Product Description

For lawyers considering retirement or seeking a better work-life balance, downsizing a practice can be a practical solution. This program provides a roadmap for evaluating and reducing your caseload, understanding ethical obligations under the Massachusetts Rules of Professional Conduct, and planning a manageable transition. You will learn the essential steps, considerations, and timing for downsizing while ensuring ethical compliance and maintaining quality client service.

By the end of the program, participants will understand what it means to downsize a legal practice, why it may be the right choice, when to initiate the process, and how to execute a downsizing plan effectively and ethically. 

Agenda & Materials

• 12:00pm - 12:05pm

  Welcome and Introduction

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  Luz A. Carrion, Esq., Lawyers Concerned for Lawyers (LCL | MassLOMAP) , Boston
  Michelle R. Yu, Esq., Office of the General Counsel, Massachusetts Board of Bar Overseers , Boston
  
• 12:05pm - 12:20pm

  Why You are Downsizing Your Practice

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  Panel
  
• 12:20pm - 12:35pm

  When You Should Downsize Your Practice

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  Panel
  
• 12:35pm - 12:50pm

  How to Downsize Your Practice

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  Panel
  
• 12:50pm - 1:00pm

  "Ask the Experts" Q&A Session and Key Takeaways

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  Panel
  

Please Note

MCLE on demand programs are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only through a link included on the on demand program page.

Chair

Faculty