The Path Out: Succession Planning and Leaving the Practice of Law CLE (EDU191204)

December 4, 2019

6:00 PM to 8:00 PM

CBA Law Center

30 Bank Street, New Britain, Connecticut, United States

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Presented by the Connecticut Bar Institute

About the Program

What would happen to your practice or firm in the event of your death or incapacitation? Do you have a succession plan in place? Are you prepared? Some lawyers die at their desks, leaving the cleanup to their partners, other lawyers, or family members. Other lawyers wind down their practices and close the doors. But, there is another alternative that may be the best choice—that is to develop a succession plan under which you can retire gracefully on your own terms, while transitioning the law practice to a successor. In this seminar, you will learn about the challenges attorneys face in closing or transitioning their practices, how to properly plan for the inevitable, valuation of your practice, and post practice insurance concerns.

You Will Learn

  • About the challenges attorneys face in closing or transitioning their practices
  • How to properly plan for the inevitable
  • About valuation of your practice
  • About post practice insurance concerns
  • Intersection of succession and winding down with ethical rules
  • About ethical and legal concerns related to transferring or closing an office, including document retention and license suspension issues
  • How to insure yourself from malpractice claims from former clients

Who Should Attend

Any attorney interested in learning about how to wind down a practice.


(Includes dinner, electronic materials, and parking in the public garage at 35 Bank St)
Member $75
Non-member $150
Student Member $15


Paul T. Czepiga, Czepiga Daly Pope & Perri, Berlin
Mark A. Dubois, Geraghty & Bonnano LLC, New London
John Kronholm, Kronholm Insurance Services, Rocky Hill
Edward Pratesi, UHY Advisors LLC, Farmington

CLE Credit

CT: 2.0 CLE Credits (1.0 General; 1.0 Ethics)
NY: 2.0 CLE Credits (1.0 LPM; 1.0 Ethics)

The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE. This program qualifies for transitional and non-transitional credits. Financial hardship information available upon request.

*Electronic materials are included in the price of the seminar. Any materials for this seminar will be e-mailed to registrants prior to the seminar for download. No paper copies will be provided unless purchased separately. Please note that refunds will not be granted once course materials have been sent. Cancellations made less than 2 business days prior to event are non-refundable.

Thank you to our sponsor

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