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Succession Planning Seminar
August 30, 2018 at 2:00 pm EDT
When
2:00 pm - 6:00 pm
Location
Offit Kurman Attorney to Speak at the Maryland State Bar Association’s Succession Planning Seminar
The Succession Planning Conference equips lawyers with the tools they need to help clients and firms plan for the future. Attendees will gain expert insight on preparing for succession due to retirement and disability, sales & mergers, acquisitions, and more.
Agenda:
2:00 – 2:05 Welcoming Remarks and Introductions
Sara Arthur, Esq. Immediate Past President., MSBA & Program Chair
2:05 – 3:00 View from Bar Counsel’s office: Why Succession Planning is Necessary & How Bar Counsel’s Office Might Intersect with the Process
Lydia Lawless, Maryland Bar Counsel
3:00 – 3:45 Risk management and overview of ethical issues to be considered in succession planning
Glenn Grossman, Esq. & Al Frederick, Esq., Eccleston & Wolf
& Tim Gephardt, Minnesota Mutual
3:45 – 4:30 Succession planning & sale of a solo or small firm law practice
Offit Kurman
4:30 – 5:15 Strategies for leveraging insurance within the succession plan
John Morris, TriBridge Partners
5:15 – 6:00 p.m. Case Study: Determining and implementing the best succession strategy for your firm
Louis Sapperstein, CPA
Rosen Sapperstein & Friedlander
6:00 Networking reception
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