Materials

LLCs, LPs and Partnerships, now in its 33rd year, features a distinguished faculty of practitioners and academics covering the latest developments in unincorporated entities. The program provides great forms, model agreements, coverage of best practices for key clauses and provisions, and analyzes issues faced by practitioners. 2024 highlights include: Two-part Case Law Updates Showcasing 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). Hear the latest developments affecting members, owners, and partners in the areas of employment, including enforcement of non-competition and nondisclosure agreements, confidentiality and more. “Breaking Up is Hard to Do”: S Corp, LLC, and Partnership Divisions, examines how to spin-off, split-off, or split-up a passthrough entity, including business and tax considerations and pitfalls for the unaware. The Secretary of State provides updates and resources to make tour transactions with the office easier including information on their system modernization program with a review of online service available in the new SOS portal. Explore practical considerations for business lawyers and their clients when businesses are considering bankruptcy. Earn 3.00 hours of legal ethics including a presentation on Integrating the New Texas Disciplinary Rules and Changes Into Your Practice. Be sure to join your colleagues, faculty members, and planning members for our Thursday Evening Networking Reception. New this year, come a day early for Wednesday evening’s Choice of Entity Fundamentals—ideal for beginners or a great refresher for experienced practitioners.

LLCs, LPs and Partnerships, now in its 32nd year, features a distinguished faculty of practitioners and academics covering the latest developments in unincorporated entities. The program provides great forms, model agreements, coverage of best practices for key clauses and provisions, and analyzes issues faced by practitioners. 2023 highlights include: Hear the latest updates in Texas case law, as well as filing tips and administrative guidance from the Secretary of State. Examine recent cases under state and federal law exploring the boundaries of “What is a Security?”. Hear a summary of selected bills passed in the 2023 Texas Legislature affecting partnerships and limited liability companies.  Texas Two-Step: What’s all the Fuss About? Provides a summary of the state of play in this zone. Covenants Not to Compete and the Proposed FTC Ban covers the proposed rule, the status of potential opposition to the rule, as well as what businesses should do to prepare in the event the rule is approved in its current form.

LLCs, LPs and Partnerships, now in its 31st year, features a distinguished faculty of practitioners and academics covering the latest developments in unincorporated entities. The program provides great forms, model agreements, coverage of best practices for key clauses and provisions, and analyzes issues faced by practitioners. 2022 highlights include: Hear the latest updates in Texas case law, as well as filing tips and administrative guidance from the Secretary of State. A discussion of some of the motivations driving the use of LLCs as S corporations, some of the potential issues and some of the drafting and structuring issues that should be considered if an LLC is taxed as an S corporation. Review three model agreements tailored for a closely held company, including a discussion of some recent changes in the models as well as decisions that the authors made in drafting the models to help improve your drafting skills and result in better operating agreements. Hear a discussion how small businesses can be intentional about doing their part to create a more equitable workplace and community. Dive into current partnership audit rules with a particular focus on their impact on private equity and other investment funds and examine provisions in partnership or LLC agreements to address the new audit regime. Earn 3.00 hours of legal ethics including a presentation on How to Ethically and Legally Represent a Business Organization in Crisis: Client Confidences, Reporting Up the Ladder or Out to Third Parties. Be sure to join your colleagues, faculty members, and planning members for our Thursday Evening Networking Reception. Back this year, come a day early for Wednesday evening’s Nuts and Bolts of LLCs, LPs and Partnerships—ideal for beginners or a great refresher for experienced practitioners.

LLCs, LPs and Partnerships, now in its 30th year, features a distinguished faculty of practitioners and academics covering the latest developments in unincorporated entities. This year’s live webcast offers a flexible schedule of three partial days that provide great forms, model agreements, coverage of best practices for key clauses and provisions, and analyzes issues faced by practitioners. 2021 webcast highlights include: Hear the latest updates in Texas case law, as well as filing tips and administrative guidance from the Secretary of State. Hear a summary of non-tax legislation that has been adopted in the 2021 Texas Legislature that affects partnerships and LLCs and selected other entity-related bills, including amendments to the TBOC and TBCC and a brief summary of the Texas business courts bill. Three part series on the purchase and sale of interest for unincorporated entities from both the inside and outside. The latest Federal Tax Update: Hot Topics in Partnership Tax State Tax Considerations for Those Moving to the Lone Star State discusses the taxes imposed by the Lone Star State with a special focus on two key business taxes: Texas sales and use tax and Texas franchise tax. Earn 3.00 hours of legal ethics including a presentation on multi-party representation, technology use for attorneys, and the new Texas Disciplinary Rules.

LLCs, LPs and Partnerships, now in its 29th year, features a distinguished faculty of practitioners and academics covering the latest developments in unincorporated entities. The virtual program provides great forms, model agreements, coverage of best practices for key clauses and provisions, and analyzes issues faced by practitioners. 2020 highlights include: Hear the latest updates in Texas case law, as well as filing tips and administrative guidance from the Secretary of State. Coronavirus Relief Legislation Update Learn about bankruptcy law issues related to unincorporated entities. Who is a Partner?, a discussion covering partners by estoppel (purported partners), non-equity partners, and other circumstances in which the status of being a “partner” is important. Hear a discussion presenting three model agreements tailored for a closely held company and walk through decisions that the authors made in drafting the agreements to help improve your drafting skills and result in better operating agreements. Examine, in non-technical terms, why Target Allocations are used, how they work, and whether they should be an acceptable allocation method. Learn drafting techniques to better prepare a family partnership, how to keep your contract out of the courtroom, Enterprise Products update and much more. Earn 2.25 hours of legal ethics including a presentation on Ethics of Technology in Law Practice: What Lawyers Need to Know. Tune in a day early for Wednesday evening’s Nuts and Bolts of LLCs, LPs and Partnerships—ideal for beginners or a great refresher for experienced practitioners.

LLCs, LPs and Partnerships, now in its 28th year, features a distinguished faculty of practitioners and academics covering the latest developments in unincorporated entities. The program provides great forms, model agreements, coverage of best practices for key clauses and provisions, and analyzes issues faced by practitioners. 2019 highlights include: Hear the latest updates in Texas case law, as well as filing tips and administrative guidance from the Secretary of State. Legislative Update summarizes the non-tax legislation, that has been or is expected to be adopted, in the 2019 Texas Legislature that affects partnerships and LLCs. Federal Tax Update reviews legislative, judicial, and IRS guidance over the past year as it impacts partnerships and LLCs.  Texas State Tax Update explores recent developments regarding the Texas franchise tax and the Texas sales and use tax. Fundraising for LLCs and LPs: Securities Law Basics provides practical discussion of securities law compliance issues. Gain practical tips for drafting to protecting the minority partner, updates on Series LLC including when to use, charging orders updates and much more. Earn 2.00 hours of legal ethics including a presentation on Ethical Issues Presented by Changing Technology. New this year, be sure to join your colleagues, faculty members, and planning members for our Thursday Evening Networking Reception. Come a day early for Wednesday evening’s Nuts and Bolts of LLCs, LPs and Partnerships—ideal for beginners or a great refresher for experienced practitioners.

LLCs, LPs and Partnerships, now in its 27th year, features a distinguished faculty of practitioners and academics covering the latest developments in unincorporated entities, including impacts of recent tax reform legislation and the use of pass-through entities. The program provides great forms, model agreements, coverage of best practices for key clauses and provisions, and analyzes issues faced by practitioners. Hear the latest updates in Texas case law, as well as filing tips and administrative guidance from the Secretary of State. Hear a Federal Tax Update as well as a discussion on Choice of Entity after Tax Reform, exploring the factors that may influence your selection including when and why to use pass-through entities.  Review the recent Dallas Court of Appeals decision in Enterprise Products Partners v. Energy Transfer Partners, L.P. and get an update on inadvertent partnerships in light of that decision. Gain practical tips for drafting indemnity provisions, amendment provisions, and ownership exit agreements. Explore essential securities considerations, filing requirements and more.  Understand the IRS’s new approach to partnership audits in Drafting Partnership and LLC Agreements for the New Partnership Audit Rules. Learn the basics of Blockchain technology and smart contracts. Earn 2.00 hours of legal ethics including a presentation on Modern Ethics and the Moveable Lawyer. Come a day early for Wednesday evening’s Nuts and Bolts of LLCs, LPs and Partnerships—ideal for beginners or a great refresher for experienced practitioners.

LLCs, LPs and Partnerships, now in its 26th year, features a distinguished faculty of practitioners and academics covering the latest developments in unincorporated entities. The program provides great forms, model agreements, coverage of best practices for key clauses and provisions, and analyzes issues faced by practitioners. Hear the latest updates in federal and Texas case law, as well as filing tips and administrative guidance from the Secretary of State. Explore the latest state and federal legislative developments, including proposed tax reform, what may be enacted, and how it may affect your choice of entity decisions in The Sausage So Far: Tax Reform Legislative Update. Get drafting essentials in light of the new partnership audit rules, including how to draft partnership and operating agreements to accommodate the unknown developments. Learn about Essential Securities and Compliance Issues with a practical discussion of the state and federal securities law requirements and common issues that arise in private offerings. Explore circumstances that can lead to inadvertent partnerships and how to avoid partnership characterization; plus, hear ways to facilitate an orderly exit when an LLC or partnership must come to an end. Learn about opportunities to offer pro bono services, including guidance, tips, and possible pitfalls to look out for in Beyond the Starfish: Pro-Bono Opportunities for the Business Lawyer Earn 2.50 hours of legal ethics, including Nuts and Bolts Ethics for the Business and Transactional Lawyer and Effective Engagement Letters and Other Simple Risk-Management Tools; Come a day early for Wednesday evening’s Nuts and Bolts of LLCs, LPs and Partnerships—ideal for beginners or a great refresher for experienced practitioners.

LLCs, LPs and Partnerships, now in its 25th year, features a distinguished faculty of practitioners and academics covering the latest developments in unincorporated entities. The program provides great forms, model agreements, best practices for key clauses and provisions, and analyzes issues faced by practitioners. Hear the latest updates in federal and Texas case law, as well as filing tips and administrative guidance from the Secretary of State. Prepare for important changes in partnership tax liability collection and audit procedures. Explore key differences in LLC and partnerships laws in Texas and Delaware, and reasons for choosing each jurisdiction. Review sample forms and learn tips for drafting key provisions: basic forms and model company agreements for simple LLCs, provisions for Subchapter S elections, and more. Gain insight on how Series LLCs are being used, as well as pros and cons in their application. Understand state and federal exemptions for securities offerings, and practical guidance to avoid common pitfalls. Earn 2.00 hours of legal ethics including a practical discussion of the legal and ethical dilemmas facing law firms on the brink of collapse; plus a study of recent ethics cases and opinions affecting lawyers. Come a day early for Wednesday evening’s Primer: Nuts and Bolts of LLCs, LPs and Partnerships — ideal for beginners or a great refresher for experienced practitioners.  

LLCs, LPs and Partnerships, now in its 24th year, features a distinguished faculty of practitioners and academics covering the latest developments in unincorporated entities. The program provides great forms, model agreements, coverage of best practices for key clauses and provisions, and analyzes issues faced by practitioners. Hear the latest updates on federal and Texas case law: bills passed in the 2015 Texas Legislature, including changes to the Texas Margin Tax, the latest federal tax developments, and tips from the Secretary of State. Review sample forms and learn tips for drafting key provisions: basic forms and model company agreements for simple LLCs, provisions for limited partnerships and LLCs and what is often overlooked and more. Gain insight on best practices and issues impacting practitioners: liability issues for managers, general partners and other agents in LLCs, the impact of Ritchie on remedies of minority owners, consequences of an LLC member filing for bankruptcy, the use of “tax partnerships” in the oil patch and more. Earn 2.50 hours of legal ethics including an interactive presentation on ethics in spotting and resolving conflict issues with George W. Coleman and Claude E. Ducloux; plus The Complete Professional: Effective Interactions with Courts, Clients, Counsel and Colleagues with Michael P. Maslanka. Come a day early for Wednesday evening’s Primer: Nuts and Bolts of LLCs, LPs and Partnerships—ideal for beginners or a great refresher for experienced practitioners.