8:30 – 9:00 a.m.
CHECK-IN & CONTINENTAL BREAKFAST

9:00 – 9:05 a.m.
WELCOME & ANNOUNCEMENTS

9:05 – 9:50 a.m.
Do Not Be the Last to Know: Key Developments in Ownership Disputes During the Pandemic
During this session, Janel Dressen and William Paterson will provide an update on new cases and key developments in ownership cases decided during the pandemic.
– Janel M. Dressen & William R. Paterson

9:50 – 10:35 a.m.
Preventing Member Conflicts Under Chapter 322C: Drafting Challenges
Learn how transactional attorneys can help business owners plan and prevent future disputes on the front end under Chapter 322C.
– Daniel S. Kleinberger, Susan J. Markey & Terri Krivosha

10:35 – 10:40 a.m.
BREAK

10:40 – 11:25 a.m.
Preventing and Addressing Member Conflicts Under Chapter 322C: Litigation Challenges
This session will discuss the type of lawsuits business owners can expect to see under 322C and practical advice on how to prevent and approach such lawsuits. Learn how to spot potential problems, advise clients, and how to either avoid escalation of these disputes or succeed in litigation when it is inevitable.
– Douglas L. Elsass & Wallace G. Hilke 

11:25 – 11:35 a.m.
BREAK

11:35 a.m. – 12:35 p.m.
Judicial Solutions to Business Owner Conflicts
In addition to litigation, this session will discuss other ways in which shareholder disputes can be resolved, such as mediation and arbitration. Join our esteemed panel as they provide helpful and practical advice for resolving disputes.
– Judge Laurie J. Miller, Judge Thomas A. Gilligan, Jr. & Judge Martin S. Fallon
– Janel M. Dressen (moderator)

12:35 – 1:20 p.m.
LUNCH BREAK (on your own)

1:20 – 2:05 p.m.
Negotiating Resolutions to Ownership Disputes Like a Pro to Avoid Litigation
In this session you will learn (1) how to identify the questions your client is not asking (but should be) in connection with a shareholder dispute, (2) some best practices for negotiating difficult issues, and (3) how to identify themes in shareholder disputes that will help you resolve the matter without resorting to litigation.
– Terri Krivosha

2:05 – 2:35 p.m.
Establishing What the Disputed Businesses Are Worth
This session will teach the foundational principles on corporate valuations for ownership disputes along with best practices for valuing businesses. Learn the basics of how to approach valuing a business for ownership disputes and ownership oppression matters for the IRS, for a buyer and for a minority owner. Additionally, the session will explore where typical valuation conclusions differ between experts.
– Brad Koranda 

2:35 – 2:50 p.m.
BREAK

2:50 – 3:20 p.m.
Successful Strategies for Succession Planning
Learn how to best help your clients plan and prepare for transferring or ending a business avoiding disputes among co-owners down the line.
– Tom Hubler

3:20 – 4:20 p.m.
Ethics: Who Do I Represent? The Close Corporation Attorney-Client Privilege Trap
1.0 ethics credit applied for
Privilege challenges continue to arise in shareholder disputes where an attorney represents both the corporation and its majority shareholders. Learn the troubled legacy of Evans v. Blesi and the Minnesota Courts, and how this case continues to present a trap to closely-held corporations and their counsel.
– Aram V. Desteian & Casey D. Marshall

LIVE IN-PERSON
Monday, March 6, 2023
Minnesota CLE Conference Center
600 Nicollet Mall, Suite 370
Seventh Street & Nicollet Mall, Third Floor City Center
Minneapolis, Minnesota

ONLINE REPLAY
Monday, March 27, 2023
Attend online
A moderator will be available to answer questions by email.

$275 MSBA members / $275 paralegals / $325 standard rate

Other discounts that may apply:

• Season Pass Discount
• New Lawyer Discount

Scholarships available!
Need-based scholarships are available for in-person and online seminars. For further information or to obtain a scholarship application, contact us at 800-759-8840 or customerservice@minncle.org.

Minnesota CLE is applying to the Minnesota State Board of CLE for 6.0 CLE credits, including 1.0 ethics credit. The maximum number of total credits attendees may claim for this program is 6.0 credits.