Protect your clients and your legacy by mastering the ethical requirements of retirement, incapacity, and lateral career moves.

This CLE explores the ethical and professional responsibility issues lawyers face during leadership transitions, firm succession planning, and departures. Our presenters will discuss fiduciary duties, conflicts, client communication, and confidentiality obligations—so you can navigate both handoffs and exits smoothly.
All the real-world challenges, none of the HBO drama.
The material covers the necessity of succession planning, the role of designated attorneys, and the fiduciary duties owed to both clients and former law firms. Participants will gain insight into the regulatory procedures for voluntary resignation, the handling of client files, and the ethical pitfalls associated with solicitation and firm departures.
Topics Covered:

The NYS Academy of Trial Lawyers is the largest statewide trial bar in the US with 5,700+ lawyer and judge members. We are committed to protecting, preserving and enhancing the civil justice system. Our highly acclaimed CLE programming features extraordinary presenters covering the most timely and important topics.

Partner at Goetz Schenker Blee & Wiederhorn
Kenneth is a Partner at Goetz Schenker Blee & Wiederhorn. He is an experienced trial attorney and defense litigator, handling insurance-related personal injury, commercial, and insurance coverage cases, including bad faith claims, from inception through trial and appeals in both federal and state courts. He earned his JD from St. John's University School of Law and has repeatedly been named to the New York Super Lawyers list for coverage counsel.

Owner of Law Offices of Robin Zimpel, PLLC
Robin's firm, Law Offices of Robin Zimpel, PLLC, focuses on medical malpractice, family and matrimonial law, and attorney disciplinary representation. She is the attorney that attorneys call when an attorney needs an attorney. Prior to starting her own firm in 2020, Robin was Confidential Law Clerk to NYS Supreme Court Judge John Cherundolo and then went on to be a partner with John at the Cherundolo Law Firm. She earned her JD from Syracuse University College of Law and also co-taught there for a number of years.