Succession Planning: What You Can Do Today Out of Stock
Do you have a plan for your firm when you retire? What will happen if you become incapable of running your firm? Succession planning is the best tool you have to protect your family, friends, active and former clients, and colleagues in the event of unexpected death or disability. In this program, you will learn about the logistics of the inventory counsel process and the inventory counsel role. You will hear from the Office of Attorney Regulation Counsel and attorneys experienced with the stages of succession planning. And you will leave with simple ways to organize your practice so that it can be easily closed or sold by inventory counsel.
- Planning for the unexpected disability or the end of your career
- Creating a firm that inventory counsel can manage or sell
- Ethics of succession planning
CBA-CLE will email webinar access information 24-48 hours before the program.
Home studies will be available 2-3 weeks following the live program.
CBA-CLE is committed to providing access, equal opportunity, and reasonable accommodation in its services, programs, and employment. To request an accommodation please contact [email protected] at least 14 business days in advance.
The program is accredited in Colorado. 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. This presentation will review Colorado Rule of Civil Procedure 244, which pertains to inventory counsel and has important provisions related to confidentiality. It 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.
Presented by Jay Fernandez, Esq., Inventory Counsel, Office of Attorney Regulation Counsel and Jessie Rember, Esq., J Rember Law.
Submitted for 1.2 Ethics/Professionalism Credits
10:15 – 10:25 am
Morning 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. Having a well organized practice will help you or your successor wind down your business when the time comes. 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 Gregory G. Sapakoff, Esq., Deputy Regulation Counsel, Office of Attorney Regulation Counsel
Submitted for .7 Ethics/Professionalism Credits
11:00 am – 12:00 pm
How To Develop a 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 an expert 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 Jodi S. Martin, Esq., Martin Law Office, LLC
Submitted for 1.2 Ethics/Professionalism Credits
12:00
Adjourn
- Standard Price $299.00 USD
- Member Price $219.00 USD
- General Credits 3.00
- Ethics Credits 3.00
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. This presentation will review Colorado Rule of Civil Procedure 244, which pertains to inventory counsel and has important provisions related to confidentiality. It 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.
Presented by Jay Fernandez, Esq., Inventory Counsel, Office of Attorney Regulation Counsel and Jessie Rember, Esq., J Rember Law.
Submitted for 1.2 Ethics/Professionalism Credits
10:15 – 10:25 am
Morning 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. Having a well organized practice will help you or your successor wind down your business when the time comes. 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 Gregory G. Sapakoff, Esq., Deputy Regulation Counsel, Office of Attorney Regulation Counsel
Submitted for .7 Ethics/Professionalism Credits
11:00 am – 12:00 pm
How To Develop a 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 an expert 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 Jodi S. Martin, Esq., Martin Law Office, LLC
Submitted for 1.2 Ethics/Professionalism Credits
12:00
Adjourn
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