THE WONDER YEARS WEBINAR
THE WAY WE WERE
Mad Dogs and Panameños!
It's (Not) Too Late, Baby!
FATHER KNOWS BEST
THE WONDER YEARS - Rediscovering the Magic of Split Dollar Life Insurance
Buy-Sell Agreements and Their Place in an Asset Protection Plan
Investment Management Roundtable Discussion – Personal Estate Planning
Second Circuit Affirms Decision Rejecting ERISA Claims for Retiree Health Benefits The U.S. Court of Appeals for the Second Circuit has affirmed a district court’s decision dismissing claims under the Employee Retirement...more
The COVID19 crisis has changed the landscape for pension scheme trustees. This note discusses the potential impacts and actions trustees should consider taking in relation to the following areas. ...more
A federal district court in Ohio recently attempted to shed some light on when internal communications between an ERISA plan administrator and its in-house counsel are discoverable and when they are protected by the...more
On June 21, 2016, concurrent with its issuance of proposed regulations under Code section 409A, the IRS also issued proposed regulations under Code section 457, which address deferred compensation arrangements covering...more
In the first reported ERISA decision post-Windsor, the U.S District Court for the Eastern District of Pennsylvania held (in Cozen O’Connor, P.C. v. Jennifer Tobits) that a same-sex spouse is to be treated as the decedent’s...more