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Succession Planning for Lawyers & Strategic Growth for Law Firms

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Date Published

October 27, 2020


New York State Academy of Trial Lawyers


Diversity Inclusion, Elimination of Bias, Ethics


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This course will address succession planning options for attorneys, including highlighting the differences between an internal succession plan, an external plan, and a contingency plan in the event of an attorney's unexpected disability or death. Topics will include reviewing the numerous NY Rules of Professional Conduct involved with succession planning for lawyers. The Diversity portion of the course will address diversity, inclusion, and elimination of bias opportunities that the upcoming retirement of tens of thousands of Baby Boomer attorneys presents to the legal profession.

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Jeremy E. Poock, Esq.

Julia Gavrilov, Esq.

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Program Titles and Supporting Materials

This program contains the following components:

Succession Planning for Lawyers & Strategic Growth for Law Firms - Video
Poock Materials - Paper
Gavrilov Materials - Paper
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If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

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How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.