -11:25 a.m
Rule on Client Files & Perspectives from the BBO
on demand video Add to Cart -
4:13 pm - 4:23 pm
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11:25 a.m - 11:45 a.m
Ethical Rules & Steps Involved When a Lawyer Can No Longer Practice Due to a Mental/Physical Condition, or Death
on demand video Add to CartPanel
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11:45 a.m - 12:00 p.m
Succession Planning for Lawyers Checklists: Senior Attorneys & Growing Law Firms
on demand video Add to CartJeremy E. Poock, Esq., Senior Attorney Match , Needham Heights
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12:00 p.m - 12:30 p.m
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12:00 p.m - 12:30 p.m
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- Faculty