Succession Planning Series (EDU201006S)

November 10 to December 1, 2020

3:00 PM to 5:00 PM (Eastern Standard Time)


Access Recording

Ethics logo square_webPresented by the Connecticut Bar Institute

About the Program

Change — Exciting? Scary? No fun to think about? It’s inevitable. 

All lawyers will eventually leave their current practice of law. A new career or job opportunity, retirement, or an unexpected emergency may lead to closing a practice. Win the lottery? Decide you want to spend more time on your art or open a bakery? This series will help you frame the issues. 

Do you have a succession plan in place? Are you prepared? Wouldn’t this be better than leaving your partners, colleagues, or family members to close out clients’ files? Better than winding down and closing the doors? 

This series will take away some of the uncertainty, and help you decide whether to develop a succession plan enabling you to leave your current practice of law gracefully while transitioning the law practice to a successor. This series will also explore important information when successors take over a practice.    

You Will Learn

  • How to develop and implement a succession plan
  • The nuts and bolts of winding down/up a practice
  • About merger sales, sales of assets, and strategic hiring

Who Should Attend

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


(Includes electronic materials)

All Series Access
 $60  $120  $35
1-Day Access
 $25  $50  $15

Register by Mail

Thank you to our sponsor

Gold Sponsor

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Mark Dubois Mark A. DuBois
Geraghty & Bonnano LLC, New London

!No-Headshot John Kronholm
Kronholm Insurance Services, Rocky Hill

carmine_perri Carmine P. Perri
Czepiga Daly Pope & Perri, Berlin

Sarah Poriss Sarah Poriss
Sarah Poriss – Attorney at Law LLC, West Hartford

Linda Randell Linda L. Randell

jonathan-m-shapiro Jonathan M. Shapiro
Aeton Law Partners LLP, Middletown

Succession Planning Series

Tuesday, October 6 | 3:00 p.m. - 5:00 p.m. EDT
Thinking about Retiring - Choices (EDU201006)

This session will discuss the importance of planning ahead when thinking of retiring from your practice, how to wind up/down a practice, as well as important insurance, ethics, and regulatory issues to consider.

Tuesday, November 10 | 3:00 p.m. - 5:00 p.m. EST
Nuts and Bolts of Winding Down/Up a Practice (EDU201110)

Learn the nuts and bolts of winding up/down a practice. Presenters will discuss options and opportunities, successes and failures, as well as ethical considerations and insurance concerns.

Tuesday, December 1 | 3:00 p.m. - 5:00 p.m. EST
Mergers and Sales (EDU201201)

Mergers and sales are some of the options you have when transitioning out of your practice. Presenters discuss these options to assist in your decision making about the best choice for you, ethical considerations, and insurance concerns.

CLE Credit

Succession Planning Series
CT: 6.0 CLE Credits (3.0 General; 3.0 Ethics)
NY: 6.0 CLE Credits (3.0 LPM; 3.0 Ethics)

See series session descriptions for individual credit amounts

The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE. This program may qualify for transitional and/or non-transitional CLE credits. Attorneys seeking NY CLE credit who have been admitted to the New York State Bar for two years or less must attend the live seminar for skills or ethics credit, or a fully interactive videoconference. Diversity, Inclusion and Elimination of Bias CLE credits are only available as non-transitional credits. For further information about transitional and non-transitional courses, please see the page on CLE: Financial hardship information is 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. If the seminar is recorded, all member registrants will receive complimentary access to the recording approximately six weeks after the program. 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.


Member Services Center
Phone: (844)469-2221