Succession Planning for Trust and Estate Attorneys

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