2024 Successful succession: Make a plan for your firm

This program was originally presented at our 2024 MOSOLO Small Firm Conference, June 6-8, 2024

Is your firm safeguarded from the unexpected? If you landed in the hospital for a few months, would your practice survive? This CLE session is tailored specifically for attorneys looking to safeguard their professional legacy. Without proactive planning, the abrupt sale or closure of a firm can have disastrous consequences—not only for your clients but also for your family and colleagues. Don’t let a lack of preparation put everything you've worked for at risk. Join attorney Jordan Turk as she gives you the insights and tools you need to prepare for a successful transition, whether planned or unexpected. 

In this CLE webinar, you’ll learn:  

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

Smokeball is an approved member benefit partner of The Missouri Bar. With this relationship, you will receive a 10% discount on new Smokeball subscriptions.

Speaker: Jordan Turk, Smokeball, Chicago, IL

Opinions and positions stated by presenters of MoBarCLE programs are those of the presenters and not necessarily those of The Missouri Bar. This program is intended as information for lawyers in Missouri, in conjunction with other research they deem necessary, in the exercise of their independent judgment.