ZS Ethics Seminar: Departing Partners: Fiduciary Duties and Ethics Issues

May 20, 2009

On May 20, 2009, Zuckerman Spaeder LLP partners Thomas B. Mason and Marshall Wolff presented a seminar on "Departing Partners: Fiduciary Duties and Ethics Issues." This seminar discussed:

  • Fiduciary Duties and Relevant Ethics Rules 
  • The Partnership Agreement 
  • Pre-Departure Negotiations Between Partner and New Firm 
  • Pre-Departure Contacts with Clients 
  • Internal Recruiting 
  • Interval Between Notice of Withdrawal and Departure 
  • Client Files 
  • Ongoing Client Matters 
  • Departing Partner’s Right to Non-Client Materials 
  • Departing Partner’s Obligations to Record, Bill, and Collect Time 
  • Post-Departure Payments

Offices