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.

Agenda & Materials

• 9:30 a.m - 9:40 a.m

  Welcome and Introduction

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  Jeremy E. Poock, Esq., Senior Attorney Match , Needham Heights
  
• 9:40 a.m - 10:20 a.m

  Succession Planning for Lawyers – Options to Consider

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  Jeremy E. Poock, Esq., Senior Attorney Match , Needham Heights
  
• 10:20 a.m - 10:50 a.m

  Ethical Considerations When Retiring, Selling, Merging, or Joining Another Law Practice

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  Edward S. Cheng, Esq., Sherin and Lodgen LLP , Boston
  
• 10:50 a.m - 11:00 a.m

  Break
• 11:00 a.m -11:25 a.m

  Rule on Client Files & Perspectives from the BBO

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  Michelle R. Yu, Esq., Office of the General Counsel, Massachusetts Board of Bar Overseers , Boston
  
• 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

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  Panel
  
• 11:45 a.m - 12:00 p.m

  Succession Planning for Lawyers Checklists: Senior Attorneys & Growing Law Firms

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  Jeremy E. Poock, Esq., Senior Attorney Match , Needham Heights
  
• 12:00 p.m - 12:30 p.m

  "Ask the Experts" Q&A Session

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  Panel
  

Chair

Faculty