Succession Planning 201

No credit may be earned by viewing this presentation. For educational purposes only.

Originally presented Dec. 28, 2021.

You have identified your rule 39.18 designated attorney as part of your annual client security report. You have given your designated attorney a signed designation of authority form. What now? Paul Wieck will discuss how to increase the effectiveness of your designation, and why it may make sense to create a supplemental agreement with your designated attorney.

SPEAKER
Paul Wieck, Director, Office of Professional Regulation, Supreme Court of Iowa (ret.)

Видео Succession Planning 201 канала The Iowa State Bar Association