Credit: Sergey Nivens/Shutterstock.com Disciplinary Board Proposes Mandatory Succession Planning for Pa. Lawyers
"The future is unpredictable and lawyers must strive to lessen the impact of unexpected interruption to their relationships with clients by proactively protecting the clients' interested in the event of the attorney's death, disability, or other unanticipated absence," the board's explanatory report reads.
March 01, 2024 at 02:07 PM
3 minute read
What You Need to Know
- Pennsylvania is considering adding an ethics rule requiring attorneys have succession plan.
- The proposed rule, which is open for comment through May 1, will require attorneys to have a written succession plan naming a successor as well as provide locations on client information and access to attorney financial accounts.
- If the rule were to go into effect, Pennsylvania would become the fifth state in the country to mandate attorney succession planning.
The Pennsylvania Disciplinary Board is proposing a new rule that will require attorneys to have written succession plans under the Rules of Professional Conduct.
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