www.ali-cle.org Open in urlscan Pro
208.251.193.41  Public Scan

Form analysis
1 forms found in the DOM

Name: ALIEmailOnlySignup — POST https://s90815893.t.eloqua.com/e/f2

<form method="post" id="form26" name="ALIEmailOnlySignup" action="https://s90815893.t.eloqua.com/e/f2" target="_blank" class="ng-pristine ng-valid ng-valid-email">
  <input value="ALIEmailOnlySignup" type="hidden" name="elqFormName">
  <input value="90815893" type="hidden" name="elqSiteId">
  <input name="elqCampaignId" type="hidden">
  <div tooltip-popup-close-delay="0" uib-tooltip="Subscribe to our email list and SAVE 30% off your first purchase!" tooltip-placement="left" tooltip-append-to-body="true">
    <input type="email" placeholder="Subscribe to our list and save 30%!" class="form-control input-block-level pull-right ng-pristine ng-untouched ng-valid ng-empty ng-valid-email" ng-model="signupEmail" id="field0" name="emailAddress">
    <span class="input-group-addon btn" ng-click="subscribe()">Subscribe</span>
  </div>
</form>

Text Content

Enable Accessibility
 * Blog
 * Contact Us
 * Speak for Us
 * Sponsorship
 * My ALI-CLE/Login
 * * My Account
     
   * Sign Out
 * 0 Items

Subscribe
 * CLE
   * Browse Programs
   * Save with LAWPASS CLE Annual Subscription
   * CLE State Requirements
   * Group Registrations
 * Publications
   * Publication Search
   * Course Materials
   * Journals
   * 
   * Administrative
 * CLE Subscriptions
   * LawPass
     Unlimited CLE
   * Coursebook Subscriptions

Hmm...sorry, no results found.
Loading your results...

Provides 1.0 hour of ethics instruction


LAW FIRM SUCCESSION PLANNING: ETHICAL, PRACTICAL, RESPONSIBLE

WEBCAST


DATE

Thursday, May 5, 2022

2:00 — 3:00 p.m. Eastern


CLE

Total 60-minute hours: 1.0 ethics
Total 50-minute hours: 1.2 ethics


To see credits available in your state(s), scroll down to the CLE/CPE Credit tab
below.

SAVE THE DATE

Details of this presentation are not yet available; please check back two weeks
before the program date for more details. If you wish to register now, click
Register Now or call 800-CLE-NEWS and ask to be registered for program VCDJ0505.



Sign up to be notified:
Sign Up
Thanks! A reminder has been set.

To view details of last year's presentation, or to purchase course materials
and/or audio recordings (if available) from that presentation, please click
here.


WHY YOU SHOULD ATTEND

Life can throw curveballs at us quickly and unexpectedly. A serious Illness or
injury – to ourselves or an immediate family member – can mean having to
suddenly walk away from a law practice, whether long term or even permanently.
If that happened to you, do you have a plan in place? Will your client matters
be transitioned and handled properly? Will those working for you get paid? Will
you (or your family) get your share of any unpaid or residual fees that come
due?



 



Lawyers have an ethical obligation to diligently handle client matters, and to
assure the efficient transition of those matters should they become disabled or
die. Despite this obligation, many attorneys do not have succession plans in
place, and many states do not specifically require attorneys to have such a plan
or to designate a successor attorney. For solo and small firm practitioners in
particular, an unanticipated closing of a practice can result in adverse,
unethical, and even dire financial consequences to the attorney, their family,
colleagues, and their clients. Don’t let that happen to you!



 




WHAT YOU WILL LEARN

In this one hour webcast, a small firm trial lawyer who also focuses on
professional responsibility and law firm technology will discuss the applicable
Model Rules of Professional Conduct implicated by the duty to have a succession
plan, including Rule 1.3 (Diligence), Rule 1.15 (Safekeeping of Property), and
Rule 1.17 (Sale of a Law Practice). He will also outline the basics of lawyer
succession planning, including:



 



transition of active matters, including documenting what events can trigger a
transition and the scope of work

transition of closed files and firm data

compensation for successor counsel, including fee division agreements

best practices, such as creating office manuals with key information and
maintaining an up-to-date calendar of deadlines

 



All registrants will receive a set of downloadable course materials to accompany
the program.



 



Need ethics credit? This seminar provides 1.0 to 1.2 hours of ethics
instruction, depending on state requirements, in MCLE jurisdictions that
accredit video webcasts.



 




WHO SHOULD ATTEND

This webcast on law firm succession planning will benefit all lawyers in the
private sector, regardless of firm size or practice area.



 



Register two or more and SAVE! Register as a group for this program and save up
to 35% (click here for more details). Click "Register as a Group" to register at
these savings. (Offer valid on new registrations in the same delivery format
only; discounts may not be combined.)






Register Now Register as a Group Download Brochure Add to Calendar
Sign Up To Be Notified When This Course Is Available On-Demand

For sponsorship inquiries, please contact Dara Lovitz.
 * Schedule
 * Faculty
 * Format/Venue
 * CLE/CPE Credit
 * Sponsors

Schedule
 * All times Eastern
   
   
   
   2:00 pm Law Firm Succession Planning: Ethical, Practical, Responsible
   
   
   
   3:00 pm Adjournment
   
   
   
    
   
   
   
    
   
   

 * Total 60-minute hours of instruction: 1.0 ethics
   Total 50-minute hours: 1.2 ethics
   
   
 * Suggested Prerequisite:
 * Educational Objective:
 * Level of Instruction:
 * Time Zone:
   Eastern 2:00 pm – 3:00 pm
   Central 1:00 pm – 2:00 pm
   Mountain 12:00 pm – 1:00 pm
   Pacific & Arizona 11:00 am – 12:00 pm
   Alaska 10:00 am – 11:00 am
   Hawaii 8:00 am – 9:00 am
   
 * Program:

Faculty

PLANNING CHAIRS



PROGRAM FACULTY

 

 

 

 

 

Daniel J. Siegel, Law Offices of Daniel J. Siegel LLC, Havertown, PA

 

Details will be available closer to the scheduled date of this course. Please
check back later.
Format/Venue

Via Live Webcast


ALI CLE webcasts can be viewed on a desktop, laptop, or iPad/notebook, and are
supported on Safari, Firefox, Chrome, and Edge browsers. To ensure a smooth
webcast experience, do not view on a smartphone or use Internet Explorer. For
more detailed system requirements, click here.



Sponsors

CLE/CPE Credit

MANDATORY CLE CREDIT

ALI CLE programs are generally accredited in all MCLE jurisdictions. Credit in
ID, LA, RI, and UT is available upon request. Click here for more information
about CLE state requirements or CPE for accountants/NASBA, or email
TeamMCLE@ali-cle.org.
   
 * Webcast
   

WEBCAST

EOB/D: Elimination of Bias/Diversity SA/MH: Substance Abuse/Mental Health

Approved

Pending

Self-Submit

Credit Not Offered State General Ethics EOB/D SA/MH Alabama AL
Expires: 0 1 0 0 Alaska AK
Expires: 0 1 0 0 Arizona AZ
Expires: 0 1 0 0 Arkansas AR
Expires: 0 1 0 0 California CA
Expires: 0 1 0 0 Colorado CO
Expires: 0 1 0 0 Connecticut CT
Expires: 0 1 0 0 CPE Credit CPE
Expires: 0 0 0 0 Delaware DE
Expires: 0 1 0 0 Florida FL
Expires: 0 1 0 0 Georgia GA
Expires: 0 1 0 0 Hawaii HI
Expires: 0 1 0 0 Idaho ID
Expires: 0 1 0 0 Illinois IL
Expires: 0 1 0 0 Indiana IN
Expires: 0 1 0 0 Iowa IA
Expires: 0 1 0 0 Kansas KS
Expires: 0 1 0 0 Kentucky KY
Expires: 0 1 0 0 Louisiana LA
Expires: 0 1 0 0 Maine ME
Expires: 0 1 0 0 Minnesota MN
Expires: 0 1 0 0 Mississippi MS
Expires: 0 1 0 0 Missouri MO
Expires: 0 1.2 0 0 Montana MT
Expires: 0 1 0 0 Nebraska NE
Expires: 0 1 0 0 Nevada NV
Expires: 0 1 0 0 New Hampshire NH
Expires: 0 1 0 0 New Jersey NJ
Expires: 0 1.2 0 0 New Mexico NM
Expires: 0 1 0 0 New York NY
Expires: 0 1 0 0 North Carolina NC
Expires: 0 1 0 0 North Dakota ND
Expires: 0 1 0 0 Ohio OH
Expires: 0 1 0 0 Oklahoma OK
Expires: 0 1 0 0 Oregon OR
Expires: 0 1 0 0 Pennsylvania PA
Expires: 0 1 0 0 Puerto Rico PR
Expires: 0 1 0 0 Rhode Island RI
Expires: 0 1 0 0 South Carolina SC
Expires: 0 1 0 0 Tennessee TN
Expires: 0 1 0 0 Texas TX
Expires: 0 1 0 0 Utah UT
Expires: 0 1 0 0 Vermont VT
Expires: 0 1 0 0 Virgin Islands VI
Expires: 0 1.2 0 0 Virginia VA
Expires: 0 1 0 0 Washington WA
Expires: 0 1 0 0 West Virginia WV
Expires: 0 1.2 0 0 Wisconsin WI
Expires: 0 1 0 0 Wyoming WY
Expires: 0 1 0 0


OTHER ACCREDITATIONS

n/a



American Law Institute Continuing Legal Education
4025 Chestnut Street
Philadelphia, PA 19104-3099

+1 (800) CLE-NEWS

Accessibility Statement  |  Privacy Statement  |  Sitemap


 * ABOUT US
 * DIVERSITY
 * NEWS
 * EMPLOYMENT
   
 * FAQ
 * SCHOLARSHIPS
 * CONTACT US

 * 
 * 
 * 
 *