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OnDemand Recording
Course Book Download
Overview
Ten Topics. One Day. Everything Business Attorneys Need to Stay Current on Entity Law in 2027.
Business entity law is moving fast on multiple fronts at once. This six-hour program covers all of it. Focused segments move efficiently through the statutory changes, case law, drafting tactics, and practice management questions defining business entity practice in 2027: from Delaware amendments and operating agreement enforcement to real estate LLC disputes, succession planning, and the ethics of AI-assisted work. Register today!
- Draft stronger operating agreements using OBBBA's permanent tax changes and current law.
- Spot veil-piercing and fiduciary duty exposure before it becomes your client's litigation.
- Identify the formation, drafting, and liability risks in series LLCs across jurisdictions.
- Use AI in your entity practice confidently: efficient, supervised, and ethically sound.
- Know exactly what BOI compliance requires in 2027 federally and in various states.
Abbreviated Agenda
- Entity Choice and Formation Tactics in 2027
- Entity Law Update: Delaware Amendments and Interstate Competition
- AI in Business Entity Practice: Tools, Risks, and Workflow Integration
- Operating Agreement Drafting: OBBBA and 2027 Best Practices
- Top Disputes: Veil-Piercing, Fiduciary Duty, and Other Trends
- Series LLCs: Formation, Use, and Litigation Risk
- Business Succession and Exit Planning: Buy-Sells, OBBBA Tax Overlays, and Valuation
- Operating Agreement Disputes and Enforcement Litigation
- LLCs in Real Estate: Structures, Lender Requirements, and Disputes
- BOI Compliance in 2027: Federal Developments, State Regimes, and What's Still Required
- Ethics in Business Entity Practice: AI, Conflicts, and Engagement Traps
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Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| Alaska CLE |
|
6 Total |
| Alabama CLE |
|
6 Total |
| Arkansas CLE |
|
6 Total |
| Arizona CLE |
|
6 Total |
| California CLE |
|
6 Total |
| Colorado CLE |
|
7 Total |
| Connecticut CLE |
|
6 Total |
| Delaware CLE |
|
6 Total |
| Florida CLE |
|
7 Total |
| Georgia CLE |
|
6 Total |
| Hawaii CLE |
|
6 Total |
| Iowa CLE |
|
6 Total |
| Idaho CLE |
|
6 Total |
| Illinois CLE |
|
6 Total |
| Indiana CLE |
|
6 Total |
| Kansas CLE |
|
7 Total |
| Kentucky CLE |
|
6 Total |
| Louisiana CLE |
|
6 Total |
| Maine CLE |
|
6 Total |
| Minnesota CLE |
|
6 Total |
| Missouri CLE |
|
7.2 Total |
| Northern Mariana Islands CLE |
|
6 Total |
| Montana CLE |
|
6 Total |
| North Carolina CLE |
|
6 Total |
| Nebraska CLE |
|
6 Total |
| New Hampshire CLE |
|
6 Total |
| New Jersey CLE |
|
7.2 Total |
| New Mexico CLE |
|
6 Total |
| Nevada CLE |
|
6 Total |
| New York CLE |
|
7 Total |
| Ohio CLE |
|
6 Total |
| Oklahoma CLE |
|
7 Total |
| Pennsylvania CLE |
|
6 Total |
| Rhode Island CLE |
|
7 Total |
| South Carolina CLE |
|
6 Total |
| Tennessee CLE |
|
6 Total |
| Texas CLE |
|
6 Total |
| Utah CLE |
|
6 Total |
| Virginia CLE |
|
6 Total |
| Vermont CLE |
|
6 Total |
| Washington CLE |
|
6 Total |
| Wisconsin CLE |
|
7 Total |
| West Virginia CLE |
|
7.2 Total |
| Wyoming CLE |
|
6 Total |
| Arizona CPE for Accountants |
|
7 Total |
| New York CPE for Accountants |
|
7 Total |
| Washington CPE for Accountants |
|
7 Total |
| Wisconsin CPE for Accountants |
|
7.2 Total |
| CPE for Accountants/NASBA |
|
7 Total |
Credit Details by Jurisdiction
Live Webinar Registration
CLE
Credits
Alaska CLE Reciprocity · 6 Total Credits
- 1 MECLE Ethics
Live - Alaska CLE - 6: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 6.0 hours of credit, which includes 5.0 hours of MCLE credit and 1.0 hour of MECLE credit.
Alabama CLE Approved · 6 Total Credits
- 1 Ethics/Professionalism
Live - Alabama CLE - 6: This course or a portion thereof has been approved by the Alabama State Bar Mandatory Continuing Legal Education Commission for a maximum of 6.0 credit hours, including 1.0 ethics/professionalism credit.
Arkansas CLE Approved · 6 Total Credits
- 1 Ethics
Live - Arkansas CLE - 6: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program is approved for 6.0 hours of continuing legal education credit, including 1.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.
Arizona CLE Approved · 6 Total Credits
- 1 Professional Responsibility
Live - Arizona CLE - 6: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 6.0 hours toward your annual CLE requirement for the State of Arizona, including 1.0 hour of professional responsibility.
California CLE Approved · 6 Total Credits
- 1 Legal Ethics
Live - California CLE - 6: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California in the amount of 6.0 hours, of which 1.0 hour will apply to legal ethics. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.
Colorado CLE Approved · 7 Total Credits
- 1.2 Professional Responsibility
Live - Colorado CLE - 7: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program has been accredited for 7.0 hours of General Colorado Continuing Legal Education Credit, including 1.20 professional responsibility credit.
Connecticut CLE Approved · 6 Total Credits
- 1 Ethics/Professionalism
Live - Connecticut CLE - 6: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for 6.0 hours toward your annual CLE requirement in Connecticut, including 1.0 hour(s) of ethics/professionalism.
Delaware CLE Approved · 6 Total Credits
- 1 Ethics
Live - Delaware CLE - 6: NBI, Inc. is an accredited sponsor of the Delaware Commission on Continuing Legal Education and recommends this program for 6.0 hours of eCLE credit, including 1.0 hour of ethics.
Florida CLE Approved · 7 Total Credits
- 7 Business Litigation
- 1 Professional Responsibility
Live - Florida CLE - 7: Approved by The Florida Bar for a maximum of 7.0 general hours of CLER credit including 1.0 hour of professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs). Certification: 7.0 - Business Litigation
Georgia CLE Approved · 6 Total Credits
- 1 Ethics
Live - Georgia CLE - 6: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 6.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 1.0 hour of distance learning ethics.
Hawaii CLE Approved · 6 Total Credits
- 1 Ethics/Professional Responsibility
Live - Hawaii CLE - 6: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 6.0 hours of credit for the state of Hawaii, which includes 1.0 hour of ethics or professional responsibility education.
Iowa CLE Approved · 6 Total Credits
- 1 Legal Ethics
Live - Iowa CLE - 6: "LLCs and Other Business Organizations 2027: New Laws, Changing Tactics, and Top Disputes" is an accredited program under the regulations of the Iowa Supreme Court Commission on Continuing Legal Education. It is planned that this program will provide a maximum of 6.0 hours of regular credit toward the mandatory continuing legal education requirements under the Iowa rule, including 1.0 hour of legal ethics credit.
Idaho CLE Approved · 6 Total Credits
- 1 Legal Ethics/Professional Responsibility
Live - Idaho CLE - 6: Approved for 6.0 hours of continuing legal education credit in the state of Idaho, which includes 1.0 legal ethics or professional responsibility credit.
Illinois CLE Approved · 6 Total Credits
- 1 Professional Responsibility
Live - Illinois CLE - 6: This program has been approved by the Illinois MCLE Board for 6.0 hours of CLE credit, which includes approval for 1.0 hour of legal ethics, civility, professionalism or sexual harassment prevention training CLE credit by the Illinois Supreme Court Commission on Professionalism.
Indiana CLE Approved · 6 Total Credits
- 1 Ethics
Live - Indiana CLE - 6: This course has been approved by the Indiana Supreme Court Office of Admissions & Continuing Education. Participating attorneys are eligible to receive 6.0 hours of distance education, which includes 1.0 hour of ethics.
Kansas CLE Approved · 7 Total Credits
- 1 Ethics/Professionalism
Live - Kansas CLE - 7: Approved by Kansas CLE for 7.0 hours of continuing legal education credit, which includes 1.0 hour of ethics and professionalism credit.
Kentucky CLE Approved · 6 Total Credits
- 1 Ethics
Live - Kentucky CLE - 6: This activity has been approved by the Kentucky Bar Association Continuing Legal Education Commission for a maximum of 6.0 credits, including 1.0 ethics credits.
Louisiana CLE Approved · 6 Total Credits
- 1 Ethics
Live - Louisiana CLE - 6: This course or a portion thereof has been approved by the Louisiana Mandatory Continuing Legal Education Committee of the Louisiana State Bar Association. This program qualifies for 6.0 hours (based on a 60-minute credit hour) of computer based credit, of which 1.0 hour will apply to computer based ethics credit.
Maine CLE Approved · 6 Total Credits
- 1 Ethics
Live - Maine CLE - 6: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course shall receive 6.0 hours of CLE credit including 1.0 ethics hours.
Course Book - Maine CLE - 6: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 6.0 hours of self-study CLE credit.
Minnesota CLE Approved · 6 Total Credits
- 1 Ethics
Live - Minnesota CLE - 6: This course has been approved by the Minnesota Board of Continuing Legal Education for 6.0 hours of standard CLE credit, including 1.0 hour of ethics credit.
Missouri CLE Approved · 7.2 Total Credits
- 1.2 Ethics, Professionalism or Malpractice Prevention
Live - Missouri CLE - 7.2: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 7.20 hours of CLE credit, which includes 1.20 hour of ethics, professionalism or malpractice prevention credit.
Course Book - Missouri CLE - 6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 6.0 self-study CLE credit hours.
Northern Mariana Islands CLE Approved · 6 Total Credits
Live - Northern Mariana Islands CLE - 6: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 6.0 hours of CLE credit.
Course Book - Northern Mariana Islands CLE - 6: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 6.0 hours of self-study CLE credit.
Montana CLE Approved · 6 Total Credits
- 1 Professional Fitness and Integrity
Live - Montana CLE - 6: Approved for 6.0 hours of CLE credit by the Montana Commission of Continuing Legal Education, including 1.0 hour of professional fitness and integrity credit.
North Carolina CLE Approved · 6 Total Credits
- 1 Professional Responsibility
Live - North Carolina CLE - 6: NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program will result in 6.0 hours of CLE credit, including 1.0 professional responsibility.
Nebraska CLE Approved · 6 Total Credits
- 1 Professional Responsibility
Live - Nebraska CLE - 6: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 6.0 distance learning CLE credits, including 1.0 hour of professional responsibility credit.
New Hampshire CLE Approved · 6 Total Credits
- 1 Ethics/Professionalism
Live - New Hampshire CLE - 6: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.
New Jersey CLE Approved · 7.2 Total Credits
- 1.2 Ethics/Professionalism
Live - New Jersey CLE - 7.2: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 7.20 hours of total CLE credit. Of these, 1.20 qualifies as hours of credit for ethics/professionalism.
New Mexico CLE Approved · 6 Total Credits
- 1 Ethics
Live - New Mexico CLE - 6: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico for 6.0 hours of credit, including 1.0 hour of ethics.
Nevada CLE Approved · 6 Total Credits
- 1 Ethical Considerations
Live - Nevada CLE - 6: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 6.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 1.0 hour of alternative format ethical considerations.
New York CLE Approved · 7 Total Credits
- 6 Areas of Professional Practice
- 1 Ethics/Professionalism
Live - New York CLE - 7: This course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for a maximum of 7.0 credit hours. 6.0 hours can be applied to the areas of professional practice requirement and 1.0 hour can be applied toward the Ethics/Professionalism requirement. This nontraditional format program is approved for experienced attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.
Ohio CLE Approved · 6 Total Credits
- 1 Professional Conduct
Live - Ohio CLE - 6: This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 6.0 CLE credit hours, including 1.0 hour of attorney professional conduct instruction.
Oklahoma CLE Approved · 7 Total Credits
- 1 Legal Ethics
Live - Oklahoma CLE - 7: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission for 7.0 hours of CLE credit, which includes 1.0 hour of legal ethics.
Pennsylvania CLE Approved · 6 Total Credits
- 1 Ethics
Live - Pennsylvania CLE - 6: This program has been approved by the Pennsylvania Continuing Legal Education Board for a total of 6.0 hours, including 5.0 hours of substantive law, practice and procedure CLE credit and 1.0 hour of ethics, professionalism or substance abuse CLE credit.
Rhode Island CLE Approved · 7 Total Credits
- 1 Legal Ethics
Live - Rhode Island CLE - 7: NBI is an accredited sponsor with the Rhode Island MCLE Commission. This program is approved for 7.0 hours of CLE credit in Rhode Island, including 1.0 of legal ethics.
South Carolina CLE Approved · 6 Total Credits
- 1 Legal Ethics/Professional Responsibility
Live - South Carolina CLE - 6: This course is accredited by the South Carolina Commission on Continuing Legal Education and Specialization for 6.0 alternatively delivered hours, of which 1.0 hour relates to legal ethics and professional responsibility.
Tennessee CLE Approved · 6 Total Credits
- 1 Ethics/Professionalism
Live - Tennessee CLE - 6: This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 6.0 hours of Distance Learning credit, including 1.0 hour of ethics/professionalism (EP) credit.
Texas CLE Approved · 6 Total Credits
- 1 Legal Ethics/Professional Responsibility
Live - Texas CLE - 6: This course is accredited for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 6.0 credit hours, of which 1.0 credit hour will apply to legal ethics/professional responsibility credit. Hours in attendance at National Business Institute CLE seminars may be applied to the minimum Judicial Education requirement.
Utah CLE Approved · 6 Total Credits
- 1 Ethics
Live - Utah CLE - 6: National Business Institute is an approved "presumptive provider" with the Utah State Board of Continuing Legal Education. This program qualifies for a maximum of 6.0 hours of Live CLE credit for Utah attorneys, which includes 1.0 hour of ethics credit.
Virginia CLE Approved · 6 Total Credits
- 1 Ethics/Professionalism
Live - Virginia CLE - 6: This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 6.0 hours of credit, of which 1.0 hour will also apply in the area of legal ethics or professionalism.
Vermont CLE Approved · 6 Total Credits
- 1 Ethics
Live - Vermont CLE - 6: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education for 6.0 hours of credit, including 1.0 hour of ethics.
Washington CLE Approved · 6 Total Credits
- 1 Ethics/Professional Responsibility
Live - Washington CLE - 6: Approved for 6.0 hours of Washington continuing legal education credit, which includes 5.0 hours of Law and Legal Procedure and 1.0 hour of ethics and professional responsibility.
Wisconsin CLE Approved · 7 Total Credits
- 1 Ethics/Professional Responsibility
Live - Wisconsin CLE - 7: Approved for 7.0 hours of CLE credit by the Board of Bar Examiners, including 1.0 hour of ethics and professional responsibility (EPR) credit.
West Virginia CLE Approved · 7.2 Total Credits
- 1.2 Ethics
Live - West Virginia CLE - 7.2: This program qualifies for 7.20 hours of credit, which includes 1.20 hour of ethics, under the West Virginia Rules for Mandatory Continuing Legal Education.
Wyoming CLE Approved · 6 Total Credits
- 1 Ethics
Live - Wyoming CLE - 6: The Wyoming State Board of Continuing Legal Education has granted 6.0 hours of Continuing Legal Education Credit, including 1.0 hour of ethics.
Other
Credits
Arizona CPE for Accountants Approved · 7 Total Credits
Live - Arizona CPE for Accountants - 7: The Arizona State Board of Accountancy does not approve or accredit CPE activities for the Mandatory Continuing Professional Education requirement. This activity is designed to qualify for 7.0 hours of CPE credit for accountants toward their CPE requirement for the state of Arizona.
New York CPE for Accountants Approved · 7 Total Credits
- 7 Advisory Services
Live - New York CPE for Accountants - 7: National Business Institute is an approved sponsor with the New York State Board of Public Accountancy. This program is designed to qualify for 7.0 hours of CPE credit for accountants (Sponsor License # 000232).
Washington CPE for Accountants Approved · 7 Total Credits
Live - Washington CPE for Accountants - 7: This program qualifies for 7.0 hours of continuing education credit for accountants.
Wisconsin CPE for Accountants Approved · 7.2 Total Credits
Live - Wisconsin CPE for Accountants - 7.2: This activity may qualify for 7.20 hours of CPE credit for accountants toward the requirement for the state of Wisconsin.
CPE for Accountants/NASBA Approved · 7 Total Credits
- 6 Business Law
- 1 Regulatory Ethics
Live - CPE for Accountants/NASBA - 7: NBI, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. This program is designed to qualify for 7.0 hours (based on 50 minute credit hour) of continuing professional education credit for accountants. For more information regarding administrative policies such as complaint, refund and program cancellation, please contact our offices at (800) 930-6182.
OnDemand Video
CLE
Credits
Alaska CLE Reciprocity · 6 Total Credits
- 1 MECLE Ethics
Earn Until
OnDemand - Alaska CLE - 6: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 6.0 hours of credit, which includes 5.0 hours of MCLE credit and 1.0 hour of MECLE credit.
Video Download - Alaska CLE - 6: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 6.0 hours of credit, which includes 5.0 hours of MCLE credit and 1.0 hour of MECLE credit.
Alabama CLE Approved · 6 Total Credits
- 1 Ethics/Professionalism
Earn Until
OnDemand - Alabama CLE - 6: This course or a portion thereof has been approved by the Alabama State Bar Mandatory Continuing Legal Education Commission for a maximum of 6.0 on-demand credit hours, including 1.0 ethics/professionalism credit.
Arkansas CLE Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Arkansas CLE - 6: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program qualifies for 6.0 hours of on demand continuing legal education credit, including 1.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.
Video Download - Arkansas CLE - 6: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program qualifies for 6.0 hours of on demand continuing legal education credit, including 1.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.
Arizona CLE Approved · 6 Total Credits
- 1 Professional Responsibility
Earn Until
OnDemand - Arizona CLE - 6: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 6.0 hours toward your annual CLE requirement for the State of Arizona, including 1.0 hour of professional responsibility.
Video Download - Arizona CLE - 6: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 6.0 hours toward your annual CLE requirement for the State of Arizona, including 1.0 hour of professional responsibility.
California CLE Approved · 6 Total Credits
- 1 Legal Ethics
Earn Until
OnDemand - California CLE - 6: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 6.0 hours of self-study credit, of which 1.0 hour will apply to legal ethics credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.
Video Download - California CLE - 6: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 6.0 hours of self-study credit, of which 1.0 hour will apply to legal ethics credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.
Colorado CLE Approved · 7 Total Credits
- 1.2 Professional Responsibility
Earn Until
OnDemand - Colorado CLE - 7: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program qualifies for 7.0 hours of home study general Colorado Continuing Legal Education Credit, including 1.20 professional responsibility credit.
Video Download - Colorado CLE - 7: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program qualifies for 7.0 hours of home study general Colorado Continuing Legal Education Credit, including 1.20 professional responsibility credit.
Connecticut CLE Approved · 6 Total Credits
- 1 Ethics/Professionalism
Earn Until
OnDemand - Connecticut CLE - 6: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for 6.0 self-study hours toward your annual CLE requirement in Connecticut, including 1.0 self-study hour(s) of ethics/professionalism.
Video Download - Connecticut CLE - 6: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for 6.0 self-study hours toward your annual CLE requirement in Connecticut, including 1.0 self-study hour(s) of ethics/professionalism.
Delaware CLE Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Delaware CLE - 6: NBI, Inc. is an accredited sponsor of the Delaware Commission on Continuing Legal Education and recommends this program for 6.0 hours of eCLE credit, including 1.0 hour of ethics.
Florida CLE Approved · 7 Total Credits
- 7 Business Litigation
- 1 Professional Responsibility
Earn Until
OnDemand - Florida CLE - 7: Approved by The Florida Bar, this program qualifies for 7.0 general hours of CLER self-study credit including 1.0 hour of self-study professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs). Certification: 7.0 - Business Litigation
Video Download - Florida CLE - 7: Approved by The Florida Bar, this program qualifies for 7.0 general hours of CLER self-study credit including 1.0 hour of self-study professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs). Certification: 7.0 - Business Litigation
Georgia CLE Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Georgia CLE - 6: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 6.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 1.0 hour of distance learning ethics.
Video Download - Georgia CLE - 6: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 6.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 1.0 hour of distance learning ethics.
Hawaii CLE Approved · 6 Total Credits
- 1 Ethics/Professional Responsibility
Earn Until
OnDemand - Hawaii CLE - 6: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 6.0 hours of credit for the state of Hawaii, which includes 1.0 hour of ethics or professional responsibility education.
Video Download - Hawaii CLE - 6: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 6.0 hours of credit for the state of Hawaii, which includes 1.0 hour of ethics or professional responsibility education.
Iowa CLE Approved · 6 Total Credits
- 1 Legal Ethics
Earn Until
OnDemand - Iowa CLE - 6: "LLCs and Other Business Organizations 2027: New Laws, Changing Tactics, and Top Disputes" is an accredited program under the regulations of the Iowa Supreme Court Commission on Continuing Legal Education. It is planned that this program will provide a maximum of 6.0 hours of unmoderated activity credit toward the mandatory continuing legal education requirements under the Iowa rule, including 1.0 hour of legal ethics unmoderated activity credit.
Idaho CLE Approved · 6 Total Credits
- 1 Legal Ethics/Professional Responsibility
Earn Until
OnDemand - Idaho CLE - 6: Approved for 6.0 hours of self-study continuing legal education credit in the state of Idaho, which includes 1.0 self-study legal ethics or professional responsibility credit.
Video Download - Idaho CLE - 6: Approved for 6.0 hours of self-study continuing legal education credit in the state of Idaho, which includes 1.0 self-study legal ethics or professional responsibility credit.
Illinois CLE Approved · 6 Total Credits
- 1 Professional Responsibility
Earn Until
OnDemand - Illinois CLE - 6: This program has been approved by the Illinois MCLE Board for 6.0 hours of recorded technology CLE credit, which includes approval for 1.0 hour of legal ethics, civility, professionalism or sexual harassment prevention training CLE credit by the Illinois Supreme Court Commission on Professionalism.
Video Download - Illinois CLE - 6: This program has been approved by the Illinois MCLE Board for 6.0 hours of recorded technology CLE credit, which includes approval for 1.0 hour of legal ethics, civility, professionalism or sexual harassment prevention training CLE credit by the Illinois Supreme Court Commission on Professionalism.
Indiana CLE Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Indiana CLE - 6: This course has been approved by the Indiana Supreme Court Office of Admissions & Continuing Education. Participating attorneys are eligible to receive 6.0 hours of distance education, which includes 1.0 hour of ethics.
Kansas CLE Approved · 7 Total Credits
- 1 Ethics/Professionalism
Earn Until
OnDemand - Kansas CLE - 7: Approved by Kansas CLE for 7.0 hours of prerecorded format continuing legal education credit, which includes 1.0 hour of ethics and professionalism credit.
Video Download - Kansas CLE - 7: Approved by Kansas CLE for 7.0 hours of prerecorded format continuing legal education credit, which includes 1.0 hour of ethics and professionalism credit.
Kentucky CLE Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Kentucky CLE - 6: This program has been approved as a technological CLE activity by the Kentucky Bar Association Continuing Legal Education Commission and qualifies for 6.0 credits, including 1.0 ethics credits.
Video Download - Kentucky CLE - 6: This program has been approved as a technological CLE activity by the Kentucky Bar Association Continuing Legal Education Commission and qualifies for 6.0 credits, including 1.0 ethics credits.
Louisiana CLE Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Louisiana CLE - 6: This course or a portion thereof has been approved by the Louisiana Mandatory Continuing Legal Education Committee of the Louisiana State Bar Association. This program qualifies for 6.0 hours (based on a 60-minute credit hour) of computer based credit, of which 1.0 hour will apply to computer based ethics credit.
Maine CLE Approved · 6 Total Credits
Earn Until
OnDemand - Maine CLE - 6: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 6.0 hours of self-study CLE credit.
Video Download - Maine CLE - 6: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 6.0 hours of self-study CLE credit.
Course Book - Maine CLE - 6: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 6.0 hours of self-study CLE credit.
Minnesota CLE Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Minnesota CLE - 6: Approved for 6.0 hours of standard on-demand CLE credit, including 1.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.
Video Download - Minnesota CLE - 6: Approved for 6.0 hours of standard on-demand CLE credit, including 1.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.
Missouri CLE Approved · 6 Total Credits
Earn Until
OnDemand - Missouri CLE - 6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 6.0 self-study CLE credit hours.
Video Download - Missouri CLE - 6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 6.0 self-study CLE credit hours.
Course Book - Missouri CLE - 6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 6.0 self-study CLE credit hours.
Northern Mariana Islands CLE Approved · 6 Total Credits
Earn Until
OnDemand - Northern Mariana Islands CLE - 6: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 6.0 hours of self-study CLE credit.
Video Download - Northern Mariana Islands CLE - 6: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 6.0 hours of self-study CLE credit.
Course Book - Northern Mariana Islands CLE - 6: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 6.0 hours of self-study CLE credit.
Montana CLE Approved · 6 Total Credits
- 1 Professional Fitness and Integrity
Earn Until
OnDemand - Montana CLE - 6: This program qualifies for 6.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 1.0 hour of professional fitness and integrity credit.
Video Download - Montana CLE - 6: This program qualifies for 6.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 1.0 hour of professional fitness and integrity credit.
North Carolina CLE Approved · 6 Total Credits
- 1 Professional Responsibility
Earn Until
OnDemand - North Carolina CLE - 6: NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program qualifies for 6.0 hours of online CLE credit, including 1.0 professional responsibility.
Video Download - North Carolina CLE - 6: NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program qualifies for 6.0 hours of online CLE credit, including 1.0 professional responsibility.
Nebraska CLE Approved · 6 Total Credits
- 1 Professional Responsibility
Earn Until
OnDemand - Nebraska CLE - 6: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 6.0 distance learning CLE credits, including 1.0 hour of professional responsibility credit.
Video Download - Nebraska CLE - 6: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 6.0 distance learning CLE credits, including 1.0 hour of professional responsibility credit.
New Hampshire CLE Approved · 6 Total Credits
- 1 Ethics/Professionalism
Earn Until
OnDemand - New Hampshire CLE - 6: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.
Video Download - New Hampshire CLE - 6: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.
New Jersey CLE Approved · 7.2 Total Credits
- 1.2 Ethics/Professionalism
Earn Until
OnDemand - New Jersey CLE - 7.2: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 7.20 hours of alternative format CLE credit. Of these, 1.20 qualifies as hours of alternative learning format credit for ethics/professionalism.
Video Download - New Jersey CLE - 7.2: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 7.20 hours of alternative format CLE credit. Of these, 1.20 qualifies as hours of alternative learning format credit for ethics/professionalism.
New Mexico CLE Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - New Mexico CLE - 6: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico. This program qualifies for 6.0 hours of self-study credit, including 1.0 hour of self-study ethics credit.
Video Download - New Mexico CLE - 6: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico. This program qualifies for 6.0 hours of self-study credit, including 1.0 hour of self-study ethics credit.
Nevada CLE Approved · 6 Total Credits
- 1 Ethical Considerations
Earn Until
OnDemand - Nevada CLE - 6: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 6.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 1.0 hour of alternative format ethical considerations.
Video Download - Nevada CLE - 6: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 6.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 1.0 hour of alternative format ethical considerations.
New York CLE Approved · 7 Total Credits
- 6 Areas of Professional Practice
- 1 Ethics/Professionalism
Earn Until
OnDemand - New York CLE - 7: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 7.0 credit hours. 6.0 hours can be applied to the areas of professional practice requirement and is approved for experienced attorneys. 1.0 hour can be applied toward the Ethics/Professionalism requirement and is approved for experienced attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.
Video Download - New York CLE - 7: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 7.0 credit hours. 6.0 hours can be applied to the areas of professional practice requirement and is approved for experienced attorneys. 1.0 hour can be applied toward the Ethics/Professionalism requirement and is approved for experienced attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.
Ohio CLE Approved · 6 Total Credits
- 1 Professional Conduct
Earn Until
OnDemand - Ohio CLE - 6: This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 6.0 CLE credit hours, including 1.0 hour of attorney professional conduct instruction.
Video Download - Ohio CLE - 6: This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 6.0 CLE credit hours, including 1.0 hour of attorney professional conduct instruction.
Oklahoma CLE Approved · 7 Total Credits
- 1 Legal Ethics
Earn Until
OnDemand - Oklahoma CLE - 7: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 7.0 of On Demand CLE credit hours, which includes 1.0 hour of legal ethics.
Video Download - Oklahoma CLE - 7: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 7.0 of On Demand CLE credit hours, which includes 1.0 hour of legal ethics.
Pennsylvania CLE Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Pennsylvania CLE - 6: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 6.0 hours of distance learning credit, including 5.0 hours of substantive law, practice and procedure CLE credit and 1.0 hour of ethics, professionalism or substance abuse distance learning CLE credit.
Video Download - Pennsylvania CLE - 6: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 6.0 hours of distance learning credit, including 5.0 hours of substantive law, practice and procedure CLE credit and 1.0 hour of ethics, professionalism or substance abuse distance learning CLE credit.
Rhode Island CLE Approved · 6 Total Credits
- 1 Legal Ethics
Earn Until
OnDemand - Rhode Island CLE - 6: NBI is an accredited sponsor with the Rhode Island MCLE Commission. This program is approved for 6.0 hours of CLE video replay credit in Rhode Island, including 1.0 of legal ethics.
Video Download - Rhode Island CLE - 6: NBI is an accredited sponsor with the Rhode Island MCLE Commission. This program is approved for 6.0 hours of CLE video replay credit in Rhode Island, including 1.0 of legal ethics.
South Carolina CLE Approved · 6 Total Credits
- 1 Legal Ethics/Professional Responsibility
Earn Until
OnDemand - South Carolina CLE - 6: This course is accredited by the South Carolina Commission on Continuing Legal Education and Specialization for 6.0 alternatively delivered hours, of which 1.0 hour relates to legal ethics and professional responsibility.
Video Download - South Carolina CLE - 6: This course is accredited by the South Carolina Commission on Continuing Legal Education and Specialization for 6.0 alternatively delivered hours, of which 1.0 hour relates to legal ethics and professional responsibility.
Tennessee CLE Approved · 6 Total Credits
- 1 Ethics/Professionalism
Earn Until
OnDemand - Tennessee CLE - 6: This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 6.0 hours of Distance Learning credit, including 1.0 hour of ethics/professionalism (EP) credit.
Texas CLE Approved · 6 Total Credits
- 1 Legal Ethics/Professional Responsibility
Earn Until
OnDemand - Texas CLE - 6: This course is accredited for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 6.0 credit hours, of which 1.0 credit hour will apply to legal ethics/professional responsibility credit. Hours in attendance at National Business Institute CLE seminars may be applied to the minimum Judicial Education requirement.
Video Download - Texas CLE - 6: This course is accredited for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 6.0 credit hours, of which 1.0 credit hour will apply to legal ethics/professional responsibility credit. Hours in attendance at National Business Institute CLE seminars may be applied to the minimum Judicial Education requirement.
Utah CLE Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Utah CLE - 6: National Business Institute is an approved "presumptive provider" with the Utah State Board of Continuing Legal Education. This program qualifies for 6.0 hours of self-study CLE credit for Utah attorneys, which includes 1.0 hour of ethics credit.
Video Download - Utah CLE - 6: National Business Institute is an approved "presumptive provider" with the Utah State Board of Continuing Legal Education. This program qualifies for 6.0 hours of self-study CLE credit for Utah attorneys, which includes 1.0 hour of ethics credit.
Virginia CLE Approved · 6 Total Credits
- 1 Ethics/Professionalism
Earn Until
OnDemand - Virginia CLE - 6: This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 6.0 hours of prerecorded credit, of which 1.0 hour will also apply in the area of legal ethics or professionalism.
Video Download - Virginia CLE - 6: This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 6.0 hours of prerecorded credit, of which 1.0 hour will also apply in the area of legal ethics or professionalism.
Vermont CLE Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Vermont CLE - 6: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 6.0 hours of self-study credit, including 1.0 hour of self-study ethics credit.
Video Download - Vermont CLE - 6: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 6.0 hours of self-study credit, including 1.0 hour of self-study ethics credit.
Washington CLE Approved · 0 Total Credits
OnDemand - Washington CLE - 0: This content has been approved for Washington Continuing Legal Education credit. Credit hours will be awarded based on the actual run time.
Video Download - Washington CLE - 0: This content has been approved for Washington Continuing Legal Education credit. Credit hours will be awarded based on the actual run time.
Wisconsin CLE Approved · 7 Total Credits
Earn Until
OnDemand - Wisconsin CLE - 7: Approved for 7.0 hours of repeated on-demand CLE credit by the Board of Bar Examiners.
Video Download - Wisconsin CLE - 7: Approved for 7.0 hours of repeated on-demand CLE credit by the Board of Bar Examiners.
West Virginia CLE Approved · 7.2 Total Credits
- 1.2 Ethics
Earn Until
OnDemand - West Virginia CLE - 7.2: This program qualifies for 7.20 hours of pre-recorded credit, which includes 1.20 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education.
Video Download - West Virginia CLE - 7.2: This program qualifies for 7.20 hours of pre-recorded credit, which includes 1.20 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education.
Wyoming CLE Approved · 6 Total Credits
- 1 Ethics
OnDemand - Wyoming CLE - 6: The Wyoming State Board of Continuing Legal Education has granted 6.0 hours of Continuing Legal Education Credit, including 1.0 hour of ethics.
Video Download - Wyoming CLE - 6: The Wyoming State Board of Continuing Legal Education has granted 6.0 hours of Continuing Legal Education Credit, including 1.0 hour of ethics.
Course Book (PDF Download)
CLE
Credits
Maine CLE Approved · 6 Total Credits
Earn Until
Course Book - Maine CLE - 6: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 6.0 hours of self-study CLE credit.
Missouri CLE Approved · 6 Total Credits
Earn Until
Course Book - Missouri CLE - 6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 6.0 self-study CLE credit hours.
Northern Mariana Islands CLE Approved · 6 Total Credits
Earn Until
Course Book - Northern Mariana Islands CLE - 6: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 6.0 hours of self-study CLE credit.
Select Jurisdiction
CLE
Other
Agenda
-
Entity Choice and Formation Tactics in 2027
-
Entity Law Update: Delaware Amendments and Interstate Competition
- Delaware's LLC Act Amendments: Registered Agent Requirements, Correction Procedures, Consolidation Certificates, Annual Tax on Cancellation
- DGCL SB 21: Section 144 Safe Harbors for Conflicted Transactions, Codified "Controlling Stockholder" Definition, Section 220 Books-and-Records Limits
- Rutledge v. Clearway Energy Group LLC (Del. Feb. 2026): SB 21 Safe Harbors Upheld, Retroactivity Confirmed
- Nevada AB 239, Texas Business Court, and the Redomestication Pressure on Delaware
-
AI in Business Entity Practice: Tools, Risks, and Workflow Integration
- Adoption Reality: Law Firms and Corporate Legal Departments Using AI
- Current Tools for Entity Work: OA Drafting, Formation Documents, Due Diligence, Compliance Monitoring
- Supervision and Verification: Building Review Protocols That Catch Errors
- Billing Considerations When AI Materially Reduces Time on a Matter
-
Operating Agreement Drafting: OBBBA and 2027 Best Practices
- OBBBA Impact: Permanent Section 199A QBI Deduction (20%), Expanded Phase-In Thresholds, PTET Elections as SALT Workarounds, Opportunity Zone Permanence
- Governance Traps: Voting Thresholds, Manager Authority, Supermajority Provisions
- Transfer Restrictions, Buy-Sell Mechanics, and Dispute Resolution Clauses
- Amendment and Consent Provisions: Avoiding Inadvertent Entrenchment
- Key OA Clauses to Review and Update Today
-
Top Disputes: Veil-Piercing, Fiduciary Duty, and Other Trends
- Enforcing LLC Operating Agreements and Validly Waiving Fiduciary Duties
- Veil-Piercing and Alter Ego Trends: Single-Member LLC Exposure and Current Separateness Failures
- Derivative vs. Direct Claims: Standing and Procedural Strategy
-
Series LLCs: Formation, Use, and Litigation Risk
- Recognition Landscape and Jurisdictional Differences in Formation and Liability Segregation
- Primary Use Cases: Real Estate Portfolios, Investment Funds, and Asset Protection Structures
- Cross-Series Liability: What Statutory Protection Actually Provides and Where It Breaks Down
- Bankruptcy and Creditor Treatment of Series LLCs: The Unresolved Questions Practitioners Must Flag
- Drafting the Series LLC Operating Agreement: Essential Protective Provisions
-
Business Succession and Exit Planning: Buy-Sells, OBBBA Tax Overlays, and Valuation
- Buy-Sell Agreement Mechanics: Redemption vs. Cross-Purchase, Funding Structures, and Trigger Events
- OBBBA Exit Planning: QSBS Section 1202 Revisions, Installment Sales to Qualified Farmers, and Opportunity Zone Deferral
- Valuation Methodology Disputes: Fair Market Value vs. Fair Value, Minority Discount Battles, and Drafting to Control the Outcome
- Practical Drafting: Deadlock Buyout Triggers, Appraisal Rights, and Right-of-First-Refusal Mechanics
-
Operating Agreement Disputes and Enforcement Litigation
- Forum Selection and Arbitration Clauses in LLC Agreements: Enforceability Trends and Drafting Implications
- Exculpation and Indemnification Provisions: Limits, Carve-Outs, and Litigation Patterns
- When Operating Agreements are Silent, Ambiguous, or Contradicted by Conduct: How Courts Fill Gaps and What Defaults Apply
- Practical Litigation Strategy: Using (and Attacking) Operating Agreement Provisions in Member Disputes
-
LLCs in Real Estate: Structures, Lender Requirements, and Disputes
- Single-Asset LLC Structures: Why Lenders Require Them and How to Document Them Correctly
- Springing Member Provisions, Lender Consent Requirements, and Guaranty Structures
- Co-Investor Governance: Voting Rights, Capital Call Mechanics, and Waterfall Provisions in Real Estate LLCs
- Litigation Patterns Specific to Real Estate LLCs: Partition Actions, Forced Sale, Deadlock Among Co-Investors, and Preferred Return Disputes
-
BOI Compliance in 2027: Federal Developments, State Regimes, and What's Still Required
- Federal CTA Status: How to Advise Domestic Entity Clients to Stay Ready
- New York LLC Transparency Act Reporting for Existing LLCs, Exemption Attestation Requirement
- Other State Transparency Trends; Practitioner Liability and Engagement Letter Guidance
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Ethics in Business Entity Practice: AI, Conflicts, and Engagement Traps
- ABA Formal Opinion 512 on AI
- State Bar Guidance on AI: Key Convergences and Differences
- AI-Specific Ethics Issues: Client Data Use, Disclosure Obligations, Self-Learning Platform Risks, and Supervising AI-Generated Work Product
- Who Is the Client? Entity vs. Individual Owner Representation
- Conflicts in Multi-Owner Engagements: Formation Through Exit
- Withdrawal Obligations When Owner Interests Diverge; Engagement Letter Best Practices
Who Should Attend
This legal course is designed for attorneys. Accountants, directors, LLC members and managers, tax professionals, and experienced paralegals will also benefit.
Speakers
Speaker bio
Kevin R. Haley
is a partner with Brann & Isaacson, whose practice includes trademark and copyright matters, privacy and data security counseling, commercial transactions, and trade regulation. He is a member of the Maine State (member, Intellectual Property Section) and American bar associations. Mr. Haley is an adjunct faculty member of the University of Maine School of Law. He earned his B.A. degree, magna cum laude, from Bowdoin College and his J.D. degree, magna cum laude, from the University of Maine School of Law.
Speaker bio
Robert A. West, Jr.
is a seasoned attorney with more than twenty years of experience advising businesses, institutions, and individuals in diverse industries. His expertise covers AI legal consultancy, intellectual property litigation, patent and trademark matters, and general business litigation. He advises clients on legal issues related to AI, such as governance structures, privacy laws, risk mitigation, policy formulation, regulatory advice, and responsible AI adoption strategies for organizations at any stage of implementing AI. Mr. West represents clients before the U.S. Patent and Trademark Office, various administrative boards, and federal and state courts in complex matters, including pre-suit investigations, trials, appeals, and post-grant proceedings. He is a registered patent attorney. His practice further includes portfolio strategy, enforcement, licensing, and the drafting and negotiation of royalty and technology-related agreements. Mr. West has been involved with AI in legal practice since before the term became widely used. He advises clients on selecting AI tools, implementation procedures, workforce policies, and the legal and ethical risks associated with generative AI, automated decision-making, and data-driven systems. He also acts as an AI implementation leader at his firm, helping to develop governance structures, training programs, and firmwide AI policies. Combining extensive IP expertise with practical AI advice, he provides strategic guidance at the crossroads of innovation, compliance, and responsible technology use.
Speaker bio
Peter M. Gannott
is the principal of the Louisville law firm of Gannott Law Group, PLLC. Since 1985, he has focused his practice in the areas of business and consumer bankruptcy, creditors' rights and commercial collections, complex commercial litigation, and real estate matters. Mr. Gannott works with clients on everything from the creation and dissolution of business entities, to representation of our business clients in business-to-business collections or large asset issues. He is a frequent lecturer on his areas of practice and has been an adjunct faculty member at the University of Louisville. Mr. Gannott is board-certified in business bankruptcy law by the American Board of Certification. He graduated, with honors, from the University of Illinois and earned his J.D. degree from the Washington College of Law, American University.
Speaker bio
Bonnie L. Mackey
is a certified public accountant with the Florida office of Levin, Silvey, Zelko & Mackey, P.A., where her background includes all facets of accounting, including financial statement and tax preparation, as well as computer software and bookkeeping assistance. She is also a Certified Quickbooks Pro Advisor. Ms. Mackey graduated from the University of South Florida with an extended B.S. degree in business administration and earned her MBA degree from Keller Graduate School of Devry University. In 2000, she earned her Certified Specialist in Estate Planning (CSEP) designation from the National Institute for Excellence in Professional Education, LLC, and in 2011 attained Accredited Estate Planner(r) status. Additionally, Ms. Mackey is an instructor for the Becker CPA Review course, an FICPA Ethics course facilitator and a frequent lecturer on various topics. She is the past-president for the FICPA N. Dade S. Broward chapter, American Woman's Society of CPAs - S. Florida Affiliate, and the North Dade/South Broward Estate Planning Council, past treasurer for the Broward County Guardianship Association, National AWSCPA VP of Regions and on the Trust Advisory Board for MonarchCare, Inc., as well as its immediate past chair, in addition to the firm's other affiliations.
Speaker bio
Daniel J. Gershman
is an associate in the Corporate and Securities Practice Group of Falcon Rappaport & Berkman LLP (FRB). His legal practice focuses on domestic and cross-border corporate and securities law matters and related tax issues. Mr. Gershman also works closely with FRB's Taxation and Private Client groups, assisting with structuring and compliance matters involving closely held businesses, real estate, and trusts and estates. While in law school, he participated in Hofstra Law's Community and Economic Development Clinic where he assisted in the representation of non-profits, small businesses, and other start-up ventures with issues related to commercial transactions, corporate compliance, corporate finance, employment law, and real estate. In addition to corporate and securities law matters, Mr. Gershman's legal interests include the practice and policy surrounding emerging technologies such as cryptocurrencies, NFTs, artificial intelligence, and data privacy and security. He is admitted in states of New York and Texas, and the District of Columbia. Mr. Gershman earned his B.S. degree from Rosemont College and his J.D. degree from Maurice A Deane School of Law at Hofstra University.
Speaker bio
Alexander R. Migliorini
is an associate with Falcon Rappaport & Berkman LLP in the firm's Corporate, Digital Assets, and Taxation Practice groups. Holding a Master of Business Administration (MBA) together with his license to practice law, he has the ability to better assist clients to achieve their business and legal objectives. Before joining FRB, Mr. Migliorini gained valuable experience at The Siegel Law Firm, P.C., and as a law clerk for the Honorable Jeffrey Brown of the Nassau County, New York State Supreme Court. During his time at Hofstra Law, he relaunched the Real Estate Law Association (RELA) where he served as the president. As a business and alumni affairs editor of the Journal of International Business & Law, Mr. Migliorini published a note with the law journal relating to the GDPR's effect on U.S. data privacy laws. He earned his B.A. degree, magna cum laude, from John Jay College; his M.B.A. degree, magna cum laude, from Frank G. Zarb School of Business at Hofstra University; and his J.D. degree, cum laude, from Maurice A. Deane School of Law at Hofstra University.
Speaker bio
Randall O. Reder
is the principal of Randall O. Reder, P.A. His law practice emphasizes business and real estate law including title law, easements, and mortgage foreclosure defense. Mr. Reder's practice also includes appellate, estate planning and probate law. He has lectured on several times before about limited liability companies. He served as senior attorney for seven years for Chief Justice Joseph A. Boyd, Jr. Mr. Reder is a contributing writer to The Supreme Court of Florida and Its Predecessor Courts, 1821-1917. He is the author of the chapter on S-corporations published by The Florida Bar in its manual Florida Small Business Practice. Mr. Reder is the president of ACE Charitable Legal Services, Inc., a nonprofit, tax-exempt Florida corporation. He earned his B.S. degree from the University of South Florida and his J.D. degree from Florida State University.
Speaker bio
Kevin T. Knight
is a partner in the law offices of DSK Law. He is board-certified as a trial lawyer by both The Florida Bar and the National Board of Trial Advocacy. Over the course of his practice, Mr. Knight has generally focused on personal injury litigation. He earned his B.S.B.A. degree, summa cum laude, from the University of Central Florida and his J.D. degree from Stetson University College of Law.
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