Course Description

This course includes a panel discussion of the ethical and procedural issues association with closing an attorney's practice, either through an estate or under the appointment of a conservator.  The course includes numerous practice pointers for practitioners to consider in the event a third party would have to step in to close your practice due to death, disability, or disbarment.

This course includes video recorded for a live CLE presentation for the Westmoreland Bar Association.

Videography services were provided by Network Deposition Services.
www.ndsreporting.com

Your purchase includes access to the course and course materials for 90 days.


CLE Credit:

1.5 PA Ethics CLE

This course contains approximately 90 minutes of content, all of which is required for course completion. 

Your certificate of completion will be issued automatically after all elements of the course have been viewed/completed.  Credits will be reported to the CLE Board within 30 days of your completion of the course and your completion date will be reported as the day on which you actually finished the course.

The PA CLE board requires that online course providers verify your active participation in a course.  Axom does this by tracking the amount of time you spend on each element of the course and your total time in the course.  To receive CLE credit for this course, you must complete all elements and watch all videos in their entirety.  You will be asked to submit a verification at the end of the course stating that you did so.  The system will allow you to fast forward or rewind a video or mark a video complete without watching it in its entirety.  We have left these functions enabled so that you can use the course for reference material later or you can pick up where you left off if you are interrupted without having to start a video over from the beginning.  If we determine based on our system logs that you did not watch each video in full and/or you did not spend the required amount of time completing the course for credit, we reserve the right to refuse to report your credits with no refund of the course price, or to withhold the reporting of your credits until you have completed the course in full.


Minimum System Requirements:

This course includes downloads of PDF documents (Portable Document Format) and streaming video. Viewing the documents will require Adobe Acrobat Reader or other PDF viewing software.  Adobe Acrobat Reader is available for free from the Adobe website.

The video player will run on Mac OS, Windows and Linux as well as most mobile devices and tablets on any browser that supports Adobe Flash and/or HTML5.  Supported browsers include Chrome, Safari, Firefox, Internet Explorer 9,10,11, and Microsoft Edge.  Internet Explorer 8 is not supported on Windows XP for security reasons, but is supported on Windows 7 or higher operating systems.

An internet connection with a minimum speed of 768 kilobits per second is required.  At least 5MB/sec is recommended to stream video in full HD quality.  Please note that the video player may downgrade the quality of the video to accommodate lower connection speeds.

Course Presenter

  • Presenter Panel

    Presenter Panel

    Denis P. Zuzik, Esq.the moderator for this course, is a Greensburg, PA based attorney whose experience includes serving as a conservator or as counsel for estates that included the closing of a law practice.

    Angelea Allen Mitas, Esq. is the Disciplinary Counsel-in-Charge for the District IV Office of the Disciplinary Board of the Supreme Court of Pennsylvania.

    Debra Cribbs, Esq. is a Greensburg, PA, based attorney who has assisted in cases where a conservator was appointed to close an attorney's practice.

    James Horchak, Esq. is an attorney with the law firm of Quatrini Rafferty in Greensburg, and has served as a conservator for attorneys' practices.

    The Honorable Anthony G. Marsili recently retired after 19 years of service as a Judge for the Court of Common Pleas of Westmoreland County.

Course curriculum

  • 1
    Death, Disability, or Disbarment: Closing the Lawyer Practice
    • How to Navigate This Course
    • Course Handouts (Downloading or printing the PDF is optional)
    • Overview of Issues
    • The Conservator's Perspective: Part One
    • The Conservator's Perspective: Part Two
    • Closing a Practice Through an Estate: Part One
    • Closing a Practice Through an Estate: Part Two
    • The Judicial Perspective
    • Course Evaluation (Required)