PPT-Fiduciary Access to Digital Assets and Special

Needs Please do not distribute further Naomi Cahn GWU Law School April 15 2013 D ifferent roles for attorneys re digital assets Our roles Planning for clients and advising fiduciaries. We have no digital cable boxes that will work on digital cable tv No digital cable box is available Digital cable descrambler and digital cable box will be available someday At this time no digital cable tv box is available Look for digital cable de Recent Observations, Current Issues. Ron A. Rhoades, JD, CFP®. Program Director, Financial Planning Program. Alfred State College, Alfred, NY. Were Brokers Fiduciaries in 1940?. “Essentially. , . a broker or agent is a fiduciary and he thus standards in a position of trust and confidence with respect to his customer or principal. Fifth Third Bancorp v. Dudenhoeffer. One Year Later. *Russell . L Hirschhorn. Proskauer Rose LLP. 212.969.3286. rhirschhorn@proskauer.com. Matthew Rutchik. ,. U.S. Department of Labor, EBSA. . *slides . Bill Sokol. Weinberg Roger & Rosenfeld. wsokol@gmail.com. Do You Have A Fiduciary Duty to Engage in Issues of Corporate Governance?. YES. The Simple Logic. If A: Congress enacts ERISA. If B: States each enact own ERISA standard. . Duane R. Thompson, AIFA®. Senior Policy Analyst, fi360. Session Overview . The fiduciary standard exists for the benefit of society, professionals, and, most importantly, the individuals who rely upon fiduciaries. . WealthManagement.com. September 2015 DOL COI Survey* Highlights. Knut A. Rostad, President. Institute for the Fiduciary Standard. September 23, . 2015. www.thefiduciaryinstitute.org. Acknowledging Fiduciary Status. Louisiana. Paul Greenwood, Deputy DA – San Diego, CA. (619) 531-4040 email . at paul.greenwood@sdcda.org. Tristan Svare, Deputy DA – San Bernardino, CA. (909) 387-6533 email at . tsvare@sbcda.org. Fiduciary duty is a contested term, with different definitions and different legal interpretations in 2 &#x/MCI; 1 ;&#x/MCI; 1 ;contrast, in the UK where fiduciary obligations are not defi Plan Sponsor Fiduciary Risk is Significant. Sources:. 1. www.plansponsor.com/dol-explains-drop-in-2014-collections-number/, 2015. 2. Annual Workplace Class Action Litigation Report: 2015 Edition. , Seyfarth Shaw LLP, 2015. Presented by Sharon Rivenson Mark, Esq. and Shirley B. Whitenack, Esq.. Adapted from Presentation by Catherine A. Seal, Esq.. What are digital assets?. Digital asset” means an electronic record. The term includes the content of electronic communications.. MCLE Estate Planning Symposium 2015. June 17, 2015. Katie L. S. Von Kohorn, Esq.. Casner. & Edwards LLP. 303 Congress St., Boston MA 02210. vonkohorn@casneredwards.com. . @. kszal. 617.426.5900. February 25, 2015 . CIEBA. A brief history of . ERISA:. Statute enacted September 2, 1974 in response to Congressional concern . over . mismanagement and misappropriation of . funds.. Statute applies only to employee benefit plans of private employers and employee organizations.. Gregory E. . Kniesel. , ASA. Managing Director. Value Management, Inc.. 770 262 7259. gek@valuemanagementinc.com. Emily Rickard. Associate . McDermott Will & Emery LLP. 202 756 8370. Erickard@mwe.com. Ken Mergen, Vice . President. Zach Karas, Principal. April 10, 2015. . Today’s Agenda. Fiduciary Responsibilities. ERISA vs. Non-ERISA. 3(21), 3(38) Investment Fiduciary. 3(16) Administrative Fiduciary.