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Closing a Law Practice 2025

Product ID: CA3711W
Presented By: State Bar of Wisconsin PINNACLE

Co-produced with the State Bar of Wisconsin Professional Ethics Committee

Closing time

When a lawyer decides to close their practice, several ethical duties and obligations arise. Examine ethical requirements and best practices for closing a law office, whether you’re retiring or transferring to another firm. Know how to protect your clients’ interests and what to do with their files. Understand what must be communicated to current and former clients. You’ll also discuss why you should maintain malpractice insurance and how to tie up loose ends. 

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Pricing

Member $139.00

Non-Member $189.00

Credits

1.5 CLE, 1.5 EPR

Date and Time

Tuesday, January 07, 202512:00 PM - 1:15 PM CT

Add to Calendar 1/7/2025 12:00:00 PM 1/7/2025 1:15:00 PM America/Chicago Closing a Law Practice 2025

Co-produced with the State Bar of Wisconsin Professional Ethics Committee

Closing time

When a lawyer decides to close their practice, several ethical duties and obligations arise. Examine ethical requirements and best practices for closing a law office, whether you’re retiring or transferring to another firm. Know how to protect your clients’ interests and what to do with their files. Understand what must be communicated to current and former clients. You’ll also discuss why you should maintain malpractice insurance and how to tie up loose ends. 

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Co-produced with the State Bar of Wisconsin Professional Ethics Committee

Closing time

When a lawyer decides to close their practice, several ethical duties and obligations arise. Examine ethical requirements and best practices for closing a law office, whether you’re retiring or transferring to another firm. Know how to protect your clients’ interests and what to do with their files. Understand what must be communicated to current and former clients. You’ll also discuss why you should maintain malpractice insurance and how to tie up loose ends. 

Dean R. Dietrich, a shareholder with Weld Riley, S.C., has represented clients in the areas of lawyer ethics and professional responsibility for more than 45 years. He has represented attorneys in matters before the Wisconsin Supreme Court and the Office of Lawyer Regulation and consults with law firms and lawyers regarding compliance with the Rules of Professional Conduct. 

Mr. Dietrich has served as Chair of the State Bar Committee of Professional Ethics in addition to past service on the Committee appointed by the Wisconsin Supreme Court to review changes to the Wisconsin Rules of Professional Conduct for Attorneys. He currently serves as Past President of the State Bar of Wisconsin. Mr. Dietrich is a member of the ABA’s Center for Professional Responsibility and the Association of Professional Responsibility Lawyers. He is a graduate of Marquette University Law School. 

Brent J. Hoeft is the Practice Management Advisor for the State Bar of Wisconsin’s Practice411™ Practice Management Program. He guides State Bar members on increasing law practice productivity and efficiency and advises on all things law practice management, including legal technology, information security practices, technology competence, employee management, policy and systems implementation, business development and marketing, and improving client relationship management.

Prior to his time at the State Bar of Wisconsin, Brent was in private practice since 2006. In 2010, he founded Hoeft Law LLC, Wisconsin’s first completely web-based virtual law firm providing legal services in business law, cybersecurity, and estate planning. Brent was also the founder of FirmLock Consulting, LLC, a cybersecurity behavior awareness consulting firm focusing on assisting solo and small law firms with cybersecurity training, education, and implementation of policies and procedures to better protect law firm data. 

Brent is a frequent presenter on legal technology, practice management, and cybersecurity. Since 2018, he has served as co-chair of the Technology Track for the Wisconsin Solo and Small Firm Conference (WSSFC) Planning Committee and had the honor of serving as the Conference Chair in 2022.

Sarah E. Peterson joined the State Bar of Wisconsin as Ethics Counsel in 2024. She received her undergraduate degree from the University of Wisconsin-Madison and her law degree from the University of Wisconsin Law School. Prior to joining the State Bar, Ms. Peterson was employed for more than 20 years as an investigator, and then lead investigator, at the Office of Lawyer Regulation. She is a member of the State Bar of Wisconsin and a liaison to the State Bar’s Committee on Professional Ethics. Ms. Peterson is a frequent speaker on professional ethics. 

Timothy J. Pierce has been Ethics Counsel for the State Bar of Wisconsin since 2004. He received his undergraduate degree from the University of Wisconsin-Madison and his law degree, cum laude, from the University of Wisconsin Law School. Mr. Pierce was previously a Deputy Director at the Office of Lawyer Regulation in Milwaukee and Madison. He has also been employed as the Ethics Administrator for Milbank, Hadley, Tweed & McCoy in New York, and as an Assistant State Public Defender in Racine. He is a member of the State Bar of Wisconsin. 

Mr. Pierce is a frequent speaker on matters of professional ethics and has given hundreds of CLE presentation to a wide variety of groups on professional responsibility law. He serves as a reporter for the State Bar’s Committee on Professional Ethics and writes the monthly “Ethical Dilemmas” column in the State Bar’s Wisconsin Lawyer magazine. Mr. Pierce has also taught Professional Responsibilities at the University of Wisconsin Law School since 2011 and currently serves as a Volunteer Subject Matter Expert for the MPRE.

  • Understand the ethical duties that arise upon closing a law practice
  • Learn best practices for closing a law practice 
  • Protect your clients’ files and interests when closing a practice
  • All lawyers 
  • Paralegals
  • Legal administrators
  • Law office staff

Book Bonus!

Wisconsin Ethics Opinions
Save 15% on the Wisconsin Ethics Opinions.* It’s your go-to source for the ethics opinions you can rely on to help you stay within the bounds of professional conduct as defined by the Wisconsin Supreme Court. Use discount code CA3711 when you order online or by calling (800) 728-7788.

*Discount applies to both print and digital Books UnBound editions of this title and cannot be applied to previous purchases. Offer valid through 12/31/25. For Books UnBound users, discount may be applied to purchase of individual Books UnBound title only and may not be used on the purchase of libraries. Discount cannot be combined with any other offers.

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