Business & Securities Law

4.3

Dealership Law: Franchising, Lending, and More

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
OnDemand
5 hours 53 minutes
Andrew Sherman
Samuel Wolf
Kevin Timson
Shahzad Qadri
Alexandra Rozzi
Phillip Raine
With Andrew J. Sherman from Brown Rudnick LLP + 5 others
Recorded June 23, 2025.
Product ID 100445

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$449

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Overview

Manage Dealer Compliance, Contracts, and Claims

Whether your clients sell cars, heavy machinery, or beauty salon equipment, key dealership laws and compliance issues apply. This comprehensive overview provides you with essential knowledge of franchise and consumer protection laws with a special focus on contract drafting and disputes. Prepare to manage franchise relationships, business transactions, consumer protection, and regulatory compliance - register today!

  • Protect franchisees' rights and interests in contract negotiations, disputes, and termination.
  • Choose the right entity structure and ensure smooth ownership transitions.
  • Minimize liability exposure and help dealers maintain positive consumer relations.
  • Review critical dealership contracts and get pointers for tailoring them to specific clients' needs.
  • Help dealers comply with sales and business tax laws.

Abbreviated Agenda

  1. Franchise Law Compliance and Disputes
  2. Formation of Dealer Business Entities, Buy-Sell Transactions, and Succession Planning
  3. Consumer Protection Rights and Claims
  4. Essential Dealership Contracts
  5. Basic Dealership Tax Planning and Compliance: Sales, Property, Business
Product ID 100445

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Select Jurisdiction
CLE

Agenda

All times are shown in
  1. Franchise Law Compliance and Disputes

    1. The Essentials: Manufacturer Sales and Service Agreement Clauses and Considerations
    2. Retail Warranty Agreements and Reimbursement
    3. Advertising Regulations
    4. Licensing and IP Issues
    5. Minimum Mark-Up Statutes
    6. Settling Franchisee Disputes With Franchisors and Manufacturers
  2. Formation of Dealer Business Entities, Buy-Sell Transactions, and Succession Planning

  3. Consumer Protection Rights and Claims

    1. Lemon Laws
    2. Deceptive Lending and Collections Violations
      1. Truth in Lending Act (TILA) Compliance in Disclosure of Credit Terms and Fees
      2. Fair Credit Reporting Act (FCRA) Compliance
      3. Staying in Compliance With the Fair Debt Collection Practices Act (FDCPA)
    3. Consumer Claims: Top Causes of Action and Common Defenses
    4. Deceptive Deals and Dealership Fraud
  4. Essential Dealership Contracts

    1. Consumer Purchase Agreements: Overview and Drafting Tips
    2. Vendor Contracts Analyzed
    3. Leases and Real Estate Transactions Related to Franchisee/Franchisor Relationship
    4. Cybersecurity and Data Security Compliance in Contract Drafting and Negotiation
  5. Basic Dealership Tax Planning and Compliance: Sales, Property, Business

Who Should Attend

This legal course is designed for attorneys. Owners of dealerships and franchises, lenders, and paralegals will also benefit.

Speakers

Andrew J Sherman
Andrew J.
Sherman
Brown Rudnick LLP
Samuel C Wolf
Samuel C.
Wolf
Brown Rudnick LLP
Kevin E Timson
Kevin E.
Timson
Arentfox Schiff LLP
Shahzad Qadri
Shahzad
Qadri
Wong Fleming
Alexandra M Rozzi
Alexandra M.
Rozzi
Fitzpatrick Lentz & Bubba, P.C.
Phillip R Raine
Phillip R.
Raine
Chartwell Law
Speaker bio
Andrew J Sherman

Andrew J. Sherman

Brown Rudnick LLP
Andrew Sherman

is a partner in Brown Rudnick LLP's corporate practice group and co-practice group leader of the firm's emerging growth companies and venture capital group. A recognized authority on the legal and strategic aspects of business growth, his practice is concentrated on domestic and international franchising, mergers and acquisitions, and corporate counseling. Mr. Sherman focuses his practice on issues affecting business growth for companies at all stages, including developing strategies for licensing and leveraging intellectual property and technology assets, intellectual asset management and harvesting, as well as international corporate transactional and franchising matters. He has served as a legal and strategic advisor to dozens of Fortune 500 companies and hundreds of emerging growth companies across a number of diverse industries, including leisure and hospitality, food and beverage, retail, financial services, energy, manufacturing, health and life sciences, sports, entertainment, and music. Mr. Sherman has represented U.S. and international clients from early stage, rapidly growing startups, to closely held franchisors and middle market companies, to multibillion-dollar international conglomerates. He also counsels on issues such as franchising, licensing, joint ventures, strategic alliances, capital formation, distribution channels, technology development, and mergers and acquisitions. Mr. Sherman has written nearly 30 books on the legal and strategic aspects of business growth, franchising, capital formation, and the leveraging of intellectual property, most of which can be found on Amazon. He also has published many articles on similar topics and is a frequent keynote speaker at business conferences, seminars, and webinars. Mr. Sherman has appeared as a guest commentator on CNN, NPR, and CBS News Radio, among others, and has been interviewed on legal topics by The Wall Street Journal, USA Today, Forbes, U.S. News & World Report, and other publications. He serves as an adjunct professor in the MBA programs at the University of Maryland, as well as the Georgetown University Law Center. Mr. Sherman is a multiple recipient of the University of Maryland at College Park's Krowe Excellence in Teaching Award.

Speaker bio
Samuel C Wolf

Samuel C. Wolf

Brown Rudnick LLP
Samuel Wolf

is an associate in Brown Rudnick LLP's corporate practice group and a member of the franchise group. His practice centers on negotiating and drafting corporate and franchise related agreements, preparing franchise disclosure documents, franchise agreements, area development agreements, area representative agreements, closing acquisition and sale transactions, and advising clients on franchisee/franchisor relational matters in mergers and acquisitions. Mr. Wolf also has experience resolving regulatory problems for franchisors, drafting beer distribution agreements, and designing nationwide exemption-based franchise plans. Prior to joining Brown Rudnick, he was a senior counsel for a national firm and an associate at Lewitt, Hackman, Shapiro, Marshall & Harlan specializing in franchise and distribution law. Mr. Wolf is a certified specialist in franchise and distribution law designated by the State Bar of California Board of Legal Specialization, and has been recognized as one of Southern California's Rising Stars in Franchise and Dealership law by Super Lawyers. He earned his B.A. degree from University of Wisconsin Madison and his J.D. degree from Southwestern Law School.

Speaker bio
Kevin E Timson

Kevin E. Timson

Arentfox Schiff LLP
Kevin Timson

brings more than 25 years of combined business and legal experience to ArentFox Schiff LLP. He has served private and public company clients, with businesses ranging in size from $500,000 to $500 million in valuation. Mr. Timson has extensive experience representing automotive dealership clients on a range of legal matters, including M&A, real estate, business divorce, succession planning, customer and manufacturer settlements, disputes, and litigation, as well as real-estate financing, entity formation, and commercial contracts. His clients span the United States, though he has notable experience representing clients local to the Northeast. Mr. Timson also regularly counsels franchised automotive dealers on multi-store buy-sell transactions, manufacturer disputes, sales, customer service, and facility deficiencies, state DMV licensing, partner buy-ins and buy-outs, as well as the negotiation of management contracts. He is an active member of the National Association of Dealer Counsel. Mr. Timson has written articles in various trade publications and given presentations to state and regional motor vehicle and marine vessel associations across the country, including the New York State Automobile Dealers Association, Greater New York Auto Dealers Association, New York Independent Automobile Dealers Association, Massachusetts State Automobile Dealers Association, Minnesota Automobile Dealers Association, Kentucky Automobile Dealers Association, Marine Retailers Association of America and the New Mexico Automotive Dealers Association. He earned his B.A. degree from Rice University, his M.P.A. degree from Syracuse University and J.D. degree from New York Law School.

Speaker bio
Shahzad Qadri

Shahzad Qadri

Wong Fleming
Shahzad Qadri

is a partner in the firm's Redmond, Washington office of Wong Fleming and chair of the immigration law practice group. He concentrates his practice in the areas of immigration law, real estate and corporate matters with a focus on investment based EB-5 Regional Centers. Prior to joining Wong Fleming, Mr. Qadri served as a deputy prosecuting attorney for the King County Prosecutors' office in Seattle, Washington. He also has significant experience in the areas of insurance defense and toxic torts. Mr. Qadri has the distinct honor of being named as a Rising Star in the legal profession by Law & Politics. He was nominated as a fellow to the Washington Leadership Institute. Mr. Qadri earned his B.A. degree, magna cum laude, from University of Washington and J.D. degree from Seattle University School of Law.

Speaker bio
Alexandra M Rozzi

Alexandra M. Rozzi

Fitzpatrick Lentz & Bubba, P.C.
Alexandra Rozzi

is an attorney with Fitzpatrick Lentz & Bubba, P.C. She practices in the firm's corporate, business and banking and taxation groups. With prior experience working in a global tax audit and consulting firm and as an honors intern with the Internal Revenue Service, Ms. Rozzi is well-versed in drafting tax considerations for multinational corporations' legal entity mergers and acquisitions, and formations. Her focus will be assisting clients with various business, transactional and complex tax matters, and providing tax analyses with respect to mergers, acquisitions, entity structuring, and nonprofits in relation to local, state and federal taxation. Ms. Rozzi is a member of the American Bar Association, Pennsylvania Bar Association and Philadelphia LGBTQ Bar Association. She earned her B.A. degree, summa cum laude, from Lycoming College and her J.D. degree from Villanova University Charles Widger School of Law.

Speaker bio
Phillip R Raine

Phillip R. Raine

Chartwell Law
Phillip Raine

is a member with Knight Nicastro MacKay, LLC. He is a trial lawyer who defends corporations, insurance companies, medical facilities and transportation companies in state and federal courts throughout Missouri and Kansas. Mr. Raine practices in all areas of civil litigation with a focus on serious personal injury and wrongful death. He is a member of The Missouri Bar, Lawyers Association of Kansas City and Kansas City Metropolitan Bar Association. Mr. Raine earned his B.A. degree from Truman State University and his J.D. degree from the University of Missouri Columbia School of Law.

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