At Blake Cassels & Graydon LLP, which has a long-standing policy of mandatory retirement at age 65, together with a post-retirement allowance for partners, chairman Jim Christie says discussions are held with partners two or three years prior to retirement to reach an understanding about how clients will be transitioned and also about their compensation, “so they don’t feel that all of a sudden their compensation is going to fall off the table.” At the same time, he says, clients are contacted to find out how they would like to approach the transition and who they see as the logical successor on the Blakes team.

Yet, for many firms and many lawyers, retirement age is indeterminate. And, as Boniferro points out, you have to anticipate the possibility that some partners will opt for early retirement, while others will work beyond age 65 if they’re allowed to do so. The solution, he says, is to “start doing succession planning from day one, regardless of the age of the lawyer.” So, even if a lawyer is in his or her 40s, “we’re saying to them, ‘You have to be introducing younger (read: cheaper) lawyers to the client so we have appropriate staffing of the file.’”

This usually works for economic reasons. It makes sense to the client to have some of the work done by less highly paid junior lawyers — and, in fact, sophisticated clients will demand this. For the lawyer, it will make sense, providing it is backed up with economic incentives such as financial rewards for teamwork, delegating work, and managing client relationships.

A really small firm may not have this flexibility, especially if it doesn’t have a pool of young talent to draw upon. Norman Sims, at Sims and Co., in the rural Manitoba community of Minnedosa, is an example of a law firm leader with a good plan that he may not be able to execute.

At age 53, with retirement still a long way away, he is already thinking about how to transition clients to younger lawyers by gradually introducing the junior lawyers to the files, getting them working with clients until the client feels comfortable working with them — “and then you phase yourself out.”

The problem is that he has so far been unsuccessful in finding young lawyers who want to work in a rural practice. It’s a problem for which he has no solution other than to keep trying. And, as any lawyer in similar circumstances should note, because he is addressing this issue relatively early, he still has time on his side.

Fleury, who currently has four lawyers in his practice, says, “We’re doing transition planning all the time, up to and including getting law students on board to see if they’ll fit into our culture.” His strategy, he says, is to move files to younger lawyers and explain to clients how and why their work is being allocated.

He says he may tell clients: “Frankly, I’ve got a golf game on that day and I won’t be able to help you with your OMB hearing, because my focus is changing. However, we have another experienced lawyer in the firm who’s doing OMB work all the time and is familiar with your planner. And I’ll obviously keep an eye on the file, and if you have any questions you can call me.”

And Fleury reinforces this strategy by taking younger lawyers with him to golf tournaments and introducing them around the clubhouse. “It’s amazing how that kind of contact will pay dividends down the road,” he says.

Freelance journalist and business writer Kevin Marron can be reached at kevin@kevinmarron.com