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Insurance Glossary
Mastering the Art of the Exit (Update)

Succession Planning 

January 13, 2027 | 1:30 - 3:00 Eastern

$105 | Free for Policyholders

PURCHASE LIVE CLE WEBCAST
ALPS2026CLESuccession

Course Description:

This is a practical and comprehensive examination of the many factors and risks that must be considered when planning for retirement. The program will examine the realities faced by the potential retiree, as well as the retiree's hopes and desires regarding their upcoming retirement.   Some of the topics to be addressed include the risks involved in winding up a law practice, malpractice insurance issues, and how health and finances will affect the plan. The program will begin with a focus on backup attorneys as a springboard to a broad overview of succession planning, including a discussion of how to achieve a rewarding retirement and how to avoid the many pitfalls one may face during the transition. It is an insightful, thoughtful, and thorough tour de force on the multifaceted issues and risks facing the attorney navigating succession planning and the transition to retirement.

Program Takeaways:

  • A better understanding of the manifold issues and risks to be addressed by a retiring attorney

  • A practical view as to how to approach and deal with these issues

  • An understanding of the possibilities available to the retiree following retirement

  • Specific steps to be followed in closing the practice

  • How to actually manage the transition

  • Malpractice insurance issues of retirement 

 

Course Details

 

Register for the live webinar.

Did you know that ALPS policyholders can log in to their firm's account center to access all on-demand and live CLEs at no cost?