Credit Available - See Credits tab below.
Total Credits: 1 AL General, 1 AK General, 1 AZ General, 1 AR General, 1 CA General, 1 CO General, 1 CT General, 1 DE General, 1 FL Ethics, 1 GA General, 1 HI General, 1 ID General, 1 IL General, 1 IN General, 1 IA General, 1 KS General, 1 KY General, 1 LA General, 1 ME General, 1 MD General, 1 MA General, 1 MI General, 1 MN General, 1 MS General, 1.2 MO General, 1 MT General, 1 NE General, 1 NV General, 1 NH General, 1.2 NJ General, 1 NM General, 1 NY General, 1 NC General, 1 ND General, 1 OH General, 1 OK General, 1 OR General, 1 PA General, 1 RI General, 1 SC General, 1 SD General, 1 TN General, 1 TX General, 1 UT General, 1 VT General, 1 VA General, 1 WA Law & Legal Procedure, 1.2 WV General, 1 WI General, 1 WY General
Solo and small firm attorneys often delay retirement and exit planning due to perceived complexity, cost, or uncertainty—unintentionally increasing professional, financial, and ethical risk. This practical CLE equips attorneys with a clear, risk-aware framework for planning their eventual exit, succession, or retirement while protecting clients, firm value, and personal financial security. The program focuses on realistic planning strategies for attorneys who may not have internal successors, including identifying risk exposure in delayed planning, coordinating legal and financial considerations, and implementing safeguards that align with professional responsibility obligations.
Learning Objectives:
1. Identify key professional, ethical, and financial risks associated with delayed or informal retirement and exit planning in small firm and solo practices.
2. Evaluate practical exit pathways and assess their relative risk profiles.
3. Implement foundational risk-mitigation strategies to protect clients, firm value, and personal assets during retirement or transition planning.
4. Coordinate retirement and exit planning decisions with ethical obligations related to client communication, file management, trust accounts, and continuity of representation.
5. Develop a roadmap appropriate for attorneys without internal successors or large firm infrastructure.
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Approved
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Approved
CLE programs which take place outside of Alaska or are webcast from outside of Alaska are not required to be accredited by the Alaska Bar Association. Alaska Bar members may claim credit for attendance at CLE programs offered in or from other jurisdictions if the program has been accredited by another MCLE jurisdiction.
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Approved
The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1 hour(s) toward your annual CLE requirement for the State Bar of Arizona, including 0 hour(s) of professional responsibility.
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Provider Number: 3333
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Approved
Provider Number: 13825
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Provider Number: N/A
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Approved
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Approved
Credit Type: Ethics
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Approved
Provider Number: 236059
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Provider Number: 5105
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Approved
Provider Number: ATT0001
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Provider Number: 111648
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Approved
Provider Number: 5809
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Provider Number: 6888
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Provider Number: 7486
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Provider Number: 1873
Maryland attorneys do not have MCLE requirements.
Massachusetts attorneys do not have MCLE requirements.
Michigan attorneys do not have MCLE requirements.
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Provider Number: 10280
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Credit Type: General
Credit Amount: 1.2
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Provider Number: N/A
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Provider Number: 4760
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Provider Number: 50550
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Approved
NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. The provider believes this course meets the requirements of NH Supreme Court Rule 53 and may quality for 60 minutes toward the annual NHMCLE requirement. New Hampshire attendees must self-determine whether a program is eligible for credit, and self-report their attendance.
Credit Type: General
Credit Amount: 1.2
Course Type: Live Webcast
Course Expiration:
Status: Approved
Provider Number: 703
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Approved
Credit Type: General
Credit Amount: 1
Course Expiration: Live Webcast
Expires:
Status: Pending, Submitted for Accreditation
Provider Number: 6460
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Approved
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Provider Number: 14474
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Provider Number: 2839
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Approved
Provider Number: N/A
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Expires:
Status: Pending, Submitted for Accreditation
Provider Number: SPON00593
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Provider Number: N/A
South Dakota attorneys do not have MCLE requirements.
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Provider Number: 12507
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Credit Type:
Law & Legal Procedure
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Provider Number: 9124293
Credit Type: General
Credit Amount: 1.2
Course Type: Live Webcast
Course Expiration:
Status: Approved
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Dieter Clauss is Vice President of Clauss & Co., Inc., where he leads the professional liability program for Lawyers Insurance Group. He specializes in advising law firms and attorneys on risk management, professional responsibility, and malpractice coverage, helping legal professionals safeguard their practices while meeting client and ethical obligations. Before joining Clauss, he worked in commercial underwriting at RT Specialty, building a strong foundation in insurance and risk analysis. A graduate of Cazenovia College and Villanova’s School of Business, Dieter combines industry expertise with a passion for supporting the legal profession through proactive solutions and education.
Stacey Carrasco is the Founder and Principal Attorney of Carrasco Legal Group, a boutique estate and business planning law firm based in Silver Spring, Maryland, serving clients throughout Maryland and the District of Columbia. With more than 20 years of legal experience, Ms. Carrasco counsels individuals, families, and small business owners on comprehensive planning strategies, including wills and trusts, incapacity planning (powers of attorney and advance directives), and business planning with a focus on entity formation, continuity, succession, and exit strategies.
Ms. Carrasco is known for her thoughtful, education-focused approach, transparent flat-fee structure, and commitment to culturally competent representation. She is dedicated to helping clients make informed decisions that protect their families, preserve their legacies, and support long-term wealth transfers via personal and business goals.
Ms. Carrasco earned her Juris Doctor from the University of Baltimore School of Law and is admitted to practice in Maryland and Washington, D.C.
