Navigating a lateral move can be one of the most consequential decisions in a lawyer’s career. When client relationships, existing matters, or partnership obligations are in play, even small miscalculations can create significant legal and ethical exposure. This CLE program equips attorneys with a clear understanding of the rules, risks, and practical considerations that accompany changing firms.

Rather than focusing solely on the moment of departure, the course walks participants through the entire transition timeline—from early planning and evaluating contractual commitments to handling interviews, client notifications, and final administrative steps. The presenter will explain how state law, partnership agreements, and professional conduct rules intersect, and what lawyers must do to stay compliant while protecting their clients and themselves.

The session also identifies five critical focus areas for any attorney contemplating a move, providing concrete strategies for managing sensitive information, coordinating timing, and avoiding common missteps.

Whether advising others or considering your own transition, attendees will leave with a grounded, real-world framework for executing a lateral move ethically, efficiently, and with minimal disruption.