Succession Planning for Businesses – A Strategic Imperative

On-demand

Succession Planning for Businesses – A Strategic Imperative

Recorded On 02/06/2025

COURSE DETAILS

Approximately 80 trillion in wealth will be transferred from the baby boomers to the next generations over the next two decade. This phenomenon makes succession planning and shareholder litigation one of the hottest areas of the law.

 

Join an ALL-STAR faculty of leading business attorneys and judges and mediators who will discuss, among other topics:

 

  • Overview
  • Pivotal, Recent Case Law
  • Judicial Perspective
  • Estate Planning Issues Pertinent to Succession Planning
  • Valuation issues
  • Best Practices in Settling Shareholder and Member Disputes
  • Drafting and Additional Litigation Considerations

 

 

FACULTY

Program Chair and Faculty: Gerard Mantese, Mantese Honigman PC

 

Faculty: Hon. Leonard B. Austin (Ret.), Simeon Baum, Resolve Mediation Services Willian Bierce, Bierce& Kenerson, P.C.; Hon. Joel Cohen, NYS Sup. Ct., Commercial Division; Nathan Gallagher, STOUT; Richard Lutringer, Mediator; Peter Mahler, Farrel Fritz; Hon. Andrea Masley, NYS Sup. Ct., Commercial Division; Michael Miller, Esq., Russel Morgan, Morgan Legal Group

 

Program Co-sponsor: The Corporations, LLCs and Partnerships Committee

CLE CREDITS

3 NY Credits: 2 Skills; 1 Ethics; Non-transitional; 3 NJ Credits: 1 Ethics; 2 General

 

GENERAL INFORMATION

All Programs include 1 Affirmation and 1 Evaluation Form, and Course Materials.

To receive CLE credit for a program in Online Video Format:

Online Videos contain CLE codes that you must type into a supplied online affirmation form. Submit the online affirmation to the NYCLA CLE Institute to be issued a CLE certificate. We recommend that you watch the video as soon as possible.

We can only issue CLE credit if the law is still current.

Course Materials: You can download course materials on the Online Video webpage.

 

Upcoming CLE Courses

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