A Closer Look at the Succession Planning Toolkit [VIDEO]

A Closer Look at the Succession Planning Toolkit [VIDEO]About the VIDEO Host E. Steve Bolden is the chair of the State Bar’s Law Practice Management Committee. He is also partner at Locke Lord in Dallas, TX.Steve Bolden (Chair of the State Bar of Texas Law Practice Management Committee) highlights the Succession Planning Toolkit and the …

Succession Planning: The Importance of Designating a Custodian [VIDEO]

The Importance of Succession Planning – Designate a CustodianABOUT THE HOST Laura Gibson is the 2022-2023 State Bar of Texas President. She is a Houston-based partner in Denton US and the head of the Texas Employment & Labor Group. Gibson was the 2018-2019 chair of the State Bar Board of Directors and has served on …

planning - Texas Bar Practice

The Arc of a Lawyer’s Law Practice

The Arc of a Lawyer’s Law Practice The pace of change continues to accelerate. The profession can expect cessations issues as part of the fallout. The discipline of law practice is changing. In Texas, regional offices of the Chief Disciplinary Counsel encountered an increase in demand to address situations in which lawyers had died or …

closing - Texas Bar Practice

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

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

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

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, …

closing - Texas Bar Practice

Best Practices When Selling A Practice

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 …

closing - Texas Bar Practice

A Letter to Texas Attorneys Closing a Practice

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 …

planning - Texas Bar Practice

Safety Systems – Advance Designation of Custodian Attorney

Safety Systems – Advance Designation of Custodian AttorneyView Presentation SlidesAbout the Webinar Host Dean A. Schaffer is the Administrator of the State Bar of Texas Succession Planning Program.For emergency management and client protection, the State Bar of Texas urges members to designate in advance one or more custodian attorneys. A custodian attorney assists in winding …