Very good program. Very accessible from home office and easy to view and hear. Good choices of presenters.
Good useful course to assist my practice.
Great course. Very informative and of practical use.
Enjoyed the course.
Good, as always. I was somewhat amused that the instructor on the final (technology) session seems to assume any lawyer that was not a milnneal would be technically ignorant. As I would say to her: I was working in IT management at a Fortune 500 company . . . before she was born. LOL And I have generally kept up. That being said, that was substantively a very good session.
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Includes: Video Audio Paper Slides
Preview Sessions
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Elizabeth S. Miller, Douglas K. Moll
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Session 1 —67 mins
Case Law Update (Aug 2019)
A survey of recent Texas cases addressing significant issues (fiduciary duties, piercing the entity veil, and more) in the context of LLCs and partnerships (including limited partnerships and LLPs).
Originally presented: Jul 2019 LLCs, LPs and Partnerships
Elizabeth S. Miller,
Baylor Law School - Waco, TX
Douglas K. Moll,
University of Houston Law Center - Houston, TX
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Trenton Hood
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Session 2 —31 mins
The Future Isn’t What It Used to Be (Aug 2019)
An update on recent Texas cases concerning charging orders and the effect of those decisions on asset protection and other business planning.
Originally presented: Jul 2019 LLCs, LPs and Partnerships
Trenton Hood,
Brookshire Grocery Company - Tyler, TX
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Daryl B. Robertson
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Session 3 —41 mins
Legislative Update (Aug 2019)
Hear a summary of non-tax legislation that has been or is expected to be adopted in the 2019 Texas Legislature that affects partnerships and LLCs and selected other entity-related bills.
Originally presented: Jul 2019 LLCs, LPs and Partnerships
Daryl B. Robertson,
Hunton Andrews Kurth LLP - Dallas, TX
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Danielle Ahlrich
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Session 4 —30 mins
Texas State Tax Update (Aug 2019)
Originally presented: Jul 2019 LLCs, LPs and Partnerships
Danielle Ahlrich,
Martens, Todd, Leonard & Ahlrich - Austin, TX
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William D. Elliott, Karen L. Hart, George W. Coleman
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Session 5 —60 mins
Ethics of Multi-Party Representation: 2019 (Aug 2019)
In business transactions, especially those involving LLCs and partnerships, the practical reality facing business attorneys involved in transactions is the ubiquity of ethical issues when representing multiple parties. Explore the thorny issues of multiple party representation.
Originally presented: Jul 2019 LLCs, LPs and Partnerships
William D. Elliott,
Elliott, Thomason & Gibson, LLP - Dallas, TX
Karen L. Hart,
Bell Nunnally & Martin LLP - Dallas, TX
George W. Coleman,
Bell Nunnally & Martin LLP - Dallas, TX
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William Paul Bowers, Patrick L. O'Daniel
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Session 6 —76 mins
Federal Tax Update (Aug 2019)
Originally presented: Jul 2019 LLCs, LPs and Partnerships
William Paul Bowers,
Norton Rose Fulbright - Dallas, TX
Patrick L. O'Daniel,
Norton Rose Fulbright - Austin, TX
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Dan G. Baucum, William D. Elliott
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Session 7 —53 mins
Carrying On About Carried Interests (Aug 2019)
Carried interests—also known as profits interests—have been used for decades to motivate and reward key employees, partners and members. The 2017 tax act makes significant changes to the way in which carried interests are taxed. Review current thinking on the use of carried interests, learn cutting-edge techniques for drafting carried interests, and analyze how carried interests are taxed.
Originally presented: Jul 2019 LLCs, LPs and Partnerships
Dan G. Baucum,
Daniel Baucum Law PLLC - Frisco, TX
William D. Elliott,
Elliott, Thomason & Gibson, LLP - Dallas, TX
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Christopher Alan Cunningham, Brandon S. Jones, Kevin Thomason
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Session 8 —31 mins
Qualified Opportunity Zones (Aug 2019)
Tax reform brought us a new regime for tax-favored investments in qualified opportunity zones, and while the potential benefits are being referred to as “unprecedented,” the rules are still being written. Discuss those benefits, the requirements to obtain them, potential traps along the way, as well as remaining open questions.
Originally presented: Jul 2019 LLCs, LPs and Partnerships
Christopher Alan Cunningham,
Elliott, Thomason & Gibson, LLP - Dallas, TX
Brandon S. Jones,
Winstead PC - Fort Worth, TX
Kevin Thomason,
Elliott, Thomason & Gibson, LLP - Dallas, TX
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Shana McGirl
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Session 9 —27 mins
Fundraising for LLCs and LPs: Securities Law Basics (Aug 2019)
A practical discussion of securities law compliance issues, including when a membership or partnership interest is considered a security, and commonly used private offering exemptions.
Originally presented: Jul 2019 LLCs, LPs and Partnerships
Shana McGirl,
McGinnis Lochridge LLP - Austin, TX
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K. "Andy" Tiwari
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Session 10 —44 mins
The Texas Series LLC Turns 10: A Series of Remaining Questions and Updates on the New Uniform Protected Series Act and Changes in Delaware (Aug 2019)
The Texas Series LLC is a great tool for specific situations, but practitioners should be wary of the continuing distinction between an entity and its series. A brief examination of remaining questions and issues practitioners should consider before using a series in Texas and how the series interacts with other areas of law. A Uniform Protected Series Act is making its way through the states and seeks to resolve several of the supposed weaknesses in series law. A brief examination of how Texas compares to the new model code and what practitioners may want to know as more states adopt it. Delaware now allows for the creation of a "registered series." An update for practitioners and a brief examination of whether this might be a solution for open questions in Texas.
Originally presented: Jul 2019 LLCs, LPs and Partnerships
K. "Andy" Tiwari,
Tiwari, PLLC - Helotes, TX
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Briana Godbey
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Session 11 —45 mins
Secretary of State Update (Aug 2019)
Ever had a document rejected by the Secretary of State? Hear filing tips, do’s and don’ts and learn about other administrative issues that will make you an expert on filing with the Secretary of State.
Originally presented: Jul 2019 LLCs, LPs and Partnerships
Briana Godbey,
Office of the Secretary of State - Austin, TX
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John C. Ale, Frank Z. Ruttenberg
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Session 12 —43 mins
Issues and Drafting Tips When Owners’ Situations Differ (Aug 2019)
Partners or LLC members may differ in percentage ownership, financial wherewithal, or knowledge of the business. Address common mechanisms for protecting rights when the owners’ interests and profiles vary.
Originally presented: Jul 2019 LLCs, LPs and Partnerships
John C. Ale,
Southwestern Energy Company - Spring, TX
Frank Z. Ruttenberg,
Haynes and Boone, LLP - San Antonio, TX
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Gene Wolf Jr.
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Session 13 —50 mins
Estate Planner’s Toolbox: The Pass-Through Entity (Aug 2019)
Focus on the structure and use of business entities in estate planning.
Originally presented: Jul 2019 LLCs, LPs and Partnerships
Gene Wolf Jr.,
Kemp Smith LLP - El Paso, TX
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Daniel Bell-Garcia, Ryan Valenza
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Session 14 —42 mins
Drafting Deadlock-Breaking Mechanisms (Aug 2019)
A discussion of buy-sell provisions, put/call options and other deadlock-breaking mechanisms in LLC and partnership agreements. This presentation will provide the practitioner with a framework for avoiding litigation and/or termination when members, managers, and partners fail to agree.
Originally presented: Jul 2019 LLCs, LPs and Partnerships
Daniel Bell-Garcia,
Winstead PC - Austin, TX
Ryan Valenza,
Winstead PC - Austin, TX
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Erreka Campbell, Skyla R. Johnson, Nate St. Clair
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Session 15 —58 mins
Ethical Issues Presented by Changing Technology (Aug 2019)
Increasingly technology is integrated into the practice of law. Examine lawyers' current ethical responsibility in relation to the use of technology and how such responsibility may change as technological advances, like artificial intelligence, become more commonplace in the practice of law.
Originally presented: Jul 2019 LLCs, LPs and Partnerships
Erreka Campbell,
WeWork - Dallas, TX
Skyla R. Johnson,
HSB Solomon Associates, LLC - Dallas, TX
Nate St. Clair,
Jackson Walker LLP - Dallas, TX