Share this program:

Self-Paced Online

Secrets of Succession Planning

Share this program:

Date Published

January 15, 2020

Publisher

Mecklenburg County Bar

Subjects

Business Law, Estate Planning & Probate, Ethics, Practice Management

Questions

For immediate assistance please consult our FAQ page. If you're unable to find the answer you need, please call 737-201-2059 (M-F, 8am-6pm CT) or e-mail customer service.

Summary

The statistics are alarming:

  • 400,000 lawyers in the United States are 62 and older
  • 30 – 40% of actively practicing lawyers are at the age and stage where they are beginning to retire or to contemplate retirement
  • 63% of law firm partners, aged 60 or older, control at least ¼ of their firm revenue
  • Most law firms do not have succession plans in place.
Is your firm prepared for your most active rainmaker to retire? Is recruiting and retention of top talent a challenge because you have not addressed succession? This program will guide you through the challenges to succession planning, a deep dive into succession planning, along with best practices for your firm to develop a successful model to transition lawyers and clients through the process.

Expand summary
back to top

Presenters

Tom Lenfestey
The Law Practice Exchange


Camille Stell
Director of Client Services - Lawyers Mutual Liability Insurance Company of N.C.

Camille Stell serves as President of Lawyers Mutual Consulting & Services. Camille is a frequent author and speaker on... Read More

back to top

Program Titles and Supporting Materials

This program contains the following components:

Video Presentation
PowerPoint Presentation
back to top

Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

back to top

How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

back to top

More

Refund Policy
SeminarWeb and Mecklenburg County Bar programs are non-refundable.

Privacy Statement
We respect and are committed to protecting your privacy. Read Statement.


Scroll