Effective July 1, 2013, the S.C. Supreme Court adopted Rule 1.19, RPC, Rule 407, SCACR: Succession Planning. The new rule encourages lawyers to prepare written succession plans which include the selection of a successor attorney to assume responsibility for the interests of the lawyer's clients in the event of the lawyer's death or disability from the practice of law. Check out the bottom of this page to download checklists to help prepare a succession plan, plus more


Forms

Enter your Successor(s) in the South Carolina Bar Registry

Succession Planning Designation Form

Viewable Forms...

Succession Planning Checklist

Succession Planning Agreement to Close a Law Practice

Downloadable Forms

Succession Plan Preparation Checklist for Planning Attorney Sample Form Agreement to Close a Law Practice

Insurance

Extended Reporting "Tail Coverage"


Additional Succession Planning Resources

American Bar Association's Succession Planning Resources

How to Be Successful at Succession Planning by Roy S. Ginsburg from Attorney at Work

Prepare Yourself for a Happy Retirement by Ida O. Abbott from Attorney at Work

Why Plan for Succession and Retirement, Part One by Lori Owens from Law Practice Today
Why Plan for Succession and Retirement, Part Two by Lori Owens from Law Practice Today

Succession Planning: An Imperative from Law Practice Magazine 

Reinventing the Law Business Succession Planning by Bruce Stachenfield from Above the Law

The Changing Face of Succession Planning from Law Practice Magazine 

Law Firm Succession Planning - Things Small Firms Can Do Just Like the Big Firms from Managing Law Firm Transition

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