** Available on-demand any
time of day and in time increments convenient to you through Session End Date above **
This ethics CLE presentation will address the critical elements of planning for succession of your practice, from a sudden unplanned cessation to an orderly transfer of clients by affiliation with successor attorneys or sale of your practice.
This program will cover the 5 primary Disciplinary Rules of Professional Conduct implicated in a transfer of clients, files, and sale of a practice as well as the Rules of Disciplinary Procedure for cessation of a practice. Additional pertinent information, from valuable resources and forms to custodian appointment or successor attorney upon sale, is also discussed.
This course features streaming video
and downloadable audio presentations
from a CLE seminar by the Houston Bar Association (HBA) on November 20, 2020.
Some of the subjects for this course include:
Planning for a Sudden or Unexpected Cessation of Practice
Planning for a Smooth Transition and Exit
(Likely) Safe Harbor and Myth About Prohibition of Sale
Features of Law Practice Purchase Agreement
Will Provisions for Solo / Small Firm Attorneys
Valuable Available Resources & Takeaways
Speakers:
Gregory W. Sampson, an attorney with the firm of Gray Reed & McGraw LLP. More information may be found on his firm's website.
Bill Betts, Jr., an attorney with the firm of Betts, Walter & Mutscher, P.C. More information may be found on State Bar of Texas website.
ACCREDITATION INFORMATION
This course is approved for CLE credit by the STATE BAR OF TEXAS (MCLE Provider #8238). Please check with your State Bar regarding specific accreditation requirements.
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