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November 2005

  • Eccleston and Galbreath Present Webinar

  • Weis speaks on Issues in Estate Planning In Illinois

  • Weis participates in Real Estate Conference

  • Benefit Plan Client Alert

  • Code 409A Proposed Regs Deferred Compensation Plan Client Alert

  • SNSFE Participates in Exit Planning Seminar Series

  • U.S. District Court finds in Favor of SNSFE Employer Client

  • Weis Speaks on Commercial Real Estate Transactions at IAAI Chapter Meeting

  • Galbreath Assists IRS in Developing Proposed Regulations on New Deferred Compensation Rules

  • Staat speaks on Transitioning from Work to Retirement

  • October 2005

  • Eccleston and Gershon Present Webinar

  • Galbreath speaks on Executive Compensation and KETRA at Exempt Organization Conference

  • SNSFE Associate Jeffrey Gershon Admitted to the U.S. District Court, Northern District of Illinois

  • Gift Planning Alert - October 1, 2005

  • September 2005

  • SNSFE Attorneys Speak on ERISA Arbitration

  • August 2005

  • SNSFE Client Wins $300,000 from Prudential in NASD Securities Arbitration

  • New Worker's Compensation Laws: Compliance Updates

  • SNSFE Associate Scott Sissel Admitted to U.S. Tax Court

  • July 2005

  • Recent Developments Expand Protection for Retirement Assets in Bankruptcy.

  • April 2005

    Pitfalls to Avoid When Planning for a Reduction-in-Force (RIF)(Audio)

  • How to Obtain Good Title in Illinois Real Estate Transactions

  • March 2005

  • Drastic Changes to Nonqualified Deferred Compensation Plans Require Review of Plans Now

    Retirement Plans Alert


Welcome to SNSFE Law's News section. Please watch this space for regular press releases, reviews of recent judgments, and articles and alerts covering the latest trends in law that could affect you, your family, and your personal wealth.

Depend on SNSFE-Law.com and our sister site, FinancialCounsel.com (http://www.financialcounsel.com) to help you find all of the latest news, views, and reviews that help distinguish us from the competition.




November 2005

  • Eccleston and Galbreath Present Webinar
  • Weis Speaks on Issues in Estate Planning In Illinois
  • Weis Participates in Real Estate Conference
  • Benefit Plan Client Alert
  • Code 409A Proposed Regs Deferred Compensation Plan Client Alert
  • SNSFE Participates in Exit Planning Seminar Series
  • U.S. District Court finds in Favor of SNSFE Employer Client
  • Weis Speaks on Commercial Real Estate Transactions at IAAI Chapter Meeting
  • Galbreath Assists IRS in Developing Proposed Regulations on New Deferred Compensation Rules
  • Staat Speaks on Transitioning from Work to Retirement


  • October 2005

  • Eccleston and Gershon Present Webinar
  • Galbreath Speaks on Executive Compensation and KETRA at Exempt Organization Conference
  • SNSFE Associate Jeffrey Gershon Admitted to the U.S. District Court, Northern District of Illinois
  • Gift Planning Alert - October 1, 2005


  • September 2005

  • SNSFE Attorneys Speak on ERISA Arbitration


  • August 2005

  • SNSFE Client Wins $300,000 from Prudential in NASD Securities Arbitration
  • New Worker's Compensation Laws: Compliance Updates
  • SNSFE Associate Scott Sissel Admitted to U.S. Tax Court


  • July 2005

  • Recent Developments Expand Protection for Retirement Assets in Bankruptcy.


  • April 2005

  • Pitfalls to Avoid When Planning for a Reduction-in-Force (RIF) (Audio)
  • How to Obtain Good Title in Illinois Real Estate Transactions


  • March 2005

  • Drastic Changes to Nonqualified Deferred Compensation Plans Require Review of Plans Now
  • Retirement Plans Alert


  • October 2004

  • Press Release: SNSFE Announces the Promotion of Partner Jack L. Haan


  • September 2004

  • Press Release: Jack L. Haan and James J. Eccleston Win Case vs. Oxford Bank & Trust for Mismanagement of Client's IRA


  • August 2004

  • Press Release: SNSFE Wins $200,000 Arbitration Award For John And Karen Green From NASD Arbitration Panel

  • Press Release: James Eccleston Discusses "Investment Scams" on FirstBusiness


  • June 2004

  • Press Release: First Business Interviews Scott E. Galbreath
  • Speech: Lawrence Staat: Taxes & LLCs
  • Speech: Steven Filipowski: Expanding Marketing & Distribution
  • Speech: Scott Galbreath: Exempt Organizations Under Attack


  • February 2004

  • HSA's Latest Tool for Combating High Health Care Costs


  • July 2003

    SNSFE Law Newsletter July 2003

    COMPANY NEWS

    SNSFE ACCOMPLISHMENTS

    The Chicago Tribune has run an article entitled, "Change in Brokers' Role Boosts Complaints". Attorney James Eccleston is frequently quoted in discussing aspects of liability when financial advisers fail to protect ("hedge") investors' portfolios from investment losses. (Click here for more...)

    STAAT SPEAKS ON PARTNERSHIP DISTRIBUTIONS

    In June, Lawrence G. Staat participated as a faculty member in a seminar for lawyers, accountants, business executives and financial planners titled “Strategies For Partnerships, S Corporations And Closely Held Corporation Distributions In Illinois” sponsored by Lorman Educational Services. Mr. Staat spoke on tax consequences of partnership distributions. (Click here to view the outline of his presentation.)

    COMPANY NEWS NOTE

    Please note that we have undergone a name change to accommodate the addition of a new equity partner to our firm. Eccleston and Associates joined the firm in January 2002. We are proud to include James J. Eccleston in our new name of "Shaheen, Novoselsky, Staat, Filipowski & Eccleston, P.C." (Click here for more...)


    YOUR MONEY AND YOU

    ALERT: REVIEW SPLIT-DOLLAR LIFE INSURANCE NOW

    If you own life insurance under a split-dollar agreement-where another party is paying the premium and is entitled to recover all prior premium payments from the policy-you should review the arrangement and make any changes now. IRS is in the process of issuing final regulations that will increase income taxes on these arrangements if changes are made after the regulations are issued. Often these arrangements need to be changed to reduce the cost of the insurance. (Click here for more...)

    REDUCE ESTATE AND INCOME TAXES ON YOUR IRA

    Seventy-five percent of your IRA may go to income and estate taxes. Click here to find out how to keep more of your money. (Click here for more...)

    IRA MINIMUM DISTRIBUTIONS

    When it comes to taxes, reaching 70˝ is an important milestone, as this is when you have to start taking minimum annual distributions from your IRAs. If you have already retired from your company, you must also begin making withdrawals from your company's retirement plan as well. If you do not take these distributions, you could get hit with a 50% penalty tax.

    However, the decision whether or not to accelerate minimum distribution payouts is not an easy one and is not for everyone. Your overall financial picture must be taken into account. If this is your year to begin IRA distributions, you should promptly review your financial and tax situation to determine what method of distribution may be appropriate for your situation. (Click here for more...)

    ILLINOIS ESTATE TAX ALERT

    Why the governor froze the Illinois Estate Tax and how the new change affects you. (Click here for more...)

    DEFENDING EMPLOYMENT-RELATED CLAIMS

    Attention, employers: fail to keep records of your employment decisions and you risk being defenseless against possible future charges of discrimination from former employees. (Click here for more...)

    PROTECTING YOUR COMPANY'S ERISA BENEFIT PLAN FIDUCIARIES

    You might be a "fiduciary" and not know it. We give you some criteria for determining your responsibilities and liabilities. (Click here for more...)

    REASONS TO ENGAGE IN 1031 LIKE-KIND REAL ESTATE EXCHANGES

    How exchanging real property under Section 1031 can preserve equity, create cash flow, and consolidate assets. (Click here for more...)

    DID YOU KNOW?

    Trustees (corporate and individual) and ERISA plan sponsors are fiduciaries and, as such, they must investigate and pursue claims for the negligent and/or wrongful conduct of others.

    Currently, SNSFE trust and securities lawyers are prosecuting several actions to recover investment losses on behalf of trustees and ERISA plan sponsors. Recently the securities practice group prevailed against a brokerage firm to recover losses for a trust. (Click here for more...)

    CURRENT INVESTIGATION:
    Enron, Merrill Lynch and Salomon Smith Barney/ Citigroup and JP Morgan Chase

    Learn how three major financial institutions helped Enron mislead investors. (Click here for more...)


    SECURITIES NEWS

    NASD CHARGES MERRILL LYNCH ANALYST PHUA YOUNG OVER TYCO RESEARCH

    Phua Young is accused of leaving out private doubts in positive company reports. (Click here for more...)

    UBS PAINEWEBBER'S HEALTHSOUTH RESEARCH ANALYSTS RESIGNS AMID ANALYST CONFLICT PROBE

    SEC and the Justice Department discover deceptive research in company report. (Click here for more...)

    TELECOM BONDS CAUSE MANAGER BRADFORD & MARZEC 38% LOSSES

    Bradford and Marzec intend to strengthen credit control as a result of recent misfortune. (Click here for more...)

    NEW YORK ANNUITY FUND SUES INVESTMENT ADVISER AND MANAGER

    Wortham denies flouting guidelines and acting out of personal interest. (Click here for more...)

    FEATURED SECURITIES ARTICLE
    "Practical Considerations For Representing Your Clients Who Have Been Damaged by Wall Street Analysts' Conflicts of Interest"
    by SNSFE partner James J. Eccleston:

    "Securities regulators have opened a Pandora's box for the major brokerage firms. Apart from the significant fines imposed and restitution funds created by the recently announced global settlement, Wall Street firms face continued civil liability from securities arbitration claims as well as from class action litigation claims. Indeed, class actions already are being filed, and the pundits predict that the number of securities arbitration filings will increase by as much as 2,500 for year 2003 alone. To assist practitioners in representing their clients, this article first overviews the brokerage firm research analyst conflict, and then describes the avenues available to seek legal recourse…" (Click here for more...)


    April 2002

  • Newsletter: Ideas for Preserving Your Wealth


  • March 2002

  • Newsletter: Estate Planning Techniques That Preserve Your Wealth

  • Press Release: SNSFE Law Launches New Website








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