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Brandon Sherman will speak at the CECU Executive Summit on a panel titled, "What the New Cybersecurity Regulations Mean for You." More information to come.
Managing Right-to-Know Requests (1 PMGA Admin Point) Get caught up on the latest news, RTKL decisions, and best practices for handling RTKL requests. The presenter will draw from her experience in the Office of Open Records and on behalf of municipalities to give you tools to better manage RTKL...
Over the past decade, businesses and institutions with public-facing websites have increasingly turned to internet tracking technologies, such as cookies, pixels, and session replay tools, to optimize their websites and offer website visitors a more efficient and personalized experience, as well as...
When creating trusts for estate-reduction purposes, nothing compares to the Intentionally Defective Grantor Trust. This type of trust is referred to by the acronym “IDGT.” Called by some as an I-D-G-T and others a word that rhymes with “digit,” the IDGT is an excellent tool for reducing the value of...
Account changes by a loved one are often done in secret, and direct evidence of undue influence is rarely available. In cases where manipulation has led to changes in a beneficiary designation that have caused you harm, the claim typically hinges on whether there was a confidential relationship...
Geri Wyle, Co-Chair of Saul Ewing LLP's Trusts & Estates Practice, will be speaking at the ALI “Estate Planning for the Family Business Owner 2024: Sustaining Generational Wealth with Tax, Business, and Employment Solutions” webinar on October 25, 2024 on the ethics of estate planning. Ethical...
Franklin Zemel will make a CLE presentation to the Florida Department of Health Attorneys on the topic “ Cybersecurity Fundamentals and Evolving Threats Unique to Lawyers and/or Legal, Regulatory, and Ethical consequences of Cybersecurity Incident” on Thursday, October 24, 2024 at 10:00am Eastern...
Managing Right-to-Know Requests (1 PMGA Admin Point) Get caught up on the latest news, RTKL decisions, and best practices for handling RTKL requests. The presenter will draw from her experience within the Office of Open Records and on behalf of municipalities to give you tools to better manage RTKL...
Kyra Smerkanich, a Partner at Saul Ewing LLP, will speak at the NetDiligence Cyber Risk Summit in Philadelphia on October 1, 2024. Title: The Difficult Insured: Striking a Balance Topics: How Organizational Structure & Culture Impact Response to Crisis; Efficiency vs Effectiveness in Incident...
The benefits of a Revocable Trust are three-fold. Firstly, assuming that the Revocable Trust is properly funded with all of a person’s assets, a Revocable Trust helps avoid a state’s probate procedure, which can be costly depending on the state’s specific procedure. Secondly, a Revocable Trust is an...
Most Florida residents are aware that Florida has a homestead exemption law, but there is more to it than one might think. There are actually three different sets of laws in Florida that deal with the homestead. One of those is the “save our homes” exemption. The save our homes exemption limits how...
For many clients, the inclusion of revocable and/or irrevocable trusts as part of their overall estate plan is an important feature. Revocable trusts can allow for probate avoidance and estate tax planning, whereas irrevocable trusts can be useful for leveraging the use of gift and estate tax...
According to the introductory paragraph of the guidelines issued by the Financial Crimes Enforcement Network (“FinCEN”) of the United States Treasury, “[i]llicit actors frequently use corporate structures such as shell and front companies to obfuscate their identities and launder their ill-gotten...
Managing Right-to-Know Requests Get caught up on the latest news, RTKL decisions, and best practices for handling RTKL requests. The presenter will draw from her experience within the Office of Open Records and on behalf of municipalities to give you tools to better manage RTKL requests and...
Sarah Ulibarri, an Associate at Saul Ewing LLP, will speak at the OCBA Trusts & Estates Section Meeting on September 11, 2024. The topic will be "Unhappily Married: Conflicts of Interest and Other Ethical Issues in Intergenerational and Marital Estate Planning." This program will discuss how to...
From Coffee Hour to Happy Hour - How AI Can Help You Get Through Your Day Laurie Kamaiko will moderate this AI-focused discussion.