Category Archives: Practice Areas

Treatise Update: Holtzschue on Real Estate Contracts and Closings: A Step-by-Step Guide to Buying and Selling Real Estate (Third Edition)

Holtzschue on Real Estate Contracts and Closings provides thorough legal, technical, and strategic guidance to help implement dispute-free residential deals more quickly and easily. This practice guide clearly explains the governing law and customary industry practices to ensure that readers can successfully prepare for a sale or purchase of real estate, including knowing how to deal with the appropriate documents, tax issues, and brokers, drafting and negotiating the contract. Readers also receive a comprehensive dive and real-life examples of negotiation tactics, lease modifications, proactive planning of troublesome developments, drafting errors, liability mitigation measures, eviction considerations, on-premises conditions and repairs, and considerations relevant to different lease types.

The new release includes the following updates:

  • Chapter 1, Preparing for the Sale or Purchase, provides an updated discussion on financing.
  • Chapter 2, Drafting and Negotiating the Contract, includes the N.Y.S. Association of Realtors guidance effective August 17, 2024, for compliance with the National Association of Realtors’ antitrust brokerage commissions settlement.
  • Chapter 3, Preparing for the Closing, provides an updated discussion of deed descriptions.
  • Chapter 4, The Closing,includes the latest case developments.

The Tables of Authorities and Index have also been updated.

Order a print copy today.

PLI PLUS subscribers can access this title through their subscription.

Baby Reindeer Meets PLI

We are thrilled to share that Lyrissa Lidsky, a leading expert on defamation and author of PLI’s treatise Sack on Defamation: Libel, Slander, and Related Problems (Fifth Edition), was recently quoted in the New York Times in an article about the high-profile  Baby Reindeer defamation lawsuit. Check out the article:  “Based on a True Story, or a True Story? In ‘Baby Reindeer’ Lawsuit, Words Matter.” 

Order a print copy of Sack on Defamation today.

PLI PLUS subscribers can access this title through their subscription.

Treatise Update: Commercial Ground Leases (Fourth Edition)

Commercial Ground Leases (Fourth Edition) acquaints readers with key concepts, dispute resolution practices, and drafting strategies concerning commercial ground leases. The book features enlightening discussions on base and ground rents, reappraisals, tenant and landlord financing, subletting, exculpatory clauses, mortgage financing, insurance and damage considerations, defaults, redemption, and rights to repurchase, inflation indexing and other important commercial ground lease concepts, along with dozens of practice-ready forms and checklists.

The new release includes the following updates:

  • Chapter 3, Base Rent and Other Payments, includes an updated discussion of indexing and step rents.
  • Chapter 4, Reappraisal of Ground Rents, highlights a new discussion that traces the history of ground rent resets and provides an annotated form of reappraisal clause involving both use value and highest and best use reappraisal techniques.
  • Chapter 8 , Leasehold Financing, includes new lease provisions.
  • Appendix A, Ground Lease, includes updated Annual Minimum Rent provision during the Extended Term involves both use value and highest and best use reappraisal techniques.
  • Appendix X, Inflation Indexing, is updated with Chart 5, which covers the years 1950 to 2024, a total of seventy-five years.

The Tables of Authorities and Index have also been updated.

Order a print copy today.

PLI PLUS subscribers can access this title through their subscription.

Treatise Update: Exempt and Hybrid Securities Offerings (Fourth Edition)

Exempt and Hybrid Securities Offerings (Fourth Edition) is a comprehensive reference on exempt and hybrid securities offerings, and a practical handbook, with step-by-step guides, practice pointers, and forms. This title gives practical guidance for each principal type of exempt offering, including private placements, venture capital financings, institutional debt private placements, PIPE transactions, structured PIPE transactions, Regulation A offerings, crowdfunding transactions, registered direct offerings, continuous offering programs, and more!

The new release includes the following updates which address important market and practice developments affecting exempt offerings:

  • Trends in the PIPE transaction market, registered direct offering market, and trends in at-the-market offerings
  • Proposed changes to the accredited investor definition
  • Proposed changes to Regulation D, Form D, and the Section 12(g) threshold
  • Changes to the NVCA forms
  • Amendments to Regulation M
  • Enforcement activity relating to Regulation M
  • Amendments to the rules of the securities exchanges relating to shareholder approval requirements
  • FINRA Notice to Members 23-08 relating to Private Placements
  • FINRA and other enforcement actions relating to Private Placements
  • The introduction of Rule 145a

Order a print copy today!

PLI PLUS subscribers can access this title through their subscription.


Bankruptcy Deskbook (Fifth Edition)

Bankruptcy Deskbook provides you with practical guidance to help clients achieve fair remedies and to ensure you avoid legal problems along the way. This treatise covers the demands on Chapter 7 debtors, rules for Chapter 11 small business debtors, requirements for Chapter 13 individual debtors and compliance burdens on attorneys — including strict certification requirements and fee-arrangement disclosure rules that, if unmet, can lead to harsh sanctions. This book guides you step-by-step through the bankruptcy laws, clarifying the purpose, features, mechanics, advantages, and drawbacks of Chapters 7, 11, 12 and 13 in the era of BAPCPA.

All chapters in this treatise have been updated in this release to incorporate the most recent case law affecting issues such as:

  • Whether bankruptcy courts are bound by the “case-or-controversy” requirement that governs Article III courts.
  • Whether suits between non-debtors that might diminish the estate are deemed to be “related to” the debtor’s bankruptcy.
  • Whether an award of damages to remedy a stay violation is entitled to post-judgment interest.
  • Whether the ruling in Bartenwerfer is to be limited to situations involving agency or partner relationships.
  • Whether consolidation of an existing student loan satisfies the prepetition debt, creating a new post-petition debt that cannot be discharged without filing a new case.
  • Whether the failure of a creditor to cast a written vote constitutes acceptance or rejection of a bankruptcy plan.
  • Whether a settlement need be formally reduced to a writing to be approved by the bankruptcy court.

Order a print copy today.

PLI PLUS subscribers can access this title through their subscription.

Free Legal Form of the Month

PLI PLUS offers unlimited electronic access to more than 4,500 downloadable, searchable, and editable legal forms ready for use in your practice. In an effort to highlight this unique content type, we’ve selected one form per month and made it available for anyone to download for free – no subscription required.

October’s free form:

Sample Discovery Confidentiality Order Regarding Trade Secrets

More information about Legal Forms & Checklists:

  • Forms & Checklists Flyer – This flyer provides an overview of the forms & checklists on PLI PLUS and highlights a handful of popular examples.
  •  Popular PLUS Forms – This flyer provides a list of the top five most downloaded forms in prominent practice areas on PLI PLUS.

Send us an email at plus@pli.edu to learn more.

Treatise Update: Commercial Legal Finance

Commercial Legal Finance is a comprehensive guide to the commercial legal finance industry that offers practical guidance on the mechanics of litigation and arbitration finance in key jurisdictions and practice areas around the world. This book introduces the benefits and use cases for commercial legal finance for in-house and law firm lawyers and addresses key questions concerned with legal finance structures, pricing, and mechanics, providing a step-by-step overview of the process for obtaining legal finance.

Highlights from the new release include:

  • New Chapter on Legal Finance and Insurance: As the commercial legal finance field has developed to address the needs of businesses to transfer or share legal risk, it has intersected with another discipline that regularly trades in such risk: the commercial insurance industry. This new chapter discusses the relationship between legal finance and insurance products that facilitate or complement the funding and monetization of legal claims offered by legal financiers (see Chapter 12).

Order a print copy today.

PLI PLUS subscribers can access this title through their subscription.

Free Legal Form of the Month

PLI PLUS offers unlimited electronic access to more than 4,500 downloadable, searchable, and editable legal forms ready for use in your practice. In an effort to highlight this unique content type, we’ve selected one form per month and made it available for anyone to download for free – no subscription required.

September’s free form:

Patent License Agreement

More information about Legal Forms & Checklists:

  • Forms & Checklists Flyer – This flyer provides an overview of the forms & checklists on PLI PLUS and highlights a handful of popular examples.
  •  Popular PLUS Forms – This flyer provides a list of the top five most downloaded forms in prominent practice areas on PLI PLUS.

Send us an email at plus@pli.edu to learn more.

Most Popular Books on PLI PLUS So Far This Year!

The tallies are in! Here are the books PLI PLUS users are accessing the most in 2024 so far…

Popular Banking Titles

  1. Asset-Based Lending: A Practical Guide to Secured Financing
  2. Financial Product Fundamentals: Law, Business, Compliance
  3. Fund Finance
  4. Consumer Financial Services Answer Book
  5. Coping with U.S. Export Controls and Sanctions

Popular Corporate & Securities Titles

  1. Private Equity Funds: Formation and Operation
  2. Broker-Dealer Regulation
  3. Drafting and Negotiating Corporate Agreements
  4. Corporate Compliance Answer Book
  5. Acquiring or Selling the Privately Held Company

Popular Employment Titles

  1. Fragomen on Immigration Fundamentals: A Guide to Law and Practice
  2. Understanding Employment Law
  3. Employment Law Institute
  4. Wage & Hour Litigation and Compliance
  5. California Employment Law

Popular Estates & Trusts Titles

  1. Art Law: The Guide for Collectors, Investors, Dealers & Artists
  2. Manning on Estate Planning
  3. Blattmachr on Income Taxation of Estates and Trusts
  4. Annual Estate Planning Institute
  5. Private Clients Legal & Tax Planning Answer Book

Popular Intellectual Property Titles

  1. Artificial Intelligence Law
  2. How to Write a Patent Application
  3. Patent Law: A Practitioner’s Guide
  4. Faber & Kowalski on Mechanics of Patent Claim Drafting
  5. Intellectual Property Law Answer Book

Popular Litigation Titles

  1. Thinking Like a Writer: A Lawyer’s Guide to Effective Writing and Editing
  2. Stepping It Up: A Guide for Mid-Level Law Firm Associates
  3. Fundamentals of Taking and Defending Depositions
  4. Attorney-Client Privilege Answer Book
  5. Trial by Jury

Popular Real Estate Titles

  1. Annual Real Estate Tax Forum
  2. Friedman and Smith on Contracts and Conveyances of Real Property
  3. Annual Commercial Real Estate Institute
  4. Commercial Ground Leases
  5. Holtzschue on Real Estate Contracts and Closings: A Step-by-Step Guide to Buying and Selling Real Estate

Popular Tax Titles

  1. The Partnership Tax Practice Series: Planning for Domestic and Foreign Partnerships, LLCs, Joint Ventures & Other Strategic Alliances
  2. Tax Planning for Domestic & Foreign Partnerships, LLCs, Joint Ventures & Other Strategic Alliances
  3. Business Taxation Deskbook: Corporations, Partnerships, Subchapter S, and International
  4. Tax Strategies for Corporate Acquisitions, Dispositions, Spin-Offs, Joint Ventures, Financings, Reorganizations & Restructurings
  5. Transfer Pricing Answer Book

Download a PDF flyer of this post to share with colleagues: Popular Books on PLI PLUS. See also the Top 10 Most Popular Forms So Far in 2024.

New Edition! International Tax & Estate Planning: A Practical Guide for Multinational Investors (Fourth Edition)

PLI Press is proud to announce the publication of the fourth edition of International Tax & Estate Planning.

This book deals with the management and disposition of multinational estates. It presents a practical approach to maximizing assets, minimizing taxes and risks, and avoiding legal disputes. Featuring helpful charts and checklists, it offers strategies for drafting wills and trust documents that secure clients’ interests. It also provides tips on how to prepare estate planning vehicles and individualized testamentary plans, protect investments against government expropriation, calculate tax credits and owed taxes, and navigate federal reporting requirements and relevant forms.

Some of the recent developments discussed in this new edition include:

  • Domicile: Clarification of the legal construct of “domicile” and whether it is determined based on “permanency” or “an intent to return indefinitely” (see section 1:3.1).
  • Gift Tax: Updated information on the requirements a nonresident alien must meet to qualify for the annual gift tax exclusion (see section 3:6).
  • U.S. Federal Reporting Requirements: Exploration of the reasons why increased regulatory attention has been given to the conflict between an individual’s right to privacy and the government’s need to access financial information for tax and other fiscal purposes (see NEW Chapter 5).
  • Trusts: Discussion of how to navigate the complexities of conflicting intersecting principles in civil and common law (see FULLY REWRITTEN Chapter 6).
  • Cryptocurrency and Digital Assets in Estate Planning:  Specification of the additional details that must be included in a digital asset provision to ensure that these assets may be accessed (see section 7:8.2).

Order a print copy today.

PLI PLUS subscribers can access this title through their subscription.