Official Government Website

Transitioning from the Practice of Law: Succession Planning

The following information and resources provided by the Senior Lawyers Transition Task Force was compiled to help you fulfill your ethical obligations to protect your clients’ interests in the event of your death, disability, impairment or incapacity. Although it is hard to think about events that could render you unable to continue practicing law, freak accidents, unexpected illness and untimely death do occur. Following the suggestions made available via these resources will help to protect your clients’ interests and will help to make your practice a valuable asset to your estate. In addition, it will simplify the closure of your office – a step your family and colleagues will very much appreciate. We sincerely hope these resources will be of assistance to you.

William F. (Bud) Yost III – Chairperson

Yost Law, PLLC PO Box 1275 Nampa, ID 83653 Phone: (208) 466-9222 Fax: (208) 466-1981 bud@wyostlaw.com

Hon. Chief Justice Jim Jones

Idaho Supreme Court PO Box 83720 Boise, ID 83720-0101 Phone: (208) 334-3186 Fax: (208) 334-4701

Dennis L. Cain

2085 Springbrook Boise, ID 83706 Phone: (208) 336-7112 dlcain@cableone.net

Bradley G. Andrews – Staff Liaison

Idaho State Bar Counsel bandrews@isb.idaho.gov

Sunil Ramalingam

University of Idaho College of Law 875 Perimeter Drive MS 2321 Moscow, ID 83844-2321 Phone: (208) 885-7947 Fax: (208) 885-4628 sunilr@uidaho.edu

Kim W. Toryanski

5848 S. Schooner Place Boise, ID 83716 Phone: (208) 336-2902 kim@toryanski.com

Dennis S. Voorhees

Voorhees Law Firm PO Box Z Twin Falls, ID 83303-0090 Phone: (208) 736-6000 Fax: (208) 736-6001 voorhees@idahocounsel.com

Teresa A. Baker – Staff Liaison

Program and Legal Education Director tbaker@isb.idaho.gov

Acknowledgments & Reprint Permission

This handbook was adapted from the Oregon State Bar Professional Liability Fund handook Planning Ahead: A Guide to Protecting Your Clients’ Interests in the Event of Your Disability or Death, Copyright 2014. All rights are reserved except that members of the Idaho State Bar may use this material for assistance with their own law practice or to help another attorney close his or her office. This material may also be reproduced for classroom instruction or for use by a not-for-profit organization, provided that such use is for information, non-commercial purposes. Any reproduction of the handbook or portion thereof acknowledges original publication of the handbook by the Oregon State Bar Professional Liability Fund and must state the material was adapted with permission of the Oregon State Bar Professional Liability Fund.

Disclaimer

This handbook is designed to minimize the likelihood of you or your estate being sued for legal malpractice in the event of your death, impairment or incapacity. The material presented does not establish, report or create the standard of care for attorneys. The material is not a complete analysis of the topic and readers should conduct their own appropriate legal research.
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