Planning Ahead: Succession and Transition
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What happens to your practice when it's time to step away or when the unexpected occurs? As the second program in the ISBA Solo and Small Firm Series, Planning Ahead: Succession and Transition explores practical approaches to succession planning, retirement preparation, and practice transitions. Attend in person in Ankeny, Council Bluffs, or Cedar Rapids and leave with a plan for the future.
SCHEDULE
11:30 - 12:00 – Check-in and Lunch (provided to attendees)
12:00 - 1:30 – Avoid the Succession Planning Horror Story - Tre Critelli, Executive Director, Iowa Supreme Court Office of Professional Regulation (live from Ankeny)
1:30 - 1:45 – Break
1:45 - 2:15 – Checklist: Preparing a Law Practice for Death or Disability - Christina Thompson, Christina I. Thompson Law Office (live from Ankeny)
2:15 - 2:45 – Out of the Office: What Happens If You're Not Back Monday? - Melvin O. Shaw, The Law Office of Melvin O. Shaw, P.L.C. (live from Ankeny)
2:45 - 2:50 – Consent to Action: There’s One for Corps, and One for LLC’s – They Probably Share the Same “Stop and Think” Considerations - Jennifer Chavez Rivera, Strategic Counsel, PLLC (live from Ankeny)
2:50 - 3:05 – Durable Limited Power of Attorney - Ryan Daisy, Willson & Pechacek, P.L.C. (live from Council Bluffs)
3:05 - 3:10 – Draft Letter to Clients: Temporary Disability or Incapacity - Amy Swaner, Amy Swaner Law (live from Ankeny)
3:10 - 3:15 – Designation of Authority - Jennifer Chavez Rivera, Strategic Counsel, PLLC (live from Ankeny)
3:15 - 3:30 – Questions & Closing Remarks
REGISTRATION FEES
ISBA Members - $100
ISBA YLD Members (Years 1-3) - $50
ISBA Non-Attorney Affiliates - Free
ISBA CLE Season Pass Holders - Free
Law Students - Free
Non-ISBA Members - $150
ATTENDANCE PREFERENCE
In-person attendance will take place simultaneously at the following locations below. Lunch is provided to in-person attendees. Please indicate attendance preference when registering. A live webinar option will not be made available for this event – in person only.
Ankeny
FFA Enrichment Center (1055 SW Prairie Trail Pkwy, Ankeny, IA 50023)
Council Bluffs
Council Bluffs Public Library (400 Willow Ave, Council Bluffs, IA 51503)
Cedar Rapids
Hotel at Kirkwood Center (7725 Kirkwood Blvd SW, Cedar Rapids, IA 52404)
SCHEDULE
11:30 - 12:00 – Check-in and Lunch (provided to attendees)
12:00 - 1:30 – Avoid the Succession Planning Horror Story - Tre Critelli, Executive Director, Iowa Supreme Court Office of Professional Regulation (live from Ankeny)
1:30 - 1:45 – Break
1:45 - 2:15 – Checklist: Preparing a Law Practice for Death or Disability - Christina Thompson, Christina I. Thompson Law Office (live from Ankeny)
2:15 - 2:45 – Out of the Office: What Happens If You're Not Back Monday? - Melvin O. Shaw, The Law Office of Melvin O. Shaw, P.L.C. (live from Ankeny)
2:45 - 2:50 – Consent to Action: There’s One for Corps, and One for LLC’s – They Probably Share the Same “Stop and Think” Considerations - Jennifer Chavez Rivera, Strategic Counsel, PLLC (live from Ankeny)
2:50 - 3:05 – Durable Limited Power of Attorney - Ryan Daisy, Willson & Pechacek, P.L.C. (live from Council Bluffs)
3:05 - 3:10 – Draft Letter to Clients: Temporary Disability or Incapacity - Amy Swaner, Amy Swaner Law (live from Ankeny)
3:10 - 3:15 – Designation of Authority - Jennifer Chavez Rivera, Strategic Counsel, PLLC (live from Ankeny)
3:15 - 3:30 – Questions & Closing Remarks
REGISTRATION FEES
ISBA Members - $100
ISBA YLD Members (Years 1-3) - $50
ISBA Non-Attorney Affiliates - Free
ISBA CLE Season Pass Holders - Free
Law Students - Free
Non-ISBA Members - $150
ATTENDANCE PREFERENCE
In-person attendance will take place simultaneously at the following locations below. Lunch is provided to in-person attendees. Please indicate attendance preference when registering. A live webinar option will not be made available for this event – in person only.
Ankeny
FFA Enrichment Center (1055 SW Prairie Trail Pkwy, Ankeny, IA 50023)
Council Bluffs
Council Bluffs Public Library (400 Willow Ave, Council Bluffs, IA 51503)
Cedar Rapids
Hotel at Kirkwood Center (7725 Kirkwood Blvd SW, Cedar Rapids, IA 52404)
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Where is it happening?
Ankeny, Council Bluffs, or Cedar Rapids, United States
Event Location & Nearby Stays:
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Host or PublisherThe Iowa State Bar Association
