Lowenstein Sandler LLP

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Kinh Doanh

Kinh Doanh

19 thg 5
Kinh Doanh

Kinh Doanh

4 ngày trước
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Kinh Doanh

Kinh Doanh

22 thg 1

4 ngày trước

COBRA in M&A: Who Has the Obligation?

In this episode of Just Compensation, Megan Monson, Taryn E. Cannataro, and Zachary Bocian discuss federal COBRA obligations in mergers and acquisitions and how responsibility for continuation coverage may shift between buyers and sellers. The conversation covers how the rules differ for stock and asset sales, who is eligible for COBRA coverage in an M&A transaction, how successor employer considerations affect who is responsible for maintaining COBRA continuation, common diligence and drafting pitfalls, and why deal teams should address responsibility for COBRA coverage in the purchase agreement early in the transaction process. Speakers: Megan Monson, Partner, Executive Compensation and Employee Benefits Taryn E. Cannataro, Counsel, Executive Compensation and Employee Benefits Zachary Bocian, Associate, Executive Compensation and Employee Benefits
25/04/2024

The ABCs of D&O Insurance

On this episode of "Don't Take No For an Answer," host Eric Jesse speaks with Mike Richmond, executive vice president and shareholder at the Horton Group, about the ABCs of D&O insurance, including the three fundamental coverages under a typical D&O policy. They dive into the subjects of sublimits on such items as derivative investigations, public relations and crisis management; what types of claims are covered by a D&O policy, including Side A DIC; and common exclusions in traditional Side ABC D&O policies. They also discuss the current state of the market and give tips to policyholders for going through the underwriting process. Speakers: Eric Jesse, Partner, Insurance Recovery Michael Richmond, Executive Vice President, The Horton Group
19 thg 5

Putting the Gratitude in GRATs—Understanding the Financial Planning and Psychological Effects of This and Other Tax Saving Ideas

In this episode of Splitting Heirs, host Warren K. Racusin invites Lowenstein partner Michael N. Gooen and Dr. Paul Hokemeyer, the founding principal of Drayson Mews, a mental health advisory firm that counsels wealthy individuals and families on mental health issues, to discuss the tax planning technique known as a grantor retained annuity trust ("GRAT"). The conversation explains the tax benefits of a GRAT, as well as the nuances required to successfully carry it out. The episode also analyzes the psychological effects first generation wealth and inherited fortunes can have if not planned for carefully. Speakers: Warren K. Racusin, Of Counsel, Trusts & Estates Michael N. Gooen, Partner, Trusts & Estates Dr. Paul Hokemeyer, (J.D., Ph.D.), Founder and Principal, Drayson Mews
22 thg 1

New Year, New D&O Insurance Trends

In this episode of Don't Take No For An Answer, host Eric Jesse sits down with Matthew Kerman, a broker at ARC Excess & Surplus, to discuss the current state and trends on directors and officers (D&O) insurance. Kerman notes that D&O insurance is moving into a more balanced, softening environment. The conversation addresses new capacity in the D&O liability marketplace, increased competition among insurance companies, and emerging coverage for AI concerns. Speakers: Eric Jesse, Partner, Insurance Recovery Matthew Kerman, Broker, ARC Excess & Surplus Headquarters
14 thg 4

Early Stage Funding Considerations — SAFEs and Convertible Notes

In this episode of The Founder's Hour, hosts Laura Cicirelli and Eric Weiner discuss SAFEs and convertible notes as early stage funding options, explaining the similarities and differences between the two. They cover both the basics and the nuances of these instruments, as well as their impacts on the founders that sell them and the investors that buy them. Speakers: Laura Cicirelli, Partner, Emerging Companies & Venture Capital Eric Weiner, Partner, Emerging Companies & Venture Capital
25 thg 8

Raising a Priced Round — Understanding the Terms Beyond the Price

In this episode of The Founder's Hour Lowenstein partners Laura Cicirelli and Eric Weiner discuss a company's first equity financing and what founders should understand before entering a priced preferred stock round. The conversation explores how priced rounds differ from SAFEs and convertible notes, including more robust documentation, longer timelines, investor diligence, economics, liquidation preferences, governance rights, major investor rights, founder re-vesting, transfer restrictions, and drag-along provisions. The episode also highlights why the first equity financing can set the foundation for future rounds and why founders should work with counsel to understand the balance of power they are creating with investors going forward. Speakers: Laura Cicirelli, Partner, Emerging Companies & Venture Capital Eric Weiner, Partner, Emerging Companies & Venture Capital
21 thg 5

Borrowing Smart — Venture Debt and Other Financing Alternatives

In this episode of The Founder's Hour, Debt Finance partner Raquel Smith joins hosts Laura Cicirelli and Eric Weiner to discuss venture debt facilities. They unpack the key terms founders should understand in venture debt financings, including common red flags, affirmative and negative covenants, financial covenants, and events of default. The conversation also explores the importance of building strong relationships within the venture debt ecosystem, along with the broader risks, strategic considerations, and potential pitfalls associated with venture debt financings. Speakers: Laura Cicirelli, Partner, Emerging Companies & Venture Capital Eric Weiner, Partner, Emerging Companies & Venture Capital Raquel Smith, Partner, Debt Finance
10 thg 9

Coffee Chats with WIN: Don't Take Yourself Out of the Game

In this episode of Real Talk's "Coffee Chats with WIN," hosts Jessica I. Stewart and Lauren N. Russell speak with Lesley Adamo, Vice Chair of the Tax Group, New York Office Managing Partner, and Head of Strategic Growth and Initiatives. Lesley discusses her path into tax law and to Lowenstein, the advice that encouraged her not to take herself out of the game while pursuing partnership and family, and the importance of bringing her whole self to work. The conversation also covers what she looks for in junior attorneys, why proactive client ownership matters, and how careers are long, relationships matter, and the legal community is smaller than it may seem. Speakers: Lesley P. Adamo, Partner; Vice Chair, Tax Group Jessica I. Stewart, Associate, Executive Compensation and Employee Benefits Lauren N. Russell, Associate, Emerging Companies & Venture Capital
23 thg 7

Insider Threats: How to Properly Conduct a Cyber Investigation from a Threat Within

In this episode of Just Compensation, Amy S. Mushahwar, Taryn E. Cannataro, and Jessica I. Stewart discuss insider threats and how employers should approach cyber investigations when a threat comes from an employee or other service provider within the organization. They delve into common warning signs, evidence preservation, employee privacy considerations, the importance of coordination among legal, HR, IT, and forensic teams, and post-investigation issues such as considerations when disciplining or terminating employees, disclosure obligations, and the role of compensation structures in deterring and addressing insider threats. Speakers: Amy S. Mushahwar, Partner, Data Privacy, Security, Safety & Risk Management Taryn E. Cannataro, Counsel, Executive Compensation and Employee Benefits Jessica I. Stewart, Associate, Executive Compensation and Employee Benefits
18 thg 6

Sections 457(b) and 457(f): Designing Deferred Compensation Plans for Tax-Exempt and Governmental Employers

In this episode of Just Compensation, Megan Monson, Taryn E. Cannataro, and Zachary Bocian discuss Internal Revenue Code Sections 457(b) and 457(f), two deferred compensation vehicles available to tax-exempt organizations and state and local governments. The hosts detail who can sponsor these plans, how these plans work, when taxation occurs, and how Section 409A overlays with these rules. Be sure to check out our previous episode, "The Impact of 457A on Deferred Compensation from non-US Entities", to learn more about Internal Revenue Code Section 457A. Speakers: Megan Monson, Partner, Executive Compensation and Employee Benefits Taryn E. Cannataro, Counsel, Executive Compensation and Employee Benefits Zachary Bocian, Associate, Executive Compensation and Employee Benefits

Welcome to Lowenstein’s podcast resource page, which provides easy, centralized access to all of our podcasts. Each presentation provides timely insights and information designed to help listeners understand and creatively solve today’s legal and business challenges. We encourage you to check this page periodically, as we will continue to update it with new material.