Estate Planning for the Estate Planning Attorney | Solo and Small Firm Succession Stories and Strategies

Are you a solo/small practitioner interested in learning how to properly transition out of practice or plan for succession? Or are you interested in acquiring a firm from a solo/small practitioner? Do you work with other attorneys and handle probate/estate administration or business transactions?  This CLE panel will cover planning tips, probate pitfalls, ethical obligations and succession woes about winding up or transferring a practice upon the retirement or death of a solo/small practitioner. All of us use different software, niches within our practice areas, work alone or hire full-time permanent or contract employees, and manage our cases in different ways. When an emergency happens to the managing attorney taking care of the day-to-day firm tasks, someone has to step in and figure it out! Take a break from helping your clients plan for the future, and join us for a discussion on planning for your own.

This CLE is approved for credit through January 26, 2024.

Melanie A. Boes | Pluto Boes Legal
Jill M. Sauber | Sauber Legal Services
Binh T. Tuong | Office of Lawyers Professional Responsibility

CLE Credits:
1.0 Standard CLE Credit | Event Code: 439582

RCBA Members:  $20.00
Non-RCBA Members:  $40.00



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