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Looking for a quick search tip using Fastcase®? Test drive the single letter wildcard “?” to discover all possible spellings and misspellings of a term. Type the term “advis?r” in the Fastcase 6 or Fastcase…Read more
According to Lifewire, users who maintain Gmail as their email provider of choice cringe 96 out of 100 times when trying to swipe to delete an email in their mobile phone…Read more
Who might be spying with little eyes when documents, spreadsheets, presentations, etc. are forwarded by your office? It could be opposing parties, counsel, investigators, or cybercriminals piecing metadata together to discover the five w’s. Learn…Read more
If your office smartphone or tablet were to “brick,” or no longer work, could you recover data to a new device? Many iPhone and Android owners recently found themselves answering…Read more
The Law Practice Management and Technology for the Small Firm seminar will be held June 22, but the great early bird price of $125 (you must be a member of…Read more
The January 2018 issue of the South Carolina Lawyer magazine has a helpful article by Barbara M. Seymour which outlines exactly how a lawyer must handle unclaimed funds. It also includes advice on making sure you don’t have a problem with unclaimed funds in the future.
Make sure your firm is compliant and read her article today.
Sometimes, it’s hard to write a succession plan because you don't like to think about being dead or disabled. However, it is imperative, changing and something all lawyers can do per Law Practice.org, Managing Law Firm Transition and Rule 1.19 of the S.C. Rules of Professional Conduct.
At a minimum, write a letter to your paralegal or the attorney who would mind your office explaining to them what they would need to know if you were outside of service on a long vacation. Then, make an emergency plan should you become disabled, incapacitated or not able to act inside your practice again. Print the Preparation Checklist to plan accordingly. Fill out this form to add your successor(s) to the registry maintained by the Bar. Finally, use this Agreement to Close a Law Practice as a model agreement between you and your successor(s).
If you have questions or would like more information on succession planning, contact the Practice Management Assistance Program.
The ABA Task Force on Gatekeeper Regulation and the Profession has worked with other entities to develop voluntary good practices guidance for lawyers to combat money laundering and terrorist financing. The Task Force has concerns about how mandatory gatekeeper provisions might affect confidential attorney-client relationships and other issues. Below are two publications from the ABA Task Force.