Boston, MA, January 26, 2015 — The Boston law firm of Davis, Malm & D’Agostine, P.C. announced that Lucas Burke joined the firm as an associate in the Trusts and Estates area. Mr. Burke focuses his practice on estate planning, trusts and estate administration, and gifting strategies and techniques. He advises individuals, families, and trustees in a range of planning matters and counsels the owners of closely-held and family businesses on tax-efficient succession planning. Mr. Burke also frequently educates individuals and families on the estate planning process through programs held at community locations. More…
Building on Viewabill’s last webinar session (audio and presentation recording here), they moved into a discussion of transparency, and its impact on the inside/outside counsel relationship. Per their session agenda,
What role has sharing matters via Viewabill played in fostering collaboration throughout the legal process, and what overall impact has it had on your professional relationship with each other?”
The participants in this section include:
Daniel Baker, Sr. Operations Lead, LinkedIn Legal
Mike Haven, Senior Corporate Counsel, Legal Operations and Litigation, NetApp
Vincent Cordo Jr., Global Director of Client Value, Reed Smith, LLP
Rick Howell, Director of Financial Systems, Perkins Coie, LLP
Justin Liu, Associate General Counsel, MGM Resorts International
Karen Anzuini, Chief Information Officer, Benesch, Friedlander, Coplan & Aronoff LLP
Robbie Friedman, CEO + co-founder, Viewabill
On January 22, Davis Malm shareholder Tamsin R. Kaplan served as a panelist at the Boston College Law School Boot Camp “Learning and Networking with Alumni & Practitioners” event. Designed for first year law students, this program enabled attendees to participate in practice area specific panels with alumni, as well as network with the panelists and other alumni. Ms. Kaplan, a ’92 cum laude graduate, discussed her practice and advised law students about starting their careers as employment lawyers.
Getting the Deal Through har valgt at samarbejde med DAHL om den internationale guide om konkurrencereglerne Cartel Regulation 2015.
Advokat Asser Rung-Hansen er i den forbindelse akkrediteret som national ekspert.
Epstein Becker Green Technology, Media & Telecommunications Strategic Industry Group Co-Hosts Informative Roundtable Discussion Regarding Financing and Workplace Management Issues
On January 21, 2015 at The Standard, Highline, New York, New York, members of Epstein Becker Green’s Technology, Media & Telecommunications Strategic Industry Group, Stout Risius Ross (SRR), Axial and the New York State Innovation Venture Capital Fund led an informative roundtable discussion regarding “Moving to the Next Level: Valuation & Financing Considerations and Employment Strategies for Start-Ups and Emerging Technology Companies.” This two-part discussion addressed how to take a company to the next level from a financial and valuation perspective, and relatedly, how to manage and mitigate workplace employment issues to ensure the human capital engine of the business is sound.
On December 16, 2014, Bill C-43, Economic Action Plan 2014 Act, No. 2, received royal assent. This Bill implements certain tax measures that were in the 2014 federal budget, as well as a few additional amendments to the Income Tax Act that were not previously announced in the budget. Some of the significant changes that will impact estate planning going forward are discussed below.
- Testamentary trusts will no longer have access to graduated rates of taxation and instead will be subject to tax at the highest marginal tax rate. An exception will be made for “graduated rate estates” (essentially, most estates for the first 36 months) and “qualified disability trusts”. These proposals were first announced in the federal government’s 2013 budget, and were discussed in an earlier post.
U.S. Attorneys in many jurisdictions are more willingly stepping into the fray between financial services firms and their former employees who have misappropriated trade secret information. In a recently reported case out of the Northern District of Illinois, two former employees of Citadel LLC, a Chicago based premier hedge fund in the high frequency trading space, pled guilty and received three-year sentences for their participation in a scheme to steal source code from Citadel and a prior employer in order to create their own trading strategy for their personal future use. This continues a trend begun in earnest in 2013 after the Department of Justice issued the Administration’s Strategy On Mitigating The Theft Of U.S. Trade Secrets. Since that time, federal criminal enforcement efforts in trade secret matters have been on the upswing in the financial services industry as well as other areas.
I am bringing you today’s roundup from the Dolomites in Italy! It’s a beautiful crisp day here today, with almost no snow, but our ILNSki-ers are out on the mountainside. I am not a skier, so instead, I’m bringing you the roundup of the top posts from this week on ILNToday!
- Will a Separate Residence Affect Your Spousal Status? from Clark Wilson (Canada)
- Duty of Good Faith and Honest Performance Extended to All Contracts in Canada from Clark Wilson (Canada)
- Sotheby’s wins The Cardsharps case from Fladgate LLP (London)
- With states passing marijuana laws, what does the federal government do? from Howard & Howard (US)
- New restrictions on deduction from wages claims from Miller Samuel (Scotland)
Following the first part of the Viewabill webinar, we headed into the next presentation, “Measuring Up.” Viewabill says:
It may come across as unseemly to acknowledge, but at its core, the practice of law is a business. What are some key performance metrics that firms use to determine whether they consider an engagement to have been “successful” and what is currently being done with those metrics in areas such as employee performance, operational efficiency, and predictive models?”
Clients apply their own set of metrics for determining quality, value, and success. What are some of the metrics they use when selecting outside counsel?”
Shielding Against New York’s ‘Faithless Service Doctrine’: How Fund Managers May Protect Themselves Against a Powerful Legal Weapon for Employers
The article discusses New York’s faithless servant doctrine, a forfeiture law that applies to disloyal employees, and how financial services firms use the doctrine to claw back compensation paid to fund managers who engage in criminal or other wrongful conduct. As courts struggle to apply the doctrine to the compensation structures of fund managers, those managers may seek to protect themselves from the doctrine through their employment contracts. More…