Advanced Designation of Custodian Attorney

A custodian attorney assists in winding down a lawyer’s practice, if needed. The custodian attorney does not take over representation of clients or “assume” the lawyer’s law practice.

Succession Planning Toolkit

Succession Planning Toolkit

The arc of a lawyer’s law practice eventually ends. Ideally, the lawyer is ready and the transition from practice goes according to plan.

Succession Planning

Cessation of Practice Procedure

Cessation of practice procedure rests primarily on Part XIII of the Texas Rules of Disciplinary Procedure.

Succession Planning Toolkit

File Management

The general rule in Texas is that the file belongs to the client, but there is no encompassing rule for how long a lawyer must keep the file.

Succession Planning Toolkit

Transition Planning

Succession planning anticipates the ultimate transfer of a legal practice from a predecessor to a successor lawyer.

Succession Planning Toolkit

The Arc of a Lawyer's Law Practice

The Arc of a Lawyer's Law Practice The pace of change continues to accelerate. The profession can expect cessations issues as part of the fallout. The discipline of law practice is changing. In ...

Succession Planning

How To Protect Your Clients and Firm in the Event of Death, Disability, Impairment, or Incapacity

This information is designed to help you protect your clients’ interests in the event you are suddenly rendered unable to practice law.

Succession Planning Closing a Practice

What to do if Your Attorney Dies, Disappears, Becomes Disabled, or is Suspended or Disbarred

What to do if Your Attorney Dies, Disappears, Becomes Disabled, or is Suspended or DisbarredWhen a client is unable to contact an attorney for any reason Client’s valuable legal rights may be ...

Succession Planning

Best Practices When Selling A Practice

Best Practices When Selling A Practice×to print brochure from the pdf version, click here. One of the most misunderstood “non-rules” in the Texas Disciplinary Rules of Professional Conduct (TDRPC) is ...

Succession Planning


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