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News & Press: The Iowa State Bar Association News

Succession planning seminars scheduled

Thursday, March 16, 2017   (0 Comments)
Posted by: Zach Zuber
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The ISBA is planning seminars this spring to help members understand the new succession planning process mandated by Iowa Court Rule 39.18, which goes into effect on Jan. 1, 2018. 

On April 10, the ISBA will hold a Lawyer Death and Disability Planning Seminar in-person at the ISBA Headquarters, or for members to attend via live webinar. The seminar will be from 2:30-4:30 p.m. Speakers include Tre Critelli, Office of Professional Regulation; Paul Wieck; Travis Cavanaugh, Simmons Perrine Moyer Bergman PLC; and Laura Jensen, Simmons Perrine Moyer Bergman PLC.

To register for this seminar please click here

A series of traveling seminars on this topic is also being planned. On May 5, the Lawyer Death and Disability Planning Seminar will be rebroadcast at the Best Western Lodge in Clear Lake from 2:30 to 4:30 p.m. To register for the Clear Lake rebroadcast, click here. Additional information will be provided once future traveling locations and dates are confirmed. 

Iowa Court Rule 39.18 now requires attorneys in private practice to complete their annual questionnaire, pursuant to rule 39.11, whereby the attorney identifies the attorney’s designated representative to act in the attorney’s stead in the event of death or disability. While attorneys are no longer required to execute a written supplemental succession plan, they are encouraged to do so. The Iowa Academy of Trust & Estate Counsel has prepared and is making available model disability planning documents that will be discussed during the seminars.

From the Iowa Lawyer Weekly

The Iowa State Bar Association • 625 East Court Avenue • Des Moines, IA 50309
Ph. (515) 243-3179 • Fax (515) 243-2511