ICLE | Succession Planning for Lawyers
Succession Planning for Lawyers
On-Demand Seminar (Posted 08/14/23) | Level: Basic

Lawyers primarily focus on handling day-to-day issues for their clients, but it is equally essential to think about the future. Get tips on complying with the new interim administrator rules and integrating various estate planning tools into your law firm succession plan. Identify proactive steps you can take to make the process go smoothly for your successor, and ensure that your clients and your family are not negatively impacted by the transition. Watch so you can:

  • Familiarize yourself with the relevant rules
  • Understand the importance of powers of attorney
  • Appreciate the drawbacks of going through the probate process
  • Use best practices for communication and training
  • Get advice on proactive planning, including partnering with other lawyers
Available Formats
Attend online at your convenience. Includes individual access to electronic materials for three years. These may include written materials, a PDF of the presentation, and any video or audio recordings.
David Mammel discusses best practices for law firm succession planning with Mara Kent and George Smrtka....
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