Succession & Exit Planning for Your Firm

Well before you retire it is vital to have an effective succession or exit plan to protect your firm’s reputation and the client relationships that you have worked so hard to foster. Good planning will also facilitate a smooth transition. This webinar will discuss the process of succession or exit planning and provide practical guidance on the key factors to consider.

Topics will include:

• Experiences of a sole practitioner in winding up a practice
• Law Society Inspectorate expectations, guidance and role in the process for both sole practitioners and firms
• Planning for trust account supervisor succession
• Planning for retirement as a partner from a firm, from both a personal and business perspective.

Learning objectives

After attending this webinar you will:

• Understand the importance of meticulous planning for your retirement.
• Appreciate the important aspects for your particular circumstances.
• Be familiar with the steps required for a safe and smooth retirement and the process for planning and carrying them out.

Who should attend

Partners and sole practitioners who are likely to retire in the next 10 years.

Resources

A PDF book is included in the webinar fee and will be emailed to you along with your ticket, one week before the webinar.

You will be emailed a link to join the webinar one week before. For information on what is required to participate in the webinar, click here. PowerPoint slides will be emailed out after 3pm the day before the webinar.

Fee (Incl GST)

Law Society Members benefit from up to 30% off
Webinar

• $149 – Law Society members & associate members
• $215 – Non-members
• $549 – Webinar Study Group - more info
• 2+1 registrations - more info (must be arranged at time of booking)

Do you want to register more than one person for this course? Use the multiple registration button below or Click here

Time

• Webinar 11.00am - 12.30pm, Wednesday 12 February 2025

Download PDF registration form

Webinar	12 February
I can't attend, but please let me know when the book is available to purchase.

Presenters

	Warwick Deuchrass Retired Lawyer, Queenstown Warwick retired in 2017 after 43 years of practice as a partner in Anderson Lloyd (through merger). His areas of practice included corporate/commercial and asset & succession planning. Warwick was on the board of The New Zealand Law Society Te Kāhui Ture o Aotearoa (the Law Society), its Treasurer and its South Island Vice President, chair of the New Zealand Law Foundation, and a member of the Council of Law Reporting. Since retirement he has taken other roles including director of the NZLS CLE Stepping Up Programme (for six years), assisting lawyers and firms with strategic planning, and chairing law firm retreats. Warwick remains on several company and not-for-profit boards.
	Kane Smith Law Society Inspectorate, Christchurch Kane is a Senior Inspector. He has a Bachelor of Management Studies majoring in finance and economics and a Graduate Diploma in accounting. Kane spent several years as a young entrepreneur and worked at Inland Revenue in the fraud and evasion team. He started as an Inspector for the Law Society in 2016 and looks after the South Island regions.
	Sue Styants Retired Lawyer, Auckland Sue practised for 41 years until her retirement on 31 March 2024. She was briefly a barrister, followed by 13 years in partnership in a two-partner firm, then from 2000 was a sole practitioner. Sue’s other involvement included seven years on the Auckland District Law Society Council; one year as Vice President of the Law Society, two years as a Law Society Board member, six years on the Law Society Auckland Branch Council, 18 years as a member of the Management Committee of the Solicitors’ Fidelity Guarantee Fund and nine years on the Law Society National Standards Committee.

CPD

Attendance at the live webinar

• If you attended the live webinar, you will receive an electronic certificate of attendance as verification for your CPD records.
• You can view and hear the presentation again, as many times as you wish in your own time for no additional cost.

Registration but non-attendance on the day

• Under the CPD Scheme only those who attend a live webinar are eligible to claim CPD hours.
• If you registered but were unable to attend on the day, you can view and hear the archived recording of the presentation.

Cancellation and Refund Policy

You may cancel your registration eight working days in advance of an event, and you will receive a refund less a 25% administration fee. If you cancel less than eight working days in advance of the event, no refund is payable. If you are unable to attend, you may transfer your registration to another person. If you wish to do so you must advise CLE in writing of the change. NZLS CLE Ltd reserves the right to close registrations, and, cancel or reschedule an event as necessary. Where an event is cancelled by CLE, a full refund is payable.