Calendar of Events

Estate & Business Succession Planning
Date: 03/23/2017
Location: The Chicago Bar Association, 321 South Plymouth Court, Chicago, IL 60604
Presented by: Trust Law
Experience Level: Basic
MCLE Credit: 2.5 IL MCLE Credits
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Learn what the well-prepared practitioner needs to know to guide the family business owner with estate and succession planning of the business to non-family owners and employees.
Topics include:
  • IPO
  • Sale - Strategic Buyers v. Private Equity Buyers
  • ESOP Leveraged Recapitalization
  • Management Buyout
  • Stock Options
  • Phantom Stocks
  • Stock Appreciation Rights
  • Change of Control Provision
  • Gifting
  • GRATs
  • Sales to IDGT
  • Life Insurance
  • Stock Redemption
  • Cross Purchase
  • Valuation + Discounts
  • Advisory Board
  • Board of Directors

Registration / Cancellation Policy

In Person: Registrations for attending programs in-person must be received 3 hours prior to the start of the program or a $10 on-site registration fee will apply. All cancellations for in-person attendance must be received in writing 24-hours prior to the seminar to receive a refund (fax 312-554-2054 or email CLEAdvantage members who do not cancel in-person registration in writing 24-hours prior to the seminar will be subject to a $15 cancellation fee.

Webcast: Registrations for attending a program via live webcast must be completed online prior to the publicized start time of the webcast. Persons registering for webcasts can view webcasts as live or archived events. Cancellations for webcast registrations from non-CLE Advantage members must be received in writing 24-hours prior to the seminar to receive a refund (fax 312-554-2054 or email

Questions about registration, please call CBA Ticketing at 312-554-2056.
Information on Seminar Materials

Materials for all seminars will be available to download or print under the CLE tab. You must be registered for the seminar and logged into the website to access the materials. Hard copies of materials will be available at seminars if they are pre-ordered at an additional cost of $25 per seminar. (CLE Advantage members are required to pay this fee to receive hard copies of seminar materials.)


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