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Event Information

2023 Transactional Corporate Law Essentials

September 28, 2023


Join the SC Bar CLE Division on Thursday, September 28 for the 2023 Transactional/Corporate Law Practice Essentials Course. This full day program, planned by Will Umbach and Melissa Cassell, will feature practitioners and authorities in their fields whose goal is to provide you with practical advice on how to handle cases in the transactional/corporate law arena. 

This seminar is a basic level program.

For those required to take South Carolina Bar CLE “Essentials Series.”

Pursuant to SCACR Rule 408(a)(3), newly admitted members are required, unless you fall within one or more of the exemptions outlined in Rule 408 (a)(3)(A)-(D), to complete one (not all) of the SC Bar CLE “Essentials Series” courses. Attendance at Essentials Courses not only meets the Essentials requirement, but also counts toward your required annual 14 hours of MCLE. No other CLE course, workshop, video series (i.e., the Supreme Court’s Course of Study), or bootcamp will satisfy this requirement.

The “Essentials Series” is comprised of 10 full-day courses, which cover major practice areas, as well as legal ethics. Each course is designed and taught by experienced practitioners, are process oriented, and are specifically designed to provide step-by-step teaching, as well as the opportunity to interact with the faculty.

All essentials’ programs will be held live at the SC Bar Conference Center, Columbia.

  • Programs will not be available via live webcast.
  • Lunch will be provided for those attending in-person.
  • In-person attendees will be offered discounts on SC Bar CLE publications.

This program qualifies for 6.5 MCLE; 1.0 LEPR credit hours. SC Supreme Court Commission course number: 930401E

 


The South Carolina Bar is an accredited CLE provider in South Carolina only. Attorneys are responsible for seeking their own credit in other jurisdictions.

Disclaimer: The views expressed in CLE programs and publications do not necessarily reflect the opinions of the South Carolina Bar, its sections, or committees. The South Carolina Bar believes that all Bar members have the right to both meaningful learning and to the exchange of ideas in a civil environment. The Bar reserves the right to remove or exclude any person from a Bar event if that person is causing inappropriate disturbance, behaving in a manner inconsistent with accepted standards of decorum, or in any way preventing fellow Bar members from meaningful participation and learning.

Registration Fees

CLE Big Ticket
$0.00
Essential Committee Member
$275.00
Member Registration
$275.00
Non Member Registration
$275.00
SC Bar Certified Paralegal
$125.00
Price Description Amount

Agenda

Speakers

NameOrganizationSpeaking At
Benjamin Carlton
Richardson Plowden & Robinson, PA  -
G. Knight
Maynard Nexsen PC  -
Lawrence Girard
Haynsworth Sinkler Boyd, PA  -
Melissa Cassell
Morton & Gettys, LLC  -
Robert Bethea
Adams and Reese LLP  -
Sheila Abron
Fisher & Phillips, LLP  -
William Higgins
Graybill, Lansche & Vinzani, LLC  -
William Umbach
Adams and Reese LLP  -

Policy

Continuing Education

Agenda

8:30 a.m.         Registration

8:50 a.m.         Welcome and Overview

                        Melissa Cassell, Morton & Gettys, LLC

9 a.m.              Employment Agreement and Confidentiality Agreements

                        Sheila Willis, Fisher Phillips 

 9:45 a.m.         Choice of Entity: Corporation or LLC

                        Robert P. Bethea, Jr, Adams and Reese LLP

                        William M. Umbach, Adams and Reese LLP

10:15 a.m.       Ethics Hypotheticals/Role Plays

                        William O. Higgins,   Graybill, Lansche & Vinzani

 10:45 a.m.       Break

11:00 a.m.       LLC Formation

                        Robert P. Bethea, Jr., Adams and Reese LLP

                        William M. Umbach, Adams and Reese LLP

11:30 a.m.       Ethics Hypotheticals/Role Plays

                        William O. Higgins,Graybill, Lansche & Vinzani

12:00 p.m.      Lunch (Provided)

1:00 p.m.        Buy-Sell Agreements

                        Robert P. Bethea, Jr., Adams and Reese LLP

                        William M. Umbach, Adams and Reese LLP

1:45 p.m.        Corporate Formation

                        Benjamin Carlton, Richardson Plowden & Robinson, PA

2:15 p.m.        Securities

                        G. Marcus Knight, Nexsen Pruet

2:45 p.m.        Break

3:00 p.m.        Buying/Selling a Business: Asset and Stock Purchase Agreement

                        Melissa Cassell, Morton & Gettys

4:00 p.m.        Contract Review and Drafting

                        L. Foster Girard, Haynsworth Sinkler Boyd, P.A.

5:00 p.m.        Adjourn

 

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