Charitable Planning With Guest Stephanie Hood: Navigating Complex Rules and Traps for the Unwary
Once Removed Episode 11: Spousal Lifetime Access Trusts, or SLATs
The Line Between Gift Giving and Bribery
Hedge Fund Guy and the Terrible, Horrible, No Good Very Bad Statue
The Federal Gift Rules Assistant: What You Need to Know and Why
NGE On Demand: GRAT Trusts with Eric Mann
To Give or Not to Give: Considerations for Year-End Gifting
Lifting the Fog Over Lobbying Compliance - updated with impact of COVID-19 on NYS lobbying community
Political-law risk is always present, but it becomes particularly acute in even-numbered election years such as 2024. Below, however, we outline five easy steps you and your organization - whether it is a corporation,...more
Now that the legislative session is underway—and the 2024 election is fast approaching—organizations that work to influence public policy or elections should focus on the significant changes to Minnesota’s lobbying and...more
Especially in an election year, due diligence in corporate mergers and acquisitions is incomplete without reviewing political law compliance. Due diligence often overlooks political law compliance issues, which can result...more
Summary - Effective July 1, 2022, Maryland will expand its lobbyist employer reporting requirements. The same day, Vermont’s recently enacted Code of Ethics will take effect regarding gifts to public servants....more
A Minnesota legislator’s recent misfortune with a power saw serves as a reminder that ethics rules apply to lobbyists in their private, as well as professional, lives. After a state representative accidentally cut off three...more
The North Dakota Ethics Commission implemented an exception to the lobbyist gift ban that now allows a lobbyist to purchase food or beverage valued at 10 dollars or less, excluding gratuity, for a public official in...more
Wiley's Federal Gift Rules app, publicly available in the Apple App Store and on Google Play, is an ideal resource for federal lobbyists, organizations that employ or retain federal lobbyists, and others who must comply with...more
On January 20, 2021, President Joe Biden signed an executive order, “Ethics Commitments by Executive Branch Personnel,” requiring certain appointees to sign an ethics pledge (Biden Pledge). Similar to presidential ethics...more
In the first hours of his new Administration, President Joseph R. Biden issued a new Executive Order (the Order) on Ethics Commitments by Executive Branch Personnel. The Order includes an Ethics Pledge that every executive...more
Campaign Finance & Lobbying Compliance - Arizona: The Secretary of State’s Office found reasonable cause that the Goldwater Institute violated a law requiring lobbyists to register with the state after Goldwater testified...more
On May 4, 2020, British Columbia's lobbying rules will change (again). The Lobbyist Registration Act will become the Lobbyist Transparency Act (LTA), carrying over some provisions from the current act and bringing new...more
March 31 update - Joan Sullivan rejoins the podcast to add perspective on how COVID-19 is impacting the New York state lobbying community. Joan touches on JCOPE filing extensions; loosening gift giving restrictions in the...more
As federal, state and local governments grapple with the COVID-19 outbreak, a number of jurisdictions have modified certain ethics, lobbying and campaign finance requirements in response to the crisis. Below, we describe...more
With heightened attention to investment and depository rules as well as increased enforcement of federal and state pay-to-play rules, registered investment advisers (RIAs) and broker-dealers should address the unique legal...more
On Election Day in 2018, voters in three states approved amendments to rules involving a variety of ethics reforms involving lobbying, contributions and gifts....more
Change has come to Washington, D.C. and state legislatures around the country. The fast pace of political changes ushered in during early 2017 can create both challenges and opportunities when it comes to complying with the...more
Takeaways - Trump’s Executive Order on Ethics Commitments by Executive Branch Appointees supersedes and revokes Obama’s Executive Order. It requires appointees to sign a similar Ethics Pledge relating to receipt...more
On January 28, 2017, President Trump signed an executive order that requires all full-time political appointees to sign an ethics pledge (the “Trump ethics pledge”) that “contractually” binds them to certain ethical...more
On January 28, 2017, President Donald Trump signed an executive order titled “Ethics Commitments by Executive Branch Appointees” (the Order). This Order requires every full-time political appointee to sign an Ethics Pledge...more
On January 28, 2017, President Trump signed an executive order setting new ethics commitments for incoming executive branch appointees (Ethics Executive Order or the Executive Order). Pursuant to the Executive Order, incoming...more
Canada’s public sector entities include federal, provincial, municipal and territorial governments, Crown corporations, government agencies, boards and commissions, public utilities, and a wide variety of public institutions,...more