Wednesday, April 10, 2024 | 12:00 pm – 1:00 pm
Format: Webinar
Program Co-Instructor: | Program Co-Instructor: |
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Erin McCartney Attorney Protective |
Kate Gould Attorney Protective |
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Planning a vacation or thinking about winding down your practice? Before boarding the plane or closing your firm’s doors, ensure that you comply with your ethical obligations and tie up the necessary loose ends. This webinar will cover the applicable ethics rules related to planning for a temporary absence from your practice, establishing a successor attorney, and considerations when planning your retirement. Join Attorney Protective Risk Management Attorneys, Erin McCartney and Kate Gould, as they discuss best practices to avoid possible ethics violations whether you are going on vacation or closing your practice. New York Rules of Professional Conduct will be referenced.
Program Fee:
Free to Members | $99 Non-Members -
Erin McCartney
Attorney ProtectiveKate Gould
Attorney Protective -
12:00 pm – 12:05 pm
Introduction Attorney Burnout and Law Firm Employment Trends12:05 pm – 12:15 pm
Vacation Mode Activated
- Rule 1.1: Competence
- Rule 1.3: Diligence
- Rule 1.4: Communication
- Pre-vacation Checklist
- Tips for Maximizing Your Time Out of the Office
12:15 pm – 12:30 pm
Succession Planning
- Rule 1.3: Diligence – Untimely Death or Incapacity
- Considerations When Identifying a Surrogate
- New York State Law Examples
- Setting Up Your Surrogate for Success
12:30 pm – 12:40 pm
Retirement
- What Needs to be Done?
- Rule 1.4: Communication – Notifying the Client
- Buying a Law Practice from a Retiring Lawyer
12:40 pm – 12:55 pm
Closing Your Practice
- File Retention, Return, or Transfer? Ethical File Retention or Destruction if the Firm is Continuing
- Dissolutions and Tax Implications
- Rule 1.15: Trust Account Recordkeeping
- Practical Guidance
12:55 pm – 1:00 pm
Insurance Considerations to Closing Your Practice -
CLE Credit:
New York: 1.0 Ethics
New Jersey: 1.2 Professional Responsibility
California: 1.0 Professional Responsibility
Pennsylvania: 1.0 Professional Responsibility
Connecticut: Available to Licensed Attorneys -
Thank you to our sponsors.
Co-Sponsoring Organization:
Small Law Firm CenterSponsorship Opportunities are Available! Please Contact:
Yelena Balashchenko, Manager, Business Development & Sponsorships | (212) 382-6608 | ybalashchenko@nycbar.org