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The Legal Ethics of Winding Down Your Practice

Average Rating:
David Rubin |  Sy Sommer
1 Hour
Audio and Video
Never expires.


Attorneys seeking to sell or wind down their practices have numerous ethical obligations to protect their clients’ interests. Whether you are just cutting ties with an existing firm, going “of counsel,” shifting to teaching, mediation, or other law-related endeavors, or retiring altogether, a thorough understanding of the relevant Rules of Professional Conduct is crucial.

Presented by LEAP Legal Software and featuring legal ethics lecturer and attorney David Rubin, The Legal Ethics of Winding Down Your Practice will provide attorneys with an understanding of the ethical ground rules for phasing their law practices down or out.

During this live webinar presentation, we will review the attorney rules of professional conduct, relevant case law, and ethical opinions relating to duties to former clients and law firms, ethical limitations on partnership buy-out arrangements, opportunities for practicing virtually, record retention, protection of client property, resolving unclaimed trust funds, dealing with physical or mental impairments, malpractice insurance considerations, and more.

There is no cost to attend this event. CLE credit is pending approval.


CLE Credit

This program is eligible for 1 hour(s) of Ethics CLE credit in 60-minute states, and 1.2 hour(s) of Ethics CLE credit in 50-minute states. Credit hours are estimated and are subject to each state’s approval and credit rounding rules.

LEAP will seek MCLE accreditation in CA, CT, FL, IL, NJ, NY, PA, and RI. Additional states may be requested upon completion of the course. 

If you have met the participation requirements for this course, you will receive a personalized CLE affidavit from Please check your spam folder as these e-mails may end up there. Once you complete the affidavit, you will be able to download your certificate(s) of attendance and they will also be emailed to you from



David Rubin's Profile

David Rubin Related seminars and products


David B. Rubin, P.C., Attorney at Law

David B. Rubin, Esq., is a sole practitioner in Metuchen, New Jersey, and is also of counsel to The Busch Law Group, LLC. A graduate of Duke University and Rutgers Law School, Mr. Rubin’s practice includes representation of attorneys and law firms in legal ethics and professional responsibility matters, and he has written and lectured extensively in the field.  He is a member and former Chair of the New Jersey State Bar Association’s Professional Responsibility and Unauthorized Practice of Law Committee, has represented the New Jersey State Bar Association as amicus curiae in ethics-related matters before the New Jersey Supreme Court and federal courts, and has handled numerous precedent-setting cases at all levels of the state and federal court systems generating over 50 published opinions, many in the field of legal ethics.  

Sy Sommer's Profile

Sy Sommer Related seminars and products

Director of Litigation Success

LEAP Legal Software

Sy Justin Sommer is the Director of Litigation Success at LEAP Legal Software. Sy is a 2010 graduate of Fordham Law School and is an attorney admitted to practice in the State of New York. Sy began his career in the Family Law Department of Manhattan law firm Davidoff Hutcher & Citron LLP. After three years with DHC, Sy took a role with JPMorgan Chase Bank in Brooklyn, NY where he served as an Associate Vice President Senior Counsel in the bank’s Mortgage Banking Litigation group. In 2018, Sy sought to apply his legal education and experience in the legal technology space and joined LEAP with excitement to further the company’s mission of helping attorneys to be more productive with cloud technology. Despite being a born and raised New Yorker, Sy currently resides in Jersey City, NJ.



Overall:      4.5

Total Reviews: 13


Jenna B

"I enjoyed learning about the ethical rules regarding file retention when transfering / leaving firms."

David S L

"Terrific speaker - covered a lot of ground concisely and clearly"

Eric H

"Reminder of need for advance planning and careful execution of plans."

Daniel B

"Helpful feedback when questions were asked."

Peter M

"Interesting survey of obligations upon retirement"