Consumer Law

IN Specific

Indiana Business Drafting Essentials

Credits Available
Credit Status Total
Indiana CLE Approved 6 Total
OnDemand
5 hours 59 minutes
Patrick Sullivan
James Bohrer
Amy VonDielingen
Judy Woods
With Patrick Sullivan from Law Office of Patrick Sullivan, P.C. + 3 others
Recorded March 07, 2025
Product ID 99790

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Overview

Know How to Prepare Shareholder Agreements, APAs, and Other Common Business Documents

Legal documents for a business are essential in protecting the interests of everyone involved. Get seasoned drafting advice on preparing common business contracts. Join our experienced faculty as they explain the fundamentals of drafting and overcoming obstacles when creating anything from commercial leases to employment agreements to independent contractor agreements and more. Don't miss out on this event and register today!

  • Examine essential guidelines for ensuring compliance with state and federal LLC operating agreements.
  • Get experienced advice on preparing governing documents for LLCs, partnerships, and corporations.
  • Identify key considerations for drafting asset purchase agreements.
  • Know how to lay the foundation for drafting an essential business document.
  • Evaluate and determine the business needs of clients for negotiating commercial leases.

Abbreviated Agenda

  1. Operating and Partnership Agreements
  2. Shareholder Agreements
  3. Asset Purchase Agreements
  4. Negotiating and Redlining Commercial Leases
  5. Ethics of Business Contract Law
Product ID 99790

Credit Details

Credits Available
Credit Status Total
Indiana CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in
  1. Operating and Partnership Agreements

    1. Sample Operating Agreement Walkthrough
    2. Tax Status & LLC Type
    3. Roles and Responsibilities
    4. Voting Provisions
    5. Distributions and Allocations
    6. Transfer Restrictions
  2. Shareholder Agreements

    1. Sample Shareholder Agreement Walkthrough
    2. Key Definitions
    3. Organization and Governance
    4. Ownership Interests and Share Issuance
    5. Additional Formalities and Procedures
    6. Obligations
    7. Transfer Restrictions, Tag-Along and Drag-Along Rights
  3. Asset Purchase Agreements

    1. Sample APA Walkthrough
    2. Key Definitions and Transferred Assets
    3. Liabilities
    4. Covenants
    5. Conditions
    6. Representations and Warranties
    7. Indemnification
  4. Negotiating and Redlining Commercial Leases

    1. Sample Lease Walkthrough
    2. Key Definitions
    3. Lease Disputes
    4. Counseling Clients on Rights Under the Lease
    5. Overlooked Lease Provisions
    6. Maintenance and Repair Clauses
    7. Common Area Maintenance and Tenant Improvement Allowance
  5. Ethics of Business Contract Law

    1. Avoiding Conflicts of Interests
    2. Compliance with Federal and State Laws, Rules, and Regulations
    3. Confidentiality
    4. Protection and Proper Use of Company Assets

Who Should Attend

This basic level online seminar is designed for attorneys. Paralegals may also benefit.

Speakers

Patrick Sullivan
Patrick
Sullivan
Law Office of Patrick Sullivan, P.C.
James F Bohrer
James F.
Bohrer
Clendening Johnson & Bohrer, P.C.,
Amy L VonDielingen
Amy L.
VonDielingen
Krieg DeVault LLP
Judy L Woods
Judy L.
Woods
Krieg DeVault LLP
Speaker bio
Patrick Sullivan

Patrick Sullivan

Law Office of Patrick Sullivan, P.C.
Patrick Sullivan

is president and founder of the Law Office of Patrick Sullivan, P.C. His family has been practicing law in Indiana for over 100 years. As a fourth-generation attorney, Mr. Sullivan has had direct exposure to the evolution of the practice of law and to the legal institutions in Indiana. His practice areas include business planning, charitable giving, estate planning, litigation, probate, tax planning and family law. Mr. Sullivan graduated from Georgetown University with a Bachelor's of Science degree in finance and international business. He then obtained his juris doctorate from Indiana University's Robert H. McKinney School of Law. In addition to being an attorney, Mr. Sullivan is a Certified Financial Planning (CfP®) practitioner, Chartered Benefits Consultant (CBC), Professional Plan Consultant (PPC), and licensed insurance agent for life, health and long-term care. He has also served in various leadership capacities, including serving as president of Foundational Insurance Advisors, LLC. Mr. Sullivan also serves on the Echelon Board of the Salvation Army. He writes on legal and business matters, and has been both featured and quoted in the Indiana Lawyer. Mr. Sullivan is licensed to practice law in Indiana.

Speaker bio
James F Bohrer

James F. Bohrer

Clendening Johnson & Bohrer, P.C.,
James Bohrer

is a partner at Clendening Johnson & Bohrer, P.C., and has practiced law in Indiana for 40+ years and concentrates on estate planning and probate, real estate transactions and real estate development, zoning, business law, and tax protests and appeals. He is board-certified as a trust and estate lawyer by the Trust and Estate Certification Board of the Indiana State Bar Association. Mr. Bohrer is past president of the Hoosier Hills Estate Planning Counsel. He serves as a faculty member for various educational seminars in real estate development, business succession planning, and estate and probate matters. Mr. Bohrer is a member of the National Academy of Elder Law Attorneys. He is also an associate member of the Indiana Certified Public Accountants Society. Mr. Bohrer also served on the Board of Directors of the Indiana Trust and Estate Specialty Board of the Indiana State Bar Association and served on the Board of Directors of the Indiana Bar Foundation. He is an Indiana native and has lived in Bloomington for over 40 years. Mr. Bohrer is a magna cum laude graduate of the Indiana University Mauer School of Law.

Speaker bio
Amy L VonDielingen

Amy L. VonDielingen

Krieg DeVault LLP
Amy VonDielingen

is a partner with Krieg DeVault LLP, where she practices corporate, M&A, business succession planning and estate planning. She is a member of the Indiana State Bar Association, Indianapolis Bar Association and National Association of Women Business Owners. Ms. VonDielingen earned her B.S. degree, summa cum laude, from the University of Indianapolis and her J.D. degree from Indiana University Maurer School of Law. She is admitted to practice law in Indiana.

Speaker bio
Judy L Woods

Judy L. Woods

Krieg DeVault LLP
Judy Woods

has been a litigator for 30+ years, representing plaintiffs and defendants in trials and appeals in complex commercial and "bet the company" litigation, including antitrust, intellectual property, class actions, mass torts, ERISA, fraud, false claims, trade, financial, shareholder, corporate governance and First amendment disputes. She is an advisor and investigator for companies and professional advisors on ethics, compliance and risk management. She is a frequent speaker/author on ethics and compliance issues; civil procedure, and commercial law. Ms. Woods graduated from Macalester College, B.A. magna cum laude; Bryn Mawr College, M.A; Indiana University McKinney School of Law, J.D., cum laude. She is admitted in U.S. Supreme Court, multiple U.S Courts of Appeal and District Courts; all Indiana Courts. Ms. Woods is a member of American Arbitration Association's panels of neutrals for large and complex cases, commercial and consumer cases; International Center for Dispute Resolution.

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