Succession Planning: Preparing for the Unexpected 2024

  • OnDemand seminar
  • Law Practice Management
Succession Planning: Preparing for the Unexpected 2024

Co-produced by the Senior Lawyers Division of the State Bar of Wisconsin

A plan for success(ion)

A good succession plan is crucial for the long-term health of your practice and to upholding ethical obligations to clients. And succession plans aren’t just for lawyers contemplating retirement. Without a succession plan in place, unexpected events like family emergencies, sudden illness, injury, or death can jeopardize your practice and your clients.

Don’t leave your clients, colleagues, and family in a lurch. Attend Succession Planning: Preparing for the Unexpected to learn practical steps you can take to put a succession plan in place.

Product details

Faculty

Amber Ault
Ph.D., MSW, WisLAP Manager, State Bar of Wisconsin · Madison
Brent J. Hoeft
Practice Management Advisor, State Bar of Wisconsin · Madison
Sarah E. Peterson
Ethics Counsel, State Bar of Wisconsin · Madison
Timothy J. Pierce
Ethics Counsel, State Bar of Wisconsin · Madison

  • Discover resources to help you with preparing an effective succession plan
  • Review ethical obligations to clients related to succession planning
  • Understand the benefits of having a plan in place and the consequences of failure to plan
  • Know what legal, technological, and personal steps you should take in succession planning
  • Hear best practices for recruiting a successor and asking allies to be a part of your succession plan
  • Learn how to use the State Bar’s Successor Registry
  • Examine the duties of a successor attorney
  • Senior lawyers
  • Solo and small firm practitioners
  • Young lawyers

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