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Hennepin County
Bar Association
CLE Tele-Seminars



 

 

Make the right call for your CLE credits. High-quality programs, national speakers, and timely topics... without leaving your desk!  

 

Avoid traffic and parking. CLE tele-seminars are just a phone call away. Select a program and call 612-752-6600 to register, unless otherwise noted.


After registration, you will receive an e-mail with a toll-free telephone number to call on the day of the seminar and downloadable written materials in PDF format.

 

Tele-seminar registration is $89 per listener, per program, unless otherwise noted.   CLE ONE CARD does not apply to tele-seminars.
 

 

 

 


 

Health Care & Estate Planning: Vital Issues at Each Stage of Planning Process

 

Wednesday, September 8 at 12:00 p.m. CT (60 minutes)   

 

Call 612-752-6600 to register.

 

1.0  Minnesota CLE credit will be applied for.

 

Health care issues arise at every stage of estate and trust planning process.  This program will discuss major health care issues that arise at the planning, administration and post-mortem stages of the process, including access to health care information, planning for incapacity, advance medical directives, trust planning and more.
 


 

Art of the Equity Deal for Startup, Growth, and Middle Market Companies (CLE Replay)

 

Part 1: Thursday, September 9 at 12:00 p.m. CT (60 minutes)   

 

Part 2: Friday, September 10 at 12:00 p.m. CT (60 minutes)   

 

Call 612-752-6600 to register.

 

1.0  Minnesota CLE credit will be applied for each.


Middle market companies have been as squeezed as any others as they seek operating and growth capital.  Conventional bank lending and investment funds largely disappeared in the credit crisis, leaving these companies struggling to find forms of equity investment to operate and grow. This two-part program will provide you with a real world guide to the emerging sources of equity capital, trends in deal terms, and structuring a deal when debt funding is not available. 


  

Choice of Entity/Form for Nonprofits

 

Tuesday, September 14 at 12:00 p.m. CT (60 minutes)   

 

Call 612-752-6600 to register.

 

1.0  Minnesota CLE credit will be applied for.

 

This program will provide a framework for choosing the optimal form of entity for a non-profit venture.  Among other topics, the program will cover real-world restrictions on the type of entity, including unrelated business income, obtaining exempt status once the entity has been formed, and what types of nonprofit entities work for different types of underlying charitable or educational activities.

 


  

Ethics for Business Lawyers (CLE Replay)

 

Friday, September 17 at 12:00 p.m. CT (60 minutes)   

 

Call 612-752-6600 to register.

 

1.0  Minnesota CLE credit will be applied for.

 

This program will discuss common ethical traps for business transactional attorneys, including in-house counsel.  Among other topics, the program will cover conflicts in representing the business and its owners, representing various ownership factions, sitting on a client’s board of directors, offering non-legal advice, and preserving the attorney-client privilege. 



  

Joint Ventures in Real Estate: Structure, Finance, Operation, and Tax

 

Part 1: Tuesday, September 21 at 12:00 p.m. CT (60 minutes)   

 

Part 2: Wednesday, September 22 at 12:00 p.m. CT (60 minutes)   

 

Call 612-752-6600 to register.

 

1.0  Minnesota CLE credit will be applied for each.

Most real estate deals that are getting done in the current environment are structured as joint ventures, where two or more entities or investors contribute capital, expertise, personnel or other assets to the venture.  With joint ventures comes complexity.  The first part of this program will cover important structuring and finance considerations, including choice of entity and working with lenders.  The second part of this program will consider operational issues at each stage of the project and after completion, and major tax issues.

 



Fundamentals of Exempt Taxation (CLE Replay)

 

Friday, September 24 at 12:00 p.m. CT (60 minutes)   

 

Call 612-752-6600 to register.

 

1.0  Minnesota CLE credit will be applied for.

The tax compliance and liability of exempt organizations is distinct from the taxation of profit-making organizations.  Exempt taxation involves particular restrictions on operations, forms of compliance, and traps that are unfamiliar to business taxation.  Designed for the non-specialist this program will provide attorneys advising exempt organizations a framework for understanding exempt taxation liability and compliance obligations.


Art of the Debt Deal for Startup, Growth, and Middle Market Companies

Part 1: Tuesday, September 28 at 12:00 p.m. CT (60 minutes)   

 

Part 2: Wednesday, September 29 at 12:00 p.m. CT (60 minutes)   

 

Call 612-752-6600 to register.

 

1.0  Minnesota CLE credit will be applied for each.

When a business does not have ready access to equity investors, or when the owner group does not want to dilute its interests, often the only alternative for growth capital is debt financing.  This program will discuss the emerging sources of debt finance in the aftermath of the credit crunch, trends in terms demanded by conventional lenders and other investor funds, and structuring the financing for optimal flexibility.


 

Restructuring Trusts (CLE Replay)

 

Thursday, September 30 at 12:00 p.m. CT (60 minutes)   

 

Call 612-752-6600 to register.

 

1.0  Minnesota CLE credit will be applied for.

 

Trusts may need to be restructured for many reasons, including to alter their governance structures, modify the form and timing of distributions, or to reflect changes in the underlying investment portfolio, family business or composition of beneficiaries. This program will provide a practical guide to restructuring trusts and the tax and non-tax challenges and implications of doing so.

 


Ethics of Client Selection (Live Replay)

 

Friday, October 1 at 12:00 p.m. CT (60 minutes)   

 

Call 612-752-6600 to register.

 

1.0  Minnesota CLE credit will be applied for.


Without clients, you cannot have a successful law practice.  But while much attention is (properly) paid to developing new clients, less is paid to whether it is proper under attorney ethics rules to represent those clients. This program will provide a practical guide, beyond conflicts checks, to process of determining whether you can represent a client.        

 


 

Post-Mortem Estate and Trust Disputes

 

Tuesday, October 5 at 12:00 p.m. CT (60 minutes)   

 

Call 612-752-6600 to register.

 

1.0  Minnesota CLE credit will be applied for.

 

Not even death brings an end to estate planning opportunities.  There are still many opportunities to correct errors, respond to unanticipated facts, or otherwise achieve the desires of the benefactor and/or his or her beneficiaries.  Among other topics, this program will cover beneficiary elections, disclaimers, QTIP elections, installment method of payment of taxes, partnership election, income tax returns and more.

 


 

Business Torts, Part 1 (Live Replay)

 

Thursday, October 7 at 12:00 p.m. CT (60 minutes)   

 

Call 612-752-6600 to register.

 

1.0  Minnesota CLE credit will be applied for.

 

Potential torts litter the landscape of business transactions, potentially giving rise to either substantial liability or the loss of value in a business.  This program will provide a discussion of the most common business torts, including tortuous interference, breach of fiduciary duties, fraudulent and negligent misrepresentation, recruitment and hiring-based torts, trade secret misappropriation, and more.                     

 


  

Business Torts, Part 2  (Live Replay)

 

Friday, October 8 at 12:00 p.m. CT (60 minutes)   

 

Call 612-752-6600 to register.

 

1.0  Minnesota CLE credit will be applied for.


Potential torts litter the landscape of business transactions, potentially giving rise to either substantial liability or the loss of value in a business.  This program will provide a discussion of the most common business torts, including tortuous interference, breach of fiduciary duties, fraudulent and negligent misrepresentation, recruitment and hiring-based torts, trade secret misappropriation, and more.                     

 


  

Basics of Fiduciar Income Tax, Part 1

 

Tuesday, October 12 at 12:00 p.m. CT (60 minutes)   

 

Call 612-752-6600 to register.

 

1.0  Minnesota CLE credit will be applied for.


Fiduciary income tax rules and forms of compliance apply to estates, gifts and trusts according to special rules in this area.  This program is designed for the planner who is not a specialist in the forms of fiduciary income tax compliance.  Among other topics, this program will cover the fundamental principles of fiduciary income taxation, principal and income allocation and accounting, application to simple, complex and grantor trusts, reporting requirements, elections, and much more.

 


  

Basics of Fiduciary Income Tax, Part 2

 

Wednesday, October 13 at 12:00 p.m. CT (60 minutes)   

 

Call 612-752-6600 to register.

 

1.0  Minnesota CLE credit will be applied for.


Fiduciary income tax rules and forms of compliance apply to estates, gifts and trusts according to special rules in this area.  This program is designed for the planner who is not a specialist in the forms of fiduciary income tax compliance.  Among other topics, this program will cover the fundamental principles of fiduciary income taxation, principal and income allocation and accounting, application to simple, complex and grantor trusts, reporting requirements, elections, and much more.

 


  

Health Care Reform 2010: How It Will Impact Employers, Part 1 (Live Replay)

 

Thursday, October 14 at 12:00 p.m. CT (60 minutes)   

 

Call 612-752-6600 to register.

 

1.0  Minnesota CLE credit will be applied for.


Congress recently enacted the most sweeping revision of the nation’s employer-provided health care system in 50 years. The new law will work dramatic changes on the way in which employers provide health care coverage for employees and necessitate major changes to existing plans and policies. Some of the new mandates and taxes take effect immediately, while others are implemented over the next several years. This two-part program will provide you with a practical guide to the new health care system, its new mandates and taxes, how they substantially alter current plans and practices, and provide you with real-world advice about how to adapt the old to the new.                  

 


  

Health Care Reform 2010: How It Will Impact Employers, Part 2 (Live Replay)

 

Friday, October 15 at 12:00 p.m. CT (60 minutes)   

 

Call 612-752-6600 to register.

 

1.0  Minnesota CLE credit will be applied for.


Congress recently enacted the most sweeping revision of the nation’s employer-provided health care system in 50 years. The new law will work dramatic changes on the way in which employers provide health care coverage for employees and necessitate major changes to existing plans and policies. Some of the new mandates and taxes take effect immediately, while others are implemented over the next several years. This two-part program will provide you with a practical guide to the new health care system, its new mandates and taxes, how they substantially alter current plans and practices, and provide you with real-world advice about how to adapt the old to the new.                  

 


  

2010 American With Disabilities Act Update

 

Tuesday, October 19 at 12:00 p.m. CT (60 minutes)   

 

Call 612-752-6600 to register.

 

1.0  Minnesota CLE credit will be applied for.

 

This annual update will provide you with a comprehensive guide to legislative, regulatory and case law developments concerning the Americans with Disabilities Act.  Among other topics, the program will discuss case law reaction to the recent ADA Amendments Act and how former practice in this area has changed.

 


  

Real Estate Finance: Sources of Capital

 

Thursday, October 21 at 12:00 p.m. CT (60 minutes)   

 

Call 612-752-6600 to register.

 

1.0  Minnesota CLE credit will be applied for.


This program will discuss emerging sources of individual and institutional investment capital for real estate deals.  The program trends in deal terms, what investors are demanding, the most highly negotiated parts of deals, and how to document deals for optimal flexibility and tax efficiency. 

 


  

Buy/Sell Arrangements in LLCs (Live Replay)

 

Friday, October 22 at 12:00 p.m. CT (60 minutes)   

 

Call 612-752-6600 to register.

 

1.0  Minnesota CLE credit will be applied for.


LLCs are often illiquid – there is no regular mechanism for valuing a business or providing a market for the sale or exchange of ownership interests.  But without that liquidity, an LLC member cannot realize growth in his or her investment. This program will provide you with a guide to the most important issues in buy/sell arrangements in LLCs, including methodologies and timing of valuations, financing sales/exchanges, admitting new members, and other governance and distribution issues.                     

 


  

Innocent Spouse Defense

 

Tuesday, October 26 at 12:00 p.m. CT (60 minutes)   

 

Call 612-752-6600 to register.

 

1.0  Minnesota CLE credit will be applied for.


When a couple files a joint return, they become jointly and severally liability for the tax liability.  There are tax benefits to filing jointly, but often things in the relationship may go wrong and one spouse is left with a substantial tax liability that he or she cannot pay.  This program will provide you with a practical guide to asserting and successfully obtaining the “innocent” or “injured spouse” defenses to tax liability.

 


  

Dangers of Using “Units” in LLC Planning

 

Thursday, October 28 at 12:00 p.m. CT (60 minutes)   

 

Call 612-752-6600 to register.

 

1.0  Minnesota CLE credit will be applied for.


The use of “units” in LLCs has become a widespread conceptual and drafting substitute for shares of stock.  Units simplify the process of allocating economic spoils, governance and dissolution.  But they are deceptively simple and can lead to substantial unintended consequences.  This program will provide you a practical guide to the dangers of using units in LLC planning and how to resolve those problems in new and existing LLCs.

 


  

Ethics of Asset Protection Planning (Live Replay)

 

Friday, October 29 at 12:00 p.m. CT (60 minutes)   

 

Call 612-752-6600 to register.

 

1.0  Minnesota CLE credit will be applied for.

 

Asset protection planning is a legitimate transfer of assets to maximize tax savings.  There are elements of asset protection planning, however, that can be viewed as an ethically improper and possibly illegal transfer of assets for the purpose of fraudulently avoiding the payment of creditors or evading tax.  This program will examine the ethical obligation of lawyers engaged in asset protection planning with a focus on identifying ethical and legal risks and avoiding them.     

  
  

Select a Program and call 612-752-6600 to register, unless otherwise noted.


   

Legal Notice

Hennepin County Bar Association.   600 Nicollet Mall #390,Minneapolis, MN 55402.   Phone: 612-752-6600.