We use cookies or similar technologies to improve user experience, analyze website traffic, enable and maintain log-in and personalization settings, connections with selected partners and for marketing purposes (managing advertising space and recommend products of interest to you). You can block or adjust saving cookies at any time, by changing the settings of your web browser. By continuing to use this website without disabling cookies in your web browser you ‘ACCEPT’ saving cookies. Learn more in our Privacy Policy.

Practical Considerations for Closing a Law Firm 2022

Product ID: CA3335D
Presented By: State Bar of Wisconsin PINNACLE

Closing time

After years of dedication to the law and accomplishing your clients’ goals, you decide it’s time to close your practice. Or perhaps you’re changing career paths or moving to a new place. Whatever the circumstances, you’ll need a plan of action that accounts for your ethical obligations when  closing your firm.

Make a plan to cover all the ethical bases at Practical Considerations for Closing a Law Firm. State Bar of Wisconsin Law Practice Assistance Manager Christopher Shattuck will break down the steps you need to take, including:

  • Notifying current clients
  • Reconciling trust accounts
  • File retention and destruction
  • Retiring hardware and case management software
Read More ↓

Interested in sponsoring this program? Find out more.

Select a Format

Webcast seminar
OnDemand seminar

Pricing

Member $89.00

Non-Member $139.00

Credits

1 CLE

* EPR credit is not available for OnDemand programs.

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

Closing time

After years of dedication to the law and accomplishing your clients’ goals, you decide it’s time to close your practice. Or perhaps you’re changing career paths or moving to a new place. Whatever the circumstances, you’ll need a plan of action that accounts for your ethical obligations when  closing your firm.

Make a plan to cover all the ethical bases at Practical Considerations for Closing a Law Firm. State Bar of Wisconsin Law Practice Assistance Manager Christopher Shattuck will break down the steps you need to take, including:

  • Notifying current clients
  • Reconciling trust accounts
  • File retention and destruction
  • Retiring hardware and case management software
Read More ↓

Christopher C. Shattuck has been the Law Practice Assistant Manager for the State Bar of Wisconsin since 2017. Mr. Shattuck previously managed a department and litigated cases at a creditor’s rights firm in Milwaukee. In addition to providing confidential law practice consultations, he frequently writes and speaks on law practice management topics. He received his undergraduate and master of business administration degrees from the University of Wisconsin – Oshkosh and his law degree from the University of La Verne College of Law in southern Californi

  • Understand how to adhere to the ethical responsibilities related to closing a firm 
  • Know which clients you must notify and what to do with their files
  • Avoid potential malpractice issues that may arise when closing a firm
  • Senior lawyers
  • Any lawyer contemplating closing their firm
  • Law office support staff
0 Customer Reviews
5 star
0%
4 star
0%
3 star
0%
2 star
0%
1 star
0%

Customer Reviews

Share your thoughts with other customers by being the first to review this product and or seminar.