PastVirtual

CLE: Succession and Disaster Planning for Small Law Firms

by Bar Association of Montgomery County, Maryland

The "CLE: Succession and Disaster Planning for Small Law Firms" is a Continuing Legal Education seminar organized by the Bar Association of Montgomery County, Maryland. This event is designed to assist solo and small law firm practitioners in developing comprehensive succession and disaster plans to ensure the continuity and stability of their practices.

The seminar covers essential topics such as the necessity of succession planning, various tools and strategies for effective planning, and ethical considerations specific to small and solo practices. Emphasis is placed on preparing for scenarios like retirement, disability, and unforeseen events, with a particular focus on the heightened importance of these plans during challenging times, such as a pandemic.

Attendees will benefit from insights shared by a panel of esteemed speakers, including Lydia Lawless, Bar Counsel at the Maryland Attorney Grievance Commission; Jamie Lapin, President and Private Wealth Advisor at the Risk Management Group, LLC; and Raquel White, Esq., of the Law Office of Raquel S. White, LLC. Their combined expertise offers a well-rounded perspective on both the legal and financial aspects of succession planning.

This seminar is particularly valuable for solo and small law firm practitioners seeking to safeguard their practice's future. By attending, participants will gain practical knowledge and strategies to implement effective succession and disaster plans, ensuring the longevity and resilience of their legal practices.

Speakers(3)

Jamie Lapin

President and Private Wealth Advisor at The Risk Management Group, LLC

Jamie Lapin is the President and Private Wealth Advisor at The Risk Management Group, LLC, specializing in risk management and wealth advisory services.

Lydia Lawless

Bar Counsel at Maryland Attorney Grievance Commission

Lydia Lawless serves as Bar Counsel at the Maryland Attorney Grievance Commission, overseeing attorney discipline and ethical compliance in the state.

Raquel White

Attorney at Law Office of Raquel S. White, LLC

Raquel White is an attorney at the Law Office of Raquel S. White, LLC, focusing on legal services for small law firms and solo practitioners.

Event Details

Date
February 17, 2021
Location
🇺🇸 United States
via Zoom
Pricing
Varies by tier
Audience
Solo and small law firm practitioners
CLE Credits
Virginia CLE credits and Certificates of Attendance offered

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