Due Diligence in Real Estate: How to Conduct and Use - A National Perspective

ISBA Members: Use your 15 hours of Free CLE credits to order this program –
just use the green button next to the “Add to Cart” button below!

Presented by the ISBA


1.0 hour MCLE credit


Original Program Date: February 14, 2023
Accreditation Expiration Date: September 13, 2025 (You must certify completion and save your certificate before this date to get MCLE credit)


This program will provide you with a real-world guide to due diligence in real estate transactions – what information you need, where to get it, and the timeframes involved – depending on the type of transaction involved. The relationship between the duration and depth of due diligence and the state of the market – how “hot” markets involve more risk because sellers or others are reluctant to give lengthy diligence periods – will be discussed. The program will also discuss using information obtained in diligence to draft specific reps and warranties. This program will provide you with a real-world guide to planning due diligence in real estate transaction – essential information to obtain depending on the transaction involved and how to tie that information the transaction’s reps and warranties.

  • Relationship between diligence and market conditions – willingness of sellers to cooperate or not
  • Using diligence to draft specific reps and warranties
  • Service contracts, condominium HOAs, and other contracts
  • Review of leases, rent rolls, and financial statements
  • Title work – liens and other encumbrances
  • Zoning, regulatory and tax issues
  • Notices of new or special tax assessments

Speaker:

Richard R. Goldberg is a retired partner, resident in the Philadelphia office of Ballard Spahr, LLP, where he established an extensive real estate practice, including development, financing, leasing, and acquisition. Earlier in his career, he served as vice president and associate general counsel of The Rouse Company for 23 years. He is past president of the American College of Real Estate Lawyers, past chair of the Anglo-American Real Property Institute, and past chair of the International Council of Shopping Centers Law Conference. Mr. Goldberg is currently a Fellow of the American College of Mortgage Attorneys and is a member of the American Law Institute. Mr. Goldberg received his B.A. from Pennsylvania State University and his LL.B. from the University of Maryland School of Law.


Pricing Information
  • Please Note: You must attend the entire program in order to earn MCLE credit for this seminar.
  • ISBA sponsoring section members get a $10 registration discount (which is automatically calculated in your cart when you log in to register).
  • Fees:
    • ISBA Member Price of $30 is displayed below when you login and program is eligible for Free CLE member benefit
    • New Attorney Member (within the first five years of practice) - $25
    • Law Students - Free

Many employers with at least fifty employees in the six-county Chicago area will have to provide their full-time employees with pre-tax public transit benefits starting January 1, 2024, under a new Illinois law.

From: 
The National Law Review

Illinois has outlawed book bans, and that new law was the focus on Capitol Hill Tuesday.

From: 
mystateline.com

Officials in DuPage County showed off the courtroom changes they've made ahead of next week's wide-scale implementation of the Safe-T Act.

From: 
ABC 7

The Adams County Board heard an update Tuesday night on plans to address mold inside the Adams County courthouse.

From: 
WGEM

A top board official says the courts, not the election board, would determine if Trump’s ties to the insurrection disqualify him from being on the ballot.

From: 
WBEZ

The law, effective Monday, makes Illinois the first state to ban money bonds. Some supporters of the change worry that judges will turn to EM.

From: 
WBEZ

Trust in Estate Planning in 2023: A Year of Change & Challenge - A National Perspective

ISBA Members: Use your 15 hours of Free CLE credits to order this program –
just use the green button next to the “Add to Cart” button below!

Presented by the ISBA

1.0 hour MCLE credit


Original Program Date: February 10, 2023
Accreditation Expiration Date: ­­­­­­­­­­­­­­­­­­­­­­­­­September 12, 2025 (You must certify completion and save your certificate before this date to get MCLE credit)


Trust and estate planning in 2023 will require navigating many rocky patches. There are new assets classes. Inflation is rising. We are still dealing with the ongoing effects of the pandemic. There is legislation pending to substantially alter the taxability of estates. Familiar planning platforms and techniques may no longer be efficacious as change unfolds. Planning requires not only looking at the law as it is today but as it may change – perhaps dramatically – during the year. This program will provide you with a practical guide to planning in the uncertainty of 2023.
  • Tax legislation that will or has changed the taxability of estates
  • Planning with rising inflation – and higher interest rates?
  • Trends in valuation of estates with higher rates
  • Considering how to handle new asset classes
  • Planning for the ongoing effects of the pandemic


Speakers:

Michael Sneeringer a partner in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute. Mr. Sneeringer received his B.A. from Washington & Jefferson College, his J.D., cum laude, St. Thomas University School of Law, and his LL.M. from the University of Miami School of Law.

Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses. She also represents clients before federal and state taxing authorities. Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001. Ms. Vaselaney received her B.A. from the University of Dayton and her J.D. from the Cleveland-Marshall College of Law.


Pricing Information
  • Please Note: You must attend the entire program in order to earn MCLE credit for this seminar.
  • ISBA sponsoring section members get a $10 registration discount (which is automatically calculated in your cart when you log in to register).
  • Fees:
    • ISBA Member Price of $30 is displayed below when you login and program is eligible for Free CLE member benefit
    • New Attorney Member (within the first five years of practice) - $25
    • Law Students - Free

Drafting Employment Agreements for Commission Based Employees - A National Perspective

ISBA Members: Use your 15 hours of Free CLE credits to order this program –
just use the green button next to the “Add to Cart” button below!


Presented by the ISBA


0.75 hour MCLE credit


Original Program Date: February 3, 2023
Accreditation Expiration Date: September 12, 2025 (You must certify completion and save your certificate before this date to get MCLE credit)


Every organization depends on generating sales, often sales made by sales agents. Drafting agreements for salespeople is complex and unlike other employment agreements. The primary task is defining a workable sales commission and incentive structure that is durable while the sales agent works for your client and that limits legal liability and practical damage after the sales agent separates from employment. There are also complex issues of post-employment payments, internal reporting and support, and preserving the confidentiality of proprietary employer information such as client/customer lists, pricing schedules, vendor information and more after the sales agent has departed – perhaps to a competitor. This program will provide you with a practical guide to drafting sales agents’ agreements for business clients.

  • Commission and incentive structures – and common traps after an agent departs
  • Differences between employee v. independent contractor sales staff
  • Common traps employers make in including unlawful terms
  • Wage and hour issues in commission and incentive compensation agreements
  • Protecting client and price lists, vendor information & other sensitive information when a sales agent leaves
  • Scope of protectable interests and practical steps required to enforce confidentiality


Speaker:

Jennifer S. Baldocchi is a partner in the Los Angeles office of Paul Hastings, LLP, and co-chair of the firm’s employment department. She has a broad-based employment practice, with a focus on intellectual property, including employee mobility, trade secrets, covenants not to compete, unfair competition, and related business tort claims. Her practice also involves advising and defending employers in complex employment claims such as wrongful discharge, discrimination, retaliation, and harassment. She also counsels clients in wage and hour issues and investigations. Ms. Baldocchi earned her B.A., with honors, from the University of California, Berkeley, and her J.D. from Loyola Law School.


Pricing Information
  • Please Note: You must attend the entire program in order to earn MCLE credit for this seminar.
  • ISBA sponsoring section members get a $10 registration discount (which is automatically calculated in your cart when you log in to register).
  • Fees:
    • ISBA Member Price of $22.50 is displayed below when you login and program is eligible for Free CLE member benefit
    • New Attorney Member (within the first five years of practice) - $22.50
    • Law Students - Free

In July, Instagram’s parent company Meta Platforms, Inc. agreed to a $68.5 million class-action biometric privacy settlement in connection with the company’s alleged violation of Illinois’ Biometric Information Privacy Act, 740 ILCS 14/1, et seq. (BIPA).

From: 
The National Law Review