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Solo Small Firm Section: Transition Planning

February 28@8:30 am-10:00 am

Presenter: Rodney J. Mason, Mason & Helmers

Transition for lawyers can take many forms: Career change, moving to another jurisdiction, or another city, moving in or out of government, moving to or from a big-firm setting, firm breakups, your office burned down, you get called up on guard duty or you get your long hoped for judicial appointment, your health changes or you just plain want to quit. In each of these situations, the lawyer has ongoing duties to the client to each of the lawyer’s clients. Those 10,000 client files in the basement and on your hard drive are no longer assets but instead become liabilities. We will discuss informally the extent and nature of those obligations, some of the Rules of Professional Conduct that govern and practical considerations for each of us as lawyers, no matter what our professional situation may be.

Our professional obligations must be addressed even through change in our personal lives. Some say that you can’t even shed your professional obligations to clients by dying. No matter what the occasion, those obligations must be managed.

Transition planning—when you leave the firm, do you still have to track appeal deadlines for your pro bono client on the death penalty project?

Registration (and breakfast): 8:00-8:30 a.m.
CLE presentation: 8:30-10:00 a.m.
Location: Louisiana Café, 613 Selby Avenue, St. Paul, MN
Credit: 1.5 ethics credits applied for
Cost (includes breakfast): $20 RCBA members $30 non-members


MSBA Solo Small Firm Section is now co-sponsoring the RCBA Solo Small Firm Section!  Members of the MSBA Solo Small Firm Section may attend at the RCBA member price ($20).  To do so, send an email to info@ramseybar.org.