A Guide to Law Firm Succession Planning: From Emergency Plans to Exit Strategies
Approved by The Florida Bar for 1.0 hour of General CLE credit including 1.0 hour of Ethics CLE credit.
You need to plan for the worst in order to ensure the best future for your law firm. Whether you have an eye toward retirement or you want to be prepared for unexpected time away or incapacity issues, this session will help you plan your firm’s next chapter.
This CLE is designed to help Florida attorneys prepare for what happens next, whether it be a planned transition out of law entirely, or a surprise cessation of practice. Absent advance planning, the consequences of a lax sale of a firm, or a sudden stoppage of practice, can spell disaster for your clients, your colleagues, and even your family members.
Join Jordan Turk, attorney and legal technology advisor at Smokeball, for this session where she will explain how you can reduce uncertainty and make a succession plan for your firm, with an emphasis on upholding your ethical obligations to your clients and to your office.
- Ethical considerations surrounding proper client communication in the event of a sale or incapacity
- Proper retention and destruction policies for client files
- How to appoint an inventory or custodian attorney in the event of incapacity or inability to continue practicing
- What to consider when you want to sell your practice
Jordan Turk, Legal Technology Advisor
Jordan Turk is a practicing attorney in Texas, and is also the Legal Technology Advisor at Smokeball. Her family law expertise includes appeals, pre and postnuptial agreements, as well as complex property division and highly contentious custody cases. In addition, Jordan has given CLEs across the country on topics ranging from client relationships to proper trust account management. Jordan graduated from the University of Texas at Austin with a B.A. in Classics, History, and Religious Studies. She then went on to attend the University of Arkansas School of Law to earn her J.D. After almost four years of practice with a high-asset family law firm in Houston, Jordan discovered the world of legal technology which ultimately brought her to Smokeball. Jordan has authored and co-authored many articles that you can find in various state bar publications and around the internet. Passionate about giving back to her community, Jordan makes a point of taking pro bono cases whenever possible.
Smokeball is an approved member benefit provider for The Florida Bar. To learn more about Smokeball and The Florida Bar member discount visit this LINK.
LEGALFUEL CLE PRESENTATIONS ARE INTENDED FOR EDUCATIONAL PURPOSES ONLY AND DO NOT REPLACE PROFESSIONAL JUDGMENT. STATEMENTS OF FACT AND OPINIONS EXPRESSED ARE THOSE OF THE PRESENTERS INDIVIDUALLY AND, UNLESS EXPRESSLY STATED TO THE CONTRARY, ARE NOT THE OPINION OF THE FLORIDA BAR OR ITS COMMITTEES. THE FLORIDA BAR DOES NOT ENDORSE OR APPROVE, AND ASSUMES NO RESPONSIBILITY FOR, THE CONTENT, ACCURACY OR COMPLETENESS OF THE INFORMATION PRESENTED. ANY FEEDBACK SHOULD BE PROVIDED TO THE EVENT ORGANIZER.