Lawyers in Transition: Succession Planning for Trust and Estate Attorneys

July 20, 2021 at 1:00pm2:00pm
Wealth Counsel

In this Practice Building presentation, Peter S. Myers, Esq., of Fox Rothschild, LLP, a frequent contributor to CEB, WealthCounsel, Trusts & Estates Magazine, California Trusts & Estates Quarterly and other publishers, discusses the necessary steps in the succession of a law practice. In the prologue, Mr. Myers discusses the factors regarding the retention and transfer of a client’s estate planning documents and other file materials to successor attorneys that an attorney must consider when closing their practice during life. The remainder of the program will cover what happens when an attorney dies while having an active practice, and how the attorney can plan for that event.