About Our Succession Planning Initiative

Conor Jensen

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 were otherwise “absent” from law practice. The development echoed findings of the ABA National Task Force on Lawyer Wellness. The trends are not unique to Texas; the scope of the issue is national.

Texas centralized calls to CDC Special Projects and formed a pilot program. In time, patterns emerged. The most difficult scenarios involve sudden cessations and “prospective cessations.” Some lawyers intended to cease practice; others didn’t. Some lived through personal crises; others didn’t. Lawyer suicides alone left scores of matters pending with no lawyer at the helm.

In 2019, the State Bar formed a Succession Planning Workgroup to confront these issues. Considering the experience of the pilot program, it became apparent that the challenge of cessations is not so much an issue for classic lawyer discipline, as it is for the discipline of law practice. Most calls involve deceased attorneys, and in those cases, the grievance system affords an inadequate remedy.

Additionally, law practice technology and markets for legal services are quickly evolving. With the advent of COVID-19, the breadth of change widens, as the pace of change continues to accelerate. The profession can expect cessations issues as part of the fallout. 

From this backdrop, the State Bar transitioned the pilot program from CDC Special Projects to the Legal Resources Division. The objective long term is to anchor the pilot in tandem with development of the State Bar Law Practice Management Program.

With input from the Office of Chief Disciplinary Counsel, the Succession Planning Workgroup, and the Legal Resources Division:

  • The State Bar launched an online system for advance designation of custodian attorneys; see: Succession Planning
  • Legal Resources Division initiated the succession planning program, part of which is to educate lawyers on cessations issues and disciplinary safety systems; see: Disciplinary Safety Systems
  • With the advent of COVID-19, the Law Practice Management Program created a series of videos, covering emergency management, ethical issues in succession planning, estate planning, rights and responsibilities of employees and employers, and legislation under the CARES Act; see:  Covid-19 Resources

The Law Practice Management Program will continue to monitor these developments, moving into the new normal.

Last Update: June 24, 2021  

September 27, 2020 3398  LPM Help Center
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