Advising the Closely Held or Family Business
May 2011
Advising the Closely Held or Family Business
Program Highlights
- Choice of Entity, Including Other State Entities (L3Cs, Series LLCs and Close LLCs)
- Partnership/Operating Agreements or Bylaws: Requirements and Pitfalls
- Securities Law Issues: Avoiding Registration and Reporting for Families
- Employment Law Issues for Closely Held Businesses
- Ethics, the Closely Held/Family Business, and The People/Entities Orbiting the Business
- Tax and Legal Considerations and Opportunities in Succession Planning
- The Softer Side: Business Succession Planning and Family Dynamics
Program Description
The body of law on closely held and family businesses has become unique. This program will cover all of the issues practitioners are likely to face that make this area distinct. Your knowledgeable faculty will give you successful business practices, and you'll have the opportunity to ask them questions about problems you're dealing with every day.
You can rely on this program to be your comprehensive guide for navigating the unique-and often complicated-situations that arise within closely held companies.
Agenda
8:30 am
Registration
9:00 - 9:10 am
Welcome and Introduction
Extended by Constance D. Smith, Esq., Program Chair and Moderator
9:10 - 10:00 am
Choice of Entity, Including Other State Entities (L3Cs, Series LLCs and Close LLCs)
Presented by Allen Sparkman
10:00 - 10:10 am
Networking Break
10:10 - 11:00 am
Partnership/Operating Agreements or Bylaws: Requirements and Pitfalls
Presented by Allen Sparkman
11:00 - 11:50 am
Securities Law Issues: Avoiding Registration and Reporting for Families
Presented by Eric Preston
11:50 am - 1:00 pm
Lunch
A box lunch will be available for $10. If you would like this option, please sign up when you register.
1:00 - 1:50 pm
Employment Law Issues for Closely Held Businesses
Presented by Kato Crews
1:50 - 2:40 pm
Ethics, the Closely Held/Family Business, and The People/Entities Orbiting the Business and its Owners-
Who are the Clients? Multiple Clients and Other People/Entities in Orbit Around the Client; Conflicts of Interest and Waiver of Conflicts; Lawyer as Decider, Advisor, Negotiator, and Facilitator; Cooperation and Competition with other Professionals; Privilege and Confidentiality
Presented by John DeBruyn
2:40 - 2:50 pm
Networking Break
2:50 - 3:40 pm
Tax and Legal Considerations and Opportunities in Succession Planning
Presented by Barbara Dalvano
3:40 - 4:30 pm
The Softer Side: Business Succession Planning and Family Dynamics
Presented by Thomas E. Atkinson
4:30 pm
Adjourn
Program Chair and Moderator
Constance D. Smith, Esq.
Fairfield and Woods, PC
Denver, CO
Faculty
Thomas E. Atkinson, Esq., Vice President and Wealth Strategist
Wells Fargo Bank
Colorado Springs, CO
Wells Fargo Bank
Colorado Springs, CO
S. Kato Crews, Esq.
Mastin Hoffman & Crews, PC
Greenwood Village,
Barbara A. Dalvano, Esq.
Denver, CO
John DeBruyn, Esq.
DeBruyn Law Offices
Denver, CO
Eric L. Preston, Esq.
Fairfield and Woods, PC
Denver, CO
Allen Sparkman, Esq.
Sparkman + Foote, LLP
Denver, CO
Video Replays: June 10, 2011
Denver: CLE Classroom, 1900 Grand Street, Suite 300
Grand Junction: 1250 East Sherwood Drive
Colorado Springs: 421 South Tejon Street, Suite 100
Location Information
CLECI Large Classroom
1900 Grant Street, Suite 300
Denver, CO 80203
Get directions
1900 Grant Street, Suite 300
Denver, CO 80203
Registration Fees
| Non Member | $339.00 |
| CBA | $289.00 |
| Non Member | $259.00 |
| New Lawyer | $239.00 |
| CBA | $239.00 |
- General Credits: 7.00
- Ethics Credits: 1.00
- EDI Credits:
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