Event Calendar

Live Replay Teleseminar: Buying and Selling Family Businesses, Part 1

Date: July 16, 2009
Time: 1:00p.m. - 2:00p.m.

For more information and to register please click here 

Seminar Agenda
This program will provide you with a practical guide to selling or buying a family business, including important estate planning considerations. Selling a family business in the current economic environment is particularly difficult.  Although buyers are available, terms have become stiffer and valuation has become exceptionally difficult in an illiquid market.  There are also substantial issues related to restructuring ahead of a sale to a non-family buyer, retention of key family members, and surpassingly important estate planning considerations.  This program will take an integrated approach to the area, including both business transactional and estate planning considerations.

Day 1 : July 16, 2009

·                 State of capital market for closely-held business sales and capital formation
·                  Restructuring a family business for sale to a third party
·                  Succession planning and transition to non-family managers
·                  Retaining key family members after a change of control
·                  Traps in structuring and drafting the deal 

About the Speakers
Paul Kaplun is a partner in the Washington, D.C. office of Venable, LLP, where his practice focuses on all aspects of corporate and business transactional planning and advisory services for emerging growth companies and entrepreneurs in a variety of industries, including mergers and acquisitions, corporate governance and board of director matters, venture capital transactions, private debt and equity financing transactions, and equity compensation.  Mr. Kaplun also serves as Vice Chair of Venable's Business Division which consists of more than 150 attorneys and other professionals and is a member of Venable's Executive Committee.  Mr. Kaplun formerly served as an Adjunct Professor of Law at Georgetown University Law Center , where he taught business planning. Before entering the private practice of law, Mr. Kaplun had practiced as a certified public accountant in the Washington , D.C. office of a Big Five public accounting firm where he specialized in corporate and individual income tax planning and compliance.

Daniel L. Daniels is a principal in the Stamford office of Wiggin and Dana, LLP, where his practice focuses on representing business owners, corporate executives and other wealthy individuals and their families.  A Fellow of the American College of Trust and Estate Counsel, he is listed in The Best Lawyers in America , and has been named by Worth magazine as one of the Top 100 Lawyers in the United States representing affluent individuals.  With David T. Leibell, Mr. Daniels co-authors a monthly column in Trusts and Estates magazine.  He has written numerous other articles on estate and tax planning and lectures on estate and tax planning topics throughout the United States .  He received his A.B., summa cum laude, from Dartmouth College and received his J.D., with honors, from Harvard Law School .

David T. Leibell is a principal in the Stamford office of Wiggin and Dana, LLP, where he has an extensive estate and trust planning and charitable giving practice.  He previously worked in the financial services industry, specializing in the financial aspects of estate planning.  Mr. Leibell is a frequent lecturer to lawyer and non-lawyer audiences throughout the United States , and has authored many articles on charitable, estate and tax planning.  With Daniel Daniels, he is co-authors a monthly column in Trusts & Estates magazine. He also authors a column for Registered Representative Magazine. Mr. Leibell has been listed in The Best Lawyers in America .  Mr. Leibell received his B.A. from Trinity College and his J.D. from Fordham Law School .

Mandatory MCLE Credit Hours
This seminar qualifies for 1.0 MCLE credit hour.

 

 

 

 

Event Type: Teleseminar