Planning Ahead: A Guide For Solo Practitioners (full book download)

The Planning Ahead Guide is provided to all attorneys as a courtesy of the Law Practice Management Committee (and the former Committee on Law Practice Continuity) of the New York State Bar Association.

Click on the links below to download interactive fill-in forms as Adobe PDF Files

Appendix 1 - What If? Answers to Frequently Asked Questions
Appendix 2A - Checklist for Lawyers Planning to Protect Clients’ Interests in the Event of the Lawyer’s Disability, Impairment, Incapacity or Death
Appendix 2B - Checklist for Closing Your Own Office 
Appendix 2C - Checklist for Closing Another Attorney’s Office 
Appendix 2D - Checklist of Concerns When Assuming Temporary Responsibility of Another Attorney’s Practice (Disability or Suspension)
Appendix 2E - Checklist of Concerns When Assuming Temporary Responsibility of Another Attorney’s Practice (Purchase or Acquisition)
Appendix 2F - Checklist for the Fiduciary of a Solo Practitioner
Appendix 2G - Checklist for Lawyers' Business Disaster Planning and Recovery
Appendix 3 - Agreement to Close Law Practice in the Future 
Appendix 4 - Authorization and Consent to Close Law Office
Appendix 5 - Limited Power of Attorney to Manage Law Practice at a Future Date
Appendix 6 - PCs and PLLCs: Appointing the Appropriate Agent to Manage a Solo Law Practice in the Event of a Death, Disability, Incapacity or Other Inability to Practice Law
Appendix 7A - Letter from Planning Attorney Advising that Lawyer is Closing Law Office
Appendix 7B - Letter from Closing or Assisting Attorney advising That Lawyer Is Unable to Continue Law Practice
Appendix 7C - Letter from Firm Offering to Continue Representation
Appendix 7D - Authorization for Transfer of Client File
Appendix 7E - Request for File
Appendix 7F - Acknowledgement of Receipt of File
Appendix 8 - Law Firm Master List of Contacts and Important Information
Appendix 9 - Special Provisions for Attorney’s Will: Instructions Regarding My Law Practice
Appendix 10 - Transfer of a Law Practice
Appendix 11 - Valuing a Law Practice
Appendix 12 - Sample Asset Purchase Agreement
Appendix 13 - Confidentiality and Non-Disclosure Agreement
Appendix 14 - Interruption of a Practice Due to a Lawyer’s Substance Abuse or Mental Health Issue
Appendix 15 - “Impaired Attorneys: The Firm as Employer,” an article by Paula A. Barran
Appendix 16 - New York Human Rights Law
Appendix 17 - FAQs re Document Destruction and Preservation
Appendix 18 - Selected Excerpts from the CPLR and Judiciary Law
Appendix 19 - Selected Appellate Division Rules
Appendix 20 - Rules of Professional Conduct
Appendix 21 - Selected Ethics Opinions
Appendix 22 - “Ten Things Not to Do When You Retire,” an article by David Kee
Appendix 23 - HIPAA Form
Appendix 24 - ABA FAQs on Extended Reporting Period Coverage