Succession and Transition Planning

The Special Committee on Succession and Transition Planning was formed by ISBA President Hon. Russell Hartigan (ret.) to help lawyers prepare for life events, some of which may be unplanned, that result in the closure of a lawyer's law practice. The closure of a law practice can present serious and far reaching issues for a lawyer and the lawyer's clients including protecting client rights and confidential information, preserving client property, ensuring access to electronic files and business management systems, and others. The mission of the Special Committee is to provide guidance, education, and resources to enable lawyers to properly plan for and handle the transition of a practice in an emergency due to a catastrophic event or when the lawyer retires or is otherwise no longer able to practice. To do this the Special Committee is tasked with consolidating the many already existing ISBA succession and transition planning resources, updating those resources where necessary, preparing new resources where appropriate guidance is lacking, and considering whether specific Supreme Court rules would be beneficial to help lawyers protect their clients and practices in the event of unanticipated events.

The Special Committee encourages you to send us comments about your experiences with this topic and any of the resources provided below. Please send your comments, questions, or suggestions for the Special Committee to us at




Sample Documents