General, Solo, Small Firms, Ethics, Law Office Technology/Management

Succession Planning for Your Law Firm or Practice Workshop (Online Version)


Succession planning for your law firm or law practice should be at the forefront of all stages of your career. This includes opening your practice, transitioning to another firm, scaling back your practice due to disability or health, retiring, or closing your practice. This workshop will help you plan and manage your practice. We will also discuss law practice management, best practices, client communication, and life planning. Attendees will learn how to develop their own plan using a planning toolkit for lawyers.

SAVE MONEY: Use the prepaid CLE credits that come with your TBA Complete Membership and take this course for free. Not a TBA member, join now to start saving.

This is timely for my firm so I am thankful it was available.

I thought that this was a good presentation. I would have liked for a CPA to have been a part of the presentation to give a more complete understanding of the topic.

I learned about some very useful provisions to add to client engagement letters or agreements and obtained very useful lists of issues and factors to consider in succession planning, as well as lists of practice policies to maintain.

Tim does a really nice job. Very informative.


This course is no longer available for purchase.

Course Information Webcast - Archived Video Highlights
  • Flexible to your schedule
  • Viewable on desktop, iPad, and mobile
  • Ethics Credit
Course Credits Dual Credits: 3.00
General Credits: 0.00
Total Credits: 3

This program will be filed for Tennessee CLE credit. Please email a request to for Georgia and Mississippi CLE credit.