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.
2:00 – 2:05 Welcoming Remarks and Introductions
Sara Arthur, Esq. Immediate Past President., MSBA & Program Chair
2:05 – 3:00 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 Risk management and overview of ethical issues to be considered in succession planning
Glenn Grossman, Esq. & Al Frederick, Esq., Eccleston & Wolf & Tim Gephart, Esq., CPCU, Minnesota Lawyers Mutual
3:45 – 4:30 Succession planning & sale of a solo or small firm law practice
Kelcie Longaker, Esq.
4:30 – 5:15 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 Networking reception
College Park Marriott Hotel & Conference Center, 3501 University Blvd E, Hyattsville, MD 20783, USA