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On Demand

Succession Planning for Trust and Estate Attorneys


Total Credits: 1.5 CLE, 1.5 Estate & Trust Law Specialization

Average Rating:
   14
Categories:
Probate & Estate Planning
Original Program Date:
Jun 28, 2022


Description

This session focuses on planning for estate planning and probate practitioners from the perspective of a more senior attorney planning for retirement and succession, an attorney who acquired a practice through a well-planned succession plan and an attorney who unexpectedly acquired a practice without a succession plan. The State Bar Lawyer Assistance Programs Director discusses ethical considerations with succession planning and the State Bar’s role in same.

What You’ll Learn:
1. Planning for the transition of your files at retirement
2. Planning to accept the transition of files from another attorney
3. Considerations by clients for securing new counsel

Presented by:
American College of Trust and Estate Counsel (ACTEC) & Probate and Trust Section

Chairs:
Robert Fleming, Fleming & Curti, PLC
Hillary P Gagnon, Stacey L. Johnson, PLLC
Lauren Garner, Jaburg Wilk, PC
Shawn Garner, Deason Garner & Hansen
T.J. Ryan, Frazer Ryan Goldberg & Arnold, PLLC

Faculty:
David Estes, Estes & Madine, PLLC
Michelle Lauer, Lincoln & Lauer, PLLC
Bradley Perry, Lawyer Assistance Programs Director, State Bar of Arizona
Melinda Sloma, Sloma Law Group, PLLC

Handouts

Reviews

5
4
3
2
1

Overall:      4.4

Total Reviews: 14

Comments

John L

"good content"

Carmen C

"informative"

Chelsea W

"Interesting topic, but not entirely applicable to my individual situation"

Alyssa H

"Very informative and good resource pointing"

Margaret W

"Easy to follow. "

Lauren L

"It was interesting and informative."