A Guide to Law Firm Succession Planning
CLE WEBINAR

A Guide to Law Firm Succession Planning

Tuesday, June 13, 2023

 | 1 PM CT • 11 AM PT • 2 PM ET

You need to plan for the worst in order to ensure the best future for your law firm. Whether you have an eye toward retirement or you want to be prepared for unexpected time away or incapacity issues, this session will help you plan your firm's next chapter.

 

This CLE is designed to help attorneys prepare for what happens next, whether it be a planned transition out of law entirely, or a surprise cessation of practice. Absent advance planning, the consequences of a lax sale of a firm, or a sudden stoppage of practice, can spell disaster for your clients, your colleagues, and even your family members.

Join Jordan Turk, attorney and legal technology advisor at Smokeball, for this session where she will explain how you can reduce uncertainty and make a succession plan for your firm, with an emphasis on upholding your ethical obligations to your clients and to your office. 

In this free CLE webinar, you’ll learn:

  • Ethical considerations surrounding proper client communication in the event of a sale or incapacity
  • Proper retention and destruction policies for client files
  • How to appoint an inventory or custodian attorney in the event of incapacity or inability to continue practicing
  • What to consider when you want to sell your practice

Duration: 60 minutes

This webinar is eligible for CLE credit in multiple jurisdictions.*

Register for the webinar

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  • 19 days
  • 01 hours
  • 22 minutes
  • 30 seconds

CLE Information

This program is eligible for 1 hour of CLE credit in 60-minute states, and 50 minutes of CLE credit in 50-minute states. Credit hours are estimated and are subject to each state’s approval and credit rounding rules.

How to Receive CLE Credit:

To be eligible for CLE credit for this webinar, you must attend the entire LIVE duration of this webinar and participate in the polls. Note, partial CLE credit for this course is not available.

You cannot watch the program in a group if you wish to earn CLE credit. If you do choose to watch the event in a group, ensure that you are also logged in on your own personal device, under your log-in credentials, as we will need proof of your attendance (though it is highly recommended that you view the event from your own personal device).

If you have met the participation requirements, you will receive a personalized CLE affidavit from  for the program at which you attended at least one session to completion. Please check your spam or junk folders as these emails often end up there. Please note you will fill out one affidavit for the full event. Once you complete the affidavit, you will be able to download your certificate(s) of attendance and they will be emailed to you as well from .

Featured Presenter

Emma Raimi-Zlatic

Jordan Turk

LEGAL TECHNOLOGY ADVISOR
Jordan Turk is a practicing attorney in Texas, and is also the Legal Technology Advisor at Smokeball. Her family law expertise includes appeals, pre and postnuptial agreements, as well as complex property division and highly contentious custody cases. In addition, Jordan has given CLEs across the country on topics ranging from client relationships to proper trust account management. Jordan graduated from the University of Texas at Austin with a B.A. in Classics, History, and Religious Studies. She then went on to attend the University of Arkansas School of Law to earn her J.D. After almost four years of practice with a high-asset family law firm in Houston, Jordan discovered the world of legal technology which ultimately brought her to Smokeball. Jordan has authored and co-authored many articles that you can find in various state bar publications and around the internet. Passionate about giving back to her community, Jordan makes a point of taking pro bono cases whenever possible.