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.
Panelists:
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
Cost:
RCBA Members: $20.00
Non-RCBA
Members: $40.00