A Guide to Law Firm Succession Planning: From Emergency Plans to Exit Strategies

Approved by The Florida Bar for 1.0 hour of General CLE credit including 1.0 hour of Ethics CLE credit.

You need to plan for the worst in order to ensure the best future for your law firm. Whether you have an eye toward retirement or you want to be prepared for unexpected time away or incapacity issues, this session will help you plan your firm’s next chapter.

This CLE is designed to help Florida attorneys prepare for what happens next, whether it be a planned transition out of law entirely, or a surprise cessation of practice. Absent advance planning, the consequences of a lax sale of a firm, or a sudden stoppage of practice, can spell disaster for your clients, your colleagues, and even your family members.

Join Jordan Turk, attorney and legal technology advisor at Smokeball, for this session where she will explain how you can reduce uncertainty and make a succession plan for your firm, with an emphasis on upholding your ethical obligations to your clients and to your office.

In this free CLE webinar, you’ll learn:
• Ethical considerations surrounding proper client communication in the event of a sale or incapacity
• Proper retention and destruction policies for client files
• How to appoint an inventory or custodian attorney in the event of incapacity or inability to continue practicing
• What to consider when you want to sell your practice