Thomson Reuters Publications

The Business Counselor Institute offers print publications and online databases that cover the full range of law practice activities for business counselors.  Information on the Institute’s publications is available below and on Alan Gutterman’s Thomson Reuters Legal Solutions author page and currently include the popular and innovative online Business Transactions Solution, available exclusively on Westlaw; Business Counselor Practice Guides covering legal and regulatory compliance, law firm management, technology management and transactions and strategic alliances; California Transactions Forms for Business Entities and Business Transactions; and Going Global: A Guide to Building an International Business. Westlaw users can access all of these items through the “Business Counselor” page on Westlaw.

BOOKS

Legal Compliance Checkups: Business Clients.  The questionnaire format of this multivolume work shows how to elicit answers, make a diagnosis, and recommend an efficient, safe course of action for your business clients. Each chapter provides business guidance in specific business activities, including forming contracts; buying and selling a business; franchising; operating in the global marketplace; counseling on insurance, pension, securities, and product liability issues; borrowing money; contracting with the government; and resolving patent, copyright, and trademark-related problems and issues. Topics include business organization, estate planning, labor relations, real estate, securities, patents, computer software, advertising warranties, environmental law, and transportation and distribution.  Features include showing how to assess the “legal health” of your clients and suggestions on how to apply the right remedies to legal pitfalls in your clients’ activities.

Business Counselor’s Law & Compliance Practice Manual offers in-house counsel, or outside counsel acting as the primary legal and compliance adviser to a company, a comprehensive set of materials on how to establish, manage, and grow the law and compliance function. You’ll benefit from the author’s insights based on over two decades of experience with internationally recognized law firms as a partner and senior counsel member. Topics covered include organizing and managing the law and compliance function; managing a company’s intellectual property rights; human resources; and international compliance issues. Other manual features include forms and checklists available in print and on CD-ROM.

Going Global: A Guide to Building an International Business addresses the important legal and business considerations of taking a business to the global level. It offers clear, concise advice on how to start doing business overseas, and how to build and manage that business as it grows. In addition, it provides guidance for counseling clients who engage in business with foreign entities. With an overview of U.S. and foreign legal political, legal, cultural, and regulatory matters, it is a one-stop reference for solutions to the issues involved in international commerce. This publication includes forms, checklists, and country-specific chapters.

Corporate Counsel’s Guide to Strategic Alliances provides information on structuring and analyzing strategic alliance deals and covers many topics including business valuation, intellectual property aspects, contractual considerations, distribution and manufacturing considerations, the impact of antitrust and competition laws, the regulation of the sale of goods, inbound technology transfers and investment law, investment considerations, law of business organizations, acquisition issues, formation of the joint venture, managing and operating the joint venture, termination of the joint venture. merger agreements and alternative dispute resolution.  This title also contains practice-tested forms such as due diligence checklists and questionnaires and nondisclosure agreements. Other basic forms are included relate to collaboration, negotiation topics and strategies, domestic and foreign laws and regulations, and more.

Corporate Counsel’s Guide to Technology Management and Transactions provides an excellent overview of the various types of intellectual property rights as well as solid advice on how to protect these valuable assets. Topics covered include patents, copyrights, trade secrets, and trademarks, intellectual property in the global marketplace, and general considerations in negotiating technology transactions. It also covers licensing agreements, research and development agreements, technology management, joint ventures, investment partnerships, computers and software, web site design and hosting agreements, Internet and online transactions, and much more. The forms are available on CD-ROM.

California Transactions Forms: Business Entities.  This set allows you to select the specific transaction form you need from more than 25 chapters of business law forms created specifically for California businesses. Coverage includes the formation and operation of corporations, limited liability companies, partnerships, joint ventures, nonprofits, and cooperatives. Other topic areas include choice of business entity, strategic partnering relationships, and founders’ and promoters’ agreements. Additional forms cover articles of incorporation, corporate records, reports, and finance. Includes forms for sales of assets, mergers, and reorganizations, as well as dissolution and termination of partnerships. In addition to forms, this product includes summaries of cases, codes, and regulations, tax notes and discussions, checklists, and practice notes, observations, and cautions.

California Transactions Forms: Business Transactions. Compose the exact document you need with this comprehensive collection of business transaction forms created specifically for California businesses. Choose forms related to buying and selling a business, sales and other commercial transactions, or consumer leases. Find forms regarding Internet and online transactions, secured transactions and technology, entertainment, and employment contracts. Additional forms cover assignment, suretyship, and indemnity. This title also includes summaries of cases, codes, and regulations; tax notes and discussions; checklists; and practice notes, observations, and cautions.

Hildebrandt Handbook of Law Firm Management. This treatise offers comprehensive and periodic treatment of key topics affecting law firms, including organizational, management, and leadership issues. Based on the practical collective experience of Hildebrandt’s consultants and their clients over a 30-year period, you will gain access to current thinking on the day-to-day issues of leading and managing modern law firms. You will also learn about emerging trends and what are considered to be the best practices over a wide range of management topics.  The treatise reviews challenges of leadership in law firms and the types of successful leadership techniques, discusses issues relating to partner compensation and their impact on strategy implementation, provides an overview of business operations and management processes of law firms, reviews challenges of leadership in law firms and the types of successful leadership techniques, helps you understand the role of marketing in terms of building and managing client relationships, helps you understand the role of marketing in terms of building and managing client relationships, discusses issues relating to partner compensation and their impact on strategy implementation and provides an overview of business operations and management processes of law firms.

ONLINE DATABASE

Business Transactions Solution on Thomson Reuters Westlaw contains a transaction-based practice system for the life cycle of a business entity. Each transaction structures itself around a module design, including transaction summary, memorandum analysis, master forms needed to execute the transaction, commentary analyzing every clause or provision of the form, drafting and review checklists, and specialty forms. The unlimited-use subscription provides regular updates, including new master forms, commentary, checklists, specialty forms and additional practice tools.  Chapters on Business Transaction Solution are organized and maintained in the following categories:

Planning and Launching New Businesses

  • Entrepreneurship
  • Selecting Form of Business Entity
  • Estate Planning
  • Founders’ Relationships and Agreements
  • Strategic Planning
  • Leadership Styles and Practices
  • Management Styles and Practices
  • Organizational Design and Structure
  • Organizational Culture

Formation and Operation of Business Entities

  • Corporations
  • Partnerships
  • Limited Liability Companies
  • Other Methods for Conducting Business Activities

Governance

  • Corporate Governance
  • Governance Codes and Policies
  • Board of Directors
  • Board Committees
  • Executive Team

Product Development and Commercialization

  • Product Development
  • Purchasing
  • Manufacturing
  • Sales and Distribution
  • Product Service and Support Agreements
  • Marketing and Advertising
  • Franchising

Business Transactions

  • Contract Formation and Administration
  • Services
  • Commercial Real Estate
  • Personal Property
  • Uniform Commercial Code
  • E-Commerce and Internet Transactions
  • Consumer Transactions

Finance

  • Introduction to Finance
  • Equity Financing
  • Debt Financing
  • Securities Law Compliance
  • Venture Capital
  • Commercial Debt Financing

Human Resources and Employment Law

  • Human Resources
  • Employment Agreements
  • Executive Compensation and Benefits
  • Stock Incentive Plans and Agreements
  • Employee Law Compliance
  • Independent Contractors
  • Employee Handbooks and Policies

Technology Management and Transactions

  • Intellectual Property Rights
  • Technology Management
  • Technology Transactions

Compliance and Risk Management

  • Compliance Programs
  • Internal Investigations
  • Compliance Audits
  • Risk Assessments
  • Contract Management
  • Records Retention
  • Privacy and Data Security

Joint Ventures and Strategic Alliances

  • Structuring and Negotiating Joint Ventures
  • Formation of the Joint Venture
  • Managing and Operating the Joint Venture
  • Termination of the Joint Venture
  • Strategic Alliances
  • Corporate Partnering

Going Global

  • Launching and Managing Global Business Activities
  • Global Compliance Programs
  • Selling in Foreign Markets
  • Purchasing in Foreign Markets
  • Foreign Investment Activities

Going and Being Public

  • Registered Public Offerings
  • Underwriting and Distribution Arrangements
  • Reporting Companies

Acquisitions and Divestitures

  • Buying and Selling Businesses
  • Due Diligence and Valuations
  • Preliminary Negotiations and Letters of Intent
  • Purchases and Sales of Assets
  • Purchases and Sales of Ownership Interests
  • Mergers

Business Restructuring and Terminations

  • Workouts and Business Bankruptcies
  • Dissolution and Liquidation of Business Entities

Law Firm and Law Department Management

  • Collecting Information on Prospective Clients
  • Establishing the Attorney-Client Relationship
  • Building and Managing Client Relationships
  • Law Firm Management
  • Law Department Management
  • Professional Development and Training