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CLE: Firm Succession: Why You Need a Plan
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CLE: Firm Succession: Why You Need a Plan


When: Thursday
7:30 AM - 9:00 AM
Where: MCBA
303 E. Palm Ln.
Phoenix, Arizona  85004
United States
Bree Boehlke

Phone: 602.682.8601

Registration Information
Online registration is closed.

Sponsored by the Estate Planning, Probate and Trust Section

(EPPT Section members, please use promo code PLAN when registering.)

Printable Registration Form


Succession  planning is crucial for all lawyers (not just "seasoned" lawyers) - whether in a large firm, solo or in-house, to comply with ethical obligations, assure continuity of client care, and avoid having your files become property of the State Bar.  What happens if you have a stroke while scuba diving on vacation or you need to take emergency leave to care for a family member in another state, or you voluntarily enter three months of in-patient treatment?  What can and should lawyers do if they know of a lawyer who should not be practicing alone anymore or you are friends with a solo who suddenly passes away?  The panelists will provide guidance as well as useful forms for helping plan the transition of a practice.



Panel:             Lynda Shely, The Shely Firm, PC

                       Russell R. Yurk, Jennings, Haug & Cunninham L.L.P.

                       Melinda Sloma, Sloma Law Group, PLLC


1.5 CLE Ethics Credits Available.  A light breakfast will be served.


□ $62.50                 MCBA members
​□ $55.00                 MCBA Estate Planning, Probate and Trust Section members
​□ $40.00                 MCBA Paralegal & Public Lawyer Division members
​□ $10.00                 MCBA Student members
​□ $102.50               Non-members


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