Continuing Legal Education

Succession and Transition Planning

June 15, 2018
10:45 a.m. – 12:15 p.m.
1.50 MCLE hours, including 1.50 Professional Responsibility MCLE credit hours (PMCLE credit subject to approval)
Presented by Succession and Transition Planning

Fontana, Wisconsin
The Abbey Resort
269 Fontana Blvd.
(During ISBA's Annual Meeting)
(map and directions)

 

Are you prepared for the unexpected?


Most attorneys think they have a long time before they need to worry about setting up a succession plan, but the unexpected can happen at any time, and it’s important to make sure your law firm (and your clients) will be in good hands in your absence. Don’t miss this seminar that explains why succession planning is important and shows you how to create a successful plan. The seminar concludes with the tips and advice you need as our experienced attorneys offer their unique perspectives on acquiring an established practice and winding down an existing one.

Agenda

10:45 – 11:45 a.m.  Five Steps to Successful Succession Plan
Succession planning can be a challenge, but it’s important to find someone who can take over and prep them for the role – even if you don’t think you’ll need a replacement for quite some time. This segment walks you through the process from start to finish, and discusses the five components found in every successful succession plan.
Jeffrey S. Krause, Affinity Consulting, Ohio

11:45 a.m. – 12:15 p.m.  Succession and Transition Planning Best Practices
Accelerate your succession and transition planning by joining members of the ISBA Special Committee on Succession and Transition Planning as they provide tips and highlight the resources they have developed for you (which are now available through the ISBA’s Succession and Transition Planning website). The presentation includes our speaker’s perspectives on acquiring an established practice, as well as the issues related to winding down a practice. The discussion includes a look at the draft rule that would require Illinois attorneys in private practice to appoint a designated attorney representative in the event of death, disability, or practice abandonment.
John R. Cesario, Illinois Attorney Registration & Disciplinary Commission, Chicago
John H. Maville, Law Offices of John H. Maville, Belvidere
John T. Phipps, John T Phipps Law Offices P.C., Champaign

 

*Professional Responsibility MCLE credit subject to approval