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In the fourth episode of Skadden's yearlong podcast series on global prudential solvency requirements, host Robert Chaplin and associate James Pickstock explore the Cayman Islands' insurance regulatory landscape. As the second-largest jurisdiction for captives and a significant player in reinsurance markets, the Cayman Islands provides insurers with the ability to design a bespoke capital, investment and resourcing model that is right for individual companies' needs, making it an attractive market for insurers. Rob and James discuss the Cayman Islands' insurance history, regulatory classifications, solvency capital requirements and investment rules. They also examine how the jurisdiction aligns closer to the U.S. solvency regime as opposed to Solvency II standards.
When goods, services and rights go back and forth within a company, how do you attribute profit or loss to one part of the company versus another? Former OECD head of tax treaties and transfer pricing Mary Bennett and EY's Mike McDonald join this episode of “GILTI Conscience” for a detailed discussion on the attribution of profits to permanent establishments. Skadden tax partners David Farhat and Nate Carden and associate Stefane Victor host the discussion, which explores, among other topics, critical differences between Articles 7 and 9 of the OECD Model Tax Convention and why these distinctions matter for multinational businesses.
In the third episode of Skadden's yearlong podcast series on global prudential solvency requirements, host Robert Chaplin and colleague Annabel Smethurst discuss Japan's insurance and regulatory landscape. As the world's fourth-largest insurance market, Japan has become increasingly attractive to foreign insurers due to its mature market, aging population and ongoing regulatory reforms. Rob and Annabel explore Japan's regulatory framework, its evolution from the "financial Big Bang" of the 1990s and the flourishing reinsurance sector that has emerged as the country aligns with international standards such as Solvency II and the Insurance Capital Standard (ICS).
Pierre Servan-Schreiber, avocat de renom, a co-fondé en 1984 le cabinet Gaston-Dreyfus, Lévêque, Le Douarin, Servan-Schreiber et Veil avant de rejoindre les prestigieux cabinets Sullivan & Cromwell LLP et Skadden Arps, Slate, Meagher & Flom LLP, où il a occupé des postes de premier plan. Spécialiste du droit des affaires, il a accompagné pendant plus de 30 ans de grands groupes internationaux dans leurs opérations de fusions-acquisitions et transactions boursières. Fort de cette expertise, il s'est consacré à la médiation, développant notamment la Médiation Familiale Patrimoniale, qui allie droit et thérapie systémique pour résoudre les conflits familiaux. Il intervient également en médiation commerciale et intra-entreprise, mettant son savoir-faire au service d'une résolution efficace et équilibrée des différends. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.
Pierre Servan-Schreiber, avocat de renom, a co-fondé en 1984 le cabinet Gaston-Dreyfus, Lévêque, Le Douarin, Servan-Schreiber et Veil avant de rejoindre les prestigieux cabinets Sullivan & Cromwell LLP et Skadden Arps, Slate, Meagher & Flom LLP, où il a occupé des postes de premier plan.Spécialiste du droit des affaires, il a accompagné pendant plus de 30 ans de grands groupes internationaux dans leurs opérations de fusions-acquisitions et transactions boursières.Fort de cette expertise, il s'est consacré à la médiation, développant notamment la Médiation Familiale Patrimoniale, qui allie droit et thérapie systémique pour résoudre les conflits familiaux. Il intervient également en médiation commerciale et intra-entreprise, mettant son savoir-faire au service d'une résolution efficace et équilibrée des différends. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.
As 2024 draws to a close, Rob Chaplin invites colleagues to review a year of change throughout the insurance industry. In keeping with the spirit of a traditional holiday countdown, the team presents 12 topics that spanned the year.For more Skadden insights about Solvency II, click here for their updated guide, The Standard Formula: A Guide to Solvency II.
In this installment of The Standard Formula's series on Solvency II, host Robert Chaplin and Chiara Iorizzo unpack the regime's public reporting element. As Rob explains, public reporting “bolsters transparency and market discipline across the insurance industry.”Rob and Chiara cover requirements of the Solvency and Financial Condition Report (SFCR) and discuss some proposed changes to these reporting requirements. They also explore external audit requirements and review the role of the European Insurance and Occupational Pensions Authority (EIOPA) in information disclosure.
Host Robert Chaplin and guest James Pickstock cover the Solvency II supervision framework, which is designed to protect policyholders and promote insurer soundness. They focus on the Regular Supervisory Report (RSR), a quantitative tool that is among four key areas that insurers must disclose to supervisors. Robert and James also look ahead to legislative reform effective at year's end.Watch for our next episode, which will focus on the Solvency and Financial Condition Report, another key area that must be reported to supervisors.
When U.K. insurers observe they cannot comply with requirements under Solvency II, there are detailed steps that one must take.Feargal Ryan, European counsel in Skadden's Financial Institutions Group, and host Rob Chaplin, head of the firm's Financial Institutions Group in Europe, break down insurers' obligations. They explain differences between the Solvency Capital Requirement (SCR) and Minimum Capital Requirement (MCR) and examine the Prudential Regulation Authority's (PRA's) requirements.
Amount B is designed to streamline transfer pricing for baseline distribution and marketing companies worldwide, but “we're apparently in a world of complexity and controversy,” says Jessie Coleman..A principal at KPMG, Jessie joins Skadden attorneys Nate Carden, David Farhat, Eman Cuyler and Stefane Victor to discuss everything there is to know about the current and future status of Amount B. Together, they explore questions of scoping – will jurisdictions agree that an entity is in-scope? – and who's signing on to Amount B, as well as tensions that may arise over how to handle disputes. For companies that would likely be in-scope when implementation launches, Jessie suggests they prepare by monitoring their assets-to-sales, which will drive where they fit in the Amount B matrix. “I think knowing the unknown right now is really important,” she observes.
Because strategically allocating assets and managing investments are key to an insurer's business, valuing assets and liabilities is an important area of focus.In this episode of “The Standard Formula,” host Rob Chaplin, head of Skadden's Financial Institutions Group in Europe, is joined by associate Olivier Peeters for a conversation about Solvency II's requirements for asset and liability valuation. Rob and Oliver cover the general principles and specific rules for some balance sheet items and explore recent trends regarding investments into illiquid, or alternative, assets.
Solvency II imposes numerous governance requirements on insurers. In this episode of “The Standard Formula” podcast, Skadden partner Sebastian Barling and Rob Chaplin, host and head of Skadden's Europe Financial Institutions Group, guide insurers through these complex requirements.They spotlight the Own Risk and Solvency Assessment, or ORSA, a cornerstone component of Solvency II that insurers must use to assess their risks and solvency needs. Sebastian and Rob also detail the Senior Managers and Certification Regime, or SMCR, which applies to insurers in the United Kingdom. The SMCR complements and enhances the governance requirements under Solvency II. They close with an overview of operational resilience and outsourcing requirements.
In our second episode in our spotlight series focused on celebrating diversity, GILTI Conscience's David Farhat and Stefane Victor are joined by colleagues Brian Breheny and Jordan Schwartz for an earnest dialogue on DEI in big law. The guests discuss some of the challenges they faced as gay professionals, including their experiences coming out at work and questions they faced, as well as their efforts to advocate for diversity in the workplace and embrace its importance.
“Insurers are expected to hold eligible owned funds in excess of the Solvency Capital Requirement. There are two main methods of calculating the SCR under Solvency II, the standard formula and internal model methods.”In this episode of “The Standard Formula” podcast, Rob Chaplin, host and head of Skadden's Europe Financial Institutions Group is joined by colleague George Belcher to discuss Solvency II's internal models (IM). Despite a higher cost of development, IMs offer numerous benefits, such as more accurate risk sensitivity, more flexibility and more available data. Rob and George also explore partial IMs, changes to existing models, the PRA approval process and implications of the U.K.'s move away from EU Solvency II standards.
“You want people to be themselves. You're going to get the most productivity, the most career longevity from somebody that's happy about being where they are,” says De Lon Harris. In celebration of Pride Month, Skadden tax senior advisor De Lon Harris joins Eman Cuyler and Stefane Victor on “GILTI Conscience,” where he discusses his life and career as a gay professional. De Lon talks about his 30-plus years at the IRS and the different roles he took on, as well as his experience as a gay person working in government service. He also touches on mentorship, including the importance of seeking diversity in mentors.
“The Solvency Capital Requirement, or SCR, is designed to protect policyholders by helping to make sure that insurers can survive difficult periods and pay claims as they fall due.”In this episode of "The Standard Formula" podcast, Rob Chaplin, host and head of Skadden's Europe Financial Institutions Group, is joined by colleague Will Adams as they take an in-depth look at the Solvency Capital Requirement, one of Solvency II's most important and complex provisions. The discussion covers the SCR's key features, risk modules, how it's calculated and its relationship with the Minimum Capital Requirement (MCR). They also discuss the standard formula (for an in-depth discussion of technical provisions, listen to the previous episode).
“Technical provisions are crucial, as they form the fundamental basis for assessing the financial stability of insurance and reinsurance plans.”In this episode of “The Standard Formula” podcast, Rob Chaplin, host and head of Skadden's Europe Financial Institutions Group, is joined by colleague Mary Bonsu. Rob and Mary delve into the complexities of technical provisions under Solvency II, shedding light on crucial elements such as best estimate of liabilities and risk margins. They discuss factors influencing these elements, such as financial guarantees, future management actions and risk-free interest rate term structures.The conversation also touches on methods to mitigate short-term volatility, and contrasts Solvency II with IFRS 17.
In September 2023, the U.K.'s Prudential Regulation Authority (PRA) released its second consultation paper on reforms to the Solvency II regime for U.K. insurers. These reforms relate to the use of the Matching Adjustment, a mechanism that adjusts the discount rate that can be applied to the valuation of an insurer's insurance and reinsurance obligations. In this episode of the “The Standard Formula” podcast, host and Skadden partner Rob Chaplin is joined by colleague Theo Charalambous to discuss the intricacies of the U.K.'s Matching Adjustment regime for insurers, including the rationale behind it, which liabilities are eligible, existing conditions and how it's calculated. In case you missed it, be sure to listen to the last episode, which covered groups, and stay tuned as our next installment will focus on investment rules.
Clifford Sloan is an attorney and American diplomat who served as Special Envoy for Guantanamo Closure at the United States Department of State. Sloan is currently a Dean's Visiting Scholar at Georgetown University Law Center and retired partner for Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates. His book is called: The Court at War: FDR, His Justices, and the World They Made.
This episode of the “The Standard Formula” podcast is the fourth in the “Back to Basics” series focusing on developments in the Solvency II regime. Skadden partner Rob Chaplin is joined by colleague Feargal Ryan to explore the complexities of group supervision under Solvency II.Rob and Feargal begin with a discussion of the circumstances under which the U.K. Prudential Regulation Authority (PRA) rules on group supervision will apply to a group, followed by a look at methods for calculating group solvency. They also cover how own funds requirements operate at a group level, and conclude the discussion by considering the application of group supervision at group level under various scenarios.
In this episode of “The Standard Formula” podcast, which focuses on Solvency II developments, Skadden partner Rob Chaplin is joined by colleague Olivier Peeters to discuss the U.K.'s change in control regime for insurers and insurance brokers.Rob and Olivier delve into the concept of a “controller” as defined in the U.K. Financial Services and Markets Act 2000 and the obligations that the U.K. regime imposes on controllers looking to acquire a regulated firm. More specifically, they discuss the controller application process required for regulatory approval before closing a transaction, the assessment of applications to determine whether the incoming controllers are fit to control the business of a regulated firm and the obligations of controllers. They also discuss a recently released consultation paper by the Prudential Regulation Authority (PRA) and the Financial Conduct Authority (FCA) proposing that the existing European Union guidelines on changing control approvals be replaced by U.K.-specific rules and guidance.
Sam Tabar, CEO, Bit Digital -$BTBT Website: https://bit-digital.com/ Sam's Bio: Mr. Tabar served as Chief Strategy Officer of Bit Digital from 2021 to 2023. Mr. Tabar served as the Co-Founder and Chief Strategy Officer of Fluidity from April 2017 to June 2020. Prior to this, he held the title of Partner at FullCycle Fund which he served from December 2015 to April 2017. Prior thereto, he served as Director and Head of Capital Strategy (Asia Pacific Region) for Bank of America Merrill Lynch from February 2010 to April 2011. Prior to this, he was Co-Head of Marketing at Sparx Group from January 2004 to 2010. Prior thereto, he was an associate at Skadden, Arps, Meagher, Flom LLP & Affiliates from September 2001 to January 2004. Mr. Tabar received his Bachelor of Arts from Oxford University in 2000, and received his Master of Law (LL.M.) from Columbia University School of Law in 2001. He was associate editor of the Columbia Law Business Law Journal in 2000, and is a current member of the New York State Bar Association. He holds Series 79 and 63 licenses. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support
This episode of “The Standard Formula” podcast is part three of the “Back to Basics” series, which takes a deep dive into the Solvency II regime. Skadden partner Rob Chaplin is joined by his colleague Meher Pahuja to discuss third-country branches and the cross-border provision of services. Rob and Meher explore the significance of third-country branches and the cross-border provision of services, shedding light on the regulatory landscape before and after Brexit. They emphasize the importance of these topics, discussing “passporting” and pre-Brexit regulations. They also provide insights into the post-Brexit environment, explaining the Temporary Permissions Regime (TPR) and the Financial Services Contracts Regime (FSCR) in the U.K., in addition to briefly covering the contingency arrangements implemented by the EU.Later in the episode, Rob and Meher analyze the Prudential Regulation Authority's (PRA's) proposals to remove capital requirements for third-country branches, and highlight the PRA's efforts to encourage competition and protect customers in the U.K. insurance market.
The evolving landscape of tax reforms in Japan and the broader Asia Pacific region presents a complex tapestry of challenges and strategic shifts.On this episode of the “GILTI Conscience” podcast, Skadden partners Nate Carden and David Farhat are joined by Samuel Gordon, an international tax partner at Deloitte in Japan to dissect tax implications, reform and concerns in this part of the globe.The discussion delves into the viewpoint of Pillar Two in Japan, as well as in the larger Asia Pacific region. The conversation also includes how Pillar Two is coming into play in other areas across the continent, including transfer pricing, training and knowledge base, and enforcement, as well as the effects on multinationals doing business throughout the region.
It's no secret that Artificial Intelligence (AI) tools have experienced a rapid growth in 2023. This makes it a pivotal time to test the contours of the laws that protect literary and artistic work when put up against AI. Today's guest Stuart Levi joins me today to talk aboue the challenges AI poses to the current framework of copyright laws. This week, episode 185 of the Tech Intersect™ Podcast is about the intersection of copyright and AI. POWERED BY ADVANTAGE EVANS™ ACADEMY Navigate your way from cash to crypto with Digital Money Demystified. Dive into the definitive guide on crypto myths and truths by Professor Tonya M. Evans. This isn't just a book; it's a roadmap to the decentralized web's future of work, wealth, and creativity. Head over to DigitalMoneyDemystified.com and embark on your crypto journey today! Stuart Levi is a recognized tech transactions and IP Law stalwart. He has pioneered work in Web3 and Digital Assets, Intellectual Property and Technnology, AI, Cybersecurity and Data Privacy, shaping some of the tech world's biggest deals Topics Stuart and I go over in this episode include:Who can claim ownership when AI is involved in the creation of the work.Copyright law cases navigating the evolving landscape of AI. Guidelines around the amount of human contribution required as it applies to ownership.Infringement claims in cases where copyrighted works are used in the training and aiding an AI model's output. The fine line between fair use and infringement will begin to be worked out in upcoming years. Thank you for listening! If you enjoyed this episode, take a screenshot of the episode to post in your stories and tag me! And don't forget to follow, rate, and review the podcast and tell me your key takeaways!CONNECT WITH STUART LEVI:LinkedInSkadden, Arps, Slate, Meagher, & Flom LLP and Affiliates CONNECT WITH DR. TONYA M. EVANS:Questions and requests: hello@techintersectpodcast.com Follow: Twitter @AtTechIntersect | Instagram @TechIntersect Web: Tech Intersect Podcast Connect for exclusive content: https://advantageevans.activehosted.com/f/6 RESOURCES:Buy the Book + Leave 5 Star Review Digital Money DemystifiedConsulting, Courses and Community: DigitalMoneyDemystified.comDMD Weekly Investor Digest: Subscribe to My Substack Buy my book, Digital Money Demystified, and join the insider membership at https://digitalmoneydemystified.com/ today!Regulate & The Rabbit Hole by Notty Prod licensed via Creative Commons Attribution-NoDerivatives 4.0 International License. Produced by Tonya M. Evans for Advantage Evans, LLC
This episode of “The Standard Formula” podcast is a continuation of the Back to Basics series. Skadden partner Rob Chaplin and his colleague Imad Mohammed Nazar focus on reinsurance and risk transfer under Solvency II.Reinsurance is a crucial aspect of the insurance industry and plays a significant role in mitigating risk. Under the Solvency II regime, insurers are subject to specific rules and regulations governing risk mitigation techniques. Mr. Chaplin and Mr. Nazar discuss the wide array of risk mitigation techniques available under Solvency II, defined by the regime as “all techniques which enable insurance and insurers to transfer part or all of their risks to another party.” This episode also includes discussion about the implications of successful risk transfer, the standard formula for an insurer to calculate its solvency capital requirement (SCR) and the eligibility criteria that insurers must meet under Solvency II for risk mitigation techniques to be eligible.
Sanessa Griffiths of Skadden, Arps, Slate, Meagher & Flom LLP discusses the lack of diversity in the tax bar and recommends ways to fix it. For more, read Griffiths et al's article, "Diversity in the Tax Bar — Reflections on Lessons Learned and the Path Forward."For the report mentioned in the intro, visit "Goal III Report 2022."Listen to more Tax Notes Talk episodes from our critical tax theory series:Race-Based Poll Taxes and 20th-Century DiscriminationExamining Treasury's Review of Racial Bias in the U.S. Tax CodeIs IRS Tax Enforcement Colorblind?State Tax Authority and Native Americans: Complex and ConvolutedWealth, Inequality, and Taxes in the U.S.Feminism and the Tax CodeTaxes and the LGBTQ CommunityAddressing Racial Inequity in State and Local Tax PolicyThe Tax Code and Economic Justice in AmericaHow Racial Diversity Shaped U.S. International Tax PolicyFollow us on Twitter:Caitlin Mullaney: @MullaneyWritesDavid Stewart: @TaxStewTax Notes: @TaxNotes**This episode is sponsored by the University of California Irvine School of Law Graduate Tax Program. For more information, visit law.uci.edu/gradtax.This episode is sponsored by the FRA Private Investment Fund Tax & Accounting Forum. For more information, visit fraconferences.com/pif.***CreditsHost: David D. StewartExecutive Producers: Jasper B. Smith, Paige JonesShowrunner: Jordan ParrishAudio Engineers: Jordan Parrish, Peyton RhodesGuest Relations: Alexis Hart
While tax insurance can be used in a variety of contexts, from M&A deals to regular tax planning scenarios, it is also relevant when it comes to transfer pricing. Recent developments have expanded the scope of tax insurance to cover multiple years of transfer pricing in returns in M&A deals, and the potential of seeing more transfer pricing insurance in the future is a strong possibility.On this episode of the “GILTI Conscience” podcast, hosts Nate Carden and David Farhat are joined by Skadden's Eman Cuyler and Stefane Victor and Yoav Shans of McGill and Partners to discuss the ins and outs of tax insurance including how it relates to transfer pricing, how a claim is initiated and insuring a position.
This episode of “The Standard Formula” podcast launches the “Back to Basics” series, which will comprehensively cover the U.K.'s Solvency II regime. For the premiere episode, Skadden partner Rob Chaplin and associate David Wang delve into the intricacies of own funds, a core concept of Solvency II.Own funds constitute an insurer's regulatory capital, comprising both balance sheet and limited off-balance sheet items. This discussion covers the three classification categories for own funds: Tier 1 (highest quality), Tier 2 (middle) and Tier 3 (broader spectrum and flexibility). Mr. Chaplin and Mr. Wang outline the specific requirements for each tier. Two characteristics of own funds fundamental to understanding them, namely permanent availability and subordination, are explored in detail.The episode also includes a discussion of regulatory approvals and notifications and the implications of these concepts on the Lloyd's Insurance Market.
Pillar Two is no longer hypothetical. It's now time for Pillar Two “readiness.”In this episode of the “GILTI Conscience” podcast, hosts David Farhat, Nate Carden, Eman Cuyler and Stefane Victor discuss Pillar Two with Eric Sensenbrenner and Paul Oosterhuis. The group delves into the current state of Pillar Two, which has shifted from a source of concern to a challenge being actively addressed. Companies will have to remain nimble as changes and adjustments are likely during the implementation process.
In this episode, we discuss the SEC's new cybersecurity disclosure rules finalized in July. The new disclosure rules expand registrants' annual disclosures and require more specific details for material cybersecurity incidents. With these significant changes and the implementation approaching, companies should not wait to get ready. This week, Heather Horn is joined by Kyle Moffatt, PwC National Office Professional Practice Leader, and Matt Gorham, PwC's Cyber & Privacy Innovation Institute Leader, to discuss what companies can do to prepare now for the new requirements.In this episode, you'll hear discussion of:4:28 - Why cybersecurity is an area of focus for the SEC 8:03 - A summary of the SEC's new cybersecurity rules and disclosure requirements10:21 - Types of cyber incidents, including what's required to be disclosed in the Form 8-K and how companies should think about “material” impacts12:58 - The importance of developing relationships with federal law enforcement and how smaller companies can start to build those relationships20:19 - An ideal sequence of action steps when a cyber incident occurs24:32 - Top considerations when preparing to disclose in accordance with the SEC's cybersecurity rules33:10 - Key takeaways for companies reviewing their processes and preparing for the new disclosure requirementsLooking for more information on cybersecurity? Check out our publication and register for our Q3 2023 Quarterly accounting webcast for a detailed discussion of the SEC's cybersecurity rules with Kyle; PwC Vice Chair, Wes Bricker; and Raquel Fox, Partner & Co-Head of SEC Reporting and Compliance; Capital Markets; M&A; Corporate Governance at Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates. Kyle Moffatt is PwC's Professional Practice leader, leading a team responsible for working with standard setters and regulators as well as delivering brand-defining thought leadership and educational materials. He also consults with engagement teams and audit clients on SEC reporting matters. Before PwC, Kyle spent almost 20 years with the SEC, most recently as Chief Accountant and Disclosure Program Director in the Division of Corporation Finance.Matt Gorham is PwC's Cyber & Privacy Innovation Institute Leader, providing thought leadership, perspective, and analysis on trends affecting all aspects of cybersecurity and privacy. He has over three decades of experience mitigating threats through building and leading cross functional teams. Before PwC, Matt spent 25 years with the FBI as the Assistant Director of Cyber.Heather Horn is PwC's National Office thought leader, responsible for developing our communications strategy and conveying firm positions on accounting and financial reporting matters. She is the engaging host of PwC's accounting and reporting weekly podcast and quarterly webcast series. With over 30 years of experience, Heather's accounting and auditing expertise includes financial instruments and rate-regulated accounting.Transcripts available upon request for individuals who may need a disability-related accommodation. Please send requests to us_podcast@pwc.com.
Welcome to America's leading higher education podcast where we talk trending legal, regulatory and compliance matters - EdUp Legal! YOUR host is Deborah Solmor In this episode, her guests are Lara Flath and Amy Van Gelder, partners at Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates Today we take another look at the Supreme Court's recent decision on race conscious admissions policies in higher education. We hear from two experts and the co-authors of Potential Private Sector Implications of the Supreme Court's Affirmative Action Ruling. Listen in to #EdUpLegal. Making LegalEASY! Listen in each week to get the buzz on the trending higher education legal, regulatory, and compliance questions without the legalese. Join YOUR EdUp community at The EdUp Experience! We make Education YOUR business
Welcome to America's leading higher education podcast where we talk trending legal, regulatory and compliance matters - EdUp Legal! YOUR host is Deborah Solmor In this episode, her guests are Lara Flath and Amy Van Gelder, partners at Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates Today we take another look at the Supreme Court's recent decision on race conscious admissions policies in higher education. We hear from two experts and the co-authors of Potential Private Sector Implications of the Supreme Court's Affirmative Action Ruling. Listen in to #EdUpLegal. Making LegalEASY! Listen in each week to get the buzz on the trending higher education legal, regulatory, and compliance questions without the legalese. Join YOUR EdUp community at The EdUp Experience! We make Education YOUR business
This episode of The Standard Formula podcast discusses three emergent insurance resolution regimes that deal with the failure, or potential failure, of insurers. Lamya Al-Yazdi, a member of Skadden's London insurance team, joins Skadden partner Rob Chaplin to discuss the U.K. HM Treasury consultation on the insurer-specific recovery and resolution regime (IRR), the EU Insurance Resolution and Recovery Directive (IRRD) and the proposals outlined in the consultation paper by the Bermuda Monetary Authority.Starting with the U.K., Rob and Lamya review the four resolution objectives for the IRR. They also discuss the EU's proposed set of rules for handling insurance company failures. The rules will apply to EU insurance and reinsurance companies covered by Solvency II, EU insurance holding companies and EU mixed financial holding companies.Finally, they review proposals from the Bermuda Monetary Authority (BMA). The first proposal involves the implementation of recovery planning regulations to aid insurers in proactively addressing adverse scenarios, enabling them to make informed decisions and develop credible survival strategies for severe stress situations. The second proposal suggests that the Bermuda Monetary Authority could mandate insurers to undertake recovery planning measures.
Mary Smith is President-Elect of the American Bar Association (ABA), and is the first Native American woman in this role. Mary is an independent board member and former CEO of a $6 billion national healthcare organization, the Indian Health Service. Mary currently serves on the board of PTC Therapeutics, Inc. (NASDAQ: PTCT), a global biopharmaceutical company focused on the development and commercialization of medicines that provide benefits to patients with rare disorders. She also serves on the board of HAI Group, a leading member-owned property-casualty insurance company for the affordable housing industry. Mary is also Vice Chair of the VENG Group, a national consulting firm. Earlier in her career, Mary served as an attorney at Skadden, Arps, Slate, Meagher & Flom LLP, as a senior in-house counsel at Tyco International, and in government, both as Associate Counsel to the President in the White House and as a trial attorney at the U.S. Department of Justice. In her bar association activities, Mary is the immediate past National Secretary of the ABA and a former president of the National Native American Bar Association. She was the first Native American to serve as a commissioner on the ABA's Commission on Women in the Profession, and she has received the ABA Spirit of Excellence award for her trailblazing work on diversity and inclusion. She is also the founder and president of the only national organization that promotes Native American girls in STEM, the Caroline and Ora Smith Foundation. As you move up the leadership ladder, what brought you to the table might make you lunch or cause you to fail. As your legal career progresses, your view of your work is broader and your impact expands. What does it mean to be a leader? What is your leadership style? How do you develop leadership skills. Join Mary Smith, President-Elect of the American Bar Association, to discuss moving into leadership, mistakes along the way, and how to become the best leader you can be.
In this episode of the “GILTI Conscience” podcast, David Farhat, Nate Carden and Stefane Victor are joined by Mike Gaffney of Atlantic Global Risk to talk about tax insurance and its role in addressing uncertainty in tax laws. Mike describes the workings of tax insurance, including the length of a typical policy, particularly surrounding a deal, and explored ideas such as deciding what covered tax position to insure and how various jurisdictions come into play.The conversation takes listeners through the impact that evolving international tax law has had on tax insurance; what multinationals need to consider when exploring a policy; recognizing risk, particularly surrounding BEPS; and tax insurance in an M&A transaction.
In this episode of the “GILTI Conscience” podcast, hosts David Farhat and Nate Carden are joined by associates Stefane Victor and Eman Cuyler, and Howard Sacarob, head of U.S. tax for the Royal Bank of Canada (RBC). Mr. Sacarob is also a member of RBC's diversity leadership council and an executive sponsor of the Pride Employee Resource Group (ERG) at RBC, where he works to make diversity and inclusion central to the firm's culture.The participants reflected on obstacles they've faced in the professional world as individuals with diverse perspectives and identities.They discussed the strides that companies are making to prioritize DEI and bring everyone into the conversation while also acknowledging the difficulties that diverse individuals still experience in the workplace. Tune in for this special DEI spotlight on “GILTI Conscience.”
In this episode of the “GILTI Conscience” podcast, Skadden partners David Farhat and Nate Carden, along with associates Eman Cuyler and Stefane Victor, discuss Pillar One's Amount B with Jessie Coleman of KPMG.In December 2022, the OECD issued documentation providing a much anticipated outline of Amount B, however, many uncertainties still remain surrounding scoping requirements and pricing.There is still much work to be done to address concerns around the drafted Amount B documentation and ensure the new framework will work for both developed and developing countries. However, many countries seem committed to making Amount B a success, including the U.S., as the Treasury has stated it's very open to input.
After a slow start, the Pillar Two initiative has gained momentum across the globe.“GILTI Conscience” hosts David Farhat, Nate Carden, Stefane Victor and Eman Cuyler spoke with Vikram Chand, a professor at the University of Lausanne, to discuss the latest Pillar Two developments and implications for international taxation.The conversation delves into the widespread adoption of Pillar Two, including in Europe, Asia and low-tax jurisdictions. They explore how the European directive has played a significant role in triggering the implementation of these rules by various countries, as well as the objectives and complexities of Pillar Two. Tune in to gain valuable insights into the evolving landscape of international taxation.
In this episode, we pass the mic to Briaunna Buckner Durhal to discuss appellate practice and mentorship. Briaunna participated in The Appellate Project's inaugural Mentorship Program and is passionate about ensuring our highest courts reflect our communities Briaunna Buckner Durhal currently serves as a judicial law clerk for the United States Court of Appeals for the District of Columbia Circuit. Prior to that, Briaunna served as a law clerk to the Honorable Bernice B. Donald of the United States Court of Appeals for the Sixth Circuit. Briaunna received a B.S. in Criminal Justice and an M.P.A. in Public Administration from Jacksonville State University. She received her J.D. from the University of Michigan Law School in 2021. During law school, she worked as a summer associate for Skadden, Arps, Slate, Meagher & Flom LLP and Lightfoot, Franklin, and White law firm. Briaunna was also hired for a prestigious clerkship in the Ranking Member's office for the United States Senate Judiciary Committee. During law school, Briaunna received numerous awards recognizing her civic contributions and academic achievements. Notably, she was named 1L of the Year, she received the Outstanding Student Achievement Award for receiving the highest grade in Civil Procedure I, and she was presented the Women's Leadership Award. A zealous advocate, Briaunna achieved great success for her oral and written advocacy. In 2019, Briaunna won the Campbell DeLong Trial Advocacy Competition and earned a place on the school's Moot Court Board. During her 3L year, Briaunna made history by being the first female African American to be appointed to the University of Michigan's Supreme Court and the first female African American to be named Young Alum of the Year at Jacksonville State University. Pro bono work is incredibly important to Briaunna. During law school, she sought several opportunities to provide pro bono legal services to residents and small businesses in the Detroit area. Through the University of Michigan's legal clinics and externships, Briaunna helped write an appellate brief to the Sixth Circuit defending an indigent person accused of a crime. She also co-wrote an amicus brief to the Michigan Supreme Court urging the Court to clarify an ambiguous provision in Michigan's Consumer Protection law. In her free time, Briaunna loves to spend time with her daughter and fiancé, Zola and Fred. She also is a proud member of Alpha Kappa Alpha Sorority. www.theappeallateproject.org --- Send in a voice message: https://podcasters.spotify.com/pod/show/journey-to-esquire/message Support this podcast: https://podcasters.spotify.com/pod/show/journey-to-esquire/support
In this episode of GILTI Conscience, Skadden's Nate Carden, David Farhat and Stefane Victor continue the podcast's spotlight series with tax associate Katy Stone, who discusses the impact tax-related pro bono work has had not only on the lives of other but also on her career.Katy describes how pro bono matters — which she was introduced to early — frequently have a deeply human element and providing tax assistance often has a tangible influence on people's lives. “I think there's relief from some of these taxpayers in getting someone to explain the world of tax to them and build confidence on a go-forward basis that they're going to be able to handle this differently into the future,” Katy says.They also discuss how new associates can become involved in pro bono opportunities and how the work can help them expand their skill-set beyond their main practice.
In the second of this two-part GILTI Conscience series, our Skadden tax attorneys continue their conversation with Lolade Ososami, a partner and head of the tax team at Udo Udoma & Belo-Osagie, and Zach Pouga, a partner in the International Tax Group at Ernst & Young, on the myriad tax issues faced by Africa-based companies, companies with a presence in Africa and those doing business on the continent.Among other topics, the conversation touches on treaty networks, the role of taxation in general, implementation of tax laws in the various countries and the potential for a unified approach to tax across the African Union.Tune in to this second part of the discussion to hear our hosts and their guests discuss a wide array of topics on the rapidly evolving tax issues throughout the continent.
Welcome to Risky Business, a limited series in partnership with Trenchcoat Advisors, a risk advisory firm. In an unpredictable, complex, and chaotic world, the business risks are ever-present. To help navigate the challenges ahead, this series delves into the intersection of business and national security — from influence operations and sabotage to hostage diplomacy and investment security, we're brining exclusive conversations with leading experts to better understand and anticipate risk!In episode one, the Burn Bag's A'ndre Gonawela and Trenchcoat's Bill Priestap speak with Jessie Liu about her career in national security and the business risks surrounding data. Jesse takes us through a conversation focusing on how the U.S. Government thinks about data regulations, in addition to data protections for U.S. persons and businesses, including the role CFIUS (The Committee on Foreign Investment in the United States) has to play. We also discuss public-private partnerships, how the private sector works with government on data protection, and whether the Department of Justice and FBI are more reactive than proactive on this issue. The conversation concludes with Jesse's perspective on how her private practice role is contributing to the national security mission. Jessie is a partner in the Washington, D.C. office of Skadden, Arps, Slate Meagher & Flom LLP. From 2017-20, Jessie served as the U.S. attorney for the District of Columbia. Prior to joining the U.S. attorney's office, Jessie was deputy general counsel for the U.S. Department of the Treasury.
As part of its departure from the European Union (Brexit), the United Kingdom is moving away from key EU insurance prudential regulatory standards, including by liberalizing the EU Solvency II regime. These reforms can be seen as political as well as regulatory — and if you're an insurance professional, it is important to understand what these changes mean and how they may impact you. The Solvency II regime came into force in the UK in 2016. The government announced a review of the regime in June 2020, followed by a range of proposed amendments this year.The reformed regime — which will be called Solvency UK — is meant to boost innovation in the sector and assist the government's drive for investment.This is the first episode of “The Standard Formula,” a podcast from Skadden covering subjects of interest for UK and European insurance professionals in the Solvency II world. Host Robert A. Chaplin — a partner at Skadden — is joined in this episode by Azad as they discuss the UK's recently announced post-Brexit Solvency II reforms.
From Skadden, The Standard Formula is a Solvency Two podcast for UK and European insurance professionals.Join us as Skadden Partner Robert Chaplin leads conversations with industry practitioners and explores Solvency Two developments that matter to you.If you're enjoying The Standard Formula, be sure to subscribe in your favorite podcast app so you don't miss any future episodes.Additional information about Skadden can be found at Skadden.com.The Standard Formula is a podcast by Skadden, Arps, Slate, Meagher & Flom LLP, and Affiliates. Skadden is recognized for its deep experience in representing insurance and reinsurance companies and their advisers on a wide variety of transactional and regulatory matters. This podcast is provided for educational and informational purposes only and is not intended and should not be construed as legal advice. This podcast is considered advertising under applicable state laws.
In an effort to address tax issues surrounding the ever-growing digitalization of the global economy, the OECD proposed blueprint plans called Pillar One and Pillar Two. Though they were introduced in October 2020, implementation remains a challenge. In this episode of the GILTI Conscience podcast, Europe tax head James Anderson and London tax partner Alex Jupp join our hosts to discuss how the U.K. may be the first out of the gate in Europe to see some traction with potentially carrying out the Pillars. From international M&A compliance to political challenges and technical hurdles, James and Alex detail many of the uncertainties the Pillars face in today's climate, both in the U.K. and across the EU.Tune in to find out more about the future of Pillars One and Two in the international market.
For many low-income individuals, filing taxes may be a daunting task, and many may even choose to avoid interacting with the IRS altogether due to negative experiences. However, not filing taxes may mean missing out on crucial refunds and benefits.. From low-income taxpayer clinics in communities to organizations and initiatives such as https://www.irs.gov/individuals/free-tax-return-preparation-for-qualifying-taxpayers (VITA), https://www.getyourrefund.org/en (GetYourRefund) and https://codeforamerica.org/ (Code For America), there are a multitude of pro bono opportunities for tax attorneys to get involved in to ensure taxpayers receive the benefits they deserve. According to Jaclyn Roeing, an attorney at Skadden who volunteers with https://www.communitytaxaiddc.org/ (Community Tax Aid) in Washington, D.C., “One of the key benefits of pro bono work is the opportunity to give back to your community and to use the skills you develop as a lawyer for clients that would otherwise not have representation at all, and that you might never get to engage with.” Don't miss this Spotlight Series episode of GILTI Conscience as we sit down with Jaclyn to discuss how engaging in pro bono work as a tax attorney benefits both communities and attorneys, and how you can get involved.
Welcome back to Season 2, Episode 189 of the Asian Hustle Network Podcast! We are very excited to have Rebecca Liao on this week's show. Rebecca Liao is Co-Founder and CEO at Saga, a protocol for launching the next 1000 chains in the multiverse. The Saga platform allows developers to take a single tenant VM and automatically launch it on a dedicated blockchain, complete with fully provisioned validators and an optimally incentivized security structure. She is also a Co-Founder, Advisor and former COO at Skuchain, a currency agnostic blockchain for global trade and a World Economic Forum Tech Pioneer for 2019. In 2020, the World Trade Organization named Skuchain one of the top three blockchain companies in trade and supply chain finance. Under her leadership, Skuchain's platform grew to $5 billion+ in annual volume. She is currently Advisor to Sommelier Protocol, where she is designing their DAO to optimize for governance, platform growth & regulatory compliance. She is also a Fellow at the Stanford Program in Law, Science and Technology, where she produces and hosts the #global-public-policy podcast. She was a member of President Joe Biden's 2020 presidential campaign, advising on China, technology and Asia economic policy. She also served on Secretary Clinton's foreign policy team for her 2016 presidential campaign, responsible for Asia trade and economic policy. Prior to Skuchain, Rebecca was Director of Business Development and Head of Asia at Globality, Inc., a Softbank-backed B2B unicorn for AI-powered procurement of professional services. She began her career as an international corporate attorney at Skadden Arps Slate Meagher & Flom LLP and Fenwick & West LLP. She represented clients in Asia, North America and Europe across a variety of industries, including Internet, mobile, semiconductors, enterprise software, energy, advertising technology, consumer technology and finance. Her work focused on domestic and cross-border transactions, including mergers and acquisitions, joint ventures, private equity investments, venture financings, debt financings and public offerings of debt and equity. She also regularly advised public and private companies on corporate governance and securities law compliance. Rebecca is also a writer and China analyst. She regularly comments on China for Politico, Deutsche Welle and Channel NewsAsia and has also appeared on HuffPost Live and SiriusXM Radio. She is a contributing editor at SupChina. A graduate of Stanford University, where she studied Economics, and Harvard Law School, she serves on the Board of Advisors of the Center for a New American Security (CNAS) and is a Co-Chair of the Brookings Society. In the wake of rising anti-Asian hate, she co-founded, chairs and serves as an Executive Producer at The ACTION Project, a creative agency of Asian American Academy and Emmy Award-recognized creatives and leaders in entertainment, law, technology, business, education, and journalism leveraging our creative talent to shape the national narrative around our diverse community. She is also on the Board of Directors of Words Without Borders, Voices of Music and the Wagner Society of Northern California. She is also a member of the National Committee on US-China Relations. Rebecca is a jazz and opera singer and tweets at @beccaliao. If you're a small business owner, we highly recommend you take advantage of this offer. Comcast RISE is an initiative designed to help strengthen AAPI small businesses owners that have been hit the hardest by the economic impact of the pandemic. Comcast RISE aims to create sustainable impact and give meaningful support to the small businesses with FREE services. Head to https://bit.ly/RISE22Q3_Podcast_AHN to apply today! --- Support this podcast: https://anchor.fm/asianhustlenetwork/support
The OECD transfer pricing guidelines include DEMPE — the development, enhancement, maintenance, protection and exploitation of intangibles — as part of their efforts to deal with the legal status of both IP and economic ownership. Originally, the regulations stated that only legal ownership existed; DEMPE was incorporated to accommodate contributions made by entities other than the legal owner. But how dependable and comprehensive are the DEMPE guidelines? In this episode of “GILTI Conscience,” Mike McDonald, an executive director in the National Tax Department at Ernst & Young, joins our hosts to discuss whether DEMPE is supportable and more efficient than a traditional review of functions, assets and risks. Mike also shares his perspective on recent developments in transfer pricing. Mike and the “GILTI Conscience” team look at varying approaches to the accounting practice — while some professionals believe that “functions, functions, functions” is the only sustainable tactic, others contend that the arm's length guideline is backed by sufficient valuations to outperform the alternatives. Mike delves deeply into the arguments for the arm's length approach. “I always thought one of the strengths of the arm's length principle, if done properly, is its inherent neutrality compared to all alternatives,” he says. What do these developments and perspectives tell us about the future of DEMPE and transfer pricing? And what patterns has an expert like Mike seen over the past two decades? Tune in to find out!
Benjamin Edwards joined the faculty of the William S. Boyd School of Law in 2017. He researches and writes about business and securities law, corporate governance, arbitration, and consumer protection. Prior to teaching, Professor Edwards practiced as a securities litigator in the New York office of Skadden, Arps, Slate, Meagher & Flom LLP. At Skadden, he represented clients in complex civil litigation, including securities class actions arising out of the Madoff Ponzi scheme and litigation arising out of the 2008 financial crisis. His writing has appeared in the Northwestern University Law Review, Washington and Lee Law Review, University of California Davis Law Review, Georgia State Law Review, William & Mary Law Review Online, Virginia Law and Business Review, Michigan Business and Entrepreneurial Law Review, Journal of Business and Securities Law, Virginia Journal of Social Policy and the Law, InvestmentNews, Wall Street Journal, Salon, The Hill, The Washington Post, BloombergView, Oxford Business Law Blog, and Columbia Blue Sky Blog. He also writes regularly for the Business Law Professor blog. Professor Edwards earned his law degree from Columbia Law School and clerked for Judge Samuel H. Mays, Jr. of the U.S. District Court for the Western District of Tennessee.
In this episode of the “GILTI Conscience” podcast, Roger Brown, global head of Tax Strategy at Chainalysis, joins our hosts Nate Carden and David Farhat to talk about the basics of blockchain. Roger explains what blockchain is, how tax rules apply to crypto and the field's potential benefits. Roger says that people regularly approach him with questions about blockchain and crypto — although the sector began forming many years ago, substantial uncertainty remains, especially regarding tax rules and policies. Roger therefore begins this overview with the basics. He notes that buzzwords like “bitcoin” and “blockchain” are commonly thrown around, but he emphasizes that they're only interconnected, not interchangeable. Bitcoin, which uses blockchain technology to secure transactions, is intended to be a peer-to-peer payment network, while blockchain is utilized for recordkeeping, tracking the movement of a digital asset (such as bitcoin) from virtual wallet to virtual wallet. Roger also notes that the crypto space is more expansive and potentially beneficial than most people realize. “Crypto” refers to more than just payment applications. Technologies like Filecoin, a blockchain-based cooperative digital storage system, are focused on replacing business functions. Individuals and businesses alike can take advantage of such advances. But what important tax rules and policies should you understand before diving into this space? From a technical tax perspective, Roger says, the rules are nothing new. When you own cryptocurrency or any other digital asset, it's your property and, therefore, property rights still apply. If you're worried about taxation on cryptocurrencies as trading becomes more commonplace, Roger suggests investing in a partner company. These experts can help you understand how tax rules apply to crypto and ensure the IRS doesn't come knocking on your door for an audit.
In this episode of the “GILTI Conscience” podcast, longtime Skadden tax partner Fred Goldberg joins our hosts Nate Carden and David Farhat to discuss his one-of-a-kind journey through the public and private tax sectors. Fred details the changes he's seen, his hopes for the future of the field and his advice for those looking to begin a career in tax law. As Fred notes, the tax system is the one set of regulations that every individual, family, business and nonprofit in the country must contend with each year. And for each, the challenge is the same: When you get your taxes right, everything is fine, but when you get them wrong, havoc ensues. Many people who might consider a career in tax law are driven away by misconceptions about the work — e.g., a tax attorney can't be altruistic or give back to society. However, Fred believes tax is not just transactional — it's also relational: The field presents opportunities to collaborate, chase your passion and connect with others. The profession also needs a wide range of personalities and perspectives — you don't have to change yourself to fit some preconceived notion of an ideal tax attorney. A career in the tax field requires only creativity, listening skills and authenticity. Fred hopes that mentorship, education and a willingness to shift perspectives can enable tax law to become more diverse and inclusive. He regularly shares the same advice with aspiring lawyers, young professionals already in the tax sector and people on the street: Tax law can make for an outstanding career.
Lexi Takamatsu had just sat down for the very first time in her new home in the US, opened her laptop to find an email which would change the trajectory of her life again. Lexi shares how by finding what she likes about her legal practice and focusing on those areas, opportunities have come to her that she never imagined. If you enjoyed this episode and it inspired you in some way, we'd love to hear about it and know your biggest takeaway. Head over to Apple Podcasts to leave a review and we'd love it if you would leave us a message here! In this episode you'll hear: How Lexi came to be a lawyer after a foray into insurance The similarities between the law and Japanese language The email that upended her carefully laid plans Lexi's transition from US law firm to Japanese law firm How Lexi is breaking new ground in creating an international litigation team in a Japanese law firm Her favourite book and other fun facts About Lexi Lexi is an international disputes specialist, who has represented companies in U.S. domestic and international litigation and arbitration, including commercial disputes, intellectual property disputes, and corporate governance disputes. She is also experienced in internal investigations and compliance, and was seconded to a large Japanese company to assist with a major internal compliance and white collar investigation. Lexi attained her BA from University of Southern California 2008, and JD from U.C. Berkeley, School of Law in 2015. She was admitted in California in the same year (2015 and is admitted as a registered foreign lawyer in Japan as of 2021 and a member of the Daini Tokyo Bar Association In 2015, Lexi completed a one-year clerkship (2015-2016) for a U.S. Federal District Court Judge in the Central District of California, assisting the Judge in drafting opinions for the civil litigation cases on her docket. In 2016 Lexi joined the U.S. law firm, Skadden, Arps, Slate, Meagher & Flom LLP in Los Angeles, California. After 2 years with Skadden Lexi joined the disputes department of Morrison & Foerster's Tokyo office where she was from 2018 to late 2020. At MoFo she was in the disputes department working on cross-border intellectual property and contract-based disputes. Lexi joined Mori Hamada in September 2020, she is working to expand Mori Hamada's international arbitration practice, while also assisting in various disputes and white collar investigations. Lexi is a fluent speaker of Japanese and also reads and writes in Japanese having received her JLPT N1 certification in 2018. Connect with Lexi LinkedIn: https://www.linkedin.com/in/lexi-takamatsu-a423a339/ Links Routinery App Burnout by Emily Nagoski https://www.amazon.co.jp/Burnout-Secret-Unlocking-Stress-Cycle/dp/1984818325
This week's guest is Tom Carpenter, a principal at the public relations firm Bospar who has more than 20 years of business, marketing and tech PR experience. Tom is known as “the crisis communications expert” and is skilled at advising tech companies in highly sensitive situations. But he began his career conducting PR for one of the world's leading law firms, Skadden, Arps, Slate, Meagher & Flom LLP. Tom brought lessons he learned and skills he honed to the tech world from a buttoned-up corporate environment where knowing when to keep mum and being prepared about how and when to respond was vital. He discusses the importance of transparency, when to be reactive, when to craft a “holding response” instead of issuing an immediate announcement, and when to lie low. This episode was recorded at the start of the war in Ukraine, so Tom also touches on companies being tactful about their messages during global crises, his agency's COVID-related work, how Bospar responded to the Texas abortion ban, and the importance of addressing other social justice concerns. He explains how companies can prepare themselves for the worst-case scenario and how PR professionals can keep the media from blowing something up and making it out to be worse than it is.
How to Thrive in Complex Commercial LitigationIf you are a lawyer, you'll love this show. If you are a litigator, you should watch Dave Lorenzo's interview with Gerald Meyer. Gerald is an accomplished litigator who has prepared and tried cases at every level - including the United States Supreme Court. During this Inside BS Show, Gerald shares how these cases are prepared, how he sources them and what is the most harrowing aspect of "Bet The Company" litigation. Chapters:00:00 Introduction to Bet the Company Litigation01:20 What is Complex Commercial Litigation?03:40 How did Gerald Meyer Get into Complex Commercial Litigation?06:35 How Does Starting as a Transactional Lawyer Make You a Better Litigator?09:30 How White Collar Criminal Defense Helps Make a Lawyer Better at Civil Litigation13:00 What is a Paper Case?15:00 Is there an Emotional Difference for an Attorney When Representing an Individual vs. a Company?16:30 Gerald Shares Some Tough Conversations He's Had With Clients20:00 When You Have a Tough Case, When Do You Advise the Client to Settle?27:30 What Are Differences Between State and Federal Court Proceedings? 33:15 How Do You Write a Brief for the United States Supreme Court?35:00 What is the Internal Process for Reviewing a Case That Will Go Before the Supreme Court?37:30 Interesting Tip: Review with People Who Clerked for the Judges38:30 How to Attract Complex Commercial Litigation Cases40:30 What is Gerald Meyers Most Proud of in His Career?42:00 What is Gerald Most Excited About in the Practice of Law? Gerald Meyer(312) 450.6714gmeyer@mololamken.comhttps://www.mololamken.com/profession...About Gerald MeyerGerald Meyer's practice focuses on complex business litigation, white collar criminal matters and investigations, and appellate litigation. He has represented businesses, senior corporate officials, and individuals in a broad array of subject matters, including securities litigation, class actions, antitrust law, and constitutional law. He has tried cases to verdict and drafted and argued dispositive, discovery, and evidentiary motions in trial courts across the country. He has argued appeals before the Seventh Circuit, and has briefed appeals in the Supreme Court of the United States and numerous courts of appeals. Before joining MoloLamken, Mr. Meyer was an associate with Skadden, Arps, Slate, Meagher & Flom LLP in Chicago. He has represented companies and individuals in a wide range of tax planning matters, including mergers and acquisitions, restructurings, securities offerings, and issues involving tax-exempt organizations.Mr. Meyer also served as a law clerk to Judge Robert R. Beezer of the United States Court of Appeals for the Ninth Circuit and to Judge G. Steven Agee of the United States Court of Appeals for the Fourth Circuit.
In this episode of the GILTI Conscience podcast, Loren Ponds, Member at Miller & Chevalier in Washington, D.C., joins our hosts to share an overview of the tax legislative process. She discusses the outlook for current tax bills moving through the house and how changes and feedback are incorporated. Over the past two decades, most of the major tax legislation has gone through a reconciliation process where the bills start in the house. The review procedure includes a scoring process to ensure the bill will not increase the deficit before it can be passed. Feedback also plays an important role in shaping the final version of a tax bill. Bills can be improved by inviting taxpayers to share the real-world implications of a change. In addition, asking the advisor taxpayer community to share critical feedback, with a clearly defined scope can be very helpful. Predicting all of the fact patterns that might apply to a certain bill is impossible, but collecting feedback can help anticipate more of them, making a bill more comprehensive before it is passed. Tax bills are gaining in popularity and controversy thanks to increased coverage from the media. This means more attention is given to how politicians approach tax legislation. This attention often focuses on how both sides of the aisle collaborate on tax policies that are easier to agree on, such as international tax provisions. So how does this affect current legislation and how will Congress review the Build Back Better Act amongst the many pressing issues on their agenda? Episode guest Loren explains, “There are a lot of other things that are on Congress's agenda besides tax. That said, the Build Back Better Act has some spending provisions that are a very high priority to the current administration.”
In today's episode, Ralph is talking to Boris Ryvkin (make sure to follow him on twitter @BRyvkin) about the Russian Invasion of Ukraine. Boris Ryvkin is the Sole Member of MonteFly Holdings LLC, a portfolio holding company. Previously, Boris practiced law as a transactional attorney, specializing in mergers, acquisitions and general corporate matters at, respectively, global law firms Clifford Chance US LLP, Skadden, Arps, Slate, Meagher & Flom LLP, and Mayer Brown LLP. Boris also formerly served as National Security Advisor to U.S. Senator Ted Cruz (R-TX). Boris's policy writing has appeared in, among other publications, National Review, The National Interest, Business Insider and The Diplomat. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/the1020/support
Diversity, equity and inclusion (DEI) make business sense for every professional community. For the tax practice, where creativity is essential, diversity elevates the practice, benefitting everyone from clients to the government and practitioners themselves. The tax community, however, lacks DEI for a host of reasons. At the heart of the problem is the ubiquity of whiteness and a pervasive insensitivity to otherness, whereby "others" must learn to navigate whiteness to survive. Maleness and whiteness often are used as synonyms for competence, which leaves women, people of color and LGBTQ+ attorneys constantly feeling compelled to prove themselves. These issues widen the inequality gap in the tax practice and further a discriminatory system. Such a system places undue pressure on diverse attorneys to succeed, not only for themselves but also to keep the gate open for those who follow. This burden makes the already-challenging practice of tax law even harder. How can you contribute to changing this reality and promoting diversity in the tax community? In this episode of the GILTI Conscience podcast, Skadden partners David Farhat and Nate Carden kick start The Spotlight Series by talking with associates Eman Cuyler and Stefane Victor about both the challenges to and opportunities for promoting diversity within the tax law community. https://www.skadden.com/insights/podcasts/2022/02/spotlight-series-the-importance-of-diversity-equity-inclusion-in-tax-law (Click here for the full show notes, transcript, and video.)
Understanding the 2022 OECD Transfer Pricing Guidelines and how it applies to guarantees and other financial transactions is essential for multinationals trying to manage intercompany lending and get their transfer pricing right. Granted, these companies have to fund themselves, whether through intercompany debt or guaranteed loans. They have to move money across borders, but how they do that, how the rules apply in different tax jurisdictions, and how everyone gets their appropriate piece of the pie can become very complicated. Profound transfer pricing questions tend to arise when deciding which credit rating applies to a subsidiary of a multinational because that can make a big difference on interest rates and tax implications. Another concern is that if a subsidiary has to get the stand-alone treatment because of the arm's length principle, what is the value of implicit support? Dealing with these issues opens a can of worms that questions the core of transfer pricing as we know it. For one, why should implicit support be a borrower-only analysis when a lender can also be a part of a group? Since implicit support applies to 'important subsidiaries,' are there non-important subsidiaries? The new guidelines attempt to address some of these issues related to the arm's length standard for cross-border transactions between associated enterprises. However, these guidelines don't apply equally across different jurisdictions. For instance, which rules should multinationals that have operations in the U.S consider, and in what scenarios do the new OECD guidelines come into effect? In this episode of The GILTI Conscience podcast, hosts, Skadden Partners David Farhat and Nate Carden, Associate Eman Cuyler, and Clerk Stefane Victor sit down with Abraham (Bram) Isgur, Principal at Keystone Strategy. They discuss transfer pricing for cross-border intercompany loans and guarantees, the OECD guidelines, the controversies to expect and prepare for, ideas for engaging with tax authorities, and more.
The team at Skadden, Arps, Slate, Meagher & Flom LLP is always happy to debate multinational tax issues. And with the way things have been changing in the last two years, it's never been a better time to hit "record" on those conversations, and share them with fellow self-proclaimed tax nerds and those just getting started in the field. “Five years ago, we had a radically different international tax system from what we have today, which may change again significantly in the next year or two," says Skadden partner Nate Carden. “You have to constantly be thinking, How do the planning I'm doing and the structures I'm creating align with my business objectives? Are they nimble enough to deal with tax rules that may evolve faster than my business?” Two major factors created this dynamic moment: COVID-19 prompted multinationals to rethink their tax strategies. And in the nearly two years since the World Health Organization (WHO) confirmed the pandemic, governments that poured money into enormous public funding initiatives are looking for ways to make back some of those expenses through taxes. Meanwhile, the public and lawmakers are paying more attention than ever to how multinationals are being taxed and using tax laws. In this introductory episode of GILTI Conscience, you'll meet your hosts: Skadden partners David Farhat and Nate Carden, associate Eman Cuyler, and clerk Stefane Victor, who is about to be admitted to the D.C. bar. Learn their backgrounds, specific areas of focus, and why they chose tax law. And get a sneak peek of what to expect from GILTI Conscience, including interviews, debates, and of course unapologetic nerding out. Click https://www.skadden.com/insights/podcasts/gilti-conscience (HERE) to read the full blog post for this episode or visit https://www.skadden.com/insights/podcasts/gilti-conscience (https://www.skadden.com/insights/podcasts/gilti-conscience)
This is GILTI Conscience: Casual Discussions on Transfer Pricing, Tax Treaties, and Related Topics, a podcast from Skadden that invites thought leaders and industry experts to discuss pressing transfer pricing issues, international tax reform efforts, and tax administration trends. We also dig into the innovative approaches companies are using to navigate the international tax environment and address the obligation everyone loves to hate. If you like what you're hearing, be sure to subscribe in your favorite podcast app so you don't miss any future conversations. Skadden's tax team is recognized globally for providing clients with creative and innovative solutions to their most pressing transactional, planning, and controversy challenges. Additional information about Skadden can be found at http://www.skadden.com (skadden.com). GILTI Conscience is a podcast byhttps://www.skadden.com/ ( Skadden, Arps, Slate, Meagher & Flom LLP, and Affiliates). Skadden's tax team is recognized globally for providing clients with creative and innovative solutions to their most pressing transactional, planning, and controversy challenges. This podcast is provided for educational and informational purposes only and is not intended and should not be construed as legal advice. This podcast is considered advertising under applicable state laws.
Today on That Tech Pod, Laura and Gabi chat with Michael Quartararo, the President of the Association of Certified E-Discovery Specialists (ACEDS). ACEDS provides training and certification in e-discovery and professional development courses to corporate legal departments, law firms and the broader legal community. With 1400 CEDS-certified professionals and 2500 members active in 22 chapters throughout major US cities, Canada, the UK, Benelux, South Africa and Australia, ACEDS is the gold standard in e-discovery training. Mike is also the author of the 2016 book Project Management in Electronic Discovery and has been teaching, consulting and solving problems in information governance, e-discovery, project management and legal technology for over two decades. He is considered one of the foremost authorities on legal project management and built his career upon strategic and innovative thinking, leadership and operational skills honed at the best legal organizations in the world. Following 10-year stints at both Skadden Arps Slate Meagher & Flom LLP and Stroock & Stroock & Lavan LLP, Mike launched his own successful company, eDPM Advisory Services, a consulting firm providing legal operations, e-discovery and project management advisory services to corporate legal departments and law firms. As a part-time graduate professor, Mike designed and taught a curriculum on e-discovery project management at Bryan University. A graduate of the State University of New York, he is a certified Project Management Professional (PMP) and a Certified E-Discovery Specialist (CEDS). He frequently writes and speaks on e-discovery, legal operations, project management and technology topics. Reach him via email at mquartararo@aceds.org or on Twitter @mikequartararo. Follow That Tech Pod: Twitter-@thattechpod LinkedIn: LinkedIn.com/thattechpod website: thattechpod.com
Ann Beth Stebbins, partner at Skadden, Arps, Slate, Meagher & Flom LLP, discusses her work with Gucci, Westfield and Apax; her thoughts about building and strengthening client relationships; and her deep ties to Georgetown on this week's Drinks With The Deal podcast.
Thomas Dunne, Sheila and Maya's oldest brother, shares his perspectives as an associate at Skadden, Arps, Slate, Meagher & Flom LLP. Thomas offers three tips for new startups and answers the question of when is the right time to seek legal advice. Sheila, Maya and Thomas also discuss the differences between corporate America and entrepreneurship, what it's like to represent some of the world's largest companies and lessons learned in the National Guard and founding Yardslot.
This week's guest is Peyton Chaney. Peyton attended the University of Virginia under a full women's track scholarship. In this episode, we discuss what it looks like to negotiate scholarships, knowing your worth, the difference between off-season (8 hours) and in season (20 hours), the fatigue you experience as your body changes during your first few years as a college athlete, what it looks like to adult while also juggling the responsibilities you have as an athlete, and so much more.Today's Scout:- Name: Peyton Chaney- College: University of Virginia- Sport: Track- Instagram: @nospeedlimit- LinkedIn: Peyton Chaney- Current Profession: Litigation Associate at Skadden, Arps, Slate, Meagher & Flom LLP and AffiliatesHousekeeping:- Website: www.retiredcollegeathletes.com- Instagram: @retiredcollegeathletes- Facebook: Retired College Athletes- Email: retiredcollegeathletes@gmail.com
While most, if not all lawyers thrive for excellence and success with their clients, cases, or projects, not everyone manages to really reach and more importantly remain at the top of their game throughout their careers. Our guests today offer two different but similarly stunning examples of successful careers in the intellectual property world. Monique Joe is Senior Vice President, Head of Brands and Content Intellectual Property, at NBCUniversal Media, LLC, in Los Angeles, California, USA, where she oversees the IP team that supports the development of brands and the production of content for all NBCUniversal businesses globally, ranging from Universal Pictures and DreamWorks Animation to NBC and Telemundo. She was named several times by World Trademark Review as one of the World’s Leading Corporate Trademark Professionals.Anthony Dreyer is an Intellectual Property and Sports Litigation Partner with the law firm of Skadden, Arps, Slate, Meagher & Flom LLP in New York, New York, USA.A commercial litigator concentrating on IP, sports, entertainment, and related licensing disputes, he has been named a leading trademark practitioner by both World Trademark Review and Managing Intellectual Property.In addition to being graduates of Fordham University School of Law, both are recognized as top level IP practitioners, high achievers, and forward thinkers. Today they share their experience, vision, tips, and personal observations on the mutation of the legal industry and the challenges that poses for beginners and experienced IP lawyers alike.Every two weeks, on Tuesday, Brand & New gives the floor to inspiring individuals, with a 360-degree vision, to help brand owners, intellectual property lawyers, and marketing and finance professionals (and beyond!) stay curious and agile in an ever-evolving business environment. Brand & New is a production of the International Trademark AssociationHosted by Audrey Dauvet - Contribution of M. Halle & S. Lagedamond - Music by JD BeatsFOR MORE INFORMATION, VISIT INTA.ORGTo go further:About Monique Joe (link to https://www.linkedin.com/in/monique-cheng-joe-ba52111/)About Anthony Dreyer (link to https://www.linkedin.com/in/anthonydreyer/)Also of interest:- American Bar Association: “An Interview between Two Generations of IP Attorneys” (link to https://www.americanbar.org/groups/intellectual_property_law/publications/landslide/2018-19/january-february/learning-each-other/)- INTA 2020 Annual Meeting & Leadership Meeting (link to : https://www.inta.org/events/2020-annual-meeting-leadership-meeting/)- Harvard Law School: “Lawyers as Professionals and as Citizens: Key Roles and Responsibilities in the 21st Century” (link to https://clp.law.harvard.edu/assets/Professionalism-Project-Essay_11.20.14.pdf)- Leaders League: Ayala Deutsch (INTA): “IP Practitioners Need to Broaden Their Horizons” (link to: https://www.leadersleague.com/en/news/ayala-deutsch-inta-ip-practitioners-need-to-broaden-their-horizons)- International Trademark Association’s “The Women’s Leadersh&l
Welcome: Roger Juan Maldonado, President, New York City Bar Association Introduction: Barry H. Garfinkel, Of Counsel, Skadden, Arps, Slate, Meagher & Flom LLP Speaker: Hon. Jon O. Newman, United States Judge of the U.S. Court of Appeals for the Second Circuit The Leslie H. Arps Memorial Lectures are made possible by the generosity of the firm of Skadden Arps Slate Meagher & Flom LLP & Affiliates. Sponsoring Association Committee: Committee on The Leslie H. Arps Lectures, Barry H. Garfinkel and Scott Musoff, Co-Chairs Former Arps Lecture Speakers Include: Hon. Lewis F. Powell, Jr. (1989), Hon. Lawrence E. Walsh (1991), Hon. James L. Oakes (1992), Herbert Brownell (1993), Dean John D. Feerick (1996), Hon. Robert W. Sweet (1997), Hon. Patricia M. Wald (1999), Leon Silverman (2003), Hon. Elena Kagan (2005), Hon. Sandra Day O'Connor (2010), Hon. Pierre N. Leval (2012), George J. Mitchell (2013), Hon. Jose A. Cabranes (2015), Hon. Robert A. Katzmann (2016) and Jeffrey Toobin (2018)
Securities and white collar defense veteran Richard Marmaro (Skadden, Arps, Slate, Meagher & Flom LLP) offers insights into his trade, and the marathon securities case that culminated his career last year. Orange County reporter Meghann Cuniff conducts the interview.
On this episode of the Treasury Career Corner podcast, I’m joined by Chris Fulton, the Chief Financial Officer at Selendy & Gay PLLC. We talk about his treasury career, what it means to be a good mentor and the importance of leaving a legacy of positive change at your place of work. Chris Fulton is currently Chief Financial Officer of Selendy & Gay, PLLC in New York, NY. Prior to joining Selendy & Gay in 2018, Chris held various senior finance and treasury roles with Skadden, Arps, Slate, Meagher & Flom LLP, Take-Two Interactive, and Ernst & Young. His career spans over 20 years working alongside some of the world’s largest and most innovative public companies and private corporations as a consultant, and internal business and transaction advisor. He has also been a presenter, as well as an exhibitor, at the AFP Annual conferences and is active in roundtable discussions at the Corporate Treasurers Council. Chris is on the Board of Directors of the Association For Financial Professionals, where he serves on the Finance Committee. Additionally, Chris serves on the Finance Sub-Committee of the Board of Education of the Katonah-Lewisboro School District. On the podcast we discussed… The common frustrations and positive aspects of consultancy work Chris talks about his career spanning 20 years in finance and treasury roles How to create a legacy for yourself that you can be proud of How to be an excellent mentor to your employees The importance of building a strong network within the treasury industry You can get in touch with Chris by reaching out to him through his LinkedIn profile. Are you interested in pursuing a career within Treasury? Whether you’ve recently graduated, or you want to search for new job opportunities to help develop your treasury career, The Treasury Recruitment Company can help you in your search for the perfect job. Find out more at treasuryrecruitment.com/jobs. Or, send us your CV (https://treasuryrecruitment.com/jobs) and let us help you in your next career move! If you’re enjoying the show please rate and review us on whatever podcast app you listen to us on, for iTunes click here!
On May 15, the American Security Project hosted an event on the prospects of a trade war between the United States and China. The panel included Carolyn Bartholomew, Vice Chairman of the U.S. – China Economic and Security Review Commission, and Ivan Schlager, from Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates and head of his firm’s CFIUS practice. The post Event Recap: Perspectives on a Trade War – The Trade and Investment Disputes between the U.S. and China appeared first on American Security Project.
The advisory committee on the Federal Rules of Civil Procedure is considering proposed amendments to Rule 26 that would require disclosure of litigation financing arrangements. Specifically, the proposal would require disclosure of any agreement under which any person, other than an attorney permitted to charge a contingent fee representing a party, has a right to receive compensation that is contingent on, and sourced from, any proceeds of a civil action. Travis Lenkner, a senior advisor at litigation finance firm Burford Capital, and John Beisner, a partner at Skadden, Arps, Slate, Meagher & Flom LLP will join us to discuss the proposal.Featuring:Travis Lenkner, Senior Advisor, Burford CapitalJohn Beisner, Partner, Skadden, Arps, Slate, Meagher & Flom LLP Teleforum calls are open to all dues paying members of the Federalist Society. To become a member, sign up here. As a member, you should receive email announcements of upcoming Teleforum calls which contain the conference call phone number. If you are not receiving those email announcements, please contact us at 202-822-8138.
The advisory committee on the Federal Rules of Civil Procedure is considering proposed amendments to Rule 26 that would require disclosure of litigation financing arrangements. Specifically, the proposal would require disclosure of any agreement under which any person, other than an attorney permitted to charge a contingent fee representing a party, has a right to receive compensation that is contingent on, and sourced from, any proceeds of a civil action. Travis Lenkner, a senior advisor at litigation finance firm Burford Capital, and John Beisner, a partner at Skadden, Arps, Slate, Meagher & Flom LLP will join us to discuss the proposal.Featuring:Travis Lenkner, Senior Advisor, Burford CapitalJohn Beisner, Partner, Skadden, Arps, Slate, Meagher & Flom LLP Teleforum calls are open to all dues paying members of the Federalist Society. To become a member, sign up here. As a member, you should receive email announcements of upcoming Teleforum calls which contain the conference call phone number. If you are not receiving those email announcements, please contact us at 202-822-8138.
The new tax law made extensive changes to the U.S. tax code, setting up a massive need for stakeholders to understand the law's complexities and possibly rethink their tax plans. Bloomberg Tax reporters Sony Kassam and Laura Davison and news editor Colleen Murphy spoke with a group of tax practitioners, members of the Bloomberg Tax advisory board, about the tax act's (Pub. L. No. 115-97) effects over the next year and beyond on federal, state, and international tax issues. This episode's discussion features Lisa M. Starczewski, a shareholder at Buchanan Ingersoll & Rooney PC in Philadelphia; William Alexander, of counsel at Skadden, Arps, Slate, Meagher & Flom LLP in Washington; John L. Harrington, a partner at Dentons in Washington; Richard S. Franklin, a member at Franklin Karibjanian & Law PLLC in Washington; and Joe Huddleston, executive director of the national indirect tax group at Ernst & Young LLP. This episode was recorded the morning of Jan. 9 and has been edited for length and clarity. For a complete transcript, please click here: http://src.bna.com/vG3.
October 19, 2012 Strategic Partners: Women in General Counsel and Senior Leadership Roles - Part 5 Case Western Reserve University School of Law Women in Law Leadership Conference Developing Senior Women Leaders Speaker: Margaret "Peggy" Wolff, '79, Of Counsel, Skadden, Arps, Slate, Meagher & Flom LLP
This PodCast is a frank discussion of what some of the top practitioners in the country are thinking, and actually doing, with respect to a number of key estate planning tools and techniques. (PLEASE be patient since the download takes a minute or two) Part 1 covered Planning Techniques, FLPs, and State Death Taxes. This part covers planning for nonresident aliens and trust tools and techniques. Dan Hastings, Skadden, Arps, Slate, Meagher & Flom LLP in NYC, Ann B. Lesk, of Fried, Frank, Harris, Shriver & Jacobson LLP in NYC, and Joshua S. Rubenstein, Katten Muchin Rosenman LLP in NYC are the panelists. Special Thanks to Dick Nenno, Managing Director and Trust Counsel of Wilmington Trust Company for making this very special program available to LISI members! This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com
This PodCast is a frank discussion of what some of the top practitioners in the country are thinking, and actually doing, with respect to a number of key estate planning tools and techniques. (PLEASE be patient since the download takes a minute or two) Part 1 covered Planning Techniques, FLPs, and State Death Taxes. This part covers planning for nonresident aliens and trust tools and techniques. Dan Hastings, Skadden, Arps, Slate, Meagher & Flom LLP in NYC, Ann B. Lesk, of Fried, Frank, Harris, Shriver & Jacobson LLP in NYC, and Joshua S. Rubenstein, Katten Muchin Rosenman LLP in NYC are the panelists. Special Thanks to Dick Nenno, Managing Director and Trust Counsel of Wilmington Trust Company for making this very special program available to LISI members! This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com
This PodCast is a frank discussion of what some of the top practioners in the country are thinking, and actually doing, with respect to a number of key estate planning tools and techniques.Part 1 covers Planning Techniques, FLPs, and State Death TaxesThe panelists for this Wilimington Trust Company PodCast on THE FURTURE OF ESTATE PLANNING are Dan Hastings, Skadden, Arps, Slate, Meagher & Flom LLP in NYC, Ann B. Lesk, of Fried, Frank, Harris, Shriver & Jacobson LLP in NYC, and Joshua S. Rubenstein, Katten Muchin Rosenman LLP in NYC.We thank Dick Nenno, Managing Director and Trust Counsel of Wilmington Trust Company for making this very special program available to LISI members!! This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com
This PodCast is a frank discussion of what some of the top practioners in the country are thinking, and actually doing, with respect to a number of key estate planning tools and techniques.Part 1 covers Planning Techniques, FLPs, and State Death TaxesThe panelists for this Wilimington Trust Company PodCast on THE FURTURE OF ESTATE PLANNING are Dan Hastings, Skadden, Arps, Slate, Meagher & Flom LLP in NYC, Ann B. Lesk, of Fried, Frank, Harris, Shriver & Jacobson LLP in NYC, and Joshua S. Rubenstein, Katten Muchin Rosenman LLP in NYC.We thank Dick Nenno, Managing Director and Trust Counsel of Wilmington Trust Company for making this very special program available to LISI members!! This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com
This PodCast is a frank discussion of what some of the top practioners in the country are thinking, and actually doing, with respect to a number of key estate planning tools and techniques.Part 1 covers Planning Techniques, FLPs, and State Death TaxesThe panelists for this Wilimington Trust Company PodCast on THE FURTURE OF ESTATE PLANNING are Dan Hastings, Skadden, Arps, Slate, Meagher & Flom LLP in NYC, Ann B. Lesk, of Fried, Frank, Harris, Shriver & Jacobson LLP in NYC, and Joshua S. Rubenstein, Katten Muchin Rosenman LLP in NYC.We thank Dick Nenno, Managing Director and Trust Counsel of Wilmington Trust Company for making this very special program available to LISI members!! This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com
This PodCast is a frank discussion of what some of the top practioners in the country are thinking, and actually doing, with respect to a number of key estate planning tools and techniques.Part 1 covers Planning Techniques, FLPs, and State Death TaxesThe panelists for this Wilimington Trust Company PodCast on THE FURTURE OF ESTATE PLANNING are Dan Hastings, Skadden, Arps, Slate, Meagher & Flom LLP in NYC, Ann B. Lesk, of Fried, Frank, Harris, Shriver & Jacobson LLP in NYC, and Joshua S. Rubenstein, Katten Muchin Rosenman LLP in NYC.We thank Dick Nenno, Managing Director and Trust Counsel of Wilmington Trust Company for making this very special program available to LISI members!! This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com