Do you have a plan for your firm when you retire? What will happen if you become incapable of running your firm? Succession planning is the best tool you have to protect your family, friends, active and former clients, and colleagues in the event of unexpected death or disability. In this program, you will learn about the logistics of the inventory counsel process and the inventory counsel role. You will hear from the Office of Attorney Regulation Counsel and attorneys experienced with the stages of succession planning. And you will leave with simple ways to organize your practice so that it can be easily closed or sold by inventory counsel.
- Planning for the unexpected disability or the end of your career
- Creating a firm that inventory counsel can manage or sell
- Ethics of succession planning
CBA-CLE will email webinar access information 24-48 hours before the program.
Home studies will be available 2-3 weeks following the live program.
CBA-CLE is committed to providing access, equal opportunity, and reasonable accommodation in its services, programs, and employment. To request an accommodation please contact clereception@cobar.org at least 14 business days in advance.
The program is accredited in Colorado. CBA-CLE staff can provide a Uniform Certificate of Attendance, and it is the attendee's responsibility to complete the accreditation outside of Colorado.