Program Chairs and Presenters
Julie M. Bogle (Retired)
BDO USA LLP
Madison
Gregory M. Monday
Reinhart Boerner Van Deuren, S.C.
Madison
David G. Palay
Reinhart Boerner Van Deuren, S.C.
Madison
Presenters
Catherine M. Gillman
NCG Hospitality
Middleton
Jeffrey Goldman
DeWitt LLP
Madison
Maureen A. Lokrantz (Retired)
Reinhart Boerner VanDeuren S.C.
Milwaukee
Caitlyn B. Sikorski
Reinhart Boerner VanDeuren S.C.
Milwaukee
John K. Tokarz
Reinhart Boerner Van Deuren, S.C.
Milwaukee
8:30 a.m. Updates & New Developments
- Oppression of minority shareholders
- Use of life insurance to fund buy-sell agreements
- Enforceable non-competition provisions
- Unwinding marital trusts that own family business stock
Gregory M. Monday, David G. Palay
9:20 a.m. Governance
- Updating articles, bylaws, and owner agreements before a change-in-control
- Allocating decisions among owners, boards, and executive employees
- Using trustees, trust protectors, and directing parties
Gregory M. Monday, John K. Tokarz
10:10 a.m. Break
10:25 a.m. Board Composition
- Starting the conversation with the senior generation – use this checklist!
- Indemnification and protecting the board
- How to find and utilize an Independent Director
Catherine M. Gillman
11:15 a.m. Protecting the Minority Interest
- Checklist for representing minority owners
- Dividends and other sources of liquidity
- Fair exit opportunities
Gregory M. Monday
12:05 p.m. Lunch
1:05 p.m. Panel: Trusts
- Non-Judicial Settlement Agreements
- When to use a trust protector
- Drafting provisions for business interests
- Unique considerations specific to family business
- Resigning trustees, roles & responsibilities
- Bring your questions and ask the panel!
Moderator: Julie M. Bogle
Panelists: Jeffrey Goldman, Maureen A. Lokrantz, Gregory M. Monday,
Caitlyn B. Sikorski
2:30 p.m. Break
2:45 p.m. Interactive Ethics
- Representing all parties in the business
- Lawyer on a client’s board
- Lawyer as a trustee
- Lawyer during a change of control
Julie M. Bogle, Gregory M. Monday, David G. Palay
3:35 p.m. Program concludes
- Review the latest legal developments impacting closely held businesses
- Select the appropriate business governance structure for your clients
- Understand how trusts can be used to protect business interests
- Receive tips on protecting the minority interest
- Explore the many roles lawyers play in advising closely held businesses
- Business lawyers
- Labor and employment lawyers
- Estate planning lawyers
- Solo and small firm practitioners
- General practitioners
Book Bonus!
Eckhardt’s Workbook for Wisconsin Estate Planners
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*Discount applies to both print and digital Books UnBound editions of this title and cannot be applied to previous purchases. Offer valid through 12/31/25. For Books UnBound users, discount may be applied to purchase of individual Books UnBound title only and may not be used on the purchase of libraries. Discount cannot be combined with any other offers.