The Succession Planning Seminar equips lawyers with the tools they need to help clients and firms plan for the future. Attendees will gain expert insight on preparing for succession due to retirement and disability, sales & mergers, acquisitions, and more.

Join us from 2:00 – 6:00 p.m. on Thursday, August 30, at the College Park Marriott Hotel & Conference Center in Hyattsville, Maryland. The program agenda includes:

2:00 – 2:05 p.m.: Welcoming Remarks and Introductions
Sara Arthur, Esq., MSBA Immediate Past President & Program Chair

2:05 – 3:00 p.m.: View from Bar Counsel’s Office: Why Succession Planning is Necessary & How Bar Counsel’s Office Might Intersect with the Process
Lydia Lawless, Maryland Bar Counsel

3:00 – 3:45 p.m.: Risk Management and Overview of Ethical Issues to Be Considered in Succession Planning
Glenn Grossman, Esq., and Al Frederick, Esq., Eccleston & Wolf, and Tim Gephardt, Minnesota Mutual

3:45 – 4:30 p.m.: Succession Planning and Sale of a Solo or Small Firm Law Practice
Kelcie Longaker, Esq., Offit Kurman

4:30 – 5:15 p.m.: Strategies for Leveraging Insurance within the Succession Plan
John Morris, TriBridge Partners

5:15 – 6:00 p.m. Case Study: Determining and Implementing the Best Succession Strategy for Your Firm
Louis Sapperstein, CPA, Rosen Sapperstein & Friedlander

6:00 p.m.: Networking Reception

Register online today!

 

 

 

 

 

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