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The Continuing Legal Education (CLE) Department of the Toledo Bar Association provides over 70 programs and conferences annually, covering a broad range of legal education topics to not only fulfill your CLE requirements but to help grow your practice. Carefully sourced, locally grown. 

Select from live-in person, live-interactive webinars, webcast video replay or self-study (on demand) seminars to fit your schedule and education needs. All programs meet the requirements and follow the guidelines set forth by the Ohio Supreme Court Commission on CLE. 

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Succession Planning for Your Practice

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Price

$45 for Members
$60 for Non-Members
$0 for Member - Unlimited CLE Upgrade

64 minutes
Date Published

November 20, 2024

Publisher

Toledo Bar Association

Subjects

Professionalism, Succession Planning

Questions

For immediate assistance please consult our FAQ page. If you're unable to find the answer you need, please call 419-418-5310 (M-F, 8:30 am-4:30pm ET) or e-mail customer service.

Summary

Beginning with the 2025-2027 Biennial Attorney Registration, attorneys engaged in the private practice of law will be required to inform the Ohio Supreme Court whether they have a plan to manage the attorney’s work or caseload in the event the attorney becomes temporarily or permanently unable to do so.  Use this opportunity to plan a successful outcome for your firm if these contingencies happen.  Dont wait for the registration deadline!  This webcast will look at the ethical and practical aspects of succession planning, information and resources to help you set up a succession plan for your practice. 

SWOD-26317

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Presenters

Gretchen Mote
Director of Loss Prevention - Ohio Bar Liability Insurance Company

Gretchen Koehler Mote is Director of Loss Prevention for Ohio Bar Liability Insurance Company (OBLIC), a lawyers'... Read More

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Program Titles and Supporting Materials

This program contains the following components:

Media Files
Video Presentation
Downloadable Files
Succession Planning for Your Practice
Senior Lawyers Planning for Your Future
Checklist to Implement Succession Plan
Checkist for Core Elementes of Sucession Plan
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Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

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How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

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