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Succession Planning the Ethical Way: Why It's Important to Eat Your Broccoli Now


Level: Advanced
Runtime: 63 minutes
Recorded Date: June 15, 2020
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Agenda

  • Relevant ABA Model Rules
  • Elements of a Plan
  • Identifying Deadlines
  • Access
  • Managing Client's Files
  • Document Retention
  • Delivery of Trust Funds
  • Destruction of Closed Files
  • Confidentiality
  • Costs?
  • Notice of Third Parties
Runtime: 1 hour, 3 minutes
Recorded: June 15, 2020
For NY - Difficulty Level: Experienced attorneys only (non-transitional)

Description

Good lawyers excel at taking care of their clients. But we are not very good at taking care of ourselves. We don't plan for the inevitable business difficulty. Many of us don’t really plan for a smooth exit from the practice. Take an hour out of your busy schedule to listen in as bar regulators from around the county talk about succession planning.

This program was recorded on June 11th, 2020.

Provided By

American Bar Association
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Panelists

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Jonathan P. White

Professional Development Counsel and Inventory Counsel
Colorado Office of Attorney Regulation Counsel

Jonathan White is an attorney with experience in civil defense litigation and attorney ethics and disciplinary matters. Currently assisting the Office of Attorney Regulation Counsel in the promotion of educational programming to help lawyers succeed in practice as well as serving as inventory counsel on certain matters.

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John Cesario

Senior Counsel
Illinois Attorney and Registration Commission

John Cesario is Senior Counsel for the Administrator of the Attorney Registration and Disciplinary Commission, and he is responsible for representing the Administrator in proceedings in which the ARDC is appointed Receiver pursuant to Supreme Court Rule 776. Mr. Cesario also assists private attorneys who act as receiver by court order. Mr. Cesario has investigated thousands of charges of lawyer misconduct over the course of his career as attorney in the Intake Group, and he has represented the Administrator as receiver in several receiverships. Mr. Cesario has also written articles that have appeared in the Illinois Bar Journal.

Mr. Cesario obtained an undergraduate degree from the University of Illinois at Urbana-Champaign, and he received his law degree from Tulane University in New Orleans, Louisiana. Before becoming Counsel for the Administrator, Mr. Cesario had worked as a Special Public Defender in Jefferson County, and as an Assistant State’s Attorney in Kane County. Mr. Cesario lives in Aurora, Illinois with his wife and has two adult children.

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Jenny Mittelman

Deputy General Counsel
State Bar of Georgia

Jenny Mittelman is the Deputy General Counsel of the State Bar of Georgia.

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