Succession Planning Made Easy

        
  
     
Legal Area:        Ethics Professional Responsibility Business Commercial Estate Planning Probate
Total Credit Hours:        1.50
Ethics Credit Included:        1.50
Registration Fee:        $30.00
Course Materials:        textaudiovideo
Session END DATE:        12/31/2022
Information:         ONLY $15
  

** 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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