Every lawyer should have a plan in place to protect clients and colleagues for the time when he or she no longer can practice.
In 2014, the State Bar Aging Lawyer Issues Task Force issued a report to the State Bar Board of Directors. The task force wanted to develop resources for attorneys on issues related to aging, such as transitioning to retirement, mental health issues, and staying connected to the community.
Here are some of those resources to assist lawyers with their succession planning.
Dick and Jane Come of Age: Avoiding Discrimination Against the Aging Attorney. Written by Katrina Grider and presented by Allan Dubois.
Disciplinary and Disclosure Issues for the Impaired Attorney. Panel: Sara Patel Pachecho, Billy Shepherd, Randy Johnston, Stephanie Strolle. Written with the assistance of Lamar Sellers.
Just in Case: Strategies for Successfully Transitioning Your Law Practice. Rebekah Steely Brooker.
Mid-life Planning for Aging Well. Mark E. Kunik, M.D., M.PH.
Nimbleness: Managing Your Life and Law Practice in the Golden Years. Kenneth G. Raggio.
Recognizing Signs of Impairment in the Aging Attorney. Glen O. Gabbard, M.D., and Gabrielle S. Hobday, M.D.
Retirement Financial Planning. Tony Eisenberg.
The Brave New World of Estate Planning. Tina R. Green.
What Options Exist when you Recognize a Problem? Bree Buchanen, Darlene Smith, and Lisa M. Villareal-Rios.
What to do When You or Another Attorney Can No Longer Practice Law. Claude Ducloux.
Cognitive Self-Assessment Tool A Self-Administered Gerocognitive Exam (SAGE) was developed by the Ohio State University Medical Center and is available on their website. The SAGE is designed to detect early signs of cognitive, memory, or thinking impairments. The results of the exam should be discussed with a physician if there are any concerns.
“Identifying and Assisting Lawyers and Judges with Cognitive Impairment.” National Council for Lawyer Assistance Programs, Susan Stone, James Van Norman
Mental Health and Addiction Issues in Older Adults. Joan Bibelhausen.
Texas Lawyers Assistance Program – The Texas Lawyers’ Assistance Program (TLAP) provides confidential help for lawyers, law students and judges who have problems with substance abuse and/or mental health issues.
Transitioning with Dignity: The ABC’s of Helping the Senior Lawyer. Texas Lawyers’ Assistance Program.
Transitions: Embracing Life's Changes. Oregon Attorney Assistance Program.
Working Paper on Cognitive Impairment and Cognitive Decline. ABA CoLAP Senior Lawyer Assistance Committee
Attorneys: How to Protect Your Clients and Your Firm in the Event of Your Death, Disability, Impairment, or Incapacity
Clients: What to Do if Your Attorney Dies, Disappears, Becomes Disabled or is Suspended or Disbarred
Staff and Family Members: What to Do When Your Boss or Relative is No Longer Able to Practice Law
Judges: Guidelines for Assuming Jurisdiction of a Law Practice
Custodians: A Handbook for Attorneys Assuming Another Attorney’s Practice
TexasLawyersHelp – A website for pro bono lawyers and legal services staff who are currently or interested in volunteering with a Texas pro bono program.
Care Campaign. Supporting Attorneys in Pro Bono Service.
Emeritus Lawyer Program – Learn more about this program that allows retired, inactive, or out-of-state-licensed attorneys to provide pro bono help in Texas.
Texas Lawyers for Texas Veterans – Texas Lawyers for Texas Veterans is a State Bar of Texas program to develop and assist pro bono legal clinics throughout the state for military veterans who otherwise cannot afford or do not have access to the legal services they need.