Succession Planning: Managing the Transition from Start to Finish

Approval for this program is still pending in the following states: NM.
Program Summary:  This is a practical and comprehensive look at the many and various factors and risks which must be considered when planning for one’s retirement.  The program will examine the realities faced by the potential retiree as well as the hopes and desires that the retiree has concerning his or her upcoming retirement.   Some of the topics that will be addressed include the risks involved in winding up a law practice, malpractice insurance issues, and how health and finances will impact the plan.  The program will start with a focus on backup attorneys as a springboard into a broad overview of succession planning to include a discussion on how to achieve a rewarding retirement and how to avoid the many pitfalls one may face during the transition.  It is an insightful, thoughtful and thorough tour de force of the multi-faceted issues and risks facing the attorney who is trying to navigate the waters of succession planning as well as managing the transition into retirement.
 
Program Takeaways:
 

• A better understanding of the manifold issues and risks to be addressed by a retiring attorney 
• A practical view as to how to approach and deal with these issues
• An understanding of the possibilities available to the retiree following retirement
• Specific steps to be followed in closing the practice
• How to actually manage the transition
• Malpractice insurance issues of retirement