Legal updates for: trusts

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ERISA Litigation Review

by Davis Wright Tremaine LLP on

...The courts have been busy in 2014, addressing a variety of issues in the employee benefits field in decisions that impact everyone from union travelers to ESOP fiduciaries. This advisory summarizes a selection of the 2014 decisions, to date, and the key lessons you should take away, including...... more

Tales of a Former TPA Attorney

by Ary Rosenbaum on

... was very lucky that when I started as an ERISA attorney in 1998, I worked as a staff attorney for third party administrators (TPAs) because it gave me insight and experience that I could never have gotten as an attorney working for a law firm. Over the first 9 years as an attorney, I was able to see the good, the bad, and the ugly of the... more

What Does Delaware’s Wal-Mart Decision Mean for Attorney-Client Privilege and Internal Investigations?

by Whistleblower Law for Managers on

... Delaware Supreme Court recently came to a decision in Wal-Mart Stores Inc. v. Indiana Electrical Workers Pension Trust Fund IBEW to uphold the order given by the Delaware Court of Chancery to require Wal-Mart to give the plaintiff (a shareholder) documents relating to the company’s internal investigation of allegations made by the plaintiff,... more

California Amends Uniform Commercial Code Article 9 Regarding Name of Individual Debtor on Financing Statements

by Buchalter Nemer on

... California Legislature passed, and Governor Brown signed, Assembly Bill No. 1858, which changes the way individual debtors are identified in Uniform Commercial Code financing statements. The bill brings California into line with 40 other states, the District of Columbia and Puerto Rico, which have already enacted similar legislation. It becomes... more

Use of Influence in the Compliance Function

by Thomas Fox on

...One of the challenges for any Chief Compliance Officer (CCO) is how to influence the conduct and actions in a corporate environment, particularly as compliance is viewed as non-revenue generating and usually does not exist simply to protect the company, which is how the legal department is often viewed.... more

Can't You Hear Me Knocking? Amending ERISA

by Fowler White Burnett, P.A. on

... October 15, 2013, the United States Supreme Court issued its opinion in Heimeshoff v. Hartford Life & Accident Ins. Co., 134 S.Ct. 604 (2013). The specific question before the Court in that case, as expressly stated by Justice Thomas, was whether a contractual time limitation on filing suit contained in an ERISA benefits plan, which begins to... more