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
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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.