Steve Klein speaking at the NJICLE Meeting, Overcoming Legal & Valuation Issues in Chancery, Business & Family Proceedings

2017 Date to ComeAttorney: Steven R. Klein

Hyatt Morristown
3 Speedwell Ave Morristown, NJ 07960-6838

2017 Date to come

Time: 5:30 PM - 9:05 PM ET

Andrea J. Sullivan, Esq.
Author, Guidebook to Chancery Practice in New Jersey (9th Edition, 2014)
Greenbaum Rowe Smith & Davis, LLP (Iselin)

Speakers include:
Hon. Robert P. Contillo, PJCh (Bergen)
Hon. Hany A. Mawla, PJFP (Hunterdon)
Hon. Donald Kessler, JSC (Essex)
Hon. Thomas Walsh, JSC (Union)
Frederick W Alworth, Esq.
Gibbons, PC (Newark)
Steven Klein, Esq.
Cole Schotz (Hackensack)
Thomas Hoberman, CPA/ABV/CFF
WithumSmith+Brown, PC (Princeton)
William J. Morrison, CPA/ABV/CFF
WithumSmith+Brown, PC (Princeton)
Michael Saffer, Esq.
Mandelbaum Salsburg, PC (West Orange)

About the Program:

Business valuation is the act of putting a price on a business, and comes into play in many settings including divorce, business disputes and breakups, mergers, and estate planning and litigation.

There are three main approaches to business valuations: 1.) income based, 2.) asset based, and 3.) the market approaches. There are several methodologies within each approach. Deciding which approach to use is fact sensitive. Each valuation is unique.

Register today to hear some of the state's leading accountants, judges and attorneys shed light on the nuances of business valuations through a discussion of different valuations scenarios that are frequently encountered in chancery, family and business disputes. Our expert panel will also bring you up-to-date about the latest developments in this area, including a discussion about holding in the recent New Jersey Supreme Court case, I.E. Test, LLC v. Carroll (decided August 2, 2016), in which the Court outlined a seven pronged test lower courts should use in deciding whether to expel an LLC member.

Program Agenda:
5:30 Introduction; Purpose of Business Valuation in Chancery and Matrimonial
Matters - Andrea Sullivan, Esq.

5:45 Valuation Theory: Business Valuation-Approaches and Methodologies -
William J. Morrison, CPA/ABV/CFF; Thomas Hoberman, CPA/ABV/CFF

6:15 Dissent Oppression and Family - Andrea Sullivan, Esq.; Michael Saffer, Esq.;
Steven Klein, Esq.; Hon. Robert P. Contillo, PJCh; Hon. Hany A. Mawla, PJFP;
Hon. Donald Kessler, JSC; Hon. Thomas Walsh, JSC

7:15 Break

7:25 How to Handle Oppression in LLCs under NJ-RULLCA - Frederick W Alworth, Esq.

8:05 Other issues - Michael Saffer, Esq. Steven Klein, Esq.;
William J. Morrison, CPA/ABV/CFF; Thomas Hoberman, CPA/ABV/CFF

8:50 Questions and Wrap-up

9:05 Adjourn

NJ CLE information:
This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 4.0 hours of total CLE credit. Of these, 4.0 qualify as hours of credit toward certification in civil trial law.

This program has been approved for 4.0 credits (50 minute hour)
PA CLE: 3.0 substantive credits pending ($12 fee – separate check payable to NJICLE must be submitted at the end of the program)
NY CLE (t&nt):

4.0 professional practice credits
Trial Attorney Certification: 4.0 civil credits pending
CPE: 4.0 taxation credits
Door Registration: $200



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