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Representing Family and Closely Held Businesses
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Representing Family and Closely Held Businesses

Total Credits: 6.5 General or Practical Skills

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Business Law |  Family Law
6 Hours 30 Minutes
Audio and Video
Original Program Date :
Apr 17, 2015
OSB Course ID:
OnDemand: 90*1835
Access for 60 day(s) after purchase.


Oregon Law Institute
of Lewis & Clark Law School


Representing Family and Closely Held Businesses

Friday, April 17, 2015
Ambridge Event Center
1333 NE Martin Luther King Jr. Blvd.
Portland, Oregon
6.5 General or Practical Skills MCLE Credits  


8:00 a.m.         check-in and continental breakfast

8:25                 welcome

8:30–9:15        Employment Law Concerns for Small Businesses

                 •           Potential company liability under employment laws
                 •           Necessary changes to employee handbooks
                 •           Wage and hour traps
                 •           Preventing workplace harassment
                 •           Substance abuse issues with Measure 91
                 •           Upsurge in intern challenges
                 •           EEOC initiatives
                 •           Status of Oregon paid sick leave statute

                                   – Richard F. Liebman

 9:15–10:00      Oregon’s New Crowdfunding Legislation

                  •           Overview
                  •           The good, the bad, and the ugly
                  •           Mitigating the bad and the ugly

                                   – Mary P. Hull
                                   – James M. Kearney

 10:00–10:15    break

 10:15–11:00   Effect of Divorce on the Small Family Business

                                   – Charles Wilhoite, CPA
                                   – Gary J. Zimmer

 11:00–11:45   Tax Planning for Closely Held Businesses 

                    •           Tax strategies in entity formation
                    •           Planning for business expansion
                    •           Employee incentives
                    •           Planning for the sale of the business
                    •           Update on tax law changes affecting closely held businesses

                                    – Mark F. LeRoux
                                    – Michael J. Millender

 11:45–1:00     lunch (on your own)

 1:00–1:45       Estate Planning for Owners of Closely Held Businesses

                   •           Succession planning and transfers—different approaches in transferring the family business to the next generation
                   •           Payment of and current developments in estate tax
                   •          Valuation issues in a buy-sell agreement or other lifetime transfer agreement    and when a business is being transferred by gift or a death

                                    – Emily V. Karr

 1:45–2:30      Mergers, Acquisitions, and Sales of Closely or Family Held Businesses

                  •           Evaluating exit strategy options
                  •           Management, voting control, and deadlock provisions
                  •           Valuation/pricing formulas, methods, and earn-outs
                  •           Employment, termination, nondisclosure, and non-competition aspects
                  •           Managing the family business dynamic

                                    – Adam D. Rose

2:30–2:45       break

2:45–3:30       Forming a New Business: Choosing the Best Form of Entity

                  •           Business, management, liability protection, partnership, and tax considerations
                  •           Choosing whether to use a corporation, partnership, or limited liability company for a new business

                                 – David C. Culpepper

 3:30–4:15      Top 10 Intellectual Property Issues for Small Businesses:
                        How to Issue Spot and Advise Your Client on IP Issues

                   •           Confidentiality: preserving and maximizing the value in ideas
                   •           Avoiding mistakes and selecting an appropriate trademark
                   •           Using internet images for the business website
                   •           Whose idea is it? Securing rights from employees and contractors
                   •           Software licensing
                   •           Building a brand: Marketing 101
                   •           Copyright and trademark registration
                   •           Advising clients about patents, from the non-patent bar perspective
                   •           Open source, creative commons, and standards
                   •           Sharing the credit: cross licensing, joint development and  developing a market

                                    – Leigh F. Gill

4:15 p.m.          adjourn


FACULTY =================

David C. Culpepper
Thede Culpepper Moore
Munro & Silliman LLP

Leigh F. Gill
Immix Law Group

Mary P. Hull
Stoel Rives LLP

Emily V. Karr
Stoel Rives LLP

James M. Kearney
Stoel Rives LLP

Mark F. LeRoux
Tonkon Torp LLP

Richard F. Liebman
Barran Liebman LLP

Martin F. Medeiros, II
Medeiros Law Group

Michael J. Millender
Tonkon Torp LLP

Adam D. Rose
Rose Law Firm

Jere M. Webb
Stoel Rives LLP

Charles Wilhoite, CPA
Managing Director
Willamette Management Associates

Gary J. Zimmer
Zimmer Family Law, LLC



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