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


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

Adam Koss

Katherine Zarate Dulany
Zarate Dulany Law


Lindsey Mignano
Smith Shapourian Mignano


  • 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



 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.



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.

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

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