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Ethics/Professional Responsibility

May 28, 2026

When the unexpected happens: Succession planning as an ethical imperative

California lawyers have an ethical duty to maintain a succession plan so that client matters, funds, and representation are protected if the attorney dies, becomes incapacitated or can no longer practice.

Rachel Brewer

Managing Attorney
State Bar of California

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Jake Glaser

Senior Program Analyst
State Bar of California

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When the unexpected happens: Succession planning as an ethical imperative
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California attorneys spend their careers helping clients prepare for the future. Yet, many postpone planning for their own practices in the event they are unable to continue practicing law. 

A practical guide to adhering to the ethical mandates 

The State Bar has made clear that attorneys have an ethical obligation to prepare for&nb...

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