Now in its 27th year, this popular, advanced program covers significant recent developments and how they affect estate planning practice. Featuring a nationally renowned faculty of estate planning lawyers, as well as Professor Jeffrey N. Pennell, this webcast is designed for sophisticated practitioners who need to stay up-to-date on changes in the field!
Understanding the basics of intellectual property is an important objective for non-profit organizations, board members, and counsel. Tax-exempt organizations manage a variety of IP-related issues daily - including organization names and logos, instructional materials, websites, social media, and even licensing opportunities. Your organization’s IP can be a valuable asset, but the laws protecting it present many traps for the unwary.
Environmental, social, and governance (ESG) is a permanent fixture of the corporate lexicon. A $35 trillion+ sustainable finance market indicates the huge demand for sustainable investments, loans, and bonds for corporations with ambitious ESG commitments. Moving forward, transaction success will be keyed to corporate commitments to ESG and the ability to demonstrate meaningful strides. And since ESG criteria can be crucial to a corporate investment's success, ESG is already influencing financing options and negotiating positions for deals large and small. So before embarking on your next deal, register for this survey course highlighting ESG financing constraints and opportunities!
Meeting the estate planning goals of high net worth clients calls for creating and administering complex estate plans. The additional layers of planning needed to account for unique assets or charitable intent – while minimizing estate taxes – require developing a comprehensive strategy that can prove challenging for even experienced practitioners.
Join us by webcast for this high-level estate planning course and explore innovative wealth transfer strategies and gain expert insights on mapping the best path to achieve your clients' goals. Our nationally recognized faculty of estate and trust practitioners will address the most salient issues for high net worth estate planning with a focus on enhancing your proficiencies to meet the complex needs of your clients.
In many large real estate finance transactions, a legal opinion can be the key to closing the deal and doing it smoothly. There is a good reason for this: opinion letters provide the professional judgment of the borrower’s counsel on a variety of legal issues relating to the borrower and the transaction, and often provide both sides with a level of confidence needed to go forward. To execute an effective letter, you need to know what you can do to best represent and insulate your client and yourself from unnecessary exposures. Learn about the basics of an effective opinion letter, how to avoid common mistakes, and refine your drafting skills after attending this 90 minute deep-dive discussion.
Counseling a client on the sale or acquisition of a business brings with it unique complexities involving the possibility of unfavorable tax and liability consequences. Whether you are working on behalf of a buyer or seller, it is essential that you expertly navigate the most problematic aspects of the transaction to achieve the best outcome, usually while under the mounting pressure to get the deal done as soon as possible.