Learn the latest on Mastering Corporations, Partnerships, & Operating Agreements with this convenient, 24/7 On-demand Seminar & Complimentary Podcast. Register to obtain CLE & MCLE credit, online access to complete course & reference materials, and attend this on-demand seminar. YOU MAY LISTEN FROM ALMOST ANY TYPE OF COMPUTER OR IPOD. ACCESS TO THE RECORDING AND MATERIALS DOES NOT EXPIRE.

Benefits:

There has been renewed interest in the need for attorneys proficient in the formation and operation of corporations, partnerships, LLCs, and operating agreements. Understanding these legal issues is a vitally essential skill for attorneys and professionals ranging from in-house counsel to those protecting assets from plaintiffs and creditors, as well as attorneys enforcing judgments and collecting on debts. This program will also be of interest to those practicing compliance, securities as well as taxation. The seminar faculty includes three leading practitioners in the field, who will cover winning techniques on corporate transaction, avoiding common legal pitfalls, operating agreements, considering efficiency in corporate structures, as well as best practices in forming LLC’s partnerships. Registration includes course and reference materials that serve as a reference source for many of your planning needs and will outline and diagram the planning techniques and structures discussed during the convenient 24/7, on-demand seminar.

Agenda:

Effectively Forming Corporations & Partnerships:

1. Best Practices for Forming Business Entities

2. Best Practices for Organization

3. Tax Treatment

4. Conflict Waivers

5. Single vs. Multi-Member and C vs S Corp.

6. Post Organization Memorandum

Business Entity Selection:

1. Determining Ideal Options & Forms

2. Winning with Non-Tax Considerations

3. Strategies for Minimizing Tax Exposure

Drafting Effective LLC Operating Agreements:

1. Statutory Rules of Operating Agreements

2. Ideal Language to Include in Operating Agreements

3. Restrictions on the Transfer of a Member’s LLC Interests

4. Strategies on Capital Contributions

5. Dealing with Special Allocation Rules & Alternatives to Partnerships

Recorded Question & Answer Session

Biography of Seminar Faculty:

1. Edward Gartenberg is a Partner at Gartenberg Gelfand Hayton LLP, where he has extensive experience in corporate and securities litigation, including federal and state fraud claims, trade secrets, unfair competition and insider trading litigation as well as arbitration claims and SEC, CFTC, state regulatory and FINRA investigations. He is experienced in a wide variety of complex business litigation including fiduciary, corporate governance, partnership and unfair competition litigation. Mr. Gartenberg was a former Special Counsel, Division of Enforcement, United States Securities and Exchange Commission. He was also a former Special Assistant of the United States' Attorney Office. Mr. Gartenberg has published widely on operating agreements, partnerships, and fiduciary duties. He is a graduate of Columbia Law School and Columbia College.

2. Noel D. Humphreys practices at Connell Foley, where he focuses on business transactions, lending transactions, organizational governance and intellectual property. Mr. Humphreys has participated in hundreds of business combinations---mergers, assets acquisitions, joint ventures, strategic alliances, sourcing relationships, and stock purchases---as well as settlement of disputes within family-owned businesses. Operating agreements for limited liability companies and partnership agreements have been a recent focus, as members or partners arrive and depart. Contributing to the economy’s globalization, he has advised on structuring US-based subsidiaries and joint ventures with European, Chinese and South American parents and partners. Mr. Humphreys has represented numerous employers and employees in employment contracts and consulting and services arrangements. He has represented lender and borrowers of all sizes in loan transactions. He has recently represented a leading US Bank in lending transactions with middle market companies. Mr. Humphreys has played a leading role in more than seventy-five transactions in rights in intangible property. He is a graduate of Harvard Law School.

3. Jeffrey R. Matsen is one of the nation's leading attorney on corporate formation and business planning. He focuses his practice on setting up and forming corporations, limited liability companies and partnerships of all types and supply ongoing business, tax and legal advice for these entities, including strategic planning and executive coaching services. Mr. Matsen provides estate planning services, including the preparation of Living Trusts, Wills and other related estate planning documents, probate administration, and the preparation of estate tax returns and necessary accompanying documentation. He has been recognized for excellence in practice, as one of “America’s Top 100 Attorneys”, by a prominent magazine, as a SuperLawer, and AV rated.

Who should attend this seminar?
Attorneys, judges, paralegals, and legal professionals.

You will receive access to recording, podcast, course & reference material, and information related to CLE/MCLE credit as soon as you register with a credit card or when your check is processed.

CLE ACCREDITATION: Rossdale CLE is a national leader in attorney education and has trained thousands of attorneys, paralegals, and other legal professionals. Attend this 24/7 convenient, on-demand seminar for CLE & MCLE credit with the following pending, available, & approved jurisdictions:

Alabama State Bar MCLE Commission for 1.5 MCLE credits

Alaska Bar Association for 1.5 CLE Credits *

Arizona State Bar for 1.5 CLE credits**

California State Bar for 1.5 MCLE credits

Colorado Supreme Court Board of Continuing Legal & Judicial Education for 1.8 CLE Credits

Connecticut (CLE credits are not required, but are encouraged)**

District of Columbia (CLE credits are not required)***

Florida Bar for 2.0 CLE credits

Georgia Bar for 1.5 CLE credits

Hawaii State Board of CLE for 1.5 CLE credits

Idaho State Bar for 1.5 CLE credits

Indiana Commission for Continuing Legal Education for 1.5 CLE Credits

Illinois - Supreme Court of Illinois for 1.5 MCLE Credits

Kentucky Bar Association for 1.5 CLE Credits

Louisiana Supreme Court Commission on MCLE for 1.5 MCLE credits

Maryland (CLE credits are not required)***

Massachusetts (CLE credits are not required)**

Michigan (CLE credits are not required)***

Missouri Bar for 1.8 MCLE Credits

Montana Commission of CLE for 1.5 CLE Credits

Nevada Board of Continuing Legal Education for 1.5 CLE credits

New Hampshire for 1.5 CLE credits ****

New Jersey Board on Continuing Legal Education for 1.5 CLE credits (per Rule 201:4)

New Mexico Minimum Continuing Legal Education Board for 1.5 CLE credits

New York State Bar for 1.5 CLE credits

North Carolina State Bar Continuing Legal Education for 1.5 CLE credits

Ohio - Supreme Court of Ohio Commission on CLE for 1.5 CLE Credits

Oregon State Bar for 1.5 CLE credits

Pennsylvania Continuing Legal Education Board for 1.5 CLE Credits

Puerto Rico for 1.5 CLE credits (Tribunal Supremo de Puerto Rico)

South Dakota (CLE credits are not required)***

Tennessee Commission on CLE for 1.5 CLE Credits

Texas State Bar for 1.5 CLE credits

Utah State Board of Continuing Legal Education for 1.5 MCLE credits

Vermont Mandatory Continuing Legal Education Board for 1.5 CLE credits

Washington State Board of Continuing Legal Education for 1.5 MCLE credits

Wisconsin Board of Bar Examiners for 1.5 CLE credits

Wyoming State Bar for 1.5 CLE credits

Additional States - call customer service at (888) 626-3462

* Members of the Alaska Bar Association may report 1.5 CLE credits for participating in this course as it has been approved by other mandatory CLE jurisdictions for 1.5 CLE credits.

** The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1.5 hours toward your annual CLE requirement for the State Bar of Arizona, including 0 hour(s) of professional responsibility.

*** States that do not require CLE are indicated above. Rossdale does not apply for CLE in these states as CLE credit is not required.

**** The New Hampshire does not approve or accredit CLE activities for the Continuing Legal Education requirement. Pursuant to NH Supreme Court Rule 53, this activity may be counted for up to 1.5 CLE hours.

For additional questions, please call 888-626-3462.

REGISTER FOR CLE CREDIT AND LISTEN & LEARN AT YOUR CONVENIENCE WITH THIS CONVENIENT 24/7 ON-DEMAND SEMINAR & PODCAST.

You will receive an on-demand download of the seminar, accompanying materials, and information to report the CLE credits as soon as you register with a credit card or when we process your check.