Succession Planning - In-Person
Do you have a plan for your firm when you retire? What will happen if you are incapable of running your firm? Succession plans matter to active and former clients, and a lawyer’s friends, family, and colleagues. This program will discuss ways to plan for unexpected death and disability. Learn about the logistics of the inventory counsel process and the inventory counsel role. Hear from the Office of Attorney Regulation Counsel and attorneys experienced with the stages of succession planning. Leave with simple ways to organize your practice so that it can be easily closed or sold by inventory counsel.
- Planning for the end of your career and unexpected disability
- Creating a firm that inventory counsel can manage or sell
- Ethics of succession planning
CBA-CLE will email webinar access information to registrants 24-48 hours before the program.
Home studies will be available approximately 2-3 weeks following the live program.
If disability accommodations or special assistance are needed, please contact us at [email protected]. Requests must be made at least two weeks prior to the scheduled program.
The program will be submitted for CLE accreditation in Colorado. If you need to seek accreditation in another state, please review the process and requirements for that individual state. CBA-CLE staff can provide a Uniform Certificate of Attendance, and it is the attendee’s responsibility to complete the accreditation outside of Colorado.
8:30 am
Registration and Coffee
9:00 – 9:15 am
Introduction to Succession Planning
Presented by Gregory G. Sapakoff, Esq., Deputy Regulation Counsel, Office of Attorney Regulation Counsel
9:15 – 10:15 am
Perspectives from Inventory Counsel
Inventory Counsel can manage the wind-down of a practice when an attorney dies or is incapacitated. Their duties range from securing client files, returning those files, obtaining information about a lawyer’s client trust account and making appropriate disbursements. The panel will review Colorado Rule of Civil Procedure 244, which pertains to inventory counsel and has important provisions related to confidentiality. They will offer participants a first-hand perspective on how inventory counsel works so that they are aware of the concept from a succession planning perspective, and should they wish to volunteer their time to help another lawyer in this respect.
Presented by Philip A. Cherner, Esq., Retired; and Jay Fernandez, Esq., Inventory Counsel, Office of Attorney Regulation Counsel
Submitted for 1.2 Ethics/Professionalism Credits
10:15 – 10:25 am
Stretch Break
10:25 – 11:00 am
The Rules of Professional Conduct and Succession Planning
Do not wait. Succession planning is something lawyers can work on daily. This is because a well-organized practice is one that someone acting as inventory counsel can easily wind-down or someone purchasing can do so in an orderly manner. The Colorado Rules of Professional Conduct related to diligence, client communications, and trust account record keeping are ones all lawyers must follow. Taking time to make sure you follow their requirements now in your practice is a proactive step that will benefit you, your clients, and your staff now, as well as anyone who must step in and assume control over the practice if something happens.
- C.R.P.C. 1.3
- C.R.P.C. 1.4
- C.R.P.C. 1.15D
- C.R.P.C. 1.16A
Presented by Jonathan P. White, Esq., Professional Development Counsel, Office of Attorney Regulation Counsel
Submitted for .7 Ethics/Professionalism Credits
11:00 am – 12:00 pm
How To Develop as Succession Plan
So now that you know why you need a succession plan, learn how to actually make one when you get back to the office. We’ll have two experts on hand to discuss the nuts and bolts of finding an attorney to take over your firm, creating contractual agreements, and the ethics of passing on client files to another attorney
- C.R.P.C. 1.7
- C.R.P.C. 1.9
Presented by Erika Holmes, Esq., ELHolmes Legal Solutions, LLC; and Jodi S. Martin, Esq., Martin Law Office, LLC
Submitted for 1.2 Ethics/Professionalism Credits
Registration Fees
| Non Member | $389.00 |
| CBA Member | $289.00 |
| New Lawyer Edge Partner | $144.50 |
| Paralegal/Legal Support Staff | $144.50 |
| Public Service/Government | $144.50 |
| Active Military | $144.50 |
| ELITE Pass Holder | $0.00 |
- General Credits: 3.00
- Ethics Credits: 3.00
- EDI Credits:
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