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OHIO ETHICS GUIDE: SUCCESSION PLANNING

Article: June 23, 2017  |  EventsMalpractice Alerts

The Ohio Board of Professional Conduct recently issued the Ohio Ethics Guide:Succession Planning.  The Board indicates the ethics guide is a preventative tool to assist Ohio attorneys in developing a succession plan. This ethics guide does not discuss the sale of a law practice.

The ethics guide addresses the ethical reasons for having a succession plan and lists the core elements of a succession plan. The ethics guide discusses designating a successor lawyer, notifying clients and potential conflicts of interest.

The ethics guide looks at the importance of having good law office management practices and an up-to-date office procedure manual.

Procedures for IOLTA and operating accounts conclude the guide.

If you want to learn more about what you need to do to get a successor attorney in place for your practice, plan to attend the CLE Succession Planning: What you Need to Know to Appoint a Successor Attorney for Your Practice presented by Gretchen Mote on Thursday, August 24, 2017 at the All-Ohio Legal Forum.

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