Lowenstein Sandler LLP

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Kênh • 5 chương trình

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Kinh doanh

19 thg 2
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Khởi nghiệp

Hằng tháng
Kinh doanh

Kinh doanh

11 thg 2
Kinh doanh

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22 thg 1
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11 THG 2

The One Big Beautiful Bill: It's Big, But How Beautiful Is It?

In this episode of Splitting Heirs, partners Beth Shapiro Kaufman, National Chair of Private Client Services and Trusts and Estates Chair, and Kristin V. Taylor join host Warren K. Racusin to discuss the One Big Beautiful Bill through a tax and estates lens. They talk about "permanence" in the tax law while explaining the new estate and income tax benefits in OB3. Kaufman, Taylor, and Racusin elaborate on and debunk some of the bill's hot topics, including no tax on tips, no tax on social security benefits, SALT deductions, QSBS, and the 2/37ths rule. Speakers: Warren K. Racusin, Partner and Chair, Trusts & Estates Beth Shapiro Kaufman, Partner, National Chair, Private Client Services Kristin V. Taylor, Partner, Tax, Private Client Services

11 thg 2

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31 phút
21/06/2024

Broker Malpractice: How Policyholders Can Proactively Protect Themselves

Today, hosts Lynda A. Bennett and Eric Jesse discuss a recent decision that addresses broker malpractice – a common claim for policyholders to pursue after learning insurance protection is unavailable or insufficient to cover claim. Although the Lowenstein partners call the opinion a situation where "bad facts making bad law," they do advise policyholders to take away certain key lessons, including the need, and how to create a record to establish the existence of a special relationship with the broker which in turn imposes a fiduciary duty on the broker. Policyholders also should be responsive when brokers make inquiries designed to understand and value the risks that are intended to be insured not only to confirm the existence of a special relationship but also to avoid the need to sue the broker because the right coverage is placed in the first instance.

21/06/2024

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20 phút
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

22 thg 1

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18 phút
22 THG 1

Your Options Have Options: Assessing Treatments of Outstanding Stock Options and Other Equity Awards

In this episode of Just Compensation, Megan Monson and Jessica I. Stewart join host Taryn E. Cannataro in discussing common treatments of outstanding stock options and other equity awards in transactions. The discussion covers what different approaches mean for employees, sellers and buyers, as well as the tax implications of various treatments. Monson, Stewart, and Cannataro explore the key issues that all parties in a transaction should keep in mind, from equity plan design and deal documentation to structuring awards that effectively incentivize employees. Speakers: Megan Monson, Partner, Executive Compensation and Employee Benefits Taryn E. Cannataro, Counsel, Executive Compensation and Employee Benefits Jessica I. Stewart, Associate, Executive Compensation and Employee Benefits

22 thg 1

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16 phút
23/07/2024

All in the Family: Succession Issues in Family-Owned Businesses

On this episode of "Splitting Heirs," Warren K. Racusin talks with Lowenstein partner Nick San Filippo, Chair of the firm's Business Divorce practice, and Jeff Savlov, a partner in the family business and wealth consulting firm Blum & Savlov, about the challenges facing family-owned businesses when disputes arise between parents and children, siblings, or other relatives. Observing that an unwillingness to address uncomfortable issues about succession planning and the future of the business often leads to conflict when the matriarch or the patriarch passes away, San Filippo emphasizes the need for a clearly constructed shareholders' agreement so that all parties are clear on governance, documentation, and succession issues: who will lead the business, how will owners get paid, how should distributions should be made out of the business to cover taxes or distribute profits? The lawyers also encourage families to review these documents periodically as life circumstances and priorities may evolve over time. Speakers: Warren K. Racusin, Partner and Chair, Trusts & Estates Nicholas San Filippo IV, Partner Co-chair, Business Divorce Jeff Savlov, Partner, Blum & Savlov

23/07/2024

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33 phút
07/11/2024

In Bad Faith: Understanding Bad Faith Claims and Policyholder Protection

In this episode of "Don't Take No for An Answer," Eric Jesse, partner in Lowenstein Sandler's Insurance Recovery Group, is joined by Alexander B. Corson to discuss bad faith in insurance claims. Highlighting a recent example of a case involving Rockefeller University, Eric and Alex explain how breach of contract claims are different from bad faith claims, why choice of law matters, and how policyholders can protect themselves against insurers who sit on their hands. Speakers: Eric Jesse, Partner, Insurance Recovery Alexander B. Corson, Associate, Insurance Recovery

07/11/2024

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18 phút
18/12/2025

ESOPs: What They Are, Why They're Used, Benefits, Drawbacks, and Pitfalls

In this episode of Just Compensation, Andrew E. Graw, Taryn E. Cannataro, and Zachary Bocian discuss ESOPs, employee stock ownership plans. The conversation covers the tax and non-tax benefits of ESOPs, and how ESOPs can be used by shareholders of closely-held companies to diversify all or some of their equity in the company. Speakers: Andrew E. Graw, Partner and Chair, Executive Compensation and Employee Benefits Taryn E. Cannataro, Counsel, Executive Compensation and Employee Benefits Zachary Bocian, Associate, Executive Compensation

18/12/2025

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18 phút
19 THG 2

Commission Basics: Key Considerations for Commission Plans

In this episode of Just Compensation, Megan Monson and Amy C. Schwind discuss legal considerations regarding commission payment, covering the key components of commission plans. They advise against ambiguity in plans by suggesting employers prepare clear, written commission plans that define eligibility, earning criteria, calculation, and payment timing while complying with state wage-and-hour and tax laws. Speakers: Megan Monson, Partner, Executive Compensation and Employee Benefits Amy C. Schwind, Senior Counsel, Employment

19 thg 2

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12 phút
09/09/2021

The Calm Before and After the Storm: How to Maximize Insurance Recovery for Catastrophic Weather Events

To the dismay of many corporate policyholders, when Mother Nature strikes, leaving significant property damage and business interruption in her wake, insurers aren't always willing to save the day. Insurers like to collect premiums for first-party property polices, but they do not like to pay full value once a claim is presented. In today's episode, Lynda, joined by Eric Jesse, partner in the Insurance Recovery Group and Stefanie Jedra, CPA and Senior Manager at Marcum LLP, explore the steps policyholders should take before and after catastrophic weather events to secure full value for their claims. Speakers: Lynda A. Bennett, Partner and Chair, Insurance Recovery Eric Jesse, Partner, Insurance Recovery Stefanie Jedra, CPA and Senior Manager, Marcum LLP

09/09/2021

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18 phút
19/08/2021

Settling a Claim: Get Comfortable With Being Uncomfortable

Although the time may be right to settle that underlying action, issues can arise when your insurer is not on the same page, especially if the insurer has agreed to defend the claim subject to a reservation of rights on indemnity. In today's episode, Lynda and Michael analyze various claim scenarios to provide insights on how to bring the insurer to the settlement table and strategies for settling a case when the insurer refuses to participate in a way that preserves right to secure coverage later. It is not always seamless or comfortable, but we are here to help smooth that process. Speakers: Lynda A. Bennett, Partner and Chair, Insurance Recovery Michael D. Lichtenstein, Partner, Insurance Recovery

19/08/2021

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19 phút

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.

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Lowenstein Sandler LLP

Top Chương Trình

The One Big Beautiful Bill: It's Big, But How Beautiful Is It?

Broker Malpractice: How Policyholders Can Proactively Protect Themselves

New Year, New D&O Insurance Trends

Your Options Have Options: Assessing Treatments of Outstanding Stock Options and Other Equity Awards

All in the Family: Succession Issues in Family-Owned Businesses

In Bad Faith: Understanding Bad Faith Claims and Policyholder Protection

ESOPs: What They Are, Why They're Used, Benefits, Drawbacks, and Pitfalls

Commission Basics: Key Considerations for Commission Plans

The Calm Before and After the Storm: How to Maximize Insurance Recovery for Catastrophic Weather Events

Settling a Claim: Get Comfortable With Being Uncomfortable

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