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62248.23This paper provides an analysis of the factors that a solicitor must consider when advising a client on business succession planning. It examines the solicitor’s role in identifying goals & objectives, identifying issues and extenuating circumstances, and choosing a business succession team. This paper is part of a collection presented at LESA’s 2022 Refresher: Wills and Estates program in Banff on April 29-May 2, 2022.
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OC-62248-10Analyze the factors that a solicitor must consider when advising a client on business succession planning. This on-demand program was originally presented as an in-person session on May 1, 2022, as part of LESA’s Refresher 2022: Wills and Estates. Total running time is 1 hour, 9 minutes.
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OC-62256Explore the things you didn’t think you needed to know about shareholder agreements in this informative on-demand program. For over 40 years, presenter Gary Clark has worked with some of Western Canada’s most successful business owners and is an industry recognized expert in the area of Shareholder Agreements. This on-demand program was originally broadcasted as a webinar on November 23, 2021. Total running time is 1 hour, 22 minutes.
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OC-62229Focus on preliminary and pre-transaction considerations, and explore key transaction structuring considerations and the transaction agreement. Delve into closing the transaction and explore preferential rights and special considerations. This on-demand series was originally broadcasted as webinars between September to October, 2021. Each session is approximately 1 hour, 30 minutes.
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OC-62229-3Delve into closing the transaction and explore preferential rights (tag-along, drag-along, shotgun clause, rights of first refusal) and special considerations (intellectual property, non-compete clauses, operatorship, employees). This on-demand program was originally broadcasted as a webinar on October 4, 2021. Total running time is 1 hour, 28 minutes.
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OC-62229-2Dive into the transaction agreement, including must-have key provisions, formation, contributions (cash vs. in-kind), funding, profit & loss sharing, decision making, expansion, new partners, financing, withdrawal, and dissolution. This on-demand program was originally broadcasted as a webinar on September 20, 2021. Total running time is 1 hour, 22 minutes.
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OC-62229-1This on-demand program focuses on preliminary and pre-transaction considerations, including non-disclosure and exclusivity. Explore key transaction structuring considerations such as business organization/structure (joint venture vs. limited partnership vs. corporation) and tax considerations. This on-demand program was originally broadcasted as a webinar on September 13, 2021. Total running time is 1 hour, 13 minutes.
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OC-62236Identify, unpack, and intervene in systemic racism within legal institutions and your own practice. Moving beyond a diversity and inclusion lens, this session encourages members of the legal community to develop an anti-racist framework. This on-demand program was originally broadcasted as a webinar on September 9, 2021. Total running time is 1 hour, 54 minutes. This on-demand program is complimentary.
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62205.01This template letter, written from the perspective of counsel for a purchaser, provides sample clauses that will assist practitioners in determining the scope and depth of due diligence inquiries. This paper was presented at LESA’s Due Diligence in M&A Transactions webinar on January 21, 2021.
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62204.04This paper provides a general overview of corporate law and corporate law structures. It also highlights some of the issues that clients and their lawyers should consider when incorporating in Alberta.
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62204.03This paper provides an overview of fundamental changes and voluntary liquidations and dissolutions. It highlights the practical considerations that practitioners should be aware of when advising clients.
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62204.01This paper provides a general overview on guarantees provided by individuals, independent legal advice, and the scope of opinions for borrower and lender counsel in commercial lending transactions.
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