Events Calendar

Business Law Skills Series: Escrows within Deal Situations--What Attorneys Should Know

Continuing Legal Education

January 16, 2013 Wednesday 12:00pm - 1:00pm

Don't miss this session, which will address what attorneys should know when dealing with escrows within deal situations, including: 

  • Financial Institution Know-Your-Customer (KYC) due diligence requirements (Patriot Act, Bank Secrecy Act requirements, etc.): what to expect and why it is required.
  • Various escrow situations and functions of an escrow agent that can arise in a transactional practice.
  • Expectations of an escrow agent (both as to the process of opening an account and terms of the escrow contract).
  • Suggested planning considerations from an agent's perspective (e.g., tax reporting language, investment selection and deadlines, advising clients on planning transfer of funds).
  • Common hiccups to avoid to keep the client's underlying deal on track.
  • Escrow trends in the M&A context (e.g. volume of deals, size and duration of holdback escrows, claims activity).

Want to register for a full year of CLE credit AND save $100? Click here to access registration for the full 2013 Business Law Skills Series!

Lunch is included with this program.

Event Code
BMO Harris Bank Plaza Conference Center, 135 N. Pennsylvania, Second Floor
Credit Hours
1.00   (General)
Business Law Section

Registration Options

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