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Trust & Estate Administration

Trust and estate administration can be complicated. We help clients better understand the complexities and navigate the special tax implications that come with the settlement of estates and trusts. Our…

General Government Needs

…with: Serving as city or county attorney Open meetings and public records compliance Ethics and conflict of interests Questions of statutory authority, state and federal preemption, and constitutional limitations Government…

Nicole Cleveland

Department of Education Releases New Title IX Regulations

…the recipient’s education program or activity or outside the United States. Change to “Actual Knowledge” and “Deliberate Indifference” Standards. Now, a school with knowledge of conduct in its education program…

Charitable Giving

…family foundations as well as implementing gifts to community foundations through donor-advised funds. Recent illustrative experiences include: Organization and funding of a private foundation to achieve income and estate tax…

Jonah Graffius

Life Insurance Planning

…common tool and it can be well leveraged as part of a broader estate plan. Our services include advice on acquisition of life insurance, including single insured and second-to-die policies,…

Government

…with: Serving as city or county attorney Open meetings and public records compliance Ethics and conflict of interests Questions of statutory authority, state and federal preemption, and constitutional limitations Government…

Medical, Welfare, & Fringe Benefits

…programs, and Health Savings Accounts Complying with the Health Insurance Portability and Accountability Act, including both privacy and security provisions Developing administrative procedures to comply with COBRA Maintaining compliance with…

Marissa L. Barbalato

…acquisitions, and other transactional and general corporate matters. She also advises clients on a broad range of corporate and securities matters, including compliance with both the 1933 and 1934 Act….