Preparing for the Unexpected: The Ethical Obligation to Plan Ahead

Attorneys have an ethical obligation to plan ahead for continued client service and potential matter transition - a responsibility with heightened importance in our uncertain times. This program will review the Rules of Professional Conduct requiring preparedness, and then focus on practical suggestions and steps attorneys can take to fulfill their obligations to their clients.

Presented by Thomas Rohback, Craig Reiser, and Eva Yung, this program will benefit attorneys at all stages in their careers.

Learning Objectives:

1. Review the relevant Rules of Professional Conduct requiring attorneys to be prepared to transition their matters and responsibilities
2. Identify when and to whom the obligation to plan ahead for transitioning applies
3. Discuss practical steps attorneys can take in their daily practice to be prepared to transition responsibilities
4. Create transition plans for matters and case or deal with team responsibilities