Business and Tax Law — Strategic Planning

35th Annual National CLE & Ski Conference

 


Program Agen
da:

Business and Tax Law — Strategic Planning

January 3-7, 2018, Marriott Vail Mountain Resort & Spa  

Program Co-Chairs:

Richard A. Shapack, Shapack Law Group PLC, Bloomfield Hills, MI

Daniel S. Welytok, von Briesen & Roper, s.c., Milwaukee, WI

Co-sponsored by the ABA Section of Taxation

  • 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    

5:30-6:30 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       

Thursday, January 4, 2018

7:00 – 8:00 a.m.                   

2017 Tax Reform for Business Lawyers  
            
John “Jack” C. Sawyer, Alston & Bird 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, Bloomfield Hills, MI

Andrew Shapack, Mohawk Medical Properties REIT, Toronto, Canada

Daniel S. Welytok, von Briesen & Roper, s.c., Milwaukee, WI

Bonus Session*
Friday, January 5, 2018
3:20 – 4:20 p.m.

CTE: What It Means for Civil and Criminal Litigation 

  • CTE — What It Is and What It Does to Functioning and Behavior
    • Is It More than a Sports Injury Issue?
  • Detecting CTE — Neurology, Neuropathology, Neuroimaging, Neuropsychology, Biomarkers
  • CTE in Litigation
    • Its Role and Potential Role in Civil and Criminal Litigation
    • Admissibility Issues

The Future of CTE in Litigation — A Disorder Along the Concussion Spectrum?
Larry J. Cohen, Ph.D., J.D., Cohen’s Counsel, Bethel, VT

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

Moderated by Melissa Stubenberg, Richards Layton & Finger, PA, Wilmington, DE

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

Moderated by Melissa Stubenberg, Richards Layton & Finger, PA, Wilmington, DE

Saturday, January 6, 2018

7:00 – 8:00 a.m.               

Preparing for the New Partnership Audit Procedures
  
Sarah Ritchey Haradon, 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.               

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

Herrick K. Lidstone, Jr., Burns Figa & Will, P.C., Greenwood Village, CO           

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
 
                         

* hot topic presentation that we would like everyone to have the opportunity to attend so we are offering it as a bonus session for which attendees will need to individually submit for CLE credit should they wish CLE credit for attending, and that we are happy to answer questions regarding such.

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