Card image cap

Succession Planning the Ethical Way: Why It's Important to Eat Your Broccoli Now

Level: Advanced
Runtime: 63 minutes
Recorded Date: June 15, 2020
Click here to share this program
Download PDF
Closed Caption


  • Relevant ABA Model Rules
  • Elements of a Plan
  • Identifying Deadlines
  • Access
  • Managing Client's Files
  • Document Retention
  • Delivery of Trust Funds
  • Destruction of Closed Files
  • Confidentiality
  • Costs?
  • Notice of Third Parties
Runtime: 1 hour, 3 minutes
Recorded: June 15, 2020


Good lawyers excel at taking care of their clients. But we are not very good at taking care of ourselves. We don't plan for the inevitable business difficulty. Many of us don’t really plan for a smooth exit from the practice. Take an hour out of your busy schedule to listen in as bar regulators from around the county talk about succession planning.

This program was recorded on June 11th, 2020.

Provided By

American Bar Association
Card image cap


Card image cap

Jonathan P. White

Professional Development Counsel and Inventory Counsel
Colorado Office of Attorney Regulation Counsel

Jonathan White is an attorney with experience in civil defense litigation and attorney ethics and disciplinary matters. Currently assisting the Office of Attorney Regulation Counsel in the promotion of educational programming to help lawyers succeed in practice as well as serving as inventory counsel on certain matters.

Card image cap

John Cesario

Senior Counsel
Illinois Attorney and Registration Commission

John Cesario is Senior Counsel for the Administrator of the Attorney Registration and Disciplinary Commission, and he is responsible for representing the Administrator in proceedings in which the ARDC is appointed Receiver pursuant to Supreme Court Rule 776. Mr. Cesario also assists private attorneys who act as receiver by court order. Mr. Cesario has investigated thousands of charges of lawyer misconduct over the course of his career as attorney in the Intake Group, and he has represented the Administrator as receiver in several receiverships. Mr. Cesario has also written articles that have appeared in the Illinois Bar Journal.

Mr. Cesario obtained an undergraduate degree from the University of Illinois at Urbana-Champaign, and he received his law degree from Tulane University in New Orleans, Louisiana. Before becoming Counsel for the Administrator, Mr. Cesario had worked as a Special Public Defender in Jefferson County, and as an Assistant State’s Attorney in Kane County. Mr. Cesario lives in Aurora, Illinois with his wife and has two adult children.

Card image cap

Jenny Mittelman

Deputy General Counsel
State Bar of Georgia

Jenny Mittelman is the Deputy General Counsel of the State Bar of Georgia.

Card image cap

Similar Courses

Card image cap
93 minutes
'Scared. Ashamed. Crippled': Overcoming Mental Health Disabilities in Law
Feeling overwhelmed by your workload? Thinking about taking a mental health break from practice but worried about the stigma or impact it may have on your partnership track? Join Reed Smith counsel Mark Goldstein as he provides insight on how he was able to be a lawyer while coping with mental health disabilities. This very intimate discussion will also offer tips for attorneys who are currently struggling with mental health issues.

American Bar Association


Add to Cart
Card image cap
95 minutes
401k and Other Retirement Topics for Beginners and Non-ERISA Attorneys
Join us to learn the basics of defined contribution retirement plan issues under ERISA, including 401(k) plans.

American Bar Association


Add to Cart
Card image cap
57 minutes
Attorney Impairment: Ethical Implications & Difficult Conversations
In this program, Dr. Brian Russell, Clinical Psychologist and Attorney at Law, will discuss the different impairments that can affect an attorney. The ethics rules are implicated in addressing the issues involved and how it affects the practice of law. He will also discuss different ways attorneys can find help.

Dr. Brian Russell


Add to Cart
Card image cap
91 minutes
Best Practices for Government Lawyers: Managing High Profile Litigation While Minding Ethics Rules
This presentation will provide tips for how lawyers who represent public entities can best manage the litigation process both internally and externally, set against the backdrop of the Model Rules of Professional Conduct.

American Bar Association


Add to Cart
Previous Next