# 011095

Retirement 101: Happy Times are Here Again
Ethical and Practical Advice for Winding Down or Retiring from the Practice of Law

This program will provide an interactive presentation of ethics issues and practical tips for slowing down, winding down, and retiring from the practice of law. Emphasis will include compliance with the California Rules of Professional Conduct (including rules 2-200, 2-300, 3-500, 3-700, and 4-100), relating to withdrawing from representation; returning, storing, or destroying client files and records; fee issues, including handling of law firm retirement payments; and practical issues involved in selling a practice.

The presentation will be in discussion format, covering such critical considerations as:

-What are the many ethical requirements when you wish to terminate representation of a client?

-Is it ethically permissible to sell a law practice and how should the practice be valued?

-When withdrawing from a law firm, can you continue to collect legal fees? Can the firm bind the departing attorney to an anti-compete agreement?

-What is an "Attorney Surrogacy" agreement and how to draft one.