This program will cover what every lawyer and law firm should know to adequately prepare themselves for potential absences from their practice—whether short-term, long-term, or permanent.

The program will provide helpful advice on what practitioners should do now to prepare their practice and affairs for when they may need to step away in the future. It will cover content such as using technology to organize your files and procedures so someone else can step in to manage your files; preparing your files and your clients for your retirement; arranging your finances to ensure you and your practice are protected for the future; what you need to know about selling your practice; and other practical information about succession, retirement, and other absences from your practice.


Ray Leclair, Vice President, Public Affairs, LAWPRO
Gregory Kells, Business Broker of Record, Owner – Sunbelt Mergers & Acquisitions
Kathryn McKaye Pretty, Insurance Advisory, Lawyers Financial
Anurag Gupta, Lawyer, Anurag Gupta Professional Corporation


Shawn Erker, Legal Writer & Content Manager, LAWPRO

Download the materials

Kathryn Pretty: Financial Tools and Strategies for Succession Planning

Greg Kells’ Presentation – Selling a legal practice

The program is eligible for 1.5 hours of professionalism, and for LAWPRO’s $50 Risk Management Credit.

Categories: CPD