EVENTS

Upcoming CLE:

Business Succession Planning:
Family Members, Key Employees & Other Considerations

Overview:

Carol A. Crossett, a Partner in Tully Rinckey PLLC’s New York City office, will be presenting a free continuing legal education (CLE) seminar; “Business Succession Planning: Family Members, Key Employees & Other Considerations” on Wednesday, August 10th, 2022.

The saying “There is a method to the madness” focuses on achieving reasonable goals and a strategy to get there. This saying is fitting when it comes to business succession planning because there is no such thing as “one size fits all”. However, business succession planning does not have to be madness when there is a method.

Attorneys will receive one (1) credit hour in Areas of Professional Practice upon completing this course. Newly admitted attorneys may attend and receive credit for this CLE. Tully Rinckey PLLC is an approved Accredited Provider through the New York State Continuing Legal Education Board.

Topics Include:

  • Developing a strategy with the client with the client’s goals in mind 
  • Considerations
  • Ideas, options & strategies
  • Buy-sells, using insurance policies, stock transfers
  • Franchise v. non-franchise business succession
  • Time to prepare the transactional documents and instruments

How to Join:

To participate, please register using the form on this page. Upon registering, you will receive a link and instructions on how to access the CLE.  A timed agenda, supplemental course materials, an attorney affirmation and a course evaluation will be circulated on the day of the CLE.

After the CLE, please fill out and return the completed attorney affirmation and course evaluation to cle@tullylegal.com. Upon receipt, we will provide a certificate of CLE completion.

If you have any questions about the CLE or our services, please contact us at cle@tulyllegal.com or 518-218-7100.

Registration:

Presented by:

Carol Crossett

Practice Areas:

Location

Overview:

Carol A. Crossett, Esq. is a Partner in the New York City office of Tully Rinckey PLLC. Carol heads the Commercial Law Group. Carol concentrates her practice on corporate and commercial litigation and transactions. Carol also possesses extensive experience handling business succession planning and trusts and estates matters.