Co-Produced with the Senior Lawyers Division of the State Bar of Wisconsin
Do you view retirement planning as a particularly tedious task? Route 66: The Road to Retirement will help you break the process down into more manageable steps.
Panel Discussion on Preparing for Transition
Learn how to work with a financial advisor to begin the process of creating a retirement plan and recognizing competency issues.
Medicare/Social Security Considerations
Get helpful guidance on applying for benefits and obtaining supplemental coverage through available health care programs.
Technology Issues in Retirement
Discover State Bar resources and technology available to assist you with the transition into retirement.
Get important information on making a smooth transition by learning about:
- Meeting the needs of clients
- Transferring clients
- Finding a successor attorney
- Planning for death or disability
Ethics of Transitions
Discover the answers to ethical questions and concerns lawyers face when transitioning out of the practice of law and the ethical side of retirement including:
- Of counsel status
- Referral arrangements
- Limited scope representation
- Joint representation
- Maintaining client files
- Rules related to transferring clients
- When Are You Still a Lawyer?
- Serving as expert witness
- Ethics of serving on boards
Prepare yourself and your practice for retirement with Route 66: The Road to Retirement. Register today!