For those who were unable to attend the 2026 Business Law Institute in-person, Polsinelli will be hosting a fall BLI webinar series kicking off in October. Make plans to attend one or all of the sessions to obtain up to 8 hours of CLE credit*, including 2 hours of ethics.

Click here to visit our website to view agenda details, CLE information and more.

*CLE credit is pending. We anticipate 8 total hours, including 2 hours of Ethics (depending on jurisdiction) if all sessions are attended. If you attended any of our BLI programs in-person you will not be eligible to receive credit for any sessions of the virtual series.

Part 2: Wednesday, October 14

Tax Considerations for M&A Transaction Process

The presentation addresses the tax-driven considerations in terms of an M&A process.  The focus is on understanding the role of tax considerations with an eye towards optimizing the process both in terms of achieving deal objectives and in an efficient manner

Agenda

• Showcasing the primacy of tax considerations at the letter of intent / term sheet stage.
• Understanding how goals (buyer and seller) impact the process.
• Detailing the various professionals’ respective responsibilities with respect to tax due diligence and purchase agreement drafting.
• Aligning with respect to tax elections and post-closing coordination.

The Role of Estate Planning in M&A Transactions and Business Exit Strategies

Estate tax planning strategies for M&A and business exits, focusing on trusts, pre-transaction transfers, and timing considerations to minimize transfer taxes and preserve wealth.

Agenda

• Understand how estate planning strategies can be integrated into M&A and exit planning to minimize transfer taxes and preserve wealth.
• Identify key tools—such as trusts and pre-transaction transfers—for shifting business interests prior to a liquidity or other value-enhancing event.
• Evaluate the tax implications and timing considerations of various estate planning techniques in the context of a business sale or exit.