This program is eligible for 2 hours of CLE credit in 60-minute states. In 50-minute states, this program is eligible for 2.4 hours of CLE credit. Credit hours are estimated and are subject to each state’s approval and credit rounding rules.
Overview
Is your client looking to relocate, expand, or successfully establish a startup?
Before a business plan can be finalized, your client will have to decide which state will be the official, corporate home for the business. Choosing the best state for your client’s business needs can depend on several factors, including the complexity of the business, the economic climate of the state, and tax benefits. This program examines the advantages and disadvantages of incorporation in Pennsylvania, New Jersey and Delaware. For the novice and more experienced alike, this course provides and reinforces a solid foundation to help you best advise your client.
- General Introduction – How and Why Choosing a State of Incorporation/Formation Matters
- Basic Incorporation/Formation Requirements, Including Organizational Structure and Formalities
- Claims Against Owners/Management
- Investor Preferences/Requirements
- Entities for Particular Purposes
- Conversion (From One Type of Entity to Another)
- Other Considerations and Issues (Including Dissolution)
Faculty
Alisa E. Moen, Esq.
Ms. Moen is the founder and managing partner of Moen Law LLC. With legal and business experience spanning over two decades, she is a former AmLaw 100 partner and General Counsel for a multinational company. During her tenure at Blank Rome she co-chaired the firm’s Corporate Litigation Group and represented clients in all aspects of Delaware corporate governance matters before the Delaware Court of Chancery as well as federal courts. As General Counsel, Ms. Moen spearheaded the formation of the legal department and successfully integrated compliance, finance and business development functions to better manage company’s growth and expansion into new markets. With full P&L responsibilities for a business unit, Ms. Moen combined her legal expertise and business acumen to drive growth and successfully navigate regulatory and compliance risks. In 2020, Ms. Moen founded Moen Law LLC to address the need for outside general counsel expertise with a multi-disciplinary approach. The backbone of her practice remains corporate governance and regulatory compliance with a focus on start-up advisory practice. Ms. Moen regularly counsels clients on business formation and divorce, as well as M&A activities. Ms. Moen earned by B.A. from the University of Delaware and her law degree from Temple University Beasley School of Law. She served as the Editor-in-Chief for the Delaware Law Review for over 6 years and is active in the Delaware Bar and in her community. Ms. Moen is fluent in Russian.
Curtis L. Golkow, Esq.
Mr. Golkow is the founding member of Golkow Business Law LLC, a boutique law firm devoted to business, securities and finance law. For more than 35 years, his practice has concentrated heavily on mergers and acquisitions, joint ventures and strategic alliances, capital-raising and other financing transactions, employment and compensation arrangements, and a wide array of other business and commercial matters. Mr. Golkow regularly counsels clients in the development and implementation of strategic plans, including business plans for start-up and expansion stage companies and succession plans for family businesses. He devotes a substantial portion of his practice to handling business divorces, often involving complex issues of corporate governance. He is a member of the American Bar Association and Philadelphia Bar Association, where he served on the Executive Committee of the Business Law Section and is a former Chair of its Mergers & Acquisitions Committee. Mr. Golkow is a frequent speaker and lecturer on business law topics. He received his J.D. in 1988 from the University of Pennsylvania Law School, where he was a Senior Editor of the Journal of International Business Law, and received his B.S. in Economics, cum laude, in 1985 from the Wharton School of Business, University of Pennsylvania.

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