Bulletproof: Risk Mitigation for the Closely Held Business

Date: Oct 30, 2025 1:00 p.m. – 4:00 p.m.

Location: New Jersey Law Center, New Brunswick, and Online

Member Price: $177.00

Non-Member Price: $209.00

Section Price: $0.00

Event Code: I161625

Areas of Law: Business

Earn up to 3.3 credits! (More Information)

Faculty

Keynote

Moderator

Jay R. McDaniel, Esq.
Weiner Law Group LLP, Parsippany

Presenters

Closely held businesses – whether family-run, privately owned, or tightly controlled by a small group of stakeholders – face a unique set of legal, operational, and interpersonal risks. From ownership disputes and succession failures to compliance missteps and inadequate governance, these risks can have devastating consequences if not proactively managed.

Our esteemed panel will equip practitioners with the tools to identify and mitigate those risks before they turn into litigation or regulatory nightmares. Through real-world examples and practical guidance, participants will learn how to structure businesses to prevent internal conflict, safeguard assets, and ensure long-term viability.

Topics include:

  • Drafting risk-sensitive shareholder, partnership, and operating agreements
  • Managing fiduciary duties and minimizing exposure
  • Planning for succession and ownership transitions
  • Navigating employment, tax, and regulatory compliance

Whether you represent small family enterprises or growing private firms, this session will help you serve as a strategic legal advisor and risk manager, protecting both your clients’ interests and your own.

CLE Credits
NJ CLE:NJ CLE information: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 3.3 hours of total CLE credit (Full Credits Available: NJ General: 3.3).
NY CLE (t&nt):NY Professional Practice Transitional: 3.0
PA CLE:PA Substantive Credit: 2.5
New: No PACLE fee is required for this program. To earn PA CLE credits, a valid PA Bar ID number must be entered into the CLE form provided after attending the program.

Important Information About Our Events, Meetings, and More:
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Digital Materials & Environmental Commitment: As part of our commitment to environmental sustainability, unless otherwise noted, all seminar materials are provided as digital downloads. You can access these materials through:

  • The “My Links” section at the top of our website for in-person or online events
  • Or, for online programs, the event access link included in your joining instructions 

Cancellation and Refund Policy:
If you need to cancel your registration and are not transferring to another program or date, please submit a written request to us at least three business days before the event, meeting, or gathering. You will receive a refund minus a $20.00 cancellation fee. No refunds or registration changes will be issued within three business days of the event, meeting, or gathering.

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Scholarship & Financial Assistance Policy:
Read our Scholarship & Financial Assistance Policy and submit an Application here: https://njsba.com/njicle/cle-programs/scholarship/