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.
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.
Course Content
9:30 a.m - 9:40 a.mWelcome and Introduction
Jeremy E. Poock, Esq.,
Senior Attorney Match, Needham Heights
9:40 a.m - 10:20 a.m
Succession Planning for Lawyers - Options to Consider
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
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
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
Panel
11:45 a.m - 12:00 p.m
Succession Planning for Lawyers Checklists: Senior Attorneys & Growing Law Firms
Jeremy E. Poock, Esq.,
Senior Attorney Match, Needham Heights
12:00 p.m - 12:30 p.m
'Ask the Experts' Q&A Session
Panel
Please Note
This webcast is delivered completely online, underscoring their convenience and appeal.
There are no published print materials. All written materials are available electronically only.
They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.
Speakers
ChairJeremy E. Poock, Esq.,
Senior Attorney Match, Needham Heights
Faculty
Edward S. Cheng, Esq.,
Sherin and Lodgen LLP, Boston
Michelle R. Yu, Esq.,
Office of the General Counsel, Massachusetts Board of Bar Overseers, Boston
