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Retirement Exit Plans for Experienced Lawyers

This program addresses a reality many criminal defense lawyers eventually face but rarely plan for: how to leave practice responsibly, intentionally, and on their own terms. It focuses on exit planning not as a single retirement date, but as a process that protects clients, preserves professional reputation, and safeguards personal well-being. By reframing retirement as a transition rather than an ending, the program helps experienced lawyers confront the practical, ethical, and personal consequences of delaying—or avoiding—succession planning.

 

Criminal defense lawyers who watch this program will gain clear guidance on how to wind down or transition a practice without creating chaos for clients, courts, family members, or colleagues. The program walks through critical issues such as client notification, file management, trust accounts, malpractice coverage, and ethical duties when a lawyer retires, becomes incapacitated, or unexpectedly cannot continue practicing. It also explains realistic approaches to valuing a law practice, distinguishing between personal goodwill and transferable practice goodwill, and avoiding common misconceptions about what a criminal defense practice is actually worth in the marketplace.

 

Beyond logistics and valuation, the program addresses the human side of leaving practice—identity, purpose, cognitive health, and fulfillment after law. It explores why many lawyers struggle in retirement and how staying mentally engaged, socially connected, and purposeful can reduce decline and increase long-term satisfaction. By combining practical exit strategies with thoughtful planning for life after practice, this program equips criminal defense attorneys to protect their legacy, reduce risk, and approach the next chapter with clarity, dignity, and control.

 

Note: This program appears in more than one collection on NACDL MyCLE On-Demand. Before purchasing, please ensure that you do not already have access to this program.

Bruce Edge

Mr. Edge is a member of the Oklahoma Bar Association, the Tulsa County Criminal Defense Lawyers Association, is on the board of directors of the Oklahoma Criminal Defense Lawyers Association, and has been admitted to practice in the United States District Courts for both the Eastern and Northern Districts. He is also a member of NORML, is a Fellow of the Oklahoma Bar Foundation, and is recognized as a Regent of the National College of DUI Defense. Most importantly, Mr. Edge is a trained instructor for SFST (“standardized field sobriety testing”) and has taught law enforcement on the proper ways to administer the tests. This training makes him uniquely qualified to cross examine officers regarding any tests they may have administered to you on the side of the road. Mr. Edge been selected as one of the Top Attorneys in Oklahoma—as published by “Oklahoma Magazine’s” Super Lawyer Section—since 2008. In his practice, he successfully defends both felony and misdemeanor DUIs, and aggravated DUI, cases. However, he is well qualified to defend a number of criminal charges, and has recently succeeded in securing a not guilty verdict on a first degree manslaughter charge involving alcohol and drugs. In addition to defending the criminally accused, he also helps people with the expunction/expungement process, whereby their criminal record is sealed following a verdict of not-guilty or a dismissal of certain charges. This process is invaluable to a number of professionals who must have a clear arrest history in order to obtain certain licenses. Bruce is 1 of only 12 Regents Nationally who directs the National College for DUI Defense. Record includes not guilty verdicts on First Degree manslaughter trials involving alcohol and drug.

CLE State Accreditation
  • General 0.75
  • General CLE-HI: 0.75
  • General CLE-SD: 0.75
  • General CLE-NY: 0.90
  • General CLE-CA: 0.75
  • General CLE-IL: 0.75
  • General CLE-AK: 0.75
  • General CLE-MD: 0.75
  • General CLE-VT: 0.75
  • General CLE-MA: 0.75
  • General CLE-DC: 0.75
  • General CLE-ND: 0.75
  • General CLE-OR: 0.75
  • General CLE-WA: 0.75
  • General CLE-CT: 0.75
  • General CLE-NH: 0.75
  • General CLE-FL: 0.90
  • General CLE-VI: 0.75
  • General CLE-AZ: 0.75
CLE State Accreditation:
  • General 0.75
  • General CLE-HI: 0.75
  • General CLE-SD: 0.75
  • General CLE-NY: 0.90
  • General CLE-CA: 0.75
  • General CLE-IL: 0.75
  • General CLE-AK: 0.75
  • General CLE-MD: 0.75
  • General CLE-VT: 0.75
  • General CLE-MA: 0.75
  • General CLE-DC: 0.75
  • General CLE-ND: 0.75
  • General CLE-OR: 0.75
  • General CLE-WA: 0.75
  • General CLE-CT: 0.75
  • General CLE-NH: 0.75
  • General CLE-FL: 0.90
  • General CLE-VI: 0.75
  • General CLE-AZ: 0.75