Lawyer Betty is referred a new client, Kathy, who needs some estate planning work. While Kathy has a large estate, her primary goal is ensuring that her daughter, Vicki, and Vicki’s family are adequately provided for upon Kathy’s passing. In...
Legal Journals Articles
Standards of Conduct for Investment Advisers and Broker-Dealers
On April 18, 2018, the Securities and Exchange Commission (SEC) proposed a package of rulemakings and interpretations designed “to enhance the quality and transparency of investors’ relationships with investment advisers and broker-dealers.” The...
Uncertain Times Revive Interest In Charitable Gift Annuities
by Jonathan Curry A long-overlooked charitable giving tax planning technique is getting renewed attention amid growing concern over the direction of the economy and the recent decline in charitable giving overall. “I was in the school of estate...
An Introduction to Third-Party Closing Opinion Letters (Part 1)
Before writing this article, I intended to jump right to the details of third-party closing opinion letters for secured lending transactions involving personal property collateral. However, after reviewing many materials and reflecting on my...
HOW TO PREPARE FOR AND TAKE A DOCTOR’S DEPOSITION
“Discovering anatomy” is really the key to under-standing the language of medicine. My view may be biased. Since I have some anatomy training, I tend to emphasize the importance of such knowledge. However, if you observe the most skilled medical...
Confidentiality Agreements: A Base Case and Many Bells & Whistles
As soon as discussions about any potential transaction start to get serious, one side often asks the other to sign a Confidentiality Agreement. Any Confidentiality Agreement starts from the proposition that information about a “Transaction” that...
Remedial Measures to Curb Opioid Abuse: Litigation and Liability
Opioids are usually not dangerous when used over a short period and in the manner prescribed by a physician. The problem is that they can cause euphoria so that they are misused or taken in larger amounts than prescribed. Even when used properly,...
NLRA and Understanding Union Organizing
The National Labor Relations Act (the “NLRA”) was enacted in 1935 to define and protect the rights of employees and employers, to encourage collective bargaining, and to eliminate certain practices on the part of both labor and management that may...
Technology for Real Estate Lawyers
Technology is here. It’s a way of life. It affects everything we do. Following are some Websites, Apps and Desktop programs that can help real estate lawyers, stay current, be more productive, and add value to what you do for clients. The number of...