LI02  - Legal Industry/Business Management

Succession Planning: The Do's and Don'ts

Friday, August 23, 2013, 8:30 AM - 9:45 AM

Does your firm have a formal succession plan? If so, is it working? If not, what is your firm going to do? Learn what factors need to be considered when dealing with the complex and sometimes vexing area of law firm succession planning. Examine the key factors in developing a succession plan and the issues surrounding it. Does the firm want this work to be transitioned? What can you do about shareholders who won't participate in the succession/transition plan?


  • Identify the obvious and not so obvious issues involved in law firm succession planning
  • Outline techniques you can implement to ensure a smooth and effective transition of important clients to other partners in the firm
  • Analyze how to get buy-in from your shareholders

Audience: Attendees should have a working knowledge of law firm organizational structures.

75 Minutes * CPE Field of Study: Business Management & Organization * Audience: I

Speaker: Carl A. Leonard, J.D., The George Washington University



CPE: Business Management and Organization