North America

Ohio Tax Conference: Explosion of Shale Gas Drilling in Ohio…Mineral Rights: Sell or Lease (Ann Hunt)

Ann Hunt will be a panelist at the 24th Annual Ohio Tax Conference on Tuesday, January 27, 2015 at the 4:15 p.m. workshop. She will be speaking on the “Explosion of Shale Gas Drilling in Ohio…Mineral Rights: Sell or Lease”. 

Read full article

Neil Melliship recognized by World Trademark Review 1000

For the second year in a row, Neil Melliship was recognized as one of the world’s leading trademark professionals by the peer-reviewed World Trademark Review 1000. WTR 1000 is the only guide exclusively dedicated to identifying the world’s leading legal trademark service providers. Big congratulations to Neil on the huge honour.

Read full article

Honourable Marion J. Allan republished in Journal of International Aging Law & Policy

In November 2012, the Honourable Marion J. Allan spoke at the Canadian Centre for Elder Law Conference. In a poignant anecdotal commentary on the state of healthcare, housing and guardianship policies for seniors, Allan gave a personal address about the final three months of her mother’s life. The topic so relevant and the story so telling, the speech was recently re-published by the Journal of International Aging Law & Policy. Find the full article here: “Do they serve coffee on this train?”

Read full article

CW attends 2015 For Children We Care Gala

Larry Yen and Lauren Liang attended the 20th anniversary of the For Children We Care Gala on Saturday night at Vancouver Convention Center. This black-tie event is well attended by the Chinese business community, and brings together nearly 1,000 business and community leaders. Larry Yen of Clark Wilson LLP is a sliver sponsor of the event, and Lauren Liang is a board member of the Chinese-Canadian Planned Gift Committee of BC Children’s Hospital Foundation.

Read full article

DAVIS MALM WELCOMES LUCAS BURKE

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…

Read full article

TAMSIN R. KAPLAN SERVES AS PANELIST AT BOSTON COLLEGE LAW SCHOOL EVENT

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.

Read full article

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.

Read full article

Bill C-43 Receives Royal Assent

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.
Read full article

Leave The Source Code Behind

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.

Read full article

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…

Read full article