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Your Law Firm May Note Be As Secure As You Think (from The Art of the e-Deal: Harnessing Technology in the Modern Real Estate Law Practice (2015 Real Property Hot Topics), February 2015) | Daniel Gold, Iris Data Services, Charlotte
With the implementation of the Consumer Financial Protection Bureau’s regulations on the horizon, we'll explore what you need to know, how to keep your client's data safe, and what happens if your data is breached.
Advising Clients in Charitable Planning Options (from 2016 Advanced Estate Planning Survey Course, May 2016) | Daniel K. Hicks, Ingersoll & Hicks PLLC, Winston‐Salem
There are many different options available to clients with charitable planning goals.
Charitable lead and remainder trusts, gift annuities and life estate arrangements can be used during life or in testamentary form, but planners should be aware of the complex rules applicable to these types of arrangements.
Additionally, clients often are interested in establishing a private foundation or planning with a donor advised fund, but are unaware of the reporting burdens and the costs of establishing and maintaining foundations or the rules governing donor advised funds.
This section reviews the applicable rules and provides information that can be used in communicating with clients to assist them in making decisions regarding the best way to incorporate their charitable goals in their family estate plan.
Being Better Now (from ABCs of Criminal Court, February 2015) | Chad Garrett, Garrett, Garrett, Walker & Aycoth, Greensboro
How what we eat contributes to stress and mental health issues
How alcohol and substance abuse, and particularly the modern person’s dependence on prescription drugs to manage stress, depression and anxiety can be controlled through nutrition, exercise and holistic approaches to wellness
Second Annual Ten Most Significant (Insurance) Coverage Decisions of the Year (from 2016 Insurance Law Section Annual Meeting, April 2016) | Joshua D. Davey, McGuire Woods LLP, Charlotte
Joshua D. Davey talks about the ten most significant insurance coverage cases of 2015, including those from the North Carolina state and federal courts as well as cases from outside of North Carolina that are influential or important to lawyers in our state.