Lawyers in Transition: Succession Planning for Trust and Estate Attorneys
 
Tuesday, July 20, 2021, 1:00 PM - 2:00 PM, ET
 
Presenter: Peter S. Myers, Esq.
 
WHAT WE’LL COVER
 

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.

 
Audience: Beginner and Intermediate
 


This webinar is included for all WealthCounsel Subscribers.

Regular Price: $129 | Trusts & Estates Price: $0 | Trust Administration Price: $0 | Gun Law Price: $0 | Business Law Price: $0 | Practice Development Price: $0

This course is not eligible for continuing legal education.

For information on refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 818 or memberservices@wealthcounsel.com.