Rebekah Steely Brooker Presents Session on Law Practice Management and Succession Planning at State Bar of Texas Annual Meeting

Scheef & Stone estate planning and probate attorney Rebekah Steely Brooker returned as a speaker at the 2023 State Bar of Texas Annual Meeting. This year, Rebekah and co-presenter Bill Betts discussed law practice management and specifically planned vs. unplanned succession planning. “Our objective was to deliver information about navigating the ethical rules that come up in the sudden cessation of a practice,” noted Rebekah. The presentation covered applicable Texas Disciplinary Rules of Professional Conduct, file management and engagement and termination letter provisions. In addition, Rebekah discussed the ethics involved in the cessation of a practice, the importance of designating a custodian attorney, as well as the Rules that apply to the sale of a law practice. “Succession planning is one additional way we can help protect our clients and provide for a seamless transition in the event we are unable to practice law,” Rebekah added.