CUSTODY RULE UPDATES; RECENT SEC STAFF GUIDANCE FOR INVESTMENT ADVISERSPosted October 17, 2017
Recent guidance from the SEC Staff has addressed the Custody Rule in connection with standing letters or instructions or other similar authorization arrangements established by a client with its qualified custodian (SLOA). As a result advisers should review their current practices to determine whether they may be deemed to...
9-20-17 As Seen in the Democrat and Chronicle - Riding the nursing home placement 'merry-go-round' by Richard A. Marchese, Esq.Posted September 25, 2017
The call came in on a Monday night around 8:00 p.m. from my brother Steve. Mom had fallen at her home (for the fifth time in three months) and could not get up. For the last three years, Mom had been slowly declining cognitively. She had significant short-term...
Woods Oviatt To Host 2017 Estate Planning UpdatePosted September 12, 2017
Woods Oviatt Gilman will be hosting the 2017 Estate Planning Update on October 18, 2017 at the DoubleTree Hotel. For more information and to register online, see below. Seminar Registration and Cost Registration cost is $50 for the first person in an organization and $35 for each additional person. ...
8-21-17 As seen in the Democrat and Chronicle - Kate Polozie, Esq. Interviewed in Hot Jobs: LawyersPosted August 22, 2017
Kate Polozie, Esq., Special Counsel in the firm's Business & Finance Department was interviewed for "Hot Jobs: Lawyers" in the 8/21/17 online edition of the Democrat and Chronicle. To read the article click on the link below. http://www.democratandchronicle.com/story/money/business/2017/08/21/hot-jobs-careers-lawyers/104795072/
8-14-17 Twenty-Five Woods Oviatt Attorneys Named to the 2017 "Super Lawyers" ListPosted August 14, 2017
Woods Oviatt Gilman LLP is pleased to announce that 25 attorneys have been named to the 2017 Super Lawyers List. Super Lawyers selects attorneys using a patented multi-phase selection process. Peer nominations and evaluations are combined with independent research. Each candidate is evaluated on 12 indicators of peer recognition and professional achievement....
8-14-17 Twenty-Six Woods Oviatt Attorneys Named to "Best Lawyers in America"Posted August 14, 2017
Woods Oviatt is pleased to announce that 26 Woods Oviatt Attorneys have been named to the "Best Lawyers in America" list for 2018. Four attorneys have been named "Lawyers of the Year" in their practice areas: William F. Savino - Litigation - Construction; William G. Bauer - Litigation - Intellectual...
11-7-17 Bruce Reinoso, Esq. to speak on Special Needs Trusts at the National Business Institute Seminar.Posted July 27, 2017
Bruce D. Reinoso, Esq., of the firm's Elder Law Practice group will be a featured presenter at NBI's "Special Needs Trusts: Planning for Persons with a Disability" seminar on November 7th in Buffalo, NY. Bruce will speak on ABLE accounts and Taxation of Special Needs Trusts. For...
6-28-17 CHECKLIST TO AVOID LIABILITY IN THE EVENT OF A CYBER ATTACKPosted June 28, 2017
The digital age presents new challenges and threats for businesses that increasingly rely on new technologies and utilize electronic data for the storage of non-public personal information. One of the most significant developments has been the rise of cybercriminals seeking to exploit technological vulnerabilities of businesses to gain unauthorized...
Woods Oviatt's Spring 2017 NewsletterPosted June 23, 2017
Click on the image below to read the latest information from Woods Oviatt Gilman.
6-7-17 Woods Oviatt's Meals on Wheels Team Honored for 25 years of ServicePosted June 07, 2017
On June 6, Meals on Wheels held a Volunteer Milestone Luncheon. Woods Oviatt was honored as the first Adopt-A-Route program 25 years ago Paul Groschadl, a Partner in the firm's Secured Lending and Financial Recovery Department coordinated our program 25 years ago and until this year, he has served as the...