Course1

Governance for Nonprofit and Exempt Organizations

$75.00

Non-profit and tax exempt organizations of every size are complex organizations.  Boards of directors need to recruit and retain talented management, supervise the investment of endowments in often volatile markets, engage profit-making corporations in joint ventures, and ensure the integrity of systems and policies in environment of increased governmental and public scrutiny.  Effective governance of these organizations is essential to advancing the non-profit’s mission.  When governance fails, the organization itself and its directors are exposed to potential liability. This program will provide you with a practical guide to major governance issues for non-profits, including major management issues.   Current IRS and attorneys general investigation and enforcement priorities Essential provisions of non-profit management agreements Best practices for determining executive compensation Fiduciary duties, potential liability, and indemnification of nonprofit directors and officers Compliance issues, including Form 990   Speaker: Michael Lehmann is a partner in the New York office of Dechert, LLP, where he specializes in tax issues related to non-profits and in the tax treatment of cross-border transactions.  He advises hospitals and other health care providers, research organizations, low-income housing developers, trade associations, private foundations and arts organizations.  He advises clients on obtaining and maintaining tax-exempt status, executive compensation, reorganizations and joint ventures, acquisitions, and unrelated business income planning.  Mr. Lehmann received his A.B., magna cum laude, from Brown University, his J.D. from Columbia Law School, and his LL.M. from New York University School of Law.

  • MP3 Download
    Format
  • 60
    Minutes
  • 3/3/2024
    Avail. Until
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Course1

LIVE REPLAY: Default and Eviction of Commercial Real Estate Tenants

$75.00

When a commercial real estate tenant defaults on a lease, there is substantial risk not only for the tenant but also for the landlord.  Though the lease may specify extensive landlord remedies, most courts will strictly construe the lease against the landlord, requiring strict adherence to notice of default and other process-related provisions in the lease. Failure to comply with these provisions and the requirements of law exposes the landlord to substantial liability, including lease termination and loss of rent, even though the tenant is in default. There are additional risks if the landlord accepts partial rent payments from the tenant or takes possession of the leasehold or tenant chattels. This program will provide you with a practical guide to tenant default under commercial leases and provide tips for drafting leases to protect landlords.   Drafting in anticipation of tenant default Essential steps in providing notice of default and eviction Common landlord mistakes – waiver of tenant default, tenant lockouts, disposal of tenant/third party property Liability issues for landlord – lease termination, loss of rent, damages Tenant remedies for improper landlord actions   Speaker: John S. Hollyfield is of counsel and a former partner in the Houston office Norton Rose Fulbright, LLP.  He has more than 40 years’ experience in real estate law practice.  He formerly served as chair of the ABA Real Property, Probate and Trust Law Section, president of the American College of Real Estate Lawyers, and chair of the Anglo-American Real Property Institute.  He has been named a "Texas Super Lawyer" in Real Estate Law by Texas Monthly magazine and is listed in Who’s Who in American Law.  He is co-editor of Modern Banking and Lending Forms (4th Edition), published by Warren, Gorham & Lamont.  

  • Teleseminar
    Format
  • 60
    Minutes
  • 3/4/2024
    Presented
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Course1

LIVE REPLAY: Default and Eviction of Commercial Real Estate Tenants

$75.00

When a commercial real estate tenant defaults on a lease, there is substantial risk not only for the tenant but also for the landlord.  Though the lease may specify extensive landlord remedies, most courts will strictly construe the lease against the landlord, requiring strict adherence to notice of default and other process-related provisions in the lease. Failure to comply with these provisions and the requirements of law exposes the landlord to substantial liability, including lease termination and loss of rent, even though the tenant is in default. There are additional risks if the landlord accepts partial rent payments from the tenant or takes possession of the leasehold or tenant chattels. This program will provide you with a practical guide to tenant default under commercial leases and provide tips for drafting leases to protect landlords.   Drafting in anticipation of tenant default Essential steps in providing notice of default and eviction Common landlord mistakes – waiver of tenant default, tenant lockouts, disposal of tenant/third party property Liability issues for landlord – lease termination, loss of rent, damages Tenant remedies for improper landlord actions   Speaker: John S. Hollyfield is of counsel and a former partner in the Houston office Norton Rose Fulbright, LLP.  He has more than 40 years’ experience in real estate law practice.  He formerly served as chair of the ABA Real Property, Probate and Trust Law Section, president of the American College of Real Estate Lawyers, and chair of the Anglo-American Real Property Institute.  He has been named a "Texas Super Lawyer" in Real Estate Law by Texas Monthly magazine and is listed in Who’s Who in American Law.  He is co-editor of Modern Banking and Lending Forms (4th Edition), published by Warren, Gorham & Lamont.  

  • Audio Webcast
    Format
  • 60
    Minutes
  • 3/4/2024
    Presented
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Course1

LIVE REPLAY: Ethics, Disqualification and Sanctions in Litigation

$75.00

Disqualification standards have their roots in conflicts of interests. When an attorney has a conflict that rises to a certain level, he or she is disqualified from representing a certain party in litigation. Though ethics rules substantially overlap with disqualification standards, those standards do not follow traditional conflicts analysis in every detail.  Indeed, the relationship between conflicts of interest (and related confidentiality concerns) and disqualification is highly nuanced, varying depending on facts of each case.  There are also substantial issues in the context of joint representations, including whether the disqualification of one attorney necessarily disqualifies co-counsel.  This program will provide you with a practical guide to attorney ethics rules and their relationship to disqualification in litigation.   Attorney ethics, conflicts of interest, and disqualification standards How ethics rules and disqualification standards overlap and vary from each other Ethics standards and tests for obtaining – or defending against disqualification Joint representations and disqualification – if co-counsel is disqualified, are you? Screening for conflicts of interest and the risk of imputation of conflicts/disqualification to other attorneys Ethical sanctions and their relationship to disqualification   Speaker: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections.  For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation.  Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee.  

  • Teleseminar
    Format
  • 60
    Minutes
  • 3/5/2024
    Presented
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Course1

LIVE REPLAY: Ethics, Disqualification and Sanctions in Litigation

$75.00

Disqualification standards have their roots in conflicts of interests. When an attorney has a conflict that rises to a certain level, he or she is disqualified from representing a certain party in litigation. Though ethics rules substantially overlap with disqualification standards, those standards do not follow traditional conflicts analysis in every detail.  Indeed, the relationship between conflicts of interest (and related confidentiality concerns) and disqualification is highly nuanced, varying depending on facts of each case.  There are also substantial issues in the context of joint representations, including whether the disqualification of one attorney necessarily disqualifies co-counsel.  This program will provide you with a practical guide to attorney ethics rules and their relationship to disqualification in litigation.   Attorney ethics, conflicts of interest, and disqualification standards How ethics rules and disqualification standards overlap and vary from each other Ethics standards and tests for obtaining – or defending against disqualification Joint representations and disqualification – if co-counsel is disqualified, are you? Screening for conflicts of interest and the risk of imputation of conflicts/disqualification to other attorneys Ethical sanctions and their relationship to disqualification   Speaker: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections.  For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation.  Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee.  

  • Audio Webcast
    Format
  • 60
    Minutes
  • 3/5/2024
    Presented
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Course1

Indemnification & Hold Harmless Agreements in Real Estate Transactions

$75.00

Indemnification and hold harmless agreements are part of virtually every real estate transition.  These agreements protect parties against financial loss or other liability arising from the occurrence of certain events. Indemnification is often backed by insurance policies. The interaction between indemnification provisions – scope, triggering events, assertion of claims and payment – and funding sources is typically very complex.  This program will provide you with a real-world guide to indemnification and insurance in real estate development, ownership, and leasing.   Forms of indemnification in real estate Scope of indemnity, triggering events or discoveries, ensuring payment of claims Utilizing insurance policies to guarantee and fund indemnification claims Types and roles of various forms of insurance – casualty, business/rent interruption, CGL Important differences among named insureds and additional insureds Drafting interaction of co-insurance, valuation, and agreed value endorsements   Speaker: Anthony Licata is a partner in the Chicago office of Taft Stettinius & Hollister LLP, where he formerly chaired the firm’s real estate practice.  He has an extensive practice focusing on major commercial real estate transactions, including finance, development, leasing, and land use.  He formerly served as an adjunct professor at the Kellogg Graduate School of Management at Northwestern University and at the Illinois Institute of Technology.  Mr. Licata received his B.S., summa cum laude, from MacMurray College and his J.D., cum laude, from Harvard Law School.

  • Teleseminar
    Format
  • 60
    Minutes
  • 3/6/2024
    Presented
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Course1

Indemnification & Hold Harmless Agreements in Real Estate Transactions

$75.00

Indemnification and hold harmless agreements are part of virtually every real estate transition.  These agreements protect parties against financial loss or other liability arising from the occurrence of certain events. Indemnification is often backed by insurance policies. The interaction between indemnification provisions – scope, triggering events, assertion of claims and payment – and funding sources is typically very complex.  This program will provide you with a real-world guide to indemnification and insurance in real estate development, ownership, and leasing.   Forms of indemnification in real estate Scope of indemnity, triggering events or discoveries, ensuring payment of claims Utilizing insurance policies to guarantee and fund indemnification claims Types and roles of various forms of insurance – casualty, business/rent interruption, CGL Important differences among named insureds and additional insureds Drafting interaction of co-insurance, valuation, and agreed value endorsements   Speaker: Anthony Licata is a partner in the Chicago office of Taft Stettinius & Hollister LLP, where he formerly chaired the firm’s real estate practice.  He has an extensive practice focusing on major commercial real estate transactions, including finance, development, leasing, and land use.  He formerly served as an adjunct professor at the Kellogg Graduate School of Management at Northwestern University and at the Illinois Institute of Technology.  Mr. Licata received his B.S., summa cum laude, from MacMurray College and his J.D., cum laude, from Harvard Law School.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 3/6/2024
    Presented
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Course1

AI Issues in Trust and Estate Planning

$75.00

Generative artificial intelligence – the ability of technology to generate creative works that mimic human intelligence – is a growing and potentially dominant reality across industry and the professions, including the legal professions.  The idea that software might someday supplant the role of lawyers in certain areas of practice has suddenly become reality with the advent of ChatGPT and other forms of generative AI.  This program will explore the forms of generative AI and their potential to supplant certain functions performed by lawyers or paralegals, but also how those tools can be harnessed by lawyers to aid their work.     What exactly is “Generative AI”? What elements of traditional trust and estate planning practice might AI replace? What are the best uses of AI to help your trust and estate practice? What are the risks of using AI? What must be disclosed to clients and when?    Speakers: Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses.  She also represents clients before federal and state taxing authorities.  Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.   Michael Sneeringer an attorney in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute. 

  • Teleseminar
    Format
  • 60
    Minutes
  • 3/7/2024
    Presented
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Course1

AI Issues in Trust and Estate Planning

$75.00

Generative artificial intelligence – the ability of technology to generate creative works that mimic human intelligence – is a growing and potentially dominant reality across industry and the professions, including the legal professions.  The idea that software might someday supplant the role of lawyers in certain areas of practice has suddenly become reality with the advent of ChatGPT and other forms of generative AI.  This program will explore the forms of generative AI and their potential to supplant certain functions performed by lawyers or paralegals, but also how those tools can be harnessed by lawyers to aid their work.     What exactly is “Generative AI”? What elements of traditional trust and estate planning practice might AI replace? What are the best uses of AI to help your trust and estate practice? What are the risks of using AI? What must be disclosed to clients and when?    Speakers: Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses.  She also represents clients before federal and state taxing authorities.  Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.   Michael Sneeringer an attorney in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute. 

  • Audio Webcast
    Format
  • 60
    Minutes
  • 3/7/2024
    Presented
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Course1

LIVE REPLAY: Offices Leases: Current Trends & Most Highly Negotiated Provisions

$75.00

Leases for office space have their own logic, economics, and traps.  Next to customary issues of the allocation and payment of operating expenses, there are issues of building services, including access to high-speed data and telecommunication networks.  Many tenants are also motivated by energy efficiency and the environmental sustainability of their space.  If the space is occupied by medical or dental practice, the landlord needs to be concerned about waste disposal and other environmental issues.  Throughout an office lease there are traps for the unwary. This program will provide you a detailed guide to reviewing and drafting office leases, including building services, operating expenses, and expanding or contracting space.   Economics of office leases – and protecting landlord margins Building services – telecom and data bandwidth issues Operating expenses – taxes, insurance, fees and penalties Special issues for medical and dental practices Make-ups and give-backs – strategies for tenants and practical responses of landlords Assignment and subletting – consent of landlord, other issues Liability issues – insurance and indemnity, waiver of subrogation, waiver of right to sue   Speaker: Anthony Licata is a partner in the Chicago office of Taft Stettinius & Hollister LLP, where he formerly chaired the firm’s real estate practice.  He has an extensive practice focusing on major commercial real estate transactions, including finance, development, leasing, and land use.  He formerly served as an adjunct professor at the Kellogg Graduate School of Management at Northwestern University and at the Illinois Institute of Technology.  

  • Teleseminar
    Format
  • 60
    Minutes
  • 3/8/2024
    Presented
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Course1

LIVE REPLAY: Offices Leases: Current Trends & Most Highly Negotiated Provisions

$75.00

Leases for office space have their own logic, economics, and traps.  Next to customary issues of the allocation and payment of operating expenses, there are issues of building services, including access to high-speed data and telecommunication networks.  Many tenants are also motivated by energy efficiency and the environmental sustainability of their space.  If the space is occupied by medical or dental practice, the landlord needs to be concerned about waste disposal and other environmental issues.  Throughout an office lease there are traps for the unwary. This program will provide you a detailed guide to reviewing and drafting office leases, including building services, operating expenses, and expanding or contracting space.   Economics of office leases – and protecting landlord margins Building services – telecom and data bandwidth issues Operating expenses – taxes, insurance, fees and penalties Special issues for medical and dental practices Make-ups and give-backs – strategies for tenants and practical responses of landlords Assignment and subletting – consent of landlord, other issues Liability issues – insurance and indemnity, waiver of subrogation, waiver of right to sue   Speaker: Anthony Licata is a partner in the Chicago office of Taft Stettinius & Hollister LLP, where he formerly chaired the firm’s real estate practice.  He has an extensive practice focusing on major commercial real estate transactions, including finance, development, leasing, and land use.  He formerly served as an adjunct professor at the Kellogg Graduate School of Management at Northwestern University and at the Illinois Institute of Technology.  

  • Audio Webcast
    Format
  • 60
    Minutes
  • 3/8/2024
    Presented
SEE MORE
Course1

Indemnification & Hold Harmless Agreements in Real Estate Transactions

$75.00

Indemnification and hold harmless agreements are part of virtually every real estate transition.  These agreements protect parties against financial loss or other liability arising from the occurrence of certain events. Indemnification is often backed by insurance policies. The interaction between indemnification provisions – scope, triggering events, assertion of claims and payment – and funding sources is typically very complex.  This program will provide you with a real-world guide to indemnification and insurance in real estate development, ownership, and leasing.   Forms of indemnification in real estate Scope of indemnity, triggering events or discoveries, ensuring payment of claims Utilizing insurance policies to guarantee and fund indemnification claims Types and roles of various forms of insurance – casualty, business/rent interruption, CGL Important differences among named insureds and additional insureds Drafting interaction of co-insurance, valuation, and agreed value endorsements   Speaker: Anthony Licata is a partner in the Chicago office of Taft Stettinius & Hollister LLP, where he formerly chaired the firm’s real estate practice.  He has an extensive practice focusing on major commercial real estate transactions, including finance, development, leasing, and land use.  He formerly served as an adjunct professor at the Kellogg Graduate School of Management at Northwestern University and at the Illinois Institute of Technology.  Mr. Licata received his B.S., summa cum laude, from MacMurray College and his J.D., cum laude, from Harvard Law School.

  • MP3 Download
    Format
  • 60
    Minutes
  • 3/8/2024
    Avail. Until
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Course1

Defined Value Clauses: Drafting & Avoiding Red Flags

$75.00

Formula and defined value clauses are used in estate planning to attempt to “fix” the value of property transferred in a lifetime gift, testamentary transfer, or sale.  These clauses are also frequently used in marital deduction and credit shelter trusts, and GST allocations.  Carefully drafted formula clauses can withstand IRS scrutiny and optimize tax outcomes for a client’s estate. But the IRS is aggressive in challenging formula clauses as not reflecting economic reality and understating the value of the property transferred. This program will provide you with an in-depth discussion of the uses of formula clauses, regulatory and case law developments, and practical guidance in drafting clauses to avoid red flags and withstand IRS scrutiny.   Types of clauses – formula allocation by subsequent agreement, final value for gift taxes, or price adjustment Use in marital deduction and credit shelter trusts, and GST Tax allocations Spotting red flags that may trigger IRS scrutiny Case law and regulatory developments Special considerations in “de-coupled” states   Speakers: Michael Sneeringer a partner in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute.  Mr. Sneeringer received his B.A. from Washington & Jefferson College, his J.D., cum laude, St. Thomas University School of Law, and his LL.M. from the University of Miami School of Law. Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses.  She also represents clients before federal and state taxing authorities.  Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.  Ms. Vaselaney received her B.A. from the University of Dayton and her J.D. from the Cleveland-Marshall College of Law.

  • MP3 Download
    Format
  • 60
    Minutes
  • 3/9/2024
    Avail. Until
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Course1

LIVE REPLAY: Trust & Estate Planning for Real Estate, Part 1

$75.00

Trust and estate planning for real estate and real estate entrepreneurs is full of special challenges.  Real estate is illiquid, its value can swing wildly, and it can be difficult to value.  Commercial real estate may be owned in an LLC and subject to complex contractual relationships that make transferring it difficult.  There are also the challenges of transferring a unique family property – a personal residence, or family vacation property, a farm or ranch. This program will provide you a detailed guide to trust and estate planning for real property assets and for real estate entrepreneurs.   Day 1: Planning opportunities and challenges for real estate and real estate entrepreneurs Planning for lifetime giving of fractional interests in real estate Asset protection techniques for real estate assets Issues related to restructured real estate assets Planning for family properties – QPRTs, SERTs, and LLC techniques   Day 2: Unique challenges of planning for liquidity with illiquid assets Valuation discount issues and planning in a rising but volatile market Value freezing techniques using LLCs Grantor Retained Annuity Trust (GRAT), sales to defective grantor trusts, and sales of self-cancelling installment notes Charitable giving techniques for real estate   Speakers: Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses.  She also represents clients before federal and state taxing authorities.  Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.  Ms. Vaselaney received her B.A. from the University of Dayton and her J.D. from the Cleveland-Marshall College of Law. Michael Sneeringer an attorney in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute.  Mr. Sneeringer received his B.A. from Washington & Jefferson College, his J.D., cum laude, St. Thomas University School of Law, and his LL.M. from the University of Miami School of Law.

  • Teleseminar
    Format
  • 60
    Minutes
  • 3/11/2024
    Presented
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Course1

LIVE REPLAY: Trust & Estate Planning for Real Estate, Part 1

$75.00

Trust and estate planning for real estate and real estate entrepreneurs is full of special challenges.  Real estate is illiquid, its value can swing wildly, and it can be difficult to value.  Commercial real estate may be owned in an LLC and subject to complex contractual relationships that make transferring it difficult.  There are also the challenges of transferring a unique family property – a personal residence, or family vacation property, a farm or ranch. This program will provide you a detailed guide to trust and estate planning for real property assets and for real estate entrepreneurs.   Day 1: Planning opportunities and challenges for real estate and real estate entrepreneurs Planning for lifetime giving of fractional interests in real estate Asset protection techniques for real estate assets Issues related to restructured real estate assets Planning for family properties – QPRTs, SERTs, and LLC techniques   Day 2: Unique challenges of planning for liquidity with illiquid assets Valuation discount issues and planning in a rising but volatile market Value freezing techniques using LLCs Grantor Retained Annuity Trust (GRAT), sales to defective grantor trusts, and sales of self-cancelling installment notes Charitable giving techniques for real estate   Speakers: Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses.  She also represents clients before federal and state taxing authorities.  Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.  Ms. Vaselaney received her B.A. from the University of Dayton and her J.D. from the Cleveland-Marshall College of Law. Michael Sneeringer an attorney in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute.  Mr. Sneeringer received his B.A. from Washington & Jefferson College, his J.D., cum laude, St. Thomas University School of Law, and his LL.M. from the University of Miami School of Law.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 3/11/2024
    Presented
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Course1

LIVE REPLAY: Trust & Estate Planning for Real Estate, Part 2

$75.00

Trust and estate planning for real estate and real estate entrepreneurs is full of special challenges.  Real estate is illiquid, its value can swing wildly, and it can be difficult to value.  Commercial real estate may be owned in an LLC and subject to complex contractual relationships that make transferring it difficult.  There are also the challenges of transferring a unique family property – a personal residence, or family vacation property, a farm or ranch. This program will provide you a detailed guide to trust and estate planning for real property assets and for real estate entrepreneurs.   Day 1: Planning opportunities and challenges for real estate and real estate entrepreneurs Planning for lifetime giving of fractional interests in real estate Asset protection techniques for real estate assets Issues related to restructured real estate assets Planning for family properties – QPRTs, SERTs, and LLC techniques   Day 2: Unique challenges of planning for liquidity with illiquid assets Valuation discount issues and planning in a rising but volatile market Value freezing techniques using LLCs Grantor Retained Annuity Trust (GRAT), sales to defective grantor trusts, and sales of self-cancelling installment notes Charitable giving techniques for real estate   Speakers: Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses.  She also represents clients before federal and state taxing authorities.  Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.  Ms. Vaselaney received her B.A. from the University of Dayton and her J.D. from the Cleveland-Marshall College of Law. Michael Sneeringer an attorney in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute.  Mr. Sneeringer received his B.A. from Washington & Jefferson College, his J.D., cum laude, St. Thomas University School of Law, and his LL.M. from the University of Miami School of Law.

  • Teleseminar
    Format
  • 60
    Minutes
  • 3/12/2024
    Presented
SEE MORE
Course1

LIVE REPLAY: Trust & Estate Planning for Real Estate, Part 2

$75.00

Trust and estate planning for real estate and real estate entrepreneurs is full of special challenges.  Real estate is illiquid, its value can swing wildly, and it can be difficult to value.  Commercial real estate may be owned in an LLC and subject to complex contractual relationships that make transferring it difficult.  There are also the challenges of transferring a unique family property – a personal residence, or family vacation property, a farm or ranch. This program will provide you a detailed guide to trust and estate planning for real property assets and for real estate entrepreneurs.   Day 1: Planning opportunities and challenges for real estate and real estate entrepreneurs Planning for lifetime giving of fractional interests in real estate Asset protection techniques for real estate assets Issues related to restructured real estate assets Planning for family properties – QPRTs, SERTs, and LLC techniques   Day 2: Unique challenges of planning for liquidity with illiquid assets Valuation discount issues and planning in a rising but volatile market Value freezing techniques using LLCs Grantor Retained Annuity Trust (GRAT), sales to defective grantor trusts, and sales of self-cancelling installment notes Charitable giving techniques for real estate   Speakers: Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses.  She also represents clients before federal and state taxing authorities.  Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.  Ms. Vaselaney received her B.A. from the University of Dayton and her J.D. from the Cleveland-Marshall College of Law. Michael Sneeringer an attorney in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute.  Mr. Sneeringer received his B.A. from Washington & Jefferson College, his J.D., cum laude, St. Thomas University School of Law, and his LL.M. from the University of Miami School of Law.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 3/12/2024
    Presented
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Course1

2024 Americans with Disabilities Act Update

$75.00

This program will provide you with a comprehensive update of important developments related to the Americans with Disabilities Act.  The program will cover case law, administrative, and practical developments related to reasonable accommodation of disabilities in the workplace.  The panel will also discuss developments related to permissible job qualification standards, determining essential job functions, and judging the workplace performance of employees subject to the ADA. This program will provide you with a wide-ranging and practical review of important ADA developments.     Review of recent case law and regulatory developments Developments in job qualification standards Reasonable accommodation trends, including EEOC’s guidance Developments related to reassignment to another job category Trends in the interactive process    Speaker: Jeanne Goldberg is a Senior Attorney Advisor in the Office of Legal Counsel at the U.S. Equal Employment Opportunity Commission headquarters in Washington, D.C. She advises the Commission on the interpretation of Americans with Disabilities Act and the Genetic Information Nondiscrimination Act, among other federal statutes.  Prior to joining the EEOC, Ms. Goldberg was in private law practice specializing in civil rights litigation and argued EEO cases before the U.S. Courts of Appeals for the Fourth and D.C. Circuits.  She has also served as an adjunct law professor at the College and Mary.  Ms. Goldberg earned her B.A. from Northwestern University and her J.D. from George Washington University. 

  • Teleseminar
    Format
  • 60
    Minutes
  • 3/13/2024
    Presented
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Course1

2024 Americans with Disabilities Act Update

$75.00

This program will provide you with a comprehensive update of important developments related to the Americans with Disabilities Act.  The program will cover case law, administrative, and practical developments related to reasonable accommodation of disabilities in the workplace.  The panel will also discuss developments related to permissible job qualification standards, determining essential job functions, and judging the workplace performance of employees subject to the ADA. This program will provide you with a wide-ranging and practical review of important ADA developments.     Review of recent case law and regulatory developments Developments in job qualification standards Reasonable accommodation trends, including EEOC’s guidance Developments related to reassignment to another job category Trends in the interactive process    Speaker: Jeanne Goldberg is a Senior Attorney Advisor in the Office of Legal Counsel at the U.S. Equal Employment Opportunity Commission headquarters in Washington, D.C. She advises the Commission on the interpretation of Americans with Disabilities Act and the Genetic Information Nondiscrimination Act, among other federal statutes.  Prior to joining the EEOC, Ms. Goldberg was in private law practice specializing in civil rights litigation and argued EEO cases before the U.S. Courts of Appeals for the Fourth and D.C. Circuits.  She has also served as an adjunct law professor at the College and Mary.  Ms. Goldberg earned her B.A. from Northwestern University and her J.D. from George Washington University. 

  • Audio Webcast
    Format
  • 60
    Minutes
  • 3/13/2024
    Presented
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LIVE REPLAY: Retail Leases: Restructurings, Subleases, and Insolvency

$75.00

Commercial leases are complex financial documents. There are issues of tenant improvement allowances, how that money is spent by tenants to improve the property, and how the landlord recovers that allowance, in the form of rent, over the term of the lease. There are issues of “CAM,” common area maintenance expenses, that are allocated among tenants. There are issues of rent escalators provisions through the term of the lease. There may also be the fundamental issue of whether the lease is triple or double-net or gross, and what that means from lease to lease.  All of these essential economic factors play a very important role in drafting commercial leases.  This program will provide you with a practical guide to understanding the economics of commercial leases and the drafting issues they raise.    Math of Leases: Essential Calculations to Understand Before Drafting Leases How certain financial metrics or calculations can cause substantial drafting errors Underlying economics of commercial lease provisions Rental start dates, lease years, and annual “elevator” clauses Measurement of usable space, load considerations, and re-measurement Intricacies of determining Common Area Maintenance expenses and proportionate shares Determining gross sales for percentage rent purposes   Speaker: David C. Camp is a partner in the Denver office of Senn Visciano Canges, PC, where he represents clients in all aspects of real estate transactions.  He has extensive experience in leasing, development, construction, financing and ownership issues.  He also has substantial experience in commercial finance matters, most frequently corporate and real estate financing, including mezzanine loans, construction loans, and traditional loan matters.  

  • Teleseminar
    Format
  • 60
    Minutes
  • 3/14/2024
    Presented
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Course1

LIVE REPLAY: Retail Leases: Restructurings, Subleases, and Insolvency

$75.00

Commercial leases are complex financial documents. There are issues of tenant improvement allowances, how that money is spent by tenants to improve the property, and how the landlord recovers that allowance, in the form of rent, over the term of the lease. There are issues of “CAM,” common area maintenance expenses, that are allocated among tenants. There are issues of rent escalators provisions through the term of the lease. There may also be the fundamental issue of whether the lease is triple or double-net or gross, and what that means from lease to lease.  All of these essential economic factors play a very important role in drafting commercial leases.  This program will provide you with a practical guide to understanding the economics of commercial leases and the drafting issues they raise.    Math of Leases: Essential Calculations to Understand Before Drafting Leases How certain financial metrics or calculations can cause substantial drafting errors Underlying economics of commercial lease provisions Rental start dates, lease years, and annual “elevator” clauses Measurement of usable space, load considerations, and re-measurement Intricacies of determining Common Area Maintenance expenses and proportionate shares Determining gross sales for percentage rent purposes   Speaker: David C. Camp is a partner in the Denver office of Senn Visciano Canges, PC, where he represents clients in all aspects of real estate transactions.  He has extensive experience in leasing, development, construction, financing and ownership issues.  He also has substantial experience in commercial finance matters, most frequently corporate and real estate financing, including mezzanine loans, construction loans, and traditional loan matters.  

  • Audio Webcast
    Format
  • 60
    Minutes
  • 3/14/2024
    Presented
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Course1

Special Issues in Small Trusts

$75.00

There are many more small trusts than large trusts and they pose special challenges for trust planners and administrators.  The fees paid to trustees and to investment professionals, together with ongoing reporting and fiduciary income tax compliance costs, can consume a substantial portion of the trust’s liquid assets or income.  There are also the challenges in the types of assets commonly held by small trusts. In other instances, trusts may cease to be practically and financially viable, and may need to be restructured or even terminated. This program will provide you with a practical guide to drafting, structuring and administering small trusts – and what to do when they cease to be viable entities.    Economics of small trusts – trustee compensation, reimbursement of expenses, investment fees Challenges of trust management of operating businesses and real estate Restructuring or terminating trusts that are no longer economically viable Custodial accounts and other alternatives to small trusts Choosing a trustee for a small trust versus a larger trust   Speakers: John T. Midgett is a founder of Midgett & Preti PC in Virginia Beach, Virginia, where his practice focuses on estate planning, administration and taxation, elder law, and family business planning.  He is a Fellow of the American College of Trust and Estate Counsel, a member of the National Academy of Elder Law Attorneys, and the Duke University Estate Planning Council.  He has lectured widely on topics relating to estate planning, taxation, probate, elder law, and family businesses. Mr. Midgett received his B.A. from the University of Virginia and his J.D. from the University of Richmond. Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses.  She also represents clients before federal and state taxing authorities.  Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.  Ms. Vaselaney received her B.A. from the University of Dayton and her J.D. from the Cleveland-Marshall College of Law.

  • Teleseminar
    Format
  • 60
    Minutes
  • 3/15/2024
    Presented
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Course1

Special Issues in Small Trusts

$75.00

There are many more small trusts than large trusts and they pose special challenges for trust planners and administrators.  The fees paid to trustees and to investment professionals, together with ongoing reporting and fiduciary income tax compliance costs, can consume a substantial portion of the trust’s liquid assets or income.  There are also the challenges in the types of assets commonly held by small trusts. In other instances, trusts may cease to be practically and financially viable, and may need to be restructured or even terminated. This program will provide you with a practical guide to drafting, structuring and administering small trusts – and what to do when they cease to be viable entities.    Economics of small trusts – trustee compensation, reimbursement of expenses, investment fees Challenges of trust management of operating businesses and real estate Restructuring or terminating trusts that are no longer economically viable Custodial accounts and other alternatives to small trusts Choosing a trustee for a small trust versus a larger trust   Speakers: John T. Midgett is a founder of Midgett & Preti PC in Virginia Beach, Virginia, where his practice focuses on estate planning, administration and taxation, elder law, and family business planning.  He is a Fellow of the American College of Trust and Estate Counsel, a member of the National Academy of Elder Law Attorneys, and the Duke University Estate Planning Council.  He has lectured widely on topics relating to estate planning, taxation, probate, elder law, and family businesses. Mr. Midgett received his B.A. from the University of Virginia and his J.D. from the University of Richmond. Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses.  She also represents clients before federal and state taxing authorities.  Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.  Ms. Vaselaney received her B.A. from the University of Dayton and her J.D. from the Cleveland-Marshall College of Law.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 3/15/2024
    Presented
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Course1

2022 Americans with Disabilities Act Update

$75.00

This program will provide you with a comprehensive update of important developments related to the Americans with Disabilities Act.  The program will cover case law, administrative, and practical developments related to reasonable accommodation of disabilities in the workplace.  The panel will also discuss developments related to permissible job qualification standards, determining essential job functions, and judging the workplace performance of employees subject to the ADA. This program will provide you with a wide-ranging and practical review of important ADA developments.   Review of recent case law and regulatory developments Developments in job qualification standards Reasonable accommodation trends, including EEOC’s guidance Developments related to reassignment to another job category Trends in the interactive process    Speaker: Jeanne Goldberg is a Senior Attorney Advisor in the Office of Legal Counsel at the U.S. Equal Employment Opportunity Commission headquarters in Washington, D.C. She advises the Commission on the interpretation of Americans with Disabilities Act and the Genetic Information Nondiscrimination Act, among other federal statutes.  Prior to joining the EEOC, Ms. Goldberg was in private law practice specializing in civil rights litigation and argued EEO cases before the U.S. Courts of Appeals for the Fourth and D.C. Circuits.  She has also served as an adjunct law professor at the College and Mary.  Ms. Goldberg earned her B.A. from Northwestern University and her J.D. from George Washington University. 

  • MP3 Download
    Format
  • 60
    Minutes
  • 3/15/2024
    Avail. Until
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Course1

Special Issues in Small Trusts

$75.00

  There are many more small trusts than large trusts and they pose special challenges for trust planners and administrators.  The fees paid to trustees and to investment professionals, together with ongoing reporting and fiduciary income tax compliance costs, can consume a substantial portion of the trust’s liquid assets or income.  There are also the challenges in the types of assets commonly held by small trusts. In other instances, trusts may cease to be practically and financially viable, and may need to be restructured or even terminated. This program will provide you with a practical guide to drafting, structuring and administering small trusts – and what to do when they cease to be viable entities.    Economics of small trusts – trustee compensation, reimbursement of expenses, investment fees Challenges of trust management of operating businesses and real estate Restructuring or terminating trusts that are no longer economically viable Custodial accounts and other alternatives to small trusts Choosing a trustee for a small trust versus a larger trust   Speakers: John T. Midgett is a founder of Midgett & Preti PC in Virginia Beach, Virginia, where his practice focuses on estate planning, administration and taxation, elder law, and family business planning.  He is a Fellow of the American College of Trust and Estate Counsel, a member of the National Academy of Elder Law Attorneys, and the Duke University Estate Planning Council.  He has lectured widely on topics relating to estate planning, taxation, probate, elder law, and family businesses. Mr. Midgett received his B.A. from the University of Virginia and his J.D. from the University of Richmond. Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses.  She also represents clients before federal and state taxing authorities.  Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.  Ms. Vaselaney received her B.A. from the University of Dayton and her J.D. from the Cleveland-Marshall College of Law.    

  • MP3 Download
    Format
  • 60
    Minutes
  • 3/17/2024
    Avail. Until
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Course1

LIVE REPLAY: Buying Time: Options Contracts in Real Estate

$75.00

Options in commercial real estate transactions give the option holder more time to conduct due diligence, obtain financing and any necessary governmental approvals, and consider whether the transaction is truly viable.  The property owner, whose land is optioned, loses the right to sell the property to a third party for the duration of the option, but earns a fee for doing so.  In a world of complex and risky commercial real estate transactions, where time is often of the essence and risk is high, options allow developers, investors and others an effective mechanism to buy time and take a wait-and-see-approach.  This program will provide you with a practical guide to drafting essential provisions of options in commercial real estate transactions, including avoiding costly traps.    Negotiating and drafting most essential terms of option contracts in real estate transactions Economics of real estate option contracts, including the purchase price of the underlying property and market volatility Duration of exclusive period, fees, and extensions – and relationship to market conditions Nature of exclusive period – access to property, restrictions on marketing, cooperation in obtaining permits Role of contingencies – financing, regulatory, market variables Practical uses, traps, and alternatives to options   Speaker: Anthony Licata is a partner in the Chicago office of Taft Stettinius & Hollister LLP, where he formerly chaired the firm’s real estate practice.  He has an extensive practice focusing on major commercial real estate transactions, including finance, development, leasing, and land use.  He formerly served as an adjunct professor at the Kellogg Graduate School of Management at Northwestern University and at the Illinois Institute of Technology.  

  • Teleseminar
    Format
  • 60
    Minutes
  • 3/18/2024
    Presented
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Course1

LIVE REPLAY: Buying Time: Options Contracts in Real Estate

$75.00

Options in commercial real estate transactions give the option holder more time to conduct due diligence, obtain financing and any necessary governmental approvals, and consider whether the transaction is truly viable.  The property owner, whose land is optioned, loses the right to sell the property to a third party for the duration of the option, but earns a fee for doing so.  In a world of complex and risky commercial real estate transactions, where time is often of the essence and risk is high, options allow developers, investors and others an effective mechanism to buy time and take a wait-and-see-approach.  This program will provide you with a practical guide to drafting essential provisions of options in commercial real estate transactions, including avoiding costly traps.    Negotiating and drafting most essential terms of option contracts in real estate transactions Economics of real estate option contracts, including the purchase price of the underlying property and market volatility Duration of exclusive period, fees, and extensions – and relationship to market conditions Nature of exclusive period – access to property, restrictions on marketing, cooperation in obtaining permits Role of contingencies – financing, regulatory, market variables Practical uses, traps, and alternatives to options   Speaker: Anthony Licata is a partner in the Chicago office of Taft Stettinius & Hollister LLP, where he formerly chaired the firm’s real estate practice.  He has an extensive practice focusing on major commercial real estate transactions, including finance, development, leasing, and land use.  He formerly served as an adjunct professor at the Kellogg Graduate School of Management at Northwestern University and at the Illinois Institute of Technology.  

  • Audio Webcast
    Format
  • 60
    Minutes
  • 3/18/2024
    Presented
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Course1

LIVE REPLAY: Techniques to Avoid and Resolve Deadlocks in Closely Held Companies

$75.00

One of the biggest risks to a closely held company is a dispute among the members of its ownership group. The members may disagree about a major company transaction, the strategic direction of the company, distribution practices, or simply develop ruinous inter-personal issues.  In closely held companies that are held by a single family, disputes are particularly personal, often arising when members of a junior generation succeed to the interests and leadership role of the senior generation.  Unless these disputes are carefully channeled into dispute resolution mechanisms, the stability and financial success of the company is threatened.  This program will provide you with a guide to the sources of disputes in closely held companies and mechanisms for resolution, with an emphasis using buy/sell agreements to resolve disputes.           Common sources of disputes and deadlocks in closely-held companies        Planning and drafting mechanisms to resolve disputes          Conflicts over strategic transactions, distributions, or inter-personal relations          Practical use of buy/sell agreements to liquidate interest of dissenting member          Major elements of buy/sell agreements          Alternatives to using buy/sell agreements   Speaker: S. Lee Terry, Jr. is a partner in the Denver office of Davis, Graham & Stubbs, LLP, where he has a broad corporate and securities practice.  He advises clients on mergers and acquisitions, joint ventures, partnership agreements, licensing and other technology related contracts.  He has an active practice advising private companies, ranging from capital raising and major transactions to dispute resolution and investigations. He also has an extensive securities law practice, including various types of capital raising transactions.  Mr. Terry started his career in the Office of General Counsel of the Securities and Exchange Commission.  

  • Teleseminar
    Format
  • 60
    Minutes
  • 3/19/2024
    Presented
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Course1

LIVE REPLAY: Techniques to Avoid and Resolve Deadlocks in Closely Held Companies

$75.00

One of the biggest risks to a closely held company is a dispute among the members of its ownership group. The members may disagree about a major company transaction, the strategic direction of the company, distribution practices, or simply develop ruinous inter-personal issues.  In closely held companies that are held by a single family, disputes are particularly personal, often arising when members of a junior generation succeed to the interests and leadership role of the senior generation.  Unless these disputes are carefully channeled into dispute resolution mechanisms, the stability and financial success of the company is threatened.  This program will provide you with a guide to the sources of disputes in closely held companies and mechanisms for resolution, with an emphasis using buy/sell agreements to resolve disputes.           Common sources of disputes and deadlocks in closely-held companies        Planning and drafting mechanisms to resolve disputes          Conflicts over strategic transactions, distributions, or inter-personal relations          Practical use of buy/sell agreements to liquidate interest of dissenting member          Major elements of buy/sell agreements          Alternatives to using buy/sell agreements   Speaker: S. Lee Terry, Jr. is a partner in the Denver office of Davis, Graham & Stubbs, LLP, where he has a broad corporate and securities practice.  He advises clients on mergers and acquisitions, joint ventures, partnership agreements, licensing and other technology related contracts.  He has an active practice advising private companies, ranging from capital raising and major transactions to dispute resolution and investigations. He also has an extensive securities law practice, including various types of capital raising transactions.  Mr. Terry started his career in the Office of General Counsel of the Securities and Exchange Commission.  

  • Audio Webcast
    Format
  • 60
    Minutes
  • 3/19/2024
    Presented
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Course1

The Law of Consignments: How Selling Goods for Others Works

$75.00

  In a consignment, the consignor, ships or transfers control of goods to a seller, the consignee, who agrees to market the property to buyers and pay over some portion of the sales proceeds to the consignor. The arrangement involves an intricate set of rights and obligations among the parties. There are also substantial and often overlooked risks, including that the consignee’s creditors may seek to claim a security interest in the consigned property.  If these risks are not properly understood and remedies not carefully considered, the consignor is at risk of loss. This program will provide you to the law of consignments, UCC Article 9 issues and risks, and provide practical tips for drafting consignment agreements.   Structure of common consignment transactions Parties, rights and obligations – consignor as creditor, consignee as debtor, creditors Risks of loss to consignor and how it can protect itself against consignee’s creditors Consignor remedies for consignee breach Law of consignments and relationship to secured finance Circumstances when UCC Article 9 does not apply to consignments   Speaker: Steven O. Weise is a partner in the Los Angeles office Proskauer Rose, LLP, where his practice encompasses all areas of commercial law. He has extensive experience in financings, particularly those secured by personal property.  He also handles matters involving real property anti-deficiency laws, workouts, guarantees, sales of goods, letters of credit, commercial paper and checks, and investment securities.  Mr. Weise formerly served as chair of the ABA Business Law Section. He has also served as a member of the Permanent Editorial Board of the UCC and as an Advisor to the UCC Code Article 9 Drafting Committee.  Mr. Weise received his B.A. from Yale University and his J.D. from the University of California, Berkeley, Boalt Hall School of Law.    

  • Teleseminar
    Format
  • 60
    Minutes
  • 3/20/2024
    Presented
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