35th Annual National CLE Conference® - Business and Tax Law — Strategic Planning
January 2018
35th Annual National CLE & Ski Conference
It's BACK IN VAIL!
Top 10 Reasons for You to Go to the National CLE Conference!
10. 35 Years of outstanding CLE in a world-class destination
9. Learning from top practitioners from around the country
8. Networking with lawyers from throughout the U.S. (and internationally)
7. More than 16 CLE credits in only 5 days
6.Great for firm team building
5. Vail mountain is the 3rd largest ski mountain in North American and the 2nd largest in the U.S., with almost 200 trails, and 31 lifts
4. Discount lodging and lift tickets
3. Skiing, snowboarding, snowmobile tours, snowshoe tours, dog sled rides, sleigh rides, ice skating, Ski tubing, luxury bowling, ice climbing, hot tubs, spas, shopping, restaurants, relaxing… And a convenient conference schedule so you can do as much, or as little as you like!
2. Some of the top restaurants in the region featuring casual comfort food to specialty foods to fine dining
1. YOU EARNED IT! Reward yourself and start the year off right!
Top-Notch Legal Education – 9 Substantive Areas of the Law Plus Law Practice Management Sessions
All presentations are live, and feature some of the best lawyers, judges and experts from throughout the country. Our early morning and late afternoon schedule provides 16-19 hours of continuing legal education credit per program while at the same time allowing you ample time to enjoy this world-class resort.
Network with Other Lawyers
Breakfast and après ski are more than just meals. They provide you an opportunity to meet and network with outstanding lawyers from across the country. Make new contacts and new friends!
Savings
We expect to bring over 400 participants to Vail, including lawyers, spouses, children and guests. The result is a significant savings for you on rooms, transportation, ski lift tickets, equipment rentals, and more.
About the Law Education Institute:
The Law Education Institute was established in 1980 by Attorneys James J. Podell and Peggy L. Podell for the purpose of presenting outstanding continuing legal education programs. Long active in Bar activities, Jim and Peggy developed the National CLE Conference® into one of the preeminent programs in the country.
Their insistence on high quality speakers and programming has resulted in ABA sections and numerous State Bar and other associations co-sponsoring the programs. It is in the memory of Jim Podell that Colorado Bar Association CLE continues the tradition of this Conference.
The Very Best Legal Education…
- Top-notch speakers – among the best lawyers in the country
- Cutting-edge topics
- Opportunities for open discussions
- Outstanding resort location
9 Substantive Areas of Law to Choose From…
- Bankruptcy
- Business and Taxation
- Civil Litigation
- Employee Benefits
- Environmental Law, Land Use, Energy and Litigation
- Family
- Health
- Intellectual Property
- Labor & Employment
PLUS, a complete law practice management session is back again this year by popular demand!
Testimonials
- First Time Attendee. Excellent Program. Great Schedule. Great Program!
- Long-time Attendee…so glad to be back in Vail!
- Excellent quality of information.
- I love this Conference!
- The conference brings together the best speakers and industry leaders from across the nation in a variety of fields. I walked away with both valuable insights from my colleagues as well as numerous new professional contacts...
- This is the best CLE available. Thanks for doing such a great job with this conference.
- The interactive component is fantastic. Love the amount of experience the speakers bring to this conference.
- Good overall subject matter; timely topics ... plus skiing!!
- The quality and caliber of presentations were definitely top notch.
- I appreciated the opportunity to hear from an expert in my field in the classroom, but the bonus was spending a day skiing with that same expert - quality networking doesn't get much better than that!
Please book your room by December 12, 2017. All reservations require a credit card. Reservations made after December 12th will be at the hotel's current rate available.
Cancellations:
Cancellations by December 27, 2018 will receive a full refund of tuition paid. After December 27, 2018 no refunds will be issued, but substitutions are welcome.
Special Thanks to Our 2018 Sponsors!
Platinum Sponsor
How to MANAGE a Small Law Firm
Gold Sponsor
Young Conaway Stargatt & Taylor, LLP
Silver Sponsors
AB Court Reporting & Video, Inc.
First Indemnity Insurance Group
LIV Sotheby's International RealtyCo-Sponsors
ABA General Practice, Solo and Small Firm Division
ABA Section of Intellectual Property Law
ABA Tort Trial and Insurance Practice Section
International Trademark Association
Nebraska State Bar Association
35th Annual National CLE & Ski Conference
January 3-7, 2018, Vail Mountain Marriott Resort
Program Agenda:
Business and Tax Law — Strategic Planning
Program Co-Chairs:
Richard A. Shapack, Shapack Law Group, PLC, and RSM Development LLC, Bloomfield Hills, MI
Daniel S. Welytok, von Briesen & Roper, s.c., Milwaukee, WI
- Hear Experts from Around the Country Address a Range of Tax and Legal Planning Issues That Arise When Advising Business Clients
- Attend and Gain Insights on Drafting Real Estate Joint Venture Agreements, Expert Testimony in Business Cases, 2017 Tax Reform, Recent Developments in Labor and Employment Law, Partnership Compensation, Business Aspects of Entrepreneurship, Employee Equity Incentives for Closely Held Businesses, Business Financing/Capital Formation, New Partnership Audit Procedures, Dissolution Issues for LLCs/LPs, Drafting Considerations for LLC/LP Agreements, and Series LLCs and the Uniform Protected Series LLC Act
- Polish Your Skills and Update Your Knowledge to Better Represent Your Business Clients in a Unique Educational Environment
Wednesday, January 3, 2018
3:00 – 7:00 p.m.
Registration
4:30 – 5:30 p.m.
Drafting Real Estate Joint Venture Agreements
Trevor A. Crow, Otten Johnson Robinson Neff + Ragonetti, Denver, CO and Matthew S. Bender, Esq., Otten Johnson Robinson Neff + Ragonetti, Denver, CO
5:30-6:30 p.m.
Business Law Vignettes (From the Perspective of Occasional Witnesses, and a Trial Lawyer Who Uses Them)
J. William Callison, Faegre Baker Daniels LLP, Denver, CO
Peter Koclanes, Sherman & Howard, L.L.C., Denver, CO
Herrick K. Lidstone, Jr., Burns Figa & Will, P.C., Greenwood Village, CO
Moderared by Melissa Stubenberg, Richards Layton & Finger, Wilmington, DE
Thursday, January 4, 2018
7:00 – 8:00 a.m.
2017 Tax Reform for Business Lawyers
John “Jack” C. Sawyer, Taylor English Duma LLP, Atlanta, GA
8:00 – 9:00 a.m.
2017 Labor and Employment Law Update for Business Lawyers
Steven W. Suflas, Ballard Spahr, Denver, CO, and Cherry Hill, New Jersey
4:30- 6:30 p.m.
Plenary Session - More Fun with Ethics at the Movies
Larry J. Cohen, Ph.D., J.D., Cohen’s Counsel, Bethel, VT
6:30 p.m.
Wine Reception
Friday, January 5, 2018
7:00 – 8:00 a.m.
Partnership Compensation
Robert R. Keatinge, Holland & Hart LLP, Denver, CO
8:00 – 9:00 a.m.
Business Aspects of Entrepreneurship: Planning, Financing, and More
Richard A. Shapack, Shapack Law Group, PLC, and RSM Development LLC, Bloomfield Hills, MI
Andrew Shapack, Mohawk Medical Properties REIT, Toronto, Canada
Daniel S. Welytok, von Briesen & Roper, s.c., Milwaukee, WI
4:30 – 5:30 p.m.
Employee Equity Incentives for Closely Held Businesses
Stephen W. Donelson, Ballard Spahr, Denver, CO
Shawn L. McIntire, Ballard Spahr, Denver, CO
Nathan E. Seiler, Ballard Spahr, Denver, CO
5:30 – 6:30 p.m.
Business Financing/Capital Formation
Stephen W. Donelson, Ballard Spahr, Denver, CO
Shawn L. McIntire, Ballard Spahr, Denver, CO
Nathan E. Seiler, Ballard Spahr, Denver, CO
Saturday, January 6, 2018
7:00 – 8:00 a.m.
Preparing for the New Partnership Audit Procedures
Sarah Ritchey, Holland & Hart LLP, Denver, CO
Monisha Santamaria, Ernst & Young LLP, Los Angeles, CA
8:00 – 9:00 a.m.
Dissolution Issues for Limited Liability Companies (LLCs)/Limited Partnerships (LPs)
Melissa Stubenberg, Richards Layton & Finger, PA, Wilmington, DE
Joshua J. Novak, Richards Layton & Finger, PA, Wilmington, DE
4:30 – 5:30 p.m.
Drafting Considerations of Limited Liability Companies (LLCs)/Limited Partnerships (LP) Agreements
Melissa Stubenberg, Richards Layton & Finger, PA, Wilmington, DE
Joshua J. Novak, Richards Layton & Finger, PA, Wilmington, DE
5:30 - 6:30 p.m.
Series Limited Liability Companies (LLCs) and the Uniform Protected Series LLC Act
Lou T.M. Conti, Holland & Knight LLP, Tampa, FL
Sunday, January 7, 2018
Plenary Sessions
7:00 – 8:00 a.m.
The Ethical Boundaries of Adversary Investigations
- Addressing the Need for Information about Your Adversaries, Including Such in Intellectual Property Disputes
- Investigative Techniques Generally, and Use of Private Investigators, Specifically
- Applicable Law and Rules, Including Rules 4.1 (a), 4.2, 4.3, 4.4(a), 8.4(c), and 5.3 of the ABA Model Rules of Professional Conduct
- Potential Penalties and Consequences for Violations
- Case Analyses and Hypotheticals
Presented by Michael Chiappetta, Senior Legal Editor, Intellectual Property & Technology, Practical Law, New York, NY. Your speaker will share with you his experiences in the intellectual property practice area along with how such ethical considerations may apply in other practice areas and other practice area examples
8:00 – 9:00 a.m.
E-Discovery and Ethical Considerations
Gregory MacFarlane, JD, Legal Consultant│E-Discovery Specialist, Thomson Reuters, New York, NY
9:00 a.m
Adjourn
Location Information
Vail Marriott Mountain Resort
715 West Lionshead Circle
Vail, CO 81657
Get directions
715 West Lionshead Circle
Vail, CO 81657
Registration Fees
| Before December 22 | $699.00 |
| CBA Member - By December 22 | $679.00 |
| CLEACCESSPASS---ELITE Pass Holder | $499.00 |
| New Lawyers (in practice 5 years or less) | $499.00 |
| New Lawyer Edge Partner | $349.50 |
- General Credits: 19.00
- Ethics Credits: 1.20
- EDI Credits:
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