A Guide to Law Firm Succession Planning

About this session

Who it's for

Law firm owners

What we cover

Learn best practices in client communication, ethical procedures, and financial planning for your firm’s future

Why it matters

Don’t wait for disaster to strike- prepare now!

This session is designed to help attorneys prepare for what happens next, whether it be a planned transition out of law entirely, or a surprise cessation of practice. Absent advance planning, the consequences of a lax sale of a firm, or a sudden stoppage of practice, can spell disaster for your clients, your colleagues, and even your family members.

Join Jordan Turk, attorney and Director of Education & Attorney Development at Smokeball, as she explains how you can reduce uncertainty and make a succession plan for your firm, with an emphasis on upholding your ethical obligations to your clients and to your office.

In this free on-demand webinar, you'll learn:

Ethical considerations surrounding proper client communication in the event of sale or incapacity
How to appoint an inventory or custodian attorney in the event of incapacity or inability to continue practicing
Proper retention and destruction policies for client files

Featured presenter(s)

Jordan Turk

Attorney and Director of Education & Attorney Development at Smokeball

Jordan is a practicing attorney in Texas, and the Director of Attorney Education and Development at Smokeball. Her family law expertise includes complex property division and contentious custody cases, as well as appeals and prenuptial agreements. In addition to her family law practice, she’s passionate about legal technology and how it can revolutionize law firms.

Jordan graduated from the University of Texas at Austin with a B.A. in Classics, History, and Religious Studies and then went on to attend the University of Arkansas School of Law to earn her J.D. After almost four years of practice with a high-asset family law firm in Houston (and after being frustrated at the lack of automation in her firm), she discovered the world of legal technology which ultimately brought her to Smokeball.

In Hacking Law Firm Success with Jordan Turk, she interviews law firm founders about how they grew and scaled their practices, as well as their ethos behind managing a firm.

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