Resources available to help fulfill Rule 39.18 succession planning requirements
Under the Iowa Court Rule 39.18, Iowa-licensed lawyers must take steps to prepare for their own disability or death. New questions that are related to Rule 39.18 compliance will be included on the Iowa Client Security Commission 2018 Client Security Reports to be filed via the Iowa Office of Professional Regulation between Dec. 26, 2018 and March 10, 2018 without penalty. The new questions include, but are not limited to, the identification and authorization of a “designated representative.”
To protect their clients and practices, all lawyers need to plan for both good and bad possibilities. The Iowa State Bar Association is pleased to provide several resources to help you plan.