Continuing Legal Education by
Estate plans and business succession plans often collide in ways that create serious legal and practical problems OR contradict each other. Many times, one attorney does not talk to the other and the requirements from a business law perspective are not met and conversely the business law attorney may not utilize the business owner’s estate plan to its fullest effect. This seminar, taught from the perspective of a business law attorney, is designed for estate planning and business law attorneys who regularly work with clients that own LLCs, corporations, partnerships, and closely held businesses. We will discuss how to create a cohesive estate/business succession plan for business owners that contemplates both areas of law. We will also discuss the new Residential Real Estate (RRE) rule promulgated by FinCEN as well as its current status.
Lisa C. Thompson at Thompson Law Group, P.C., has practiced business law for 30 + years and is licensed in Arizona, California and Nevada. She focuses her practice on business law (start-up, maintenance, buy/sell agreements, succession planning and dissolution).
CLE Details:
April 22, 2026
1:30 p.m. – 2:45 p.m.
Webinar
(not recorded)
CLE Credit: 1.0 & Cost: None
RSVP: Tracy Ward @ Tracy@Moshierlaw.com or 480.532.1534
Check out upcoming CLE at www.moshierlaw.com/cle
The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1.0 hour toward your annual CLE requirement for the State Bar of Arizona, including 0 hour of professional responsibility.
Statements expressed are those of the speakers and do not necessarily reflect the opinions of Moshier Law Firm P.C. No guarantees, representations or warranties are made by Moshier Law Firm, PC as to the accuracy or adequacy of the information provided by the program speakers. Statements in the presentations and their materials should be verified before relying on them.
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