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Browse All > CLE Seminars

The Ethics of Transitions

Product ID: CA3075D
Presented By: State Bar of Wisconsin PINNACLE

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

Start a new chapter in compliance with SCR 20

When it comes to winding down a law practice, it’s a bit more complicated than just submitting your two weeks’ notice, cleaning out your desk, and calling it a day. You need to know how to communicate with clients, transfer representation, and purge files in compliance with the Rules of Professional Conduct.

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OnDemand seminar

Pricing

Member $109.00

Non-Member $159.00

Upon purchase, this OnDemand program is available to view for 90 days.

Credits are no longer available for this OnDemand program.

Quantity:
Maximum quantity must be less than or equal to 1.

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

Start a new chapter in compliance with SCR 20

When it comes to winding down a law practice, it’s a bit more complicated than just submitting your two weeks’ notice, cleaning out your desk, and calling it a day. You need to know how to communicate with clients, transfer representation, and purge files in compliance with the Rules of Professional Conduct.

Read More ↓

Dean R. Dietrich is a shareholder with Dietrich VanderWaal, S.C. He has represented attorneys in matters before the Wisconsin Supreme Court and the Office of Lawyer Regulation and has consulted with numerous law firms and lawyers regarding compliance with the Rules of Professional Conduct. He has served as Chair of the State Bar Committee on Professional Ethics and is a member of the American Bar Association’s Center for Professional Responsibility and the Association of Professional Responsibility Lawyers. Attorney Dietrich regularly publishes articles on ethics and professional responsibility. He is a graduate of Marquette University Law School.

Steve Sorenson, Esq. is a shareholder at von Briesen and Roper S.C. with more than 35 years of experience helping clients with a wide range of legal issues. He provides counsel on corporate law, business succession planning, and estate planning. He also represents municipalities, and he counsels real estate clients on land use, zoning, smart growth, water front litigation, and nonmetallic mining. He is a Fond du Lac County Court Commissioner and serves as a mediator and arbitrator in real estate and labor disputes. Widely known and respected by his peers, Steve has served in many capacities with the State Bar of Wisconsin, including terms as President (1997-98) and Secretary (1994-96). He was also President of the National Conference of Bar Presidents (2007-08) and a member of the American Bar Association House of Delegates. Steve is a frequent lecturer on Legal Ethics, Real Estate law and Waterfront rights. He served as Chairman of the Board of Directors for Community Health Network (CHN) and remains active in health care organizations.

  • Get strategies for scaling back involvement in your practice while maintaining legal quality
  • Avoid complications when transitioning in your practice
  • Prevent ethical violations when closing, transferring, or selling a practice
  • Senior Lawyers Division members
  • Attorneys planning to retire, slow down, or change firms
  • Any lawyer interested in more information about changing their practice

Senior Lawyers Division members received free tuition to the live webcast and webcast replays. OnDemand tuition will be standard SBW member rates.

Dean R. Dietrich is a shareholder with Dietrich VanderWaal, S.C. He has represented attorneys in matters before the Wisconsin Supreme Court and the Office of Lawyer Regulation and has consulted with numerous law firms and lawyers regarding compliance with the Rules of Professional Conduct. He has served as Chair of the State Bar Committee on Professional Ethics and is a member of the American Bar Association’s Center for Professional Responsibility and the Association of Professional Responsibility Lawyers. Attorney Dietrich regularly publishes articles on ethics and professional responsibility. He is a graduate of Marquette University Law School.

Steve Sorenson, Esq. is a shareholder at von Briesen and Roper S.C. with more than 35 years of experience helping clients with a wide range of legal issues. He provides counsel on corporate law, business succession planning, and estate planning. He also represents municipalities, and he counsels real estate clients on land use, zoning, smart growth, water front litigation, and nonmetallic mining. He is a Fond du Lac County Court Commissioner and serves as a mediator and arbitrator in real estate and labor disputes. Widely known and respected by his peers, Steve has served in many capacities with the State Bar of Wisconsin, including terms as President (1997-98) and Secretary (1994-96). He was also President of the National Conference of Bar Presidents (2007-08) and a member of the American Bar Association House of Delegates. Steve is a frequent lecturer on Legal Ethics, Real Estate law and Waterfront rights. He served as Chairman of the Board of Directors for Community Health Network (CHN) and remains active in health care organizations.

  • Get strategies for scaling back involvement in your practice while maintaining legal quality
  • Avoid complications when transitioning in your practice
  • Prevent ethical violations when closing, transferring, or selling a practice
  • Senior Lawyers Division members
  • Attorneys planning to retire, slow down, or change firms
  • Any lawyer interested in more information about changing their practice

Senior Lawyers Division members received free tuition to the live webcast and webcast replays. OnDemand tuition will be standard SBW member rates.

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