closing - Texas Bar Practice

How To Protect Your Clients and Firm in the Event of Death, Disability, Impairment, or Incapacity

Jen Perez Closing a Practice, Law Practice Management, Succession Planning

How To Protect Your Clients and Firm in the Event of Death, Disability, Impairment, or Incapacity This information is designed to help you protect your clients’ interests in the event you are suddenly rendered unable to practice law. With some advanced planning, you can ensure a smoother transition for your clients and allay potential ethical …

closing - Texas Bar Practice

A Guideline for Judges

Jen Perez Closing a Practice, Law Practice Management, Succession Planning

A Guideline for JudgesWhat to Do When an Attorney has Abandoned His Practice, Is Incapacitated, or Deceased: Assumption of Jurisdiction, A Guideline for Judges or Other Interested Persons Attorneys are aging. Because of a weak economy many attorneys are sole practitioners (while others never wanted anything other than to practice on their own) and are forced to …

closing - Texas Bar Practice

Checklist for an Attorney Who Closes Another Attorney’s Office

Jen Perez Closing a Practice, Law Practice Management, Succession Planning

Checklist for an Attorney Who Closes Another Attorney’s Office This checklist is intended as a guideline only as circumstances surrounding the closing of a law office vary. Check the attorney’s calendars to look for case deadlines. Search the attorney’s office to look for documents that need to be filed. Open and review all unopened mail, …

What to do if Your Attorney Dies, Disappears, Becomes Disabled, or is Suspended or Disbarred

Jen Perez Closing a Practice, Law Practice Management, Resources for the Public

What to do if Your Attorney Dies, Disappears, Becomes Disabled, or is Suspended or DisbarredWhen a client is unable to contact an attorney for any reason Client’s valuable legal rights may be compromised. Therefore, it is important to: 1) obtain your file; 2) ascertain the status of the case, including any pending deadlines or court …

closing - Texas Bar Practice

Best Practices When Selling A Practice

Jen Perez Closing a Practice, Law Practice Management, Succession Planning

Best Practices When Selling A Practice×to print brochure from the pdf version, click here. One of the most misunderstood “non-rules” in the Texas Disciplinary Rules of Professional Conduct (TDRPC) is the so-called ban on selling a legal practice. There simply is no such ban. There are no rules that prohibit lawyers from selling all or …

What To Do When Your Boss or Relative is No Longer Able to Practice Law

Jen Perez Closing a Practice, Law Practice Management, Resources for the Public

What To Do When Your Boss or Relative Is No Longer Able to Practice LawA Checklist for Staff and Family Members When an attorney is, with or without warning, unable to practice law and is a sole practitioner, what to do with the attorney’s law practice can be bewildering to the attorney’s staff, if there …

closing - Texas Bar Practice

A Letter to Texas Attorneys Closing a Practice

Jen Perez Closing a Practice, Law Practice Management, Succession Planning

A Letter to Texas Attorneys Closing a Practice Dear Texas Attorneys, Judges, Attorney Relatives and Staff, and Members of the Public: Law practices are not immune from the unfortunate and unexpected events and accidents which occur in everyday life. An attorney’s illness, incapacity, or even suspension due to misconduct, can result in the temporary or …

covid - Texas Bar Practice

Do-It-Yourself Guide for Handwritten ‘Holographic’ Wills in Texas

Jen Perez COVID-19 Resources, Law Practice Management

Do-It-Yourself Guide for Handwritten ‘Holographic’ Wills in Texas “Do-It-Yourself Guide for Handwritten ‘Holographic’ Wills in Texas” is a short guide about how to use and write holographic (hand-written) wills in Texas, including sample language to include in a holographic will. Hand-written wills can address very basic issues and do not replace the advice of an estate-planning …

covid - Texas Bar Practice

Agents and Instructions for Disposition of Remains

Jen Perez COVID-19 Resources, Law Practice Management

Agents and Instructions for Disposition of RemainsView Presentation Slides  About the Webinar Host Jim Norman is a publications attorney with Texas Bar Books at the State Bar of Texas. Resources by TopicStarting A PracticeLearn what you need to know before you begin. →Maintaining a PracticeNurture your budding practice with our collection of resources. →Growing a PracticeTips to take …