Succession and Transition Planning CLE

BRE Law Partners Matt Spain and Josh Rohrscheib recently presented a Continuing Legal Education seminar for the Decatur Bar Association on Succession and Transition Planning for Lawyers. The goal of the presentation is to help other lawyers develop succession plans to protect their practice, their clients, and their families.

Video of Presentation

Download Presentation Slides

DBA Succession Planning Slides

Resources

ISBA Successional and Transition Planning Website. This is a wealth of helpful information, sample rules, forms, checklists, POA language, corporate resolutions, and estate planning prose.

ISBA Practice HQ. Wind Down. A helpful collection of resources from the ISBA on winding down a practice, including checklists on Succession planning, merging law firms, closing law firms, etc.

IARDC Succession Planning Website. This includes CLE Seminars and helpful written resources.

ABA Succession Planning Website. Rules, Ethics Opinions, Reports, Articles, and Educational Programs.

Rule 781. Designated Attorney Representative in the Event of Death, Disability or Practice Abandonment. Approved by ISBA Assembly awaiting approval by IL Sup. Ct.

Planning for the Sale and Transitions of a Law Practice Under Rule 1.17, by John T. Phipps