Succession Planning: From Founder to Future
ABOUT THIS WEBINAR
Succession planning is an often-overlooked aspect of owning your own firm. Join Julieanne Steinbacher, Esq., LL.M., CELA, as she examines the legal, financial, and operational considerations!
This session will provide attorneys with a structured framework for evaluating both personal readiness and organizational preparedness for transition. Julieanne will cover:
- Valuation methodologies and factors influencing your firm’s assessment
- Buy‑out structures, payment options, and tax considerations
- Leadership development and identifying key personnel
- Communication strategies designed to preserve firm culture, protect client interests, and ensure continuity of legal services
Through discussion of real‑world experiences and practical examples, attendees will gain insight into common succession planning challenges and strategies to mitigate risk while maintaining ethical obligations to clients, colleagues, and staff.
*1.0 hour standard CLE pending
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MEET THE PRESENTER
Julieanne Steinbacher, Esq., LL.M., CELA
Founding Shareholder – Steinbacher, Goodall & Yurchak
Julieanne is a nationally recognized leader in elder care and special needs planning. A Fellow of ACTEC and a member of NAELA, she founded Steinbacher, Goodall & Yurchak and has grown it into a successful, multi‑office elder law and special‑needs planning firm. She is also a TEDx speaker focused on dementia and community impact and co‑host of The Hey Woman Podcast, where she shares practical insights on aging, caregiving, and planning.
In 2025, she joined the Pennsylvania Department of Aging’s Alzheimer’s, Dementia and Related Disorders Advisory Committee as an advocate member and continues to champion awareness through the Alzheimer’s Association. She is also the author of multiple publications, including The Pennsylvania Trust Guide.