Estate Planning and Elder Lawclose
Price
$259.00
Learning Method
On-Demand Training
Product
CLE
Content Provider
American Law Institute CLE
Run Time
91 Minutes
Recording Date
10/25/2022
Catalog
General
Presenter(s)
Thomas E. Spahn
Credits
Click Here
Practice Area
Estate Planning and Elder Law, Taxation, Ethics
Approved States
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MO, ND, NE, NH, NJ, NM, NV, NY, OK, OR, PA, RI, TN, TX, UT, VA, VT, WA, WV, WY

Attorney-client privilege, while shielding the sacred communications between lawyers and their clients, is marred by hazy boundaries. It can be a troubling source of confusion for lawyers working as in-house or outside corporate counsel because it is not always clear who – among agents, contractors, employees, and directors – is the “client” and thus who can safely engage in privileged communication or waive the privilege. Whether the privilege applies also affects the company’s ability to communicate openly with counsel, to conduct an internal investigation, and to simply engage in an important business transaction.

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Price
$259.00
Learning Method
On-Demand Training
Product
CLE
Content Provider
American Law Institute CLE
Run Time
99 Minutes
Recording Date
10/21/2022
Catalog
General
Presenter(s)
Michael Bourland, Trisha Baggs, Stephanie Loomis-Price
Credits
Click Here
Practice Area
Estate Planning and Elder Law, Taxation
Approved States
AK, AL, AR, AZ, CA, CT, HI, IL, MO, NH, NJ, NM, NY, PA, VA, VT, WI, WV

Most family business owners intend to see their business transferred to the next generation, yet only 13% to 10% of family businesses make it to the 3rd generation. Why does the baton get dropped and at what point does it fall to the ground? Oftentimes operational matters are an owner’s focal point, and there is an inattentiveness to succession planning. In other instances, succession planning is happening, but there is tenuous connection - if at all - between succession planning and business operations. If you counsel family entities on succession, business, or tax planning, this course offers you a unique opportunity to develop the planning strategies you need to improve the odds for your family business clients! Attend this course and walk away with business and tax strategies to help your clients thrive in today’s market; the succession planning tools needed to foster prosperity beyond current owners; and insights on how to plan and prepare for smoother exits when family dynamics or market demands present insurmountable obstacles.

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Price
$259.00
Learning Method
On-Demand Training
Product
CLE
Content Provider
American Law Institute CLE
Run Time
77 Minutes
Recording Date
10/21/2022
Catalog
General
Presenter(s)
Michael Bourland, Susan Smith
Credits
Click Here
Practice Area
Estate Planning and Elder Law, Taxation
Approved States
AK, AL, AR, AZ, CA, CT, HI, IL, MO, NH, NJ, NM, NY, PA, VA, VT, WI, WV

Most family business owners intend to see their business transferred to the next generation, yet only 13% to 10% of family businesses make it to the 3rd generation. Why does the baton get dropped and at what point does it fall to the ground? Oftentimes operational matters are an owner’s focal point, and there is an inattentiveness to succession planning. In other instances, succession planning is happening, but there is tenuous connection - if at all - between succession planning and business operations. If you counsel family entities on succession, business, or tax planning, this course offers you a unique opportunity to develop the planning strategies you need to improve the odds for your family business clients! Attend this course and walk away with business and tax strategies to help your clients thrive in today’s market; the succession planning tools needed to foster prosperity beyond current owners; and insights on how to plan and prepare for smoother exits when family dynamics or market demands present insurmountable obstacles.

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Price
$259.00
Learning Method
On-Demand Training
Product
CLE
Content Provider
American Law Institute CLE
Run Time
93 Minutes
Recording Date
10/21/2022
Catalog
General
Presenter(s)
Michael Bourland, Andrew Mosher, Steve Gorin, Les Raatz
Credits
Click Here
Practice Area
Estate Planning and Elder Law, Taxation
Approved States
AK, AL, AR, AZ, CA, HI, IL, MO, NJ, NM, NY, PA, VA, VT, WI, WV

Most family business owners intend to see their business transferred to the next generation, yet only 13% to 10% of family businesses make it to the 3rd generation. Why does the baton get dropped and at what point does it fall to the ground? Oftentimes operational matters are an owner’s focal point, and there is an inattentiveness to succession planning. In other instances, succession planning is happening, but there is tenuous connection - if at all - between succession planning and business operations. If you counsel family entities on succession, business, or tax planning, this course offers you a unique opportunity to develop the planning strategies you need to improve the odds for your family business clients! Attend this course and walk away with business and tax strategies to help your clients thrive in today’s market; the succession planning tools needed to foster prosperity beyond current owners; and insights on how to plan and prepare for smoother exits when family dynamics or market demands present insurmountable obstacles.

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Price
$259.00
Learning Method
On-Demand Training
Product
CLE
Content Provider
American Law Institute CLE
Run Time
114 Minutes
Recording Date
10/20/2022
Catalog
General
Presenter(s)
Steve Gorin, Jim Lee, Todd Angkatavanich, Trisha Baggs
Credits
Click Here
Practice Area
Estate Planning and Elder Law, Taxation
Approved States
AK, AL, AR, AZ, CA, CT, HI, IL, MO, NH, NJ, NM, NY, PA, VA, VT, WI, WV

Most family business owners intend to see their business transferred to the next generation, yet only 13% to 10% of family businesses make it to the 3rd generation. Why does the baton get dropped and at what point does it fall to the ground? Oftentimes operational matters are an owner’s focal point, and there is an inattentiveness to succession planning. In other instances, succession planning is happening, but there is tenuous connection - if at all - between succession planning and business operations. If you counsel family entities on succession, business, or tax planning, this course offers you a unique opportunity to develop the planning strategies you need to improve the odds for your family business clients! Attend this course and walk away with business and tax strategies to help your clients thrive in today’s market; the succession planning tools needed to foster prosperity beyond current owners; and insights on how to plan and prepare for smoother exits when family dynamics or market demands present insurmountable obstacles.

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Price
$259.00
Learning Method
On-Demand Training
Product
CLE
Content Provider
American Law Institute CLE
Run Time
117 Minutes
Recording Date
10/20/2022
Catalog
General
Presenter(s)
Michael Bourland, Gene Wolf
Credits
Click Here
Practice Area
Estate Planning and Elder Law, Taxation
Approved States
AK, AL, AR, AZ, CA, CT, HI, IL, MO, NH, NJ, NM, NY, PA, VA, VT, WI, WV

Most family business owners intend to see their business transferred to the next generation, yet only 13% to 10% of family businesses make it to the 3rd generation. Why does the baton get dropped and at what point does it fall to the ground? Oftentimes operational matters are an owner’s focal point, and there is an inattentiveness to succession planning. In other instances, succession planning is happening, but there is tenuous connection - if at all - between succession planning and business operations. If you counsel family entities on succession, business, or tax planning, this course offers you a unique opportunity to develop the planning strategies you need to improve the odds for your family business clients! Attend this course and walk away with business and tax strategies to help your clients thrive in today’s market; the succession planning tools needed to foster prosperity beyond current owners; and insights on how to plan and prepare for smoother exits when family dynamics or market demands present insurmountable obstacles.

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Price
$259.00
Learning Method
On-Demand Training
Product
CLE
Content Provider
American Law Institute CLE
Run Time
105 Minutes
Recording Date
10/20/2022
Catalog
General
Presenter(s)
Steve Gorin, Gene Wolf
Credits
Click Here
Practice Area
Estate Planning and Elder Law, Taxation
Approved States
AK, AL, AR, AZ, CA, CT, HI, IL, MO, NH, NJ, NM, NY, PA, VA, VT, WI, WV

Most family business owners intend to see their business transferred to the next generation, yet only 13% to 10% of family businesses make it to the 3rd generation. Why does the baton get dropped and at what point does it fall to the ground? Oftentimes operational matters are an owner’s focal point, and there is an inattentiveness to succession planning. In other instances, succession planning is happening, but there is tenuous connection - if at all - between succession planning and business operations. If you counsel family entities on succession, business, or tax planning, this course offers you a unique opportunity to develop the planning strategies you need to improve the odds for your family business clients! Attend this course and walk away with business and tax strategies to help your clients thrive in today’s market; the succession planning tools needed to foster prosperity beyond current owners; and insights on how to plan and prepare for smoother exits when family dynamics or market demands present insurmountable obstacles.

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Price
$219.00
Learning Method
On-Demand Training
Product
CLE
Content Provider
American Law Institute CLE
Run Time
60 Minutes
Recording Date
10/20/2022
Catalog
General
Presenter(s)
Les Raatz, Steve Gorin
Credits
Click Here
Practice Area
Estate Planning and Elder Law, Taxation
Approved States
AK, AL, AR, AZ, CA, CT, HI, IL, MO, NH, NJ, NM, NY, PA, VA, VT, WI, WV

Most family business owners intend to see their business transferred to the next generation, yet only 13% to 10% of family businesses make it to the 3rd generation. Why does the baton get dropped and at what point does it fall to the ground? Oftentimes operational matters are an owner’s focal point, and there is an inattentiveness to succession planning. In other instances, succession planning is happening, but there is tenuous connection - if at all - between succession planning and business operations. If you counsel family entities on succession, business, or tax planning, this course offers you a unique opportunity to develop the planning strategies you need to improve the odds for your family business clients! Attend this course and walk away with business and tax strategies to help your clients thrive in today’s market; the succession planning tools needed to foster prosperity beyond current owners; and insights on how to plan and prepare for smoother exits when family dynamics or market demands present insurmountable obstacles.

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Price
$259.00
Learning Method
On-Demand Training
Product
CLE
Content Provider
American Law Institute CLE
Run Time
107 Minutes
Recording Date
10/20/2022
Catalog
General
Presenter(s)
Steve Gorin, Jim Lee, Stephanie Loomis-Price
Credits
Click Here
Practice Area
Estate Planning and Elder Law, Taxation
Approved States
AK, AL, AR, AZ, CA, CT, HI, IL, MO, NH, NJ, NM, NY, PA, VA, VT, WI, WV

Most family business owners intend to see their business transferred to the next generation, yet only 13% to 10% of family businesses make it to the 3rd generation. Why does the baton get dropped and at what point does it fall to the ground? Oftentimes operational matters are an owner’s focal point, and there is an inattentiveness to succession planning. In other instances, succession planning is happening, but there is tenuous connection - if at all - between succession planning and business operations. If you counsel family entities on succession, business, or tax planning, this course offers you a unique opportunity to develop the planning strategies you need to improve the odds for your family business clients! Attend this course and walk away with business and tax strategies to help your clients thrive in today’s market; the succession planning tools needed to foster prosperity beyond current owners; and insights on how to plan and prepare for smoother exits when family dynamics or market demands present insurmountable obstacles.

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Price
$259.00
Learning Method
On-Demand Training
Product
CLE
Content Provider
American Law Institute CLE
Run Time
121 Minutes
Recording Date
10/11/2022
Catalog
General
Presenter(s)
Jeffrey N. Pennell, Lawrence P. Katzenstein, Stephanie Loomis-Price, Kathleen R. Sherby
Credits
Click Here
Practice Area
Estate Planning and Elder Law, Taxation
Approved States
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MO, ND, NE, NH, NJ, NM, NV, NY, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WV, WY

This unique program captures late-breaking important opinions and legislative and regulatory developments, as determined by the faculty at the time of the presentation.

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