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David Shapiro will be speaking on February 10, 2023 during the ABA 2023 Midyear Tax Meeting being held February 9, 2023 – February 11, 2023 at the Hilton San Diego Bayfront. David is part of the Cryptocurrency Task Force and will be on a panel that will be speaking on "Shining a Light on Digital...

This month’s Friday Five covers cases relating to potential impacts of COVID-19, full and fair review of the claim file, an attempt to use an insurer’s internal policy against itself, and a “second bite at the apple” by amending a complaint for denial of benefits to include a claim for breach of...

This month’s Friday Five covers cases relating to discovery in ERISA benefits cases, an appellate court strictly interpreting ERISA regulatory deadlines, a district court authorizing an ERISA breach of fiduciary duty claim based on alleged misrepresentations from an employer, another district court...

This month’s Friday Five explores recent decisions that illustrate the importance of the administrative record built by a claims administrator, and the impact that the depth and thoroughness of the record will have on litigation over claims decisions. Whether reviewing claims under the de novo...

Saul Ewing attorneys hosted this fast-paced webinar, providing a list of things you need to know to develop your checklist for legal issues in 2023, from employment, corporate governance, cybersecurity and privacy, intellectual property to tax. Attorneys with specialized knowledge in these areas...

This month’s Friday Five covers cases relating to augmentation of the administrative record following new rationales, attempted alternative ERISA causes of action, untimely ERISA claims, plans governed by ERISA even in the absence of a written plan document, and the limited weight given to residual...

This month’s Friday Five covers cases relating to the interpretation of time periods for claims under life insurance and disability plans, a situation where three separate administrators handled a disability benefits claim (but came to different decisions), the Eleventh Circuit’s parsing of...

This month’s Friday Five covers cases relating to interpretation of ambiguous policy terms, evaluation of claimant’s expert witness, inclusion of law firms as appropriate parties from whom plan administrators may seek equitable relief, transfer of cases from the claimant’s choice of venue, and...

This month’s Friday Five addresses cases considering: (1) whether monetary relief in the amount of lost benefits is an available remedy for breach of fiduciary duty; (2) the validity of an ex-spouse’s beneficiary designation that contradicts a subsequent divorce decree; (3) if waiver of a pre...

See Eidelman on Page 11

TAX TREATY PRIMER—AN OVERVIEW OF TAX TREATIES AND TAX TREATY PLANNING TECHNIQUES David Shapiro, Chair of the Firm's Tax Practice, will be speaking at the NYU School of Professional Studies on Monday, July 11, 2022. His topic will be "Tax Treaty Primer - An Overview of Tax Treaties and Tax Treaty...

This month’s Friday Five covers cases relating to interpretation of regulatory deadlines, the enforceability of discretionary clauses, circuit courts going both ways on appeals from summary judgment rulings in favor of plans, and a benefits award for a former professional football player where the...

“Penny wise but pound foolish” first appeared in writing over 500 years ago. This idiom captures the wisdom of human experience in just five words: shortcuts that appear to save money are more expensive in the long run. Sometimes much more. Further proof of this eternal truth - and one taxpayer’s...

Charlie Monk handles complex, high-stakes litigation. During his 40 years as a trial lawyer, clients ranging from governmental entities and security broker dealers to energy providers and utilities have relied on his legal counsel to help them deal with complex litigation. He has led teams dealing...

Stephanie Denker focuses on complex commercial litigation, including insurance and securities law. In the Insurance industry, Stephanie has experience in lapse litigation, primarily in New York. Stephanie also defends insurance companies in class actions, including cases brought in Illinois, Florida...

Zachary Berk focuses his practice on complex civil litigation matters, with concentrations in business and real estate litigation. His experience also includes representing clients in consumer financial services, intellectual property, employment and trade secret related matters. Zach regularly...

Guidance Through Complex IRS Negotiations Despite pressure and demands from tax regulatory bodies, taxpayers are entitled to many protections while under investigation in a tax controversy or while being pursued for tax collection. Leveraging these protections and navigating the complex process...

Eugene Pollingue's practice is concentrated in the area of estate planning and asset protection for high net worth clients, probate, and income tax planning for commercial transactions. As a Louisiana certified public accountant and a board-certified tax attorney, Eugene's experience has given him...