James Jorden

James Jorden

Carlton Fields

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A Summary of Predicted Litigation Under the DOL’s Proposed Fiduciary Rule

The Department of Labor’s recent Proposed Rule, which defines the term "fiduciary" as it applies to persons who provide "investment advice" to ERISA plans and IRAs, will impact the likelihood and severity of fiduciary...more

10/2/2015 - Annuities Best Interest Contract Exemptions Breach of Contract Breach of Duty Compliance DOL Employee Benefits ERISA Fiduciary Duty Insurance Agents Insurance Brokers Insurance Industry Investment Investment Adviser IRA Life Insurance Mutual Funds

For Life Insurers and Agents – A Summary of Predicted Litigation Under the DOL’s Proposed Fiduciary Rule

The Department of Labor’s recent Proposed Rule (the “Proposal”), which defines the term “fiduciary” as it applies to persons who provide “investment advice” to ERISA plans and IRAs, will impact the likelihood and severity of...more

6/22/2015 - 401k Annuities Appraisal Arbitration Compliance Dispute Resolution DOL Employee Benefits ERISA Fiduciary Duty Financial Institutions Financial Markets FINRA Insurance Industry Internal Revenue Code (IRC) IRA Life Insurance Mediation Mutual Funds Retirement Retirement Plan SEC Wage and Hour

Class Action Trial Preparation Overview: Formalities and Special Issues

As discussed in earlier posts, trying class actions shares nearly all the same issues, tasks, and risks as other complex trials, but with heightened complexity and risk. Courts, in an effort to efficiently try classwide...more

6/10/2014 - Class Action Complex Litigation Corporate Counsel Litigation Strategies

Trial Strategy Partnership: Unique Issues in Preparing Class Actions for Trial

This continues our series of blog posts on trial preparation and presentation as related to class actions. Preparing to try a class action case, in general, encompasses all of the issues and concerns inherent in trying...more

6/3/2014 - Class Action Complex Litigation Corporate Counsel Litigation Strategies Trial Plan Young Lawyers

Class Actions: Trial Preparation and Presentation

The complexity and importance of the risk-reward dynamic elevates significantly in the context of class actions. Once a class is certified, the risk assessment of inside and outside counsel focuses on the size of the class...more

5/29/2014 - Class Action Complex Litigation Corporate Counsel Litigation Strategies

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