Transitioning Your Practice? What You Need to Know to Protect Yourself (Preview)

Transitioning a law practice, whether you’re selling, winding down, merging, or bringing on new partners, comes with significant legal, financial, and ethical risks. In this course, Stephanie Rodin of Rodin Legal, P.C. outlines the essential planning steps every attorney should take to protect themselves, their clients, and the long-term stability of their practice. She explains why early preparation is critical, what triggers should prompt transition planning, and how attorneys can evaluate their goals and timeline to choose the right transition path.

Rodin also breaks down the core components of a successful practice transition, from compliance with state ethics rules and client notifications to reviewing malpractice coverage, updating corporate documents, securing proper valuation support, and understanding successor liability. She highlights common pitfalls, such as unclear partnership agreements, poor documentation, rushed exit decisions, and failure to plan for unexpected illness or disability, and offers practical guidance to ensure attorneys safeguard their reputations, their finances, and their professional legacy. This course provides attorneys with the clarity and tools they need to navigate practice transitions with confidence and foresight.

Check out the full course: https://www.lawline.com/course/transi...
Browse our Law Practice Management CLE Course Catalog: https://www.lawline.com/cle/topics/la...

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