Product Description

Many solo and small firm practitioners invest substantial time and effort into building a successful law practice. Making time for strategic succession planning, however, is critical for those who want to maintain and sustain their business—both in the present and in the future.

In this program, expert panelists provide in-depth analysis about succession planning for lawyers. Hear about practical steps involved to accomplish succession planning for a lawyer's practice; the variety of Rules of Professional Conduct involved with transitioning a law practice to a successor; the BBO's In-House Commissioner Program, which steps in when an attorney unexpectedly leaves their practice for any reason without a succession plan; and more.

Attendees come away with practical and demystified techniques to (i) realize value for a lawyer's practice; and (ii) ensure that a lawyer's clients continue benefiting from competent representation following a lawyer's retirement or unexpected inability to continue practicing.

Agenda & Materials

• 2:00 - 2:05 pm

  Introduction and Overview

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  John D. Colucci, Esq., McLane Middleton , Woburn
  
• 2:00 - 2:05 pm

  Introduction and Overview

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  John D. Colucci, Esq., McLane Middleton , Woburn
  
• 2:05 - 2:25 pm

  Purpose and Scope of Buy-Sell Agreements

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  John D. Colucci, Esq., McLane Middleton , Woburn
  
• 2:25 - 2:40 pm

  Types of Buy-Sell Agreements: Cross-Purchase Buy-Sell Agreements

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  Hannah Greenough, Esq., Glovsky & Glovsky LLC , Beverly
  
• 2:40 - 2:55 pm

  Types of Buy-Sell Agreements: Wait-and-See Buy-Sell Agreements

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  Hannah Greenough, Esq., Glovsky & Glovsky LLC , Beverly
  
• 2:55 - 3:10 pm

  Types of Buy-Sell Agreements: One-Way Buy-Sell Agreements

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  Hannah Greenough, Esq., Glovsky & Glovsky LLC , Beverly
  
• 3:10 - 3:25 pm

  Types of Buy-Sell Agreements: Redemption Buy-Sell Agreements

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  Megan E. Daily, Esq., ArentFox Schiff LLP , Washington
  
• 3:25 - 3:40 pm

  Buy-Sell Agreements: Entity Authorization

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  Megan E. Daily, Esq., ArentFox Schiff LLP , Washington
  
• 3:40 - 4:00 pm

  Buy-Sell Agreements: Special Provisions: Drag-Along, Tag-Along and Right of First Refusal

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  Megan E. Daily, Esq., ArentFox Schiff LLP , Washington
  
• 4:00 - 4:25 pm

  Buy-Sell Agreements: Special Provisions: Divorce, Disability, Bankruptcy, Russian Roulette, Non-Competition and Non-Solicitation

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  John D. Colucci, Esq., McLane Middleton , Woburn
  
• 4:25 - 4:40 pm

  Life Insurance and Buy-Sell Agreements

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  John D. Colucci, Esq., McLane Middleton , Woburn
  
• 4:40 - 4:50 pm

  Buy-Sell Agreements: Tax Overview

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  John D. Colucci, Esq., McLane Middleton , Woburn
  
• 4:50 - 5:00 pm

  Five Key Takeaways

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  Panel
  

Chair

Faculty