When a lawyer in a firm dies, other lawyers in the firm usually take over the files. This is not the case for solo practitioners and a lack of planning can be problematic for clients. This webinar covers appropriate planning for an attorney’s death and what to do in the event of an unexpected death of an attorney who has not made advance plans. We review solutions to the practical and ethical problems resulting from an attorney’s death.
Join our experts as we analyze this issue, including steps to take to ensure practical and ethical obligations are met in the event of an attorney’s death.
Join our experts as we analyze this issue, including steps to take to ensure practical and ethical obligations are met in the event of an attorney’s death.
Course Content
3:00pm - 3:05pm - Welcome and IntroductionKatherine Land Kenney, Esq.,
Peabody & Arnold LLP, Boston
3:05pm - 3:15pm - What is Coverage and Succession Planning for Lawyers?
Sherri A. Gilmore, Esq.,
Office of Bar Counsel, Massachusetts Board of Bar Overseers, Boston
Katherine Land Kenney, Esq.,
Peabody & Arnold LLP, Boston
3:15pm - 3:25pm - Why Create a Succession Plan?
3:25pm - 3:30pm - What Should be Included in a Basic Succession Plan?
3:30pm - 3:40pm - What are the Typical Duties of an Assisting Attorney?
3:40pm - 3:45pm - Ethical Considerations in Succession Planning for Lawyers
3:45pm - 3:50pm - What Happens Without a Succession Plan?
3:50pm - 4:00pm - 'Ask the Experts' Q&A Session and Key Takeaways
Speaker(s)
FacultySherri A. Gilmore, Esq.,
Office of Bar Counsel, Massachusetts Board of Bar Overseers, Boston
Katherine Land Kenney, Esq.,
Peabody & Arnold LLP, Boston
