Succession Planning Made Easy

Legal Area:        Ethics Professional Responsibility Business Commercial Practice Management Estate Planning Probate
Session END DATE:        09/30/2024
Total CLE Hours:        1.50
Ethics Hrs Included:        1.50
Registration Fee:        $30.00
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.


    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.

    If you are new to and would like to register for this course, please click this link to see some brief instructions on how to 'SIGNUP' as a new user and register. In order to use a Discount Code, please enter it on the ' Shopping Cart' page once you have added this course to your shopping cart and click the 'Update' button.

    PLEASE REMEMBER-- All of our online CLE courses are covered by our 'Full Satisfaction' guarantee. If for any reason you are dissatisfied with this seminar, we will gladly issue you a prompt refund. Therefore, you have nothing to lose in trying one of our convenient and high-quality online CLE courses.


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