Event Information:
-
Thu06Feb20255:15 a.m. - 8:15 p.m.111 Broadway, New York, New York
Succession Planning for Businesses – A Strategic Imperative
I am delighted to be participating in the upcoming program on Succession Planning, to be held at the New York County Lawyers’ Association, on the evening of February 6th, where I will be moderating a panel of terrific mediators addressing the topic of Resolving Disputes among Shareholders, LLC Members, and Partners through Mediation (highlighted below). I warmly invite you to attend and to share the news among any who might be interested. Further details are shown below.
Succession Planning for Businesses –
A Strategic Imperative
Seminar on Succession Planning and Shareholder/Member/Partner Litigation
The largest transfer of wealth in the history of the world is here: $80 trillion in wealth will be transferred from the baby boomers to the next generations over the next two decades. This makes succession planning and shareholder litigation one of the hottest topics in the law.
Join us in person or virtually for a CLE Seminar. Speakers will include:
Commercial Division Justices, Hon. Andrea Masley, J.S.C. and Hon. Joel M. Cohen, J.S.C., who will discuss best practices in the handling of business litigation. Program Chair, Gerard V. Mantese and Peter A. Mahler, Esq., of Farrell Fritz, a leading scholar/practitioner and author on Business Divorce, will discuss drafting issues and litigation perspectives. Former President of both the New York State Bar Association and New York County Lawyers Association, Trust and Estates attorney Michael Miller, Esq., will discuss estate planning. SEE PROGRAM BROCHURE
There will also be a panel discussion on Resolving Shareholder, Member & Partnership Disputes through Mediation among some of the most effective mediators in this field:
Moderated by: Simeon H. Baum, Esq., President of Resolve Mediation Services, Inc. (mediators.com)
with co-Panelists: Hon. Leonard B. Austin (ret.), NAM; William B. Bierce, Bierce & Kenerson, P.C.; and Richard Lutringer, Lutringermediation.com.
Valuation Expert, Nathan Gallagher of Stout will speak on valuation issues; and Russel Morgan, Esq. will present on drafting strategies.
The event will be held on February 6, 2025, at 111 Broadway, New York, New York, from 5:15 PM to 8:15 PM, but virtual attendance is available too.
To reserve a spot, email Gerard V. Mantese, CEO at Mantese Honigman, PC with offices in Michigan, Manhattan, and Missouri, at: [email protected].
Or, REGISTER via the NEW YORK COUNTY LAWYERS’ ASSOCIATION WEBSITE by clicking HERE: https://www.nycla.org/course/succession-planning-for-businesses-strategic-imperative-cle020625/
Program Co-Sponsor: The Corporations, LLCs and Partnership Committee of NYCLA.
Program Agenda
Intro to the Topic: The Coming Huge Transfer of Wealth; Broad Discussion of the Benefits of Planning and the Risks of Not Planning– 82 Trillion dollars of wealth will be transferred from the baby boomer generation to succeeding gens in the next 30 years – Gerard V. Mantese, Esq., Mantese Honigman, PC
Pivotal, Recent Case Law in the Area of Shareholder and LLC Member Disputes – Peter A. Mahler, Esq., Farrell Fritz
Estate Planning Issues Pertinent to Succession Planning - Michael Miller, Esq.
Judicial Perspectives – Commercial Division Justices Hon. Andrea Masley, J.S.C. and Hon. Joel M. Cohen, J.S.C.
Mediation - Best Practices in Resolving Shareholder, Member & Partnership Disputes through Mediation (Panel Discussion) –
Moderator: Simeon H. Baum, Esq., Resolve Mediation Services, Inc. (mediators.com)
Co-Panelists: Hon. Leonard B. Austin (ret.), NAM; William B. Bierce, Bierce & Kenerson, P.C.; and Richard Lutringer, Lutringermediation.com
Drafting and Additional Litigation Considerations – Russel Morgan, Esq. and Gerard V. Mantese, Mantese, Honigman, PC
Valuation Issues -- Nathan Gallagher, Stout
***
NYCLA Co-Sponsoring Committee:
The Corporations, LLCs and Partnerships Committee
****
Thursday, February 6, 2025; 5:15 p.m. - 8:15 p.m.
CLE CREDITS
3 NY Credits: 2 Skills; 1 Ethics; Transitional and Non-transitional; 3 NJ Credits: 1 Ethics; 2 General
GENERAL INFORMATION
To register: click the Register button below. The website will prompt you to log in or create an account to complete the checkout. If you are not a member, please join the membership before completing the checkout to take advantage of the member’s price. Registration closes 30 minutes before the program.
For technical and account-related issues, please get in touch with us at [email protected]
In-person Location: 111 Broadway, 10th Fl, New York, NY 10006
Webinar Link: After completing the checkout, you will receive a separate email with webinar access instructions. That email will arrive closer to the program start time. If you are still waiting to receive an access email 30 minutes before the program, please email [email protected].
Course Materials: We will email the link to download course materials 30 minutes before the program starts.
CLE Certificates (if applicable): After verifying your attendance, we will add your certificate to the “Download CLE Certificates” page, which you can access from your “My Account” page.
*****
The Corporations LLCs Partnerships Committee Member Price: $45
NYCLA Member Price: $65
Non-NYCLA Member Price: $80
Contact Person for this Program:
Bari Chase
Director, NYCLA CLE Institute & Programs
New York County Lawyers Association
111 Broadway, 10th Floor, New York, NY 10006
Direct: 212-267-6646 ext 245 | Cell: 917-225-8013 | Email: [email protected]