Trusts & Estates
Succession Planning for Solos: Peace of Mind for Your Family, Opportunity for Your Practice
O’Neill explains that clients often want to know what happens to their estate plan if the attorney is no longer around. He offers succession planning solutions for other attorneys and explains that under his plan, each client would be given the opportunity to transfer his/her file to an attorney of choice, while contemporaneously providing for the purchase of his firm to one or more estate planning practitioners who share his ideals.
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