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Date
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OC-62031-01In this presentation, Kelly Ford discusses effectively closing the purchase and sale of a business, including ancillary agreements and closing documents, planning and coordination matters, closing organization and mechanics, and post-closing matters. This on-demand program was originally presented as an in-person program in March 2017.
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OC-62030-05In this presentation, Shelley Waite discusses acting for the aging client, including applying the legal test for capacity, conducting medical capacity tests, and dealing with undue influence. This on-demand program was originally presented as an in-person program in March 2017.
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OC-62030-04In this presentation, Helen Ward discusses attacking wealth transfers on the basis of a lack of capacity. This on-demand program was originally presented as an in-person program in March 2017.
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OC-62030-03In this presentation, Dr. Arlin Pachet discusses issues, best practices, and risks in capacity assessments. This on-demand program was originally presented as an in-person program in March 2017.
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OC-62030-02In this presentation, Stan Rule discusses how to identify and minimize the risk of undue influence, and how to deal with red flags and document a file. This on-demand program was originally presented as an in-person program in March 2017.
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OC-62030-01In this presentation, Kimberly Whaley discusses the nature and origin of the law of undue influence within the context of testamentary planning and inter vivos gifts. This on-demand program was originally presented as an in-person program in March 2017.
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OC-62027-03In this presentation, Rhonda Elder discusses restrictive covenants in employment contracts and business sale agreements. Bonus videos are included. This on-demand program was originally presented as an in-person program in February 2017.
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OC-62027-02In this presentation, D. Jonathan Coombs reviews 10 common boilerplate provisions that should be considered in every agreement. Bonus videos are included. This on-demand program was originally presented as an in-person program in February 2017.
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OC-62023-06In this presentation, Michael Klaray discusses drafting to avoid problems associated with having multiple executors. This on-demand program was originally presented as an in-person program in November 2016.
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OC-62027-01In this presentation, Michael Jones discusses considerations and suggestions for drafting and negotiating. Bonus videos are included. This on-demand program was originally presented as an in-person program in February 2017.
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OC-62023-05In this presentation, Jason Sweeney discusses the personal representative's duty to account, forms of accounts, types of accounting, and what must be proven. This on-demand program was originally presented as an in-person program in November 2016.
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OC-62023-04This presentation discusses the business of law and client management as it applies to an estate administration practice. This on-demand program was originally presented as an in-person program in November 2016.
