Succession Planning for Solo and Small Firms

Presented by the Solo and Small Firm Section of the Barristers Club

Succession Planning: Considerations in Estate Planning, Employment & Ethics


Date Wednesday January 27, 2021
Program 12:00-1:15 p.m.
MCLE 1 Hour


Speakers

Bryan Kirk
Director of Financial and Estate Planning, Fiduciary Trust Company International

Adam Koss
KOSS FIRM

Katherine Zarate Dulany
Zarate Dulany Law

Moderator

Lindsey Mignano
Smith Shapourian Mignano

Topics

  • Ownership rules for professional corporations and law firm partnerships (CA Rule 5.4 and CA Rules of Professional Conduct Rule 3.157);
  • Issues with transferring law firm shares or partnership interests into a trust to avoid probate;
  • Whether a retiring “Of Counsel” can be properly classified as an independent contractor under AB5 in California;”
  • Implications for “fee sharing” with retiring “Of Counsel” under Rule 1.5.1; and
  • Competency concerns arising from an untimely death.

Section Co-Chairs

Anna Liu, Steven Adair MacDonald & Partners & Liên Payne

For a printable flyer, click here.

Event Code: B211476

 

Cost

 Free BASF Law Student
 $30 Section Member
 $45 BASF Member
 $60 Nonmember

 

To Register

Sign-in to your account and select Register Myself at the bottom of the page. Use Forgot Username or Forgot Password if you don't know your account information. Don't have an account? Select Create Account.

A link to access the Zoom meeting will be sent in your confirmation e-mail prior to the start of the event.

 

Note

To receive MCLE credit, you must sign in during the designated MCLE registration period. This activity is approved for Minimum Continuing Legal Education credit by the State Bar of California. BASF is a certified provider: Provider #103

Special Requests

People with disabilities should contact BASF regarding reasonable accommodations.

When
1/27/2021 12:00 PM - 1:15 PM
Where
Online only. CA
 

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