Setting Up Your Estate Planning & Probate Practice So You Can Retire With Ease
We are reminded throughout our careers by financial planners that it is never too early to start financially planning for retirement. In addition to the financial planning, retiring with ease also requires implementing policies and procedures in our practice long before we plan to retire, whether practicing with a firm or as a solo practitioner. This seminar will review the ethical obligations when an attorney retires or closes a practice, and will review a checklist of the other legal and practical issues which can help make retiring or closing a practice easier. This program will also examine planning issues in the event of death or disability of the attorney, addressing preservation of practice value, protection of clients, managing files and original documents, and reducing the administrative burden on the practitioner’s family. Speakers: Lynne K. Green, Jackson, MS Herbert A. Stroh, San Luis Obispo, CA Harry W. Wolff, Jr., San Antonio, TX
ACTEC 2016 Annual Meeting March 19 & 20, 2016 Las Vegas, NV
