Business & Securities Law

Live Online

LLCs and Other Business Organizations 2027: New Laws, Changing Tactics, and Top Disputes

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 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 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Approved 7 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia 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
Wyoming CLE Approved 6 Total
Arizona CPE for Accountants Approved 7 Total
New York CPE for Accountants Approved 7 Total
Washington CPE for Accountants Approved 7 Total
Wisconsin CPE for Accountants Approved 7.2 Total
CPE for Accountants/NASBA Approved 7 Total
Live Online
6 hours
Kevin Haley
Robert West
Peter Gannott
Bonnie Mackey
Daniel Gershman
Alexander Migliorini
Randall Reder
Kevin Knight
With Kevin R. Haley from Brann & Isaacson + 7 others

Thu, Dec 10, 00:00 AM – 00:00 PM

Product ID 102782

Register For Course

Course Includes
$449

Live Webinar Registration

OnDemand Recording

Course Book Download

OnDemand content will be available within 7 days of event date.

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

  1. Entity Choice and Formation Tactics in 2027
  2. Entity Law Update: Delaware Amendments and Interstate Competition
  3. AI in Business Entity Practice: Tools, Risks, and Workflow Integration
  4. Operating Agreement Drafting: OBBBA and 2027 Best Practices
  5. Top Disputes: Veil-Piercing, Fiduciary Duty, and Other Trends
  6. Series LLCs: Formation, Use, and Litigation Risk
  7. Business Succession and Exit Planning: Buy-Sells, OBBBA Tax Overlays, and Valuation
  8. Operating Agreement Disputes and Enforcement Litigation
  9. LLCs in Real Estate: Structures, Lender Requirements, and Disputes
  10. BOI Compliance in 2027: Federal Developments, State Regimes, and What's Still Required
  11. Ethics in Business Entity Practice: AI, Conflicts, and Engagement Traps

Can't Attend Live?

Get the OnDemand Instead

Watch the recording of this event on your own schedule. We'll notify you when its ready.

Related Topics

Product ID 102782

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 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 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Approved 7 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia 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
Wyoming CLE Approved 6 Total
Arizona CPE for Accountants Approved 7 Total
New York CPE for Accountants Approved 7 Total
Washington CPE for Accountants Approved 7 Total
Wisconsin CPE for Accountants Approved 7.2 Total
CPE for Accountants/NASBA Approved 7 Total
Select Jurisdiction
CLE
Other

Agenda

All times are shown in

  1. Entity Choice and Formation Tactics in 2027

  2. Entity Law Update: Delaware Amendments and Interstate Competition

    1. Delaware's LLC Act Amendments: Registered Agent Requirements, Correction Procedures, Consolidation Certificates, Annual Tax on Cancellation
    2. DGCL SB 21: Section 144 Safe Harbors for Conflicted Transactions, Codified "Controlling Stockholder" Definition, Section 220 Books-and-Records Limits
    3. Rutledge v. Clearway Energy Group LLC (Del. Feb. 2026): SB 21 Safe Harbors Upheld, Retroactivity Confirmed
    4. Nevada AB 239, Texas Business Court, and the Redomestication Pressure on Delaware

  3. AI in Business Entity Practice: Tools, Risks, and Workflow Integration

    1. Adoption Reality: Law Firms and Corporate Legal Departments Using AI
    2. Current Tools for Entity Work: OA Drafting, Formation Documents, Due Diligence, Compliance Monitoring
    3. Supervision and Verification: Building Review Protocols That Catch Errors
    4. Billing Considerations When AI Materially Reduces Time on a Matter

  4. Operating Agreement Drafting: OBBBA and 2027 Best Practices

    1. OBBBA Impact: Permanent Section 199A QBI Deduction (20%), Expanded Phase-In Thresholds, PTET Elections as SALT Workarounds, Opportunity Zone Permanence
    2. Governance Traps: Voting Thresholds, Manager Authority, Supermajority Provisions
    3. Transfer Restrictions, Buy-Sell Mechanics, and Dispute Resolution Clauses
    4. Amendment and Consent Provisions: Avoiding Inadvertent Entrenchment
    5. Key OA Clauses to Review and Update Today

  5. Top Disputes: Veil-Piercing, Fiduciary Duty, and Other Trends

    1. Enforcing LLC Operating Agreements and Validly Waiving Fiduciary Duties
    2. Veil-Piercing and Alter Ego Trends: Single-Member LLC Exposure and Current Separateness Failures
    3. Derivative vs. Direct Claims: Standing and Procedural Strategy

  6. Series LLCs: Formation, Use, and Litigation Risk

    1. Recognition Landscape and Jurisdictional Differences in Formation and Liability Segregation
    2. Primary Use Cases: Real Estate Portfolios, Investment Funds, and Asset Protection Structures
    3. Cross-Series Liability: What Statutory Protection Actually Provides and Where It Breaks Down
    4. Bankruptcy and Creditor Treatment of Series LLCs: The Unresolved Questions Practitioners Must Flag
    5. Drafting the Series LLC Operating Agreement: Essential Protective Provisions

  7. Business Succession and Exit Planning: Buy-Sells, OBBBA Tax Overlays, and Valuation

    1. Buy-Sell Agreement Mechanics: Redemption vs. Cross-Purchase, Funding Structures, and Trigger Events
    2. OBBBA Exit Planning: QSBS Section 1202 Revisions, Installment Sales to Qualified Farmers, and Opportunity Zone Deferral
    3. Valuation Methodology Disputes: Fair Market Value vs. Fair Value, Minority Discount Battles, and Drafting to Control the Outcome
    4. Practical Drafting: Deadlock Buyout Triggers, Appraisal Rights, and Right-of-First-Refusal Mechanics

  8. Operating Agreement Disputes and Enforcement Litigation

    1. Forum Selection and Arbitration Clauses in LLC Agreements: Enforceability Trends and Drafting Implications
    2. Exculpation and Indemnification Provisions: Limits, Carve-Outs, and Litigation Patterns
    3. When Operating Agreements are Silent, Ambiguous, or Contradicted by Conduct: How Courts Fill Gaps and What Defaults Apply
    4. Practical Litigation Strategy: Using (and Attacking) Operating Agreement Provisions in Member Disputes

  9. LLCs in Real Estate: Structures, Lender Requirements, and Disputes

    1. Single-Asset LLC Structures: Why Lenders Require Them and How to Document Them Correctly
    2. Springing Member Provisions, Lender Consent Requirements, and Guaranty Structures
    3. Co-Investor Governance: Voting Rights, Capital Call Mechanics, and Waterfall Provisions in Real Estate LLCs
    4. Litigation Patterns Specific to Real Estate LLCs: Partition Actions, Forced Sale, Deadlock Among Co-Investors, and Preferred Return Disputes

  10. BOI Compliance in 2027: Federal Developments, State Regimes, and What's Still Required

    1. Federal CTA Status: How to Advise Domestic Entity Clients to Stay Ready
    2. New York LLC Transparency Act Reporting for Existing LLCs, Exemption Attestation Requirement
    3. Other State Transparency Trends; Practitioner Liability and Engagement Letter Guidance

  11. Ethics in Business Entity Practice: AI, Conflicts, and Engagement Traps

    1. ABA Formal Opinion 512 on AI
    2. State Bar Guidance on AI: Key Convergences and Differences
    3. AI-Specific Ethics Issues: Client Data Use, Disclosure Obligations, Self-Learning Platform Risks, and Supervising AI-Generated Work Product
    4. Who Is the Client? Entity vs. Individual Owner Representation
    5. Conflicts in Multi-Owner Engagements: Formation Through Exit
    6. 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

Kevin R Haley
Kevin R.
Haley
Brann & Isaacson
Robert A West Jr.
Robert A.
West, Jr.
Reminger Co., LPA
Peter M Gannott
Peter M.
Gannott
Gannott Law Group, PLLC
Bonnie L Mackey
Bonnie L.
Mackey
Levin, Silvey, Zelko & Mackey, P.A.
Daniel J Gershman
Daniel J.
Gershman
Falcon Rappaport & Berkman LLP
Alexander R Migliorini
Alexander R.
Migliorini
Falcon Rappaport & Berkman LLP
Randall O Reder
Randall O.
Reder
Randall O. Reder, P.A.
Kevin T Knight
Kevin T.
Knight
DSK Law
Speaker bio
Kevin R Haley

Kevin R. Haley

Brann & Isaacson
Kevin 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.

View full profile
Speaker bio
Robert A West Jr.

Robert A. West, Jr.

Reminger Co., LPA
Robert West

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.

View full profile
Speaker bio
Peter M Gannott

Peter M. Gannott

Gannott Law Group, PLLC
Peter 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.

View full profile
Speaker bio
Bonnie L Mackey

Bonnie L. Mackey

Levin, Silvey, Zelko & Mackey, P.A.
Bonnie 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.

View full profile
Speaker bio
Daniel J Gershman

Daniel J. Gershman

Falcon Rappaport & Berkman LLP
Daniel 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.

View full profile
Speaker bio
Alexander R Migliorini

Alexander R. Migliorini

Falcon Rappaport & Berkman LLP
Alexander 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.

View full profile
Speaker bio
Randall O Reder

Randall O. Reder

Randall O. Reder, P.A.
Randall 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.

View full profile
Speaker bio
Kevin T Knight

Kevin T. Knight

DSK Law
Kevin 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.

View full profile
Loading recommendations...

TOP FAQs

How do I access my courses?
Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-930-6182.
Do you have options for attendees who are deaf or hard of hearing?
Closed captioning is available for all Live Webinars. After you've joined the event room, you can enable closed captioning by clicking the "cc" button in the lower right of the player.
What happens if my course is cancelled?
In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 7 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
Will I receive a certificate of completion?
Yes, we'll email you a certificate of completion and store in your account for any future reporting needs.
Can multiple people watch courses and request credit?
While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

Have more questions? Please Contact Us