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
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
So you have an estate plan? Good for you. You funded it? Even better. But have you updated it and your will in the last year? If you haven’t, your loved ones or favorite charities may be in for an unpleasant surprise. Your...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