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

9/11/2014

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

Phone: 602.682.8601

Registration Information
Online registration is closed.
Details

Sponsored by the Estate Planning, Probate and Trust Section

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

Printable Registration Form

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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.

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Panel:             Lynda Shely, The Shely Firm, PC

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

                       Melinda Sloma, Sloma Law Group, PLLC

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

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□ $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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