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An Estate Planner's Guide to Buy-Sell Agreements for the Closely Held Business, Fourth Edition
This session will provide an overview of charitable structures and and how to qualify, including formation of entity, classification (e.g., private foundations, private operating foundations, public charities, and type I, II and III supporting orgs. The speakers will also go over strategies for advising clients on whether and how to create their charitable entity and compare donor advised funds as another option. This presentation will also provide a review of the federal tax exemption application process and the existence of registration requirements in some states.
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02/28/2025
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Law & Legal Procedure
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10/29/2024 12:00:00 AM
Publications | Book
An Estate Planner's Guide to Buy-Sell Agreements for the Closely Held Business, Fourth Edition
Publications | Book
Buy-Sell Agreements: Valuation Handbook for Attorneys
Publications | Book
Litigating Adverse Possession Cases: Pirates v. Zombies
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Events | Webinar
End of Lease Term Considerations
CLE 75 min
How should the end of the lease be handled? This session will cover issues related to the end of the lease term, such as restoration, holdover, security deposits, and more.
Apr
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Events | Webinar
Allocating Expenses in Commercial Leases
CLE 75 min
Panelists will cover what expenses are generally considered in leases and the typical market allocation of these expenses. What are common areas? How are expense increases allocated?
Mar
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Events | Webinar
Lease Issues Relating to Insurance and Lenders
CLE 75 min
Panelists will provide an overview of insurance and lender issues related to leases. Commonly negotiated insurance provisions will be explained and negotiation tips given.