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. You’ll learn:

• How your ethical duties of competence, diligence, and declining or terminating representation relate to succession planning
• ABA recommendations on what authority should be granted to successor counsel 
• Tips for recruiting a successor attorney
• How to designate a successor and begin the planning process
• What documents and access instructions should be included in your plan
• How to register a successor with the State Bar of Wisconsin Successor Registry 
• Best practices for notifying and educating clients
• How the Wisconsin Fund for Client Protection can help clients suddenly left without an attorney

Whether you’re preparing to practice part time while wintering in warmer climates, going into planned retirement, or leaving practice suddenly due to illness, injury, or death, your firm needs a plan that ensures clients are protected and properly represented.

Find helpful advice and clear guidance on creating a succession plan that works for you, your family, and your firm at Succession Planning: Preparing for the Unexpected. 

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 ↓