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Navigating Succession Planning: Strategies and Essential Steps for a Smooth Transition of Your Law Practice [Webinar]

This article is for informational purposes only. It is not intended to be used in place of professional advice, treatment, or care in any way. Lawyers, law students, judges, and other legal professionals in Massachusetts can find more on scheduling a Free & Confidential appointment with a licensed clinician here.

Watch now to get essential information about succession planning in your law practice from Luz Carrion, Esq. and Michelle R. Yu, Esq. with this installment of Webinars for Busy Lawyers.

 

In this webinar, we’ delve into effective strategies and actionable steps to prepare your practice for a smooth transition in the event of retirement or unforeseen circumstances.

Learn how to tackle client files, IOLTA records, and streamline your workflows to avoid headaches for you, your colleagues and loved ones.

Q&A from the live the program is included in the recording.

CLICK HERE TO DOWNLOAD PRESENTATION SLIDES.

 

ABOUT THE EXPERTS

 

Luz Carrion, Esq., Senior Law Practice Advisor, LCL MALuz Carrion, Esq. joined LCL in May 2023 as a Senior Law Practice Advisor, a role that requires her to meet regularly with clients, develop programs, write articles, make presentations to the legal community, as well as act as a mentor.

Before joining LCL, Luz served as an Investigator and Assistant Bar Counsel at the Office of Bar Counsel (OBC) of the Massachusetts Board of Bar Overseers (BBO). In the latter role, she screened and resolved complaints that came to the OBC’s Attorney and Consumer Assistance Program (ACAP) alleging attorney misconduct. Luz also previously served as Complaint Counsel at the Massachusetts Board of Registration in Medicine, where she investigated and litigated complaints involving physicians and acupuncturists. In these roles, she developed expertise and insight into ethical, regulatory, and practice issues affecting these professionals. She also recognized the impact of mental health or behavioral issues on their practices.

Luz’s government and administrative law experience also includes serving as a Hearings Officer at the Massachusetts Registry of Motor Vehicles. In that role, she held administrative hearings involving primarily drivers’ license suspensions. As with prior roles, Luz had to consider and address mental health or behavioral concerns that were relevant to drivers’ license suspensions.

Luz clerked for the Massachusetts Juvenile Court after earning her Juris Doctor from New England Law Boston in 2004.

Luz loves spending time with her family in Massachusetts and in her homeland—Puerto Rico.

 

Michelle R. Yu, Esq. is legal program attorney in the Massachusetts Board of Bar Overseers Office of General Counsel in Boston, where she oversees the operations of the in-house commissioner program. Previously, she was an investigator with the Massachusetts Board of Bar Overseers Office of Bar Counsel. She is a graduate of New England Law | Boston.

CATEGORIES: Ethics | Law Office Management & Operations | Webinars for Busy Lawyers
TAGS: succession planning / closing a practice

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