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Seminars & Events

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Speaker, "Cross-Border Estate Planning," BBA
Practice: Estate Planning & Administration, Private Client & Trust
The presenters will discuss various estate planning techniques and considerations for non U.S. persons and U.S. persons living abroad.

Speaker, "U.S. Tax and Estate Planning for Foreign Persons," Society of Financial Service Professionals
Practice: Estate Planning & Administration, Private Client & Trust
As advisors, it is important to have a basic understanding of the different types of immigration status and the impact of this status with estate planning documents and the U.S. tax system.

Speaker, "Mezzanine/Pledged Equity Lending and UCC Insurance," BBAThis will be a primer on mezzanine lending and the mechanics behind securing pledged equity interests under the UCC, covering key provisions in Article 8 and Article 9 of the UCC, relevant Delaware case law, and best practices when drafting applicable documents.  

Presenter, " Ethics from the Trenches for Law Firms," MCLELawyers and law firms facing legal malpractice or bar discipline claims can become hyper-focused on defense. But when not embroiled in defending a claim, most law firms know that prevention is the key to avoiding claims and ethical problems. For that reason, more and more firms are devoting resources to ethics training and loss prevention. But are these resources enough?

Presenter, "2016 Developments in Estate Planning, Trust Administration & Fiduciary Litigation" and "A View from the Bench on Efficacy in Court and at Mediation," MCLE 18th Annual New England Estate Planning Conference

Presenter, "Dealing with the Section 2704 Proposed Regulations," MCLE 18th Annual New England Estate Planning Conference

Presenter, "Expert Witnesses in Fiduciary Litigation," MCLE 18th Annual New England Estate Planning Conference

Presenter, "Thinking Strategically About Jurisdiction and Venue," MCLE 18th Annual New England Estate Planning Conference

Presenter, "Trustee Discretion to Distribute: The Better Part of Valor," MCLE 18th Annual New England Estate Planning Conference

Speaker, "New MCP Guidance & Its Impact on Development," NAIOP Hot Off the Hill: Government Affairs Roundup
Practice: Real Estate
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