Securing Your Legacy: Succession Planning for Law Firms

Securing Your Legacy: Succession Planning for Law Firms

$45

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Securing Your Legacy Succession Planning for Law Firms
About the Program

Succession planning for law firms is more than just an exit strategy—it’s about shaping a lasting legacy and ensuring continued success. This program will explore how to align your goals with the right succession structure, whether through a sale, internal transition, merger, or creating a law-related business. It will also cover essential considerations including financing strategies, defining the future role of founders, navigating tax implications, and preparing effective contingency plans.

Speaker(s)
Daniel J. O_Rielly

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O’Rielly & Roche LLP

Daniel J. O’Rielly is a founder and Managing Partner of the California law firm O’Rielly & Roche LLP. Based in Los Angeles, he is a business and legal ethics lawyer for California law firms. He counsels and advises firms on strategic business issues, including developing and drafting partnership agreements and other firm organizing documents; developing and documenting compensation systems, attorney promotion systems, and succession planning; and developing and executing law firm start-up planning and growth planning. He also counsels and advises California law firms on legal ethics compliance and professional responsibility, and law-related business structures. He frequently publishes and presents on law firm professional responsibility and risk management issues.

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Accreditation
Credit Hours:
1.00
Specialty Area:
None
Credit Type:
General
Original Air Date:
June 3, 2025
Accredited in:
California
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