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Succession Planning: Preparing for the Unexpected 2024

Product ID: CA3670R9
Presented By: State Bar of Wisconsin PINNACLE

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. Read More ↓

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Webcast seminar

Pricing

Member $99.00

Non-Member $149.00

Credits

1 LPM

Date and Time

Monday, December 16, 202412:00 PM - 12:50 PM CT

Add to Calendar 12/16/2024 12:00:00 PM 12/16/2024 12:50:00 PM America/Chicago 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. aagOTNdBczOPpqCrTmAF60877

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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. Read More ↓

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

Sarah Watson, Pro Bono and Consumer Protection Program Manager, State Bar of Wisconsin

  • 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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