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 down the lawyer’s law practice, in the event need arises under Part XIII of the Texas Rules of Disciplinary Procedure (TRDP). By designating a custodian attorney, you are not binding the lawyer to take over your practice and represent your clients. Instead, you are designating a licensed Texas attorney who can contact your clients, encourage them to obtain legal counsel, and assist in the physical disposition of client files. In extraordinary circumstances, such as the unexpected death of a busy sole practitioner, any interested person may petition a qualifying court to assume jurisdiction over the lawyer’s law practice. Prerequisites for the petition appear at TRDP 13.02. If the court assumes jurisdiction, the court will appoint one or more Texas attorneys to serve as custodian attorneys under TRDP 13.03. With advance designation of a custodian attorney, the process is simplified. Practical objectives of custodianship include: Access …

planning - Texas Bar Practice

Ethics of Law Firm Succession Planning Made Easy

Ethics of Law Firm Succession Planning Made EasyView Presentation Slides About the Webinar Host Greg Sampson is Senior Counsel at Gray Reed in Dallas, TX. He also serves as Co-Chair of the State Bar of Texas Succession Planning Workgroup.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 your practice to the next level. →Succession Planning and PreparationIf you can’t be certain, you can at least be ready. →Closing a PracticeVital information for those winding down a practice for themselves or others. → Practice TechnologyLearn new efficiencies. Leverage technology. → COVID-19 ResourcesInformation relevant to Texas attorneys practicing during the pandemic. →

covid - Texas Bar Practice

A Guide to Executing Estate Planning Documents in Uncertain Times

A Guide to Executing Estate Planning Documents in Uncertain TimesView Presentation Slides Additional Information On May 14, 2020, the Texas Health and Human Services Department of State Health Services issued guidance for signing documents in person: COVID-19: Interim Guidance on Executing Contracts and Other Documents Requiring In-Person Signatures. The May 14 guidance is designated as version 2.0. The document can be found here. Bill Pargaman’s “A Guide to Executing Estate Planning Documents in Uncertain Times” has been updated to reflect the issuance of this guidance. Please check for the latest version of Mr. Pargaman’s guide at https://www.snpalaw.com/resources. Update: Remote notarization of real estate transaction documents. On April 27, 2020, Governor Abbott issued a temporary order allowing remote notarization for certain real-estate instruments via videoconferencing. The press release announcing the order is here. Notarizations made pursuant to the temporary order must meet specific requirements, which can be found here. Bill Pargaman’s “A Guide to Executing Estate Planning Documents in Uncertain Times” (linked above) has been updated to reflect the issuance of the temporary order.About the Webinar Host Bill Pargaman is partner at Saunders Norval Pargaman & Atkins in Austin, TX. He also is a Past Chair of both the Real Estate, Probate and Trust Law Section …

covid - Texas Bar Practice

Advance Directives: Medical Powers of Attorney – Directives to Physicians – Authorizations for Release of Protected Health Information

Advance Directives: Medical Powers of Attorney – Directives to Physicians – Authorizations for Release of Protected Health InformationView Presentation SlidesAbout 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 your practice to the next level. →Succession Planning and PreparationIf you can’t be certain, you can at least be ready. →Closing a PracticeVital information for those winding down a practice for themselves or others. → Practice TechnologyLearn new efficiencies. Leverage technology. → COVID-19 ResourcesInformation relevant to Texas attorneys practicing during the pandemic. →