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Daily Three: June 12

Date

June 12, 2020

Read Time

1 minute

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  1. If you’re entering into an M&A deal where the selling entity received a PPP loan, there may be additional consent requirements in order to close the transaction before the loan has been fully forgiven or repaid. Review the PPP lender’s promissory note as a first step. Authored by Aria D. Eckersley

 

  1. As summer settles in, and social distancing restrictions keep you home, it’s a good time to review your estate plan. Consider some actionable items you can do to better protect yourself.  By Sheri E. Warsh and Carrie A. Harrington

 

  1. The insurance distribution market was one of the more active M&A sectors pre-pandemic.  While LP remains bullish on the sector, we wanted to share with you our survey of investment bankers who focus on the space. Read their view of how buyers and sellers of insurance agencies are going to navigate the COVID environment. Authored by Steve Weiss and Emily Watson

Filed under: Corporate, Trusts & Estates

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