Events Categories: Speaking engagement

  • Private Client Forum Americas 2023

    SPEAKING ENGAGEMENT

    Private Client Forum Americas 2023

    Mexico

    February 12-13, 2023

    Event details

    February 12-13, 2023

    This event is in the past. See recordings and other materials from this event below.

    Private Client Forum Americas unites the most senior and elite advisors to HNWIs and UHNWIs to discuss the most timely and concerning issues across the Americas, with an outlook on the rest of the world.

    Anita Franklin spoke on Arbitration and Mediation during this event.

    See the full agenda here.

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  • Health Data in the EU/UK: Regulatory Trends and Developments

    Health Data in the EU/UK: Regulatory Trends and Developments

    IN-PERSON / SPEAKING ENGAGEMENT / VIRTUAL

    Health Data in the EU/UK: Regulatory Trends and Developments

    Webinar

    February 9, 2023

    Event details

    February 9, 2023

    This event is in the past. See recordings and other materials from this event below.

    The health data landscape is evolving rapidly across the globe. The effective and fair use of health data is key to unlocking scientific innovation in the life sciences sector, developing AI-based technologies and improving healthcare for patients and the public. Changes in data protection law and guidance, including the proposals for the European Health Data Space, offer both opportunities and challenges to health and life sciences businesses and technology providers. This webinar will look at recent and proposed changes in law and guidance and answer the most important questions raised by the sector as it navigates these developments.

    Join our webinar in collaboration with Lexology to hear from our experienced health and life sciences team on:

    • An overview of the current regulatory landscape and proposed changes in the EU and UK
    • The key issues on the use and sharing of health and life sciences data
    • Enforcement trends
    • Avoiding common pitfalls when dealing with health data
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  • 2023 Mergers & Acquisitions Seminar | Buyer & Seller Planning Strategies & Considerations

    2023 Mergers & Acquisitions Seminar | Buyer & Seller Planning Strategies & Considerations

    SPEAKING ENGAGEMENT

    2023 Mergers & Acquisitions Seminar | Buyer & Seller Planning Strategies & Considerations

    Nashville, TN

    February 6-7, 2023

    Event details

    February 6-7, 2023

    Venue
    The Westin Nashville Hotel
    807 Clark Place
    Nashville, TN 37303

    This event is in the past. See recordings and other materials from this event below.

    On February 6-7, 2023, Tim Shuman will speak at TEI’s 2023 Mergers & Acquisitions Seminar on the topic Buyer & Seller Planning Strategies & Considerations. Learn more and register for the event.

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  • 2023 FOX Private Trust Company Workshop | The Future of the Private Trust Company

    SPEAKING ENGAGEMENT

    2023 FOX Private Trust Company Workshop | The Future of the Private Trust Company

    Virtual Event

    January 26, 2023

    Event details

    January 26, 2023

    Virtual Event

    This event is in the past. See recordings and other materials from this event below.

    PTCs have been evolving over time, as the industry and states react to protect trusts and beneficiaries, serve constituents, and compete for trust business. A panel of state banking commissioners discussed what they are watching and what’s next for PTCs.

    Attendees learned:

    • Factors currently impacting the PTC industry
    • Current focus areas for state legislatures and regulatory agencies
    • Future trends expected for PTCs
    Agenda
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  • 2023 USC Tax Institute | Warming Up to Preferred Partnership Freezes

    2023 USC Tax Institute | Warming Up to Preferred Partnership Freezes

    SPEAKING ENGAGEMENT

    2023 USC Tax Institute | Warming Up to Preferred Partnership Freezes

    Hybrid Event

    January 25, 2023

    Event details

    January 25, 2023

    Hybrid Event

    In-Person Location:
    Millennium Biltmore Hotel, Los Angeles CA

    or

    Virtual

    This event is in the past. See recordings and other materials from this event below.

    On January 25, McDermott partners Todd Angkatavanich and Adam K. Sherman were speakers at the USC Tax Institue and gave a presentation titled Warming Up to Preferred Partnerships Freezes.

    This session covered:

    • An overview of Preferred Partnerships, as the lesser-known estate freeze vehicle compared to GRATs and Sales to Grantor Trusts
    • An overview of the historical and technical underpinnings of Section 2701 compliant preferred partnerships
    • Pitfalls to avoid
    • The basic structure and advance combination of this type of vehicle with others such as GRATs, GST Non-Exempt Trusts, QTIPs, limited perpetuity trusts and other applications

    For more information, please click here.

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  • 2023 Tax Legislative and Regulatory Update Conference

    2023 Tax Legislative and Regulatory Update Conference

    SPEAKING ENGAGEMENT

    2023 Tax Legislative and Regulatory Update Conference

    Washington, DC

    January 25-26, 2023

    Event details

    January 25-26, 2023

    This event is in the past. See recordings and other materials from this event below.

    Caitlin M. Orr and Timothy S Shuman appeared as panelists at the Washington DC 2023 Tax Legislative and Regulatory Update Conference.

    Caitlin spoke on the “Individual Taxation: Estate and Gift Taxation Update” panel.

    Timothy spoke on the “Corporate/International Taxation: Cross-Border M&A Update” panel.

    For more information, please click here.

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  • NYSBA 2023 Annual Meeting

    SPEAKING ENGAGEMENT

    NYSBA 2023 Annual Meeting

    January 24, 2023

    Event details

    January 24, 2023

    This event is in the past. See recordings and other materials from this event below.

    Brian Malkin joins the New York State Bar Association (NYSBA) for their, 2023 Annual Meeting. Brian moderates a pannel on, “Orphan Drug Challenges: Life Beyond Catalyst without an Anticipated “Legislative Fix”.”

    Learn more here.

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  • ACAMS Colorado Chapter January 2023 Virtual Event: State of Cryptocurrency As We Head Into The New Year

    ACAMS Colorado Chapter January 2023 Virtual Event: State of Cryptocurrency As We Head Into The New Year

    SPEAKING ENGAGEMENT

    ACAMS Colorado Chapter January 2023 Virtual Event: State of Cryptocurrency As We Head Into The New Year

    Webinar

    January 24, 2023

    Event details

    January 24, 2023

    This event is in the past. See recordings and other materials from this event below.

    On January 24, Alexandra Scheibe was one of the speakers for the ACAMS Colorado Chapter January 2023 Virtual Event: State of Cryptocurrency As We Head Into The New Year.

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  • Practicing Law Institute’s (PLI’s): Drafting and Negotiating Corporate Agreements 2023

    SPEAKING ENGAGEMENT

    Practicing Law Institute’s (PLI’s): Drafting and Negotiating Corporate Agreements 2023

    Webinar

    January 18, 2023

    Event details

    January 18, 2023

    This event is in the past. See recordings and other materials from this event below.

    Christian Fabian was a speaker at Practicing Law Institute’s (PLI’s): Drafting and Negotiating Corporate Agreements 2023 that took place on January 18. The presentation covered the following:

    Universal Issues and Preliminary Documents

    Letters of Intent, Confidentiality and Standstill Agreements

    • Deciding to use a letter of intent
    • Binding vs. non-binding terms
    • Confidentiality terms and exceptions
    • Exclusivity and standstill arrangements
    Agenda
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  • The World Bank Group Family Network (WBGFN) | US Estate Planning & Taxation

    The World Bank Group Family Network (WBGFN) | US Estate Planning & Taxation

    SPEAKING ENGAGEMENT

    The World Bank Group Family Network (WBGFN) | US Estate Planning & Taxation

    Virtual Event

    January 18, 2023

    Event details

    January 18, 2023

    Virtual Event

    This event is in the past. See recordings and other materials from this event below.

    On January 18, 2023, McDermott lawyers, Daniel J. Bell and Sebastian Orozco Segrera were speakers at The World Bank Group Family Network’s seminar US Estate Planning & Taxation. The seminar covered important topics, rules and practical examples relevant for US citizens, green card holders and G-IV visa holders, including:

    • Gift & Estate Taxation
    • Wills & Trusts
    • US exit tax

    Learn more about the seminar.

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