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Professional Responsibility in Law Firm Transitions

SKU: EPR2700
General Credits
1
Price$50
  • Instant Online Access
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Description

This ethics-focused CLE program examining the professional responsibility obligations implicated in law firm sales, acquisitions, mergers, and internal transitions. The course centers on the Rules of Professional Conduct governing client protection, confidentiality, conflicts of interest, fee arrangements, supervision, and competent representation during periods of firm change.

Participants will explore the ethics rules applicable to selling and purchasing a law firm, including client notice and consent, confidentiality during negotiations, trust account and file transfer requirements, and ethical limitations on valuation and fee sharing. The program also addresses professional responsibility issues arising from growth by acquisition, internal succession planning, and start-up law firms, with particular attention to conflicts, marketing, supervision, and continuity of representation.

The course concludes with practical guidance and best practices designed to help lawyers identify ethical risks, meet CLE ethics requirements, and ensure compliance during all stages of law firm transition.

Lecturer Bio

Jeremy E. Poock, Esq.

Jeremy E. Poock, Esq. is the founder and President of Senior Attorney Match, Inc., the industry leader for facilitating succession planning for attorneys who have practiced 30+ years. Jeremy founded Senior Attorney Match in 2013, having practiced as a business law attorney since 2000.

Jeremy is a former director of the New England Business Brokers Association, and he has represented numerous buyers and sellers in the sales of small businesses. Recognizing a market need for Senior Attorneys to seek value for their well-established law practices and the constant need for growing law firms to generate new clients and referral sources, Jeremy founded Senior Attorney Match to address both of those needs. Jeremy assists the parties in Senior Attorney Match transactions to initially determine whether a “match” exists, and if so, assists with facilitating Senior Attorneys joining growing law firms, or pursuing other options to accomplish succession planning for their practices.

National Academy of Continuing Legal Education is a sponsor of CLE activities approved by the Supreme Court of Wisconsin Board of Bar Examiners. All courses offered by the National Academy of Continuing Legal Education have been directly approved by the Board of Bar Examiners (BBE). To view our full accreditation details, please click here.


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