The Transition Lawyers Committee (TLC) was established to provide information, guidance, and resources to Bar members, who are transitioning into or out of the practice of law, or who are contemplating the closure or sale of a law practice.

Who is a transitioning lawyer?

     At the outset, the TLC tried to assess the needs of attorneys in the private practice of law, primarily solo and small firm practitioners, who were contemplating a professional change to government practice, nonprofit employment, corporate practice, non-legal employment, or retirement.  In the assessment, the TLC recognized the longevity of employment has continued to increase as Hawaii's population retains its enviable life expectancy projections due to an increased awareness of "quality of life" factors such as diet and exercise.  The TLC reviewed other Bar Association webpages to identify trends of Mainland counterparts.  In addition, the Office of Disciplinary Counsel and the Attorneys Assistance Office were consulted and asked to be a part of the local endeavors.  It was then decided that a dedicated webpage consisting of articles by Hawaii and out-of-state authors would meet its mission.

     The articles posted provide general background information for HSBA members.  It is not intended to serve as a substitute for legal counsel.  For specific legal advice on individual situation, legal counsel should be consulted.  When reviewing articles authored by out-of-state contributors, keep in mind that the Rules of the Supreme Court of Hawaii, the Hawaii Rules of Professional Conduct, formal opinions or advisories issued by the Office of Disciplinary Counsel, and other Hawaii statutes, rules, regulations and case law precedents should also be reviewed as appropriate.  The posting of these articles does not constitute an approval or endorsement by the HSBA, and the HSBA will not be responsible for any damages, claims, losses, liabilities, costs or expenses that may arise from the use of the articles.

Websites

Websites

Senior Lawyer Resources
 Lawyer Assistance Programs, American Bar Association
New Article! Lawyers in Transition-Resources related to end-of-career issues  Center for Professional Responsibility, American Bar Association
National Institute on Aging
 US Dept of Health & Human Services
Retirement Planning & Security 
US Dept of Health & Human Services
State of HI Executive Office of Aging  State of Hawaii
AARP
 


Succession Planning: It's Never Too Early!

5 Retirement Planning Mistakes to Avoid Michael W. Yee, Generations Magazine
5 Musts for an effective succession plan 
Edgar W. Pugh, Senior Lawyers Division of the American Bar Association
Careers—Turning Your Hobby into Your Job B
 Cheryl Rich Heisler,  Senior Lawyers Division of American Bar Association
The Art of Client Succession Planning Stephanie Hood, Esq. Hemenway & Barnes, LLP
Succession Planning Preparing your Law Firm's Future David French, Esq., D. French Advisors, LLC, Tim Eigo, M.A., J.D, Arizona State Bar Association
When to Start Receiving Social SecurityJane Yamamoto-Burigsay, Social Security Affairs Specialist,  Generations Magazine
Common Misconceptions about Medicaid Daniel Bonilla,MedData, Generations Magazine
Don’t Wait to Save for Retirement Michael W. K. Yee, Financial & Certified Financial Planner, Generations Magazine
A Recipe for A Family Disaster Scott A. Makuakane, Esq., Est8Planning Counsel, LLLC. Generations Magazine

 

Closing A Law Practice: Crossing the T's & Dotting the I's

Guidelines for Closing a Law Practice Jay Foonberg, Esq. State Bar of California, Yvonne Shinmura, Esq., Office of Disciplinary Counsel
Guidance on Closing Your Office Jay Reeves, Esq., Lawyers Mutual Inc. North Carolina Bar Association
Why Everyone Needs A Firm Emergency Plan Warren Savage, Esq. Bailey and Dixon, North Carolina Bar Association
Plan Ahead For Closing A Law Practice Lawyers Mutual Insurance Company, North Carolina Bar Association
How Does Your Capital Look? Stephanie Hood, Esq. Hemenway, & Barnes, LLP

New Article!  Insurance and Retirement Planning for Solos, Michael Broad, ABA Solo and Small Firm and General Practice Division


Ethical Considerations: Doing It Right!

Ethics of Law Form DissolutionsJames W. Ozog. Esq., Michael P. Luongo, Esq., Seth L. Laver, Esq., Goldberg SegallaHow to Handle Files upon Retirement Carol Richelieu, Esq.

Chart – State by State Caretaker Rules When Lawyer Disappears, Dies, or Is Declared Incompetent ABA Center of Professional Responsibility Standing Committee on Client Protection.2015
ABA Formal Opinion 03-429 - Obligation with Respect to Mentally Impaired Lawyer in the Firm ABA Commission on Ethics and Professional Responsibility. June 11, 2003

ABA Formal Opinion 03-431 - Lawyer's Duty to Report Another Lawyer Who may Suffer from Disability or Impairment   ABA Standing Committee on Ethics and Professional Responsibility. August 8, 2003
ABA Formal Opinion 92-369 -Disposition of Deceased Sole Practitioner’s Client Files and Property. Comment ABA Standing Committee on Ethics and Professional Responsibility

ABA Policy on Advance Designation of Caretaker or Surrogate Lawyer ABA House of Delegates . August 14, 2007
ABA Model Rules for Lawyer Disciplinary Enforcement, Rule 28 (Appointment of Counsel to Protect Clients’ Interests When Respondent Is Transferred to Disability Inactive Status, Suspended, Disbarred, Disappears, or Dies) ABA Center of Professional Responsibility

New Article!  Solos and Small Firms need to prepare for death and disaster, Amanda Robert, ABA Journal

 

Health and Well-Being: Keeping Mentally & Physically Fit!

Out of Focus: Lawyer and Firms Can No Longer Ignore Dementia Christine Simmons-American Lawyer

Running Past Landmines-The Estate Attorney’s Dilemma: Ethically Counseling the Client with Alzheimer’s Disease Joseph Karl Grant, Florida A & M University College of Law

A Gentle Landing: LAPs, Cognitive Impairment Robert J. Derocher, Esq. JournalistABA Bar Leader Contributor, American Bar Association Division of Bar Services

Lawyer Impairment and Related Ethical Consideration Lennes N. Omuro, Esq., Goodsill Anderson Quinn & Stifel, LLP. This article was first published in the February 2017 issue of the Hawaii Bar Journal.  The copyright is retained by the author.

Becoming a "Dementia-Capable" Attorney James H. Pietsch, Esq., William S. Richardson School of Law. This article was first published in the 2015 13th edition of the Hawaii Bar Journal.  Copyright retained by author.
Long-Term Care in Hawaii Scott C. Suzuki, Esq., Law Offices of Scott Suzuki.  This article was first published in the 2015 23rd edition of the Hawaii Bar Journal.  Copyright retained by author.

New Article!  10 Tips for Guardians of Older Adults, David Godfrey, ABA Senior Lawyers Division

A Wellness Guide for Senior Lawyers and their Families, Friends and Colleagues  State Bar of California, Solo & Small Firm Section
How Lawyers Can Avoid Burnout and Debilitating Anxiety Leslie A. Gordon, Esq. Law Offices of Leslie A. Gordon, ABA Journal, American Bar Association
Aging, Adiversity & Resilience  Margaret A. Perkinson, Ph.DCenter on Aging Director, UH Manoa, Generations Magazine

Home Healthcare: Buyer Beware  Eileen Phillips, RN,  Generations Magazine

Senior Discounts Aug-Sept 2017, Generations Magazine

Gray But not Retired: Ways to Stay engaged in the Law, Charlie  T. Hvass, Donna Law Firm, American Bar Association News.

Covering all Bases: Disaster Preparation

New Article!  Disaster ResourcesABA Law Practice Division

New Article!  Technology: How to Prepare for the Inevitable, Jeffrey Allen & Ashley Hallene, ABA Senior Lawyers Division

Videos

Lawyer Resilience and Grit: How to thrive as a Lawyer Dr.Larry Richard., LawyerBrain, LLC. American Bar Association Legal Career Central Career Advice Series

The Stress Performance Link: Strategies to Increase Resilience and Avoid Burnout Paula Davis Laack and David N. Shearon
Turning Out The Lights Video Series Transitioning Lawyers Committee, North Carolina Bar Association

If you have any suggested articles or videos for webpage inclusion, email your suggestion with attribution information to Evelyn Gomez at Egomez@hsba.org