Tag Archives: Shartsis Friese

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Fifteen Shartsis Friese Attorneys Named “Super Lawyers” for 2015

Shartsis Friese LLP announced today that fifteen attorneys have been named “Super Lawyers” for Northern California in 2015. The attorneys chosen are:

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TTAB Determination of Likelihood of Confusion May Have Preclusive Effect

It is not every day the Supreme Court gives trademark practitioners the chance to call a case “landmark” or “game changing.” B&B Hardware, Inc. v. Hargis Industries, Inc., decided on March 24 in a 7–2 opinion by Justice Alito, has provided that opportunity, even if many may dispute those designations.

In B&B Hardware, the Court held that “[s]o long as the other ordinary elements of issue preclusion are met, when the usages adjudicated by the TTAB [the Trademark Trial and Appeal Board, which hears trademark opposition and cancellation proceedings] are materially the same as those before the district court, issue preclusion should apply to the determination of likelihood of confusion” by the TTAB. More…

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Form BE-10, 2014 Benchmark Survey of U.S. Direct Investment Abroad

The U.S. Bureau of Economic Analysis (“BEA”) is conducting the 2014 Benchmark Survey of U.S. Direct Investment Abroad. This survey requires certain U.S. persons to file a Form BE-10. Who Must Report. A BE-10 report is required of any U.S. person that had direct or indirect ownership or control of at least 10% of the voting stock of an incorporated foreign business enterprise (or an equivalent interest in an unincorporated foreign business enterprise) at any time during the U.S. person’s 2014 fiscal year. For example, a U.S. investment advisory firm that is the general partner of a non-U.S. partnership (for example, a Cayman master fund) or the general partner of a U.S. partnership that invests through a non-U.S. entity (for example, a Cayman master fund or special purpose vehicle) typically will be required to file a BE-10 report. More…

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CFTC Announces New Approach for Delegation by Commodity Pool Operators

On May 12, 2014, the U.S. Commodity Futures Trading Commission (“CFTC”)
announced a standardized, streamlined approach for no-action requests relating to delegation of  commodity pool operator (“CPO”) activities by an unregistered CPO to a registered CPO.  Delegation typically arises where (1) the general partner of a hedge fund organized as a partnership appoints a separate investment adviser and delegates the investment adviser to perform CPO responsibilities, or (2) the board of directors of a hedge fund organized as a corporation delegates CPO responsibilities to the fund’s investment adviser. More…

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Shartsis Friese Adds Two Leading Patent Lawyers to Establish Patent Prosecution Practice

Shartsis Friese LLP announced today that Cecily O’Regan and Bill Cray, formerly with Greenberg Traurig, have joined the firm as Of Counsel to establish a new patent prosecution practice group.

O’Regan and Cray are both registered patent attorneys with more than 50 years of combined experience in patent and intellectual property law. O’Regan focuses her practice on securing worldwide intellectual property protection and related business strategies for emerging technology clients, with an emphasis in the medical device, biometric sensor, software, and clean technology sectors. Cray prepares patent applications for electronic, electrical and electro-mechanical arts, including controllers and control systems, analytic, diagnostic and metrology systems, optics, software and Internet technologies. More…

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Annual Letter to Investment Advisers

To Our Investment Adviser Clients and Other Friends:

This is our annual letter briefly reviewing various issues that our investment adviser clients should consider over the next few weeks.

Federally Registered Investment Advisers

1. Annual Updating Amendment to Form ADV. If your firm is an SEC-registered adviser, it must amend its Form ADV each year on the IARD within ninety days after the end of its fiscal year. For an adviser whose fiscal year ended December 31, 2013, the deadline is March 31, 2014. This annual amendment must update your firm’s responses to all items of Parts 1 and 2 of Form ADV. More…

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2014 U.S. News – Best Lawyers

Fifteen Shartsis Friese partners were chosen by U.S. News – Best Lawyers. Robert Friese,Arthur ShartsisJohn BroadhurstRon MaloneJoel ZeldinDavid KremerJonathan Kennedy,Alan RobinPeter AitelliDerek BoswellCraig B. EtlinRichard Kinyon, Patrick McCabe, April Hopkins Rox and Robert Schaberg have all been so honored by what many believe to be the preeminent lawyer referral guide in the United States. Arthur Shartsis has been chosen each year since 1991 and David Kremer has been chosen for the last sixteen years. For more information, on The Best Lawyers in America, please see www.BestLawyers.com.

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ILN-terviews: Frank Cialone, Shartsis Friese LLP

Welcome to ILN-terviews, a series of profiles of ILN member firm attorneys, designed to give a unique insight into the lawyers who make up our Network. For our latest interview, we chose ILN member, Frank Cialone of our member firm, Shartsis Friese LLP in San Francisco!

In one sentence, how would you describe your practice?
I represent businesses and business owners in matters involving the company control, management, and restructuring (or “business divorce”). I also represent lawyers in disputes with clients and other proceedings, and fiduciaries and beneficiaries in trust and estate disputes.

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Shartsis Friese Expands Real Estate Practice – Etlin and Aitelli Join as Partners

San Francisco, June 15, 2012 – Shartsis Friese LLP announced today that Craig B. Etlin and Peter Aitelli have joined the firm as partners in the real estate group.

Etlin and Aitelli were partners with Morrison & Foerster in San Francisco and each has more than 25 years of experience in real estate law.  Their practices include all aspects of transactional real estate, including financing, acquisitions and dispositions, leasing, and formation of joint venture entities. More…

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