Law Practice Management

4.63

Succession Planning for Small Law Firms

Credits Available
Credit Status Total
Alaska CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Florida CLE Approved 1 Total
Idaho CLE Upon Request 1 Total
Louisiana CLE Upon Request 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Montana CLE Approved 1 Total
North Dakota CLE Upon Request 1 Total
Nebraska CLE Approved 1 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Approved 1 Total
Pennsylvania CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
Wisconsin CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Upon Request 1 Total
OnDemand
58 minutes
Jessica Jensen
With Jessica M. Jensen from Cap City Law PS
Recorded August 07, 2024
Product ID 98958

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Overview

Key Steps for Law Firm Succession

Join our expert faculty as they provide you with essential guidelines for small law firm succession planning. Discuss tips for structuring the sale, examine best practices for documenting the transition, and uncover practical guidance for communicating with clients. Develop effective strategies for legal transitions - register today!

  • Identify the pros and cons of succession planning.
  • Learn the dos and don'ts of informing clients of a succession plan.
  • Find out how to determine the value of your law firm.

Abbreviated Agenda

  1. Succession Planning Pros and Cons
  2. Options (Internal vs. External Sale)
  3. Valuing Your Firm
  4. Structuring the Sale
  5. Financing Options
  6. Tax Considerations
  7. Documenting the Transition
  8. Communications With Clients

Related Topics

Product ID 98958

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Florida CLE Approved 1 Total
Idaho CLE Upon Request 1 Total
Louisiana CLE Upon Request 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Montana CLE Approved 1 Total
North Dakota CLE Upon Request 1 Total
Nebraska CLE Approved 1 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Approved 1 Total
Pennsylvania CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
Wisconsin CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Upon Request 1 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Succession Planning for Small Law Firms

    1. Succession Planning Pros and Cons
    2. Options (Internal vs. External Sale)
    3. Valuing Your Firm
    4. Structuring the Sale
    5. Financing Options
    6. Tax Considerations
    7. Documenting the Transition
    8. Communications With Clients

Who Should Attend

This program is designed for attorneys. Paralegals may also benefit.

Speakers

Jessica M Jensen
Jessica M.
Jensen
Cap City Law PS
Speaker bio
Jessica M Jensen

Jessica M. Jensen

Cap City Law PS
Jessica Jensen

is a senior attorney with Cap City Law PS., in Olympia, WA. As a senior attorney, she currently focuses her practice on business succession planning, buying or selling a business, business dissolutions, high-net worth estate planning, complex real estate transactions, and nonprofit work. Ms. Jensen is well-versed in general business, real estate, estate planning, and estate and trust administration, and continues to consult with her staff attorneys on complex client issues in these areas as they arise. She is licensed in both Washington and Maine. Ms. Jensen earned her B.A. degree in economics from the University of Vermont and her J.D. degree from the University of Maine School of Law. She was an adjunct faculty with the University of Washington for over 20 years.

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