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3rd Annual Family Business Update 2018

Product ID: CM2820
Presented By: State Bar of Wisconsin PINNACLE

Keeping it in the family

A family-run business enjoys many advantages over other organizations. But it can also fall prey to a host of potential problems without good legal counsel.

The 3rd Annual Family Business Update shows you how to keep your clients’ organizations running smoothly while steering clear of litigation. It takes a closer look at key topics such as:

  • Important insurance issues
  • Shareholder litigation strategies
  • Common ethical questions
Read More ↓

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Select a Format

OnDemand seminar
Course manual
Course manual and CD

Pricing

Member $49.00

Non-Member $99.00

Quantity:

Keeping it in the family

A family-run business enjoys many advantages over other organizations. But it can also fall prey to a host of potential problems without good legal counsel.

The 3rd Annual Family Business Update shows you how to keep your clients’ organizations running smoothly while steering clear of litigation. It takes a closer look at key topics such as:

  • Important insurance issues
  • Shareholder litigation strategies
  • Common ethical questions
Read More ↓

Program Chair and Presenters:

Julie M. Bogle
Smith & Gesteland LLP
Madison

Gregory M. Monday
Reinhart Boerner Van Deuren, S.C.
Madison

David J. Sisson
Reinhart Boerner Van Deuren, S.C.
Milwaukee

Presenters:

Diane Ballweg
Endres Manufacturing
Madison

Cristin Livezey
Full Compass Systems
Madison

Tammy Koester Parks
SVA Plumb Financial
Middleton

Kathy Schwarz
Schwarz Insurance
Prairie du Sac

John C. Zimdars, Jr.
The Zimdars Company, Inc.
Madison

8:30 a.m. : Recent Developments in Family Business Law

Learn lessons from lawsuits, court decisions, and other legal developments involving family businesses in the last 12 months. Topics include:

  • Solving the Kafkaesque math of personal guarantees
  • Avoiding the paradox of litigating an arbitration clause
  • Protecting the business from a family “vendetta”

Gregory M. Monday

9:30 a.m. : Opportunities in the New Tax Law

  • Maximizing the qualified income business deduction
  • Expense deductions for business assets
  • GILTI – what it is and why it matters
  • Recommendations for managing itemized deductions

Julie M. Bogle

10:00 a.m. : Break

10:15 a.m. : Recent Life Insurance Developments

  • Industry changes resulting from continuing very low interest rates
  • Steps to help your clients manage policies and minimize negative surprises

John C. Zimdars, Jr.

11:00 a.m. : Cage Match: Litigating Family Business Ownership Disputes

  • Exit strategies and minority shareholder squeeze outs
  • Terminating employee owners
  • Voting trusts and other control limitations
  • Potential claims against sibling fiduciaries

David J. Sisson

12:05 p.m. : Lunch (on your own)

1:05 p.m. : Barriers to Advancement for Women in Business
Women-owned businesses now account for 39% of all US companies, but have a long way to go to achieve parity with businesses owned by men. This panel will discuss:

  • Examination of transition plans for the family business
  • What to do when a wife inherits an interest in the business, but has no decision-making power in the company
  • Deeply embedded cultural norms that serve as barriers to developing daughters and wives as business-owners
  • Including female family members in the succession planning process
  • Disparities in lending decisions leaving women-owned businesses less well capitalized than businesses owned by men
  • Unconscious assumptions made by advisors regarding female roles and the suitability of women in leadership

Moderator: Julie M. Bogle
Diane Ballweg, Cristin Livezey, Kathy Schwarz

2:35 p.m. : Break

2:50 p.m. : Ethically Representing Closely Held Businesses – Who’s Your Client?

  • When do you need a waiver?
  • When have you crossed the line?
  • When do you need to give up representation?
  • Sample language for conflict waivers

Gregory M. Monday, WILMIC Speaker - TBD

3:50 p.m. : Program Concludes

Following program start times, webcast replay schedule will vary slightly from above listed times.

  • Stay in the know on recent legal developments in family business law
  • See how the Tax Cuts and Jobs Act is impacting small businesses
  • Learn what’s happening in the realm of insurance
  • Discover how to prevent and mitigate family business blow ups
  • Understand the barriers to advancement faced by female business owners
  • Find out how to identify who your client is and when you can waive a conflict
  • Business lawyers
  • Tax attorneys
  • Insurance lawyers
  • Business & civil litigators

Book Sale – Save 20%!

Wisconsin Employment Law

Save 20% on Wisconsin Employment Law. Plus, all seminar attendees receive a free two-week trial of the Books UnBound® version.* It clearly explains the statutes governing all aspects of private sector, non-union employment. Use discount code CA2820 when you order online or by calling (800) 728-7788.

*Discount applies to both print and digital Books UnBound® editions of this title and cannot be applied to previous purchases. Offer valid as long as CLE credit is available for this program. For Books UnBound users, discount may be applied to purchase of individual Books UnBound title only and may not be used on purchase of full library.

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