Category Archives: Practice Areas

Free Legal Form of the Month

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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

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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

Leave a reply

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!

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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)

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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.

Treatise Update: Financial Product Fundamentals: Law, Business, Compliance (Second Edition)

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Financial Product Fundamentals: Law, Business, Compliance (Second Edition) is a comprehensive reference on the regulations, benefits, advantages, pricing, distribution, marketing, and current and future viability of registered offerings. It includes expert analysis of private placements, mutual funds, hedge funds, money market funds, exchange traded funds, real estate investment trusts, international investment funds, variable insurance products, and other instruments. This treatise has been completely revised to reflect the Dodd-Frank Act, SEC actions, and other regulatory changes made to spur the economy and reform the financial markets.

The new release includes updates to the following chapters:

  • Chapter 2A provides revisions that cover the settlement cycle for ATM offerings.
  • Chapter 3 discusses the Holding Foreign Companies Accountable Act.
  • Chapter 5A discusses the adoption of a U.S. federal excise tax on corporate share; the 2022–2023 SPACs special meetings for approval of business combinations and extensions of business combination deadlines and liquidations; the ratification actions in Delaware: Garfield v. Boxed, No. 2022-0132-MTZ, 2022 BL 461782 (Del. Ch. Dec. 27, 2022), and In re Lordstown Motors Corp., No. 2023-0083-LWW, 2023 BL 56465 (Del. Ch. Feb. 21, 2023); and restructurings and re-SPACs.
  • Chapter 5B provides new coverage of sustainability-linked loan documentation guidance; the EU Corporate Sustainability Reporting Directive, which came into force in January 2023; and the EU green bond standard.
  • Chapter 9 discusses the recently amended Rule 2a-7 and the other rules (the “2023 Amendments”) that govern money market funds, including changes to the liquidity fee and redemption gate framework under Rule 2a-7; and disclosure Form N-1A and Form N-MFP. There’s also new discussion of the amendment to Rule 2a-7 to allow stable NAV money market funds to implement a reverse distribution or similar share cancellation mechanism (RDM) that would reduce the number of the fund’s outstanding shares in order to maintain a stable share price in a negative interest rate environment.
  • Chapter 17 covers new revisions to Rule 12d1-4 under the Investment Company Act, a new rule designed to streamline and enhance the regulatory framework for funds that invest in other funds (“funds of funds”).

The Table of Authorities and Index have also been updated for this release.

Order a print copy today.

PLI PLUS subscribers can access this title through their subscription.

Treatise Update: Proskauer on Privacy: A Guide to Privacy and Data Security Law in the Information Age (Second Edition)

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Proskauer on Privacy: A Guide to Privacy and Data Security Law in the Information Age is a comprehensive reference on the laws governing every area where data privacy and security is potentially at risk — including government records, electronic surveillance, the workplace, medical data, financial information, commercial transactions, and online activity, including communications involving children. This book gives crucial guidance on how to establish compliance programs that adhere to both federal and state regulations. The aim is to ensure data privacy and security, prevent cybercrime, and avoid potential consequences such as fines, penalties, legal cases, damages, and negative publicity.

Highlights from the new release include updates to the following chapters:

  • Chapter 4 discusses recent FTC focus on the consumer protection and competition risks associated with algorithms, AI, and automatic tools, including its employment of enforcement tools to disincentivize companies from using data that was wrongfully collected to develop AI.
  • Chapter 9 talks about a new standard set forth by the NLRB for determining whether an employer rule unlawfully interferes with employees’ exercise of Section 7 rights, overturning its prior standard. Under the current approach, following a showing that a challenged rule is presumptively unlawful, the employer can rebut the presumption by establishing that the rule is necessary to advance a legitimate and substantial business interest that it would not be able to advance with a more narrowly tailored rule.
  • Chapter 14 includes discussion of significant privacy protection developments globally, including in Argentina, India, Israel, Philippines, Saudi Arabia, Singapore, Switzerland, and Vietnam.

Order a print copy today.

PLI PLUS subscribers can access this title through their subscription.

Treatise Update: Friedman and Smith on Contracts and Conveyances of Real Property (Eighth Edition)

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Friedman and Smith on Contracts and Conveyances of Real Property (Eighth Edition) delivers essential information and guidance to practitioners in the field of real estate conveyancing by helping readers to carefully consider all of the issues and options before finalizing a contract, handle unexpected problems and contingencies, factor in a relevant case law when structuring sound agreements, and avoid drafting ambiguous or incomplete contracts. This book explains common law principles, and thousands of statutes and court decisions, creating a road map for readers on what course of action to take and what to avoid at every stage of real estate conveyancing.

Providing more than 140 sample forms, sample clauses, and checklists that simplify and accelerate transactions, Friedman and Smith on Contracts is a comprehensive guide to every aspect of real estate contracts and conveyances.

The new release includes updates on the following topics:

  • Statute of Frauds: New discussion covers the doctrine of ratification, which sometimes overcomes a violation of the statute of frauds (see section 5:13).
  • Standard Clauses in Contracts of Sale: Covers attorney review clauses and provides a sample clause commonly used in New York (see section 6:27).
  • Property Quality: Updated discussion of radon inspection clauses (see section 7:2.1) and express warranties of quality (see section 7:3).
  • Marketable Title: Discussion of lapse of time updated to cover outstanding mineral rights (see section 14:7.3).
  • Encumbrances: New discussion of federal tax liens, including which parties and what property are affected (see section 15:4.1).
  • Risk of Loss and Condemnation: Discussion of con-tract provisions on risk of loss updated with review of Warner v. Estate of Allen, 776 N.E.2d 422 (Ind. Ct. App. 2002) (see section 18:1.5[B]).
  • Deed Execution and Delivery: Updated introductory discussion of delivery of a deed (see section 27:2.1).
  • Deed Covenants of Title: Updated discussion of estoppel by deed (doctrine of after-acquired title) (see section 28:5).
  • Bona Fide Purchasers and Notice: Updated discussion of recitals of fact (see section 30:3.2).
  • Title Products: Updated discussion of the measure of recovery under a title insurance policy (see section 31:3.4)

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PLI PLUS subscribers can access this title through their subscription.

Treatise Update: Fragomen on Immigration Fundamentals: A Guide to Law and Practice (Fifth Edition)

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Fragomen on Immigration Fundamentals: A Guide to Law and Practice provides in-depth coverage of the rules, policies, and procedures related to key facets of immigration law in the United States. This includes employment-based and family-based immigration, other avenues for permanent residence, temporary (“nonimmigrant”) admissions for business, study, work, and other purposes, naturalization of foreign-born persons and acquisition of citizenship at birth, refugee and asylum law and other humanitarian protections under U.S. law, the denial of admission and removal of foreign nationals on security- and criminal-related grounds (and other statutory grounds), and the administrative and judicial review of unfavorable immigration determinations.

The new release includes updates to the following chapters:

  • Chapter 2 covers the new procedures pertaining to permanent labor certifications (PERM) that went into effect on June 1, 2023.
  • Chapter 5 discusses the new organizational account system for H-1B filings, under which multiple individuals within an organization and their immigration counsel can collaborate on and prepare registrations and petition filings.
  • Chapter 6 explains the USCIS guidance issued in September 2023 which establishes that asylum applicants must bring an interpreter to their interview if they are not fluent in English or wish to proceed with their interview in a language other than English.
  • Chapter 7 discusses a Texas law, S.B. 4, set to take effect in March 2024, which would create state offenses related to unlawful entry and unlawful presence which would allow Texas to arrest migrants suspected of crossing the Texas-Mexico border without authorization. In February 2024, a federal district court issued a preliminary injunction placing the law on temporary hold.

Order a print copy today.

PLI PLUS subscribers can access this title through their subscription.

Free Legal Form of the Month

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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.

July’s free form:

Checklist of Cyber Legal Preparedness

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.