How to Ethically Close a Law Practice
Category: On Demand
Member Price: $220
Non-Member Price: $275
Areas of Law: Ethics
| NJ CLE: | NJ CLE information: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 4 hours of total CLE credit, including 4.0 in Ethics (Full Credits Available: CPE Accounting: 0.5, NJ Ethics: 4.0). |
| NY CLE (t&nt): | NY Ethics Non-Transitional: 4.0 |
| PA CLE: | PA Ethics Credit: 3.0
New: No PACLE fee is required for this program. To earn PA CLE credits, a valid PA Bar ID number must be entered into the CLE form provided after attending the program. |
Keynote
Moderator
- Joseph A. Natale, Esq.
- Greenbaum Rowe Smith & Davis, Roseland
Presenters
- Hon. Robert J. Mega, P.J.Ch.
- Union County Superior Court
- Susan Miano, CPA, ABV, CFF
- CBIZ, Saddle Brook
- Ryan J. Moriarty, Esq.
- Assistant Ethics Counsel & Statewide Ethics Coordinator, Office of Attorney Ethics, Trenton
- Alicia F. Williams, Esq.
- Acting Director and Counsel, New Jersey Lawyers' Fund for Client Protection, Trenton
Prepare for Your Future with Confidence
Are you considering a career change, retirement, relocation, or partnership dissolution? Don't leave your practice closure to chance – register today for this practical and comprehensive seminar designed specifically for attorneys who want to ensure an ethical, responsible, and stress-free transition.
Whether you're planning to close your practice due to a new opportunity, a judicial appointment, transition to in-house counsel, or prudent future planning (or are handling a colleague's untimely passing), proactive preparation is essential. This seminar provides a comprehensive framework to conclude a practice with professional integrity, ensuring all obligations are properly resolved during your transition.
Our distinguished panel - featuring experienced attorneys, a judge, the director of the New Jersey Lawyers' Fund for Client Protection, and an accounting professional - will guide you through actionable, practical steps you can implement if and when you need to.
Learn everything you need to know to confidently close your practice, including:
- Clear, step-by-step protocols for winding down your practice ethically
- Practical checklists and templates to ensure client files, trust accounts, and ongoing matters are properly handled
- Time-saving strategies to avoid costly errors and regulatory complications
- Concrete succession planning tools that protect your professional legacy
This essential program provides everything you need to confidently navigate the closure of your law practice, regardless of the circumstances. Your clients, colleagues, family, and the courts will appreciate your professionalism and foresight.
Take the guesswork out of practice closure. Join us to learn the strategies you need to know to properly protect your clients, your legacy, and your peace of mind.
Program Agenda:
- 9:00 | Introduction - Joseph A. Natale, Esq.
- 9:05 | Succession Planning - Alicia F. Williams, Esq.
- 9:30 | Different Scenarios of Closing a Law Practice - Hon. Robert J. Mega, Pj.Ch.
- Death, Retirement, Illness, Partnership Disputes, Career Change, Relocation
- 9:55 | RPC’s - Ryan J. Moriarty, Esq.
- 10:20 | Trust accounting responsibilities - Ryan J. Moriarty, Esq.
- 10:45 | Break
- 10:55 | Best Practices of Accounting - Susan Miano, CPA
- 11:20 | Law Firm Disputes - Joseph A. Natale, Esq.
- 11:45 | Court Appearances: The Closing of a Law Practice - Hon. Robert J. Mega, Pj.Ch.
- 12:25 | Q&A
- 12:35 | Adjourn