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Succession Planning Workshop

Description

Join the MSBA on Day 1 of the MSBA Legal Excellence Week for a reprisal of its very popular, Succession Planning Workshop on Monday, November 13, 2023 at 9:00 a.m. Attorneys will learn to plan for closing, selling, or merging their practices, and how to plan for the unexpected death or incapacitation of an attorney in their practice. 

Get the latest on the following topics:

  • Why Succession Planning is Necessary & How Bar Counsel’s Office Might Intersect with the Process
  • Risk Management Opportunities & Potential Landmines
  • Succession Planning Considerations for the Sale of a Solo or Small Firm Law Practice
  • Strategies for Leveraging Insurance within the Succession Plan

And! Faculty will also guide you through a hypothetical case study that will demonstrate an approach for developing your own succession plan. Join us for a full day of learning and practical application tips, the opportunity to meet legal services and technology vendors, raffles of MSBA CLE programs and publications, all capped off with a networking reception.

Five hours of ethics credits will be offered for the surrounding MCLE states. If you’re unable to attend the live in-person event in November, the entire event will be recorded and available to you to view later. You can pre-purchase the OnDemand HERE.

If you’re interested in any other programs taking place during Legal Excellence Week, there’s a discount available for registering for more than one program. You can find more details about additional LEW programming here.

 

 

COVID Guidelines & Protocols

The MSBA is committed to holding a safe event for all participants, and is following all CDC, Federal, State, and Local regulations, as well as venue requirements. 

In accordance with CDC guidelines, faculty or attendees that have tested positive for COVID within 5 days of their in-person presentation, are experiencing any symptoms consistent with COVID, including fever, cough, sore throat, new loss of taste or smell, or shortness of breath, should not attend the in-person event. 

The MSBA is committed to providing accessibility to its programs, events and services to all potential attendees. If you need accommodations for this event please email cle@msba.org

Course Level
TBD
Professional Area of Focus
General Practice
Ethics
Law Office Management
CLE Field of Study
Regulatory Ethics
5.0
Location
 
Live! Casino and Hotel
7002 Arundel Mills Cir
Hanover, MD 21076 US
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Event Information
When
Nov 13, 2023
9:00 am - 4:00 pm EST
Location
Live! Casino and Hotel
7002 Arundel Mills Cir
Hanover, MD 21076 US
Total CLE Credits
5.0
Format
In-Person

Agenda

Day 1

11/13/2023
9:00 am
Agenda

9:00 a.m. – 10:00 a.m.

Why Succession Planning is Necessary & How Bar Counsel’s Office Might Intersect with the Process

Lydia Lawless, Esq., Kramon & Graham

 

10:00 a.m. – 10:15 a.m. Break

 

10:15 a.m. – 11:15 a.m. 

Risk Management: Malpractice Exposure for the Attorney and Impact on Clients, with an Overview of Ethical Issues to be Considered in Succession Planning – Panel Discussion 

Lydia Lawless, Esq., Kramon & Graham

Al Frederick, Esq., Eccleston & Wolf 

 

11:15 a.m. – 11:30 a.m. Break

 

11:30 a.m. – 12:30 p.m.

Succession Planning & Sale of a Solo or Small Firm Law Practice

Kelcie Longaker, Esq., Gordon Feinblatt LLC

 

12:30 p.m. – 1:45 p.m. Lunch

 

1:45 p.m. – 2:45 p.m.

Strategies for Leveraging Insurance within the Succession Plan

Todd Scott, Minnesota Lawyers Mutual Insurance Company

 

2:45 p.m. – 3:00 p.m. Break

 

3:00 p.m. – 4:00 p.m.

Case Study: Determining and Implementing the Best Succession Strategy for your Firm

Vadim D. Ronzhes, CPA, Esq., Rosen, Sapperstein & Friedlander, LLC

 

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Succession Planning Workshop