Who Lives? Who Dies? Who tells YOUR story? Succession Planning and Implementation Out of Stock
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Product Details
Starting and growing a law firm is a life-long journey composed of a series of significant and far-reaching decisions. You journey will impact literally hundreds, if not thousands, of people. You will invest substantial amounts of time, effort, energy, emotion, and money over the life that a firm or practice exists. But just as important are the decisions and processes of ethically and successfully transitioning out of a practice. And at some point, you will transition out. Whether and how you plan for that eventuality is just as important as your original decision to start a practice.
Join SC Bar Risk Management Director Nichole Davis and a distinguished and accomplished faculty who will offer unerring guidance which will provide you with the wisdom, tools, and perspective you need so that you can begin now to put a plan in place for closing or transitioning out of your law practice. This important program is not only for those who are actively considering a transition but is in fact as much for those who are just beginning a practice or firm. Whether you are a brand-new legal entrepreneur, or are a seasoned veteran of many campaigns, this is a seminar that will transform your thinking on this critical subject.
Seminar Agenda
Welcome
If You Fail to Plan, You're Definitely Planning to Fail: Practical and ethical considerations for protecting your clients, your firm, and your friends and family in the event that the unexpected occurs
D. Nichole Davis, South Carolina Bar
Courtney Troutman, South Carolina Bar
The Role of the Receiver and We're Not Talking Football
Peyre T. Lumpkin, Office of Commission Counsel
Risk Management and Insurance Issues in Retirement
Ellen A. McCarthy, Swiss Re Corporate Solutions
Who Will Lead Your Firm into the Future?: The Role Mentoring Plays in Your Succession Plan
D. Nichole Davis, South Carolina Bar
This seminar qualifies for 2.76 MCLE credit hours, including up to 2.0 LEPR credit hours.
This is an Intermediate Level Program.
Note: When submitting your compliance reports to the SC Commission on CLE and Specialization, if you completed this in 2024, please use this course code: 241080ADO.
Note: When submitting your compliance reports to the SC Commission on CLE and Specialization, if you completed this in 2025,please use this course code: 250758ADO.