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.


Transition Planning

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


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 ...


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.


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 ...


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 ...


Do-It-Yourself Guide for Handwritten "Holographic" Wills in Texas

Do-It-Yourself Guide for Handwritten 'Holographic' Wills in Texas “Do-It-Yourself Guide for Handwritten ‘Holographic’ Wills in Texas” is a short guide about how to use and write holographic ...


Safety Systems – Advance Designation of Custodian Attorney

Safety Systems – Advance Designation of Custodian AttorneyView Presentation SlidesAbout the Webinar Host Dean A. Schaffer is the Administrator of the State Bar of Texas Succession Planning ...


A Guide to Executing Estate Planning Documents in Uncertain Times

The Texas Health and Human Services Department of State Health Services issued guidance for signing documents in person: COVID-19: Interim Guidance on Executing Contracts and Other Documents ...

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