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Partners Approaching Retirement: Transitioning Their Clients Image

Partners Approaching Retirement: Transitioning Their Clients

Joel A. Rose

This article describes a common procedure that may act as a guide to transitioning clients during a partner's pre-retirement years.

Features

Money Laundering Case Puts Spotlight on Law Firms' Use of Trust Accounts Image

Money Laundering Case Puts Spotlight on Law Firms' Use of Trust Accounts

Susan Beck

A $3.5 billion asset forfeiture case that the DOJ brought in July grabbed the public's attention for the alleged purchases involved. But prosecutors also claim that prominent law firms used lawyer trust accounts to hold huge sums allegedly pilfered from the government of Malaysia and laundered through U.S. institutions.

Features

Executive Presence Image

Executive Presence

Sheryl Odentz

Lawyers who exhibit "executive presence" are more likely to make partner, to gain clients' trust and loyalty, and to receive referrals from others. This article discusses what executive presence is and how you can learn it.

Features

The Internal Risks of Managing Client Matter Information Image

The Internal Risks of Managing Client Matter Information

Nancy Beauchemin

Why do so many law firms indulge in risky behavior when it comes to managing their clients' records and information?

Features

Marketing Tech: Unfiltered Impressions Image

Marketing Tech: Unfiltered Impressions

Ari Kaplan

For the second consecutive year, Ari Kaplan Advisors conducted independent anonymous interviews with corporate law department leaders, among others, between Jan. 13, 2016 and Jan. 29, 2016. Their responses are easily applicable to law firms, which are often delivering similar services and even competing with litigation support and technology providers.

Features

Privacy and Security of Personal Information Collected by Employee Benefit Plans Image

Privacy and Security of Personal Information Collected by Employee Benefit Plans

Marc Bussone

High profile cyberattacks and data breaches have become routine occurrences. Cyber threats are so pervasive that many privacy and security experts advise that responsible parties ' like fiduciaries of employee benefit plans ' should prepare for <i>when</i> a data breach occurs, not <i>if</i>. Data collected by employee benefit plans includes sensitive information that makes them a particularly attractive target for cybercrime.

Features

Sullivan & Worcester's Advancement Think Tank Image

Sullivan & Worcester's Advancement Think Tank

Ojen Sirin & Leah Schloss

This article explores a firm's content development initiative experiment from the marketing and professional development perspectives. A group of about eight senior associates, known as SWATT (Sullivan &amp; Worcester's Advancement Think Tank), were charged with developing the content. Here is their story.

Features

Three-Way Stop: Project Management, Technology and Process Improvement Image

Three-Way Stop: Project Management, Technology and Process Improvement

Micah Ascano

Legal Project Management has seen an explosion of interest from the legal industry in recent years. It has been touted as the key to efficient legal work and a cure-all for the woes of fixed fees, fee caps, and lawyers who blow budgets. But what are the drawbacks?

Features

Cybersecurity Beyond Traditional Risk Management Image

Cybersecurity Beyond Traditional Risk Management

Justin Hectus

At a recent CIO panel, an audience member asked the three of us on stage: "What do you see as your number one priority in the coming 12 months?" I responded "cybersecurity" without hesitation. The panelist that followed said that cybersecurity was a priority, but that it is a subset of risk management. This was not the first time I have heard the chief information pro and/or technologist in a large company make that point, and I have to respectfully disagree.

Features

<b><i>At the Intersection:</i></b> Collaboration: What Lawyers Can Learn from Google Image

<b><i>At the Intersection:</i></b> Collaboration: What Lawyers Can Learn from Google

Pamela Woldow

These days, productive lawyering, successful onboarding of lateral hires, and effective Legal Project Management (LPM) all place a huge premium on effective collaboration. But lawyers are neither naturally collaborative nor comfortable as team players.

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  • The Article 8 Opt In
    The Article 8 opt-in election adds an additional layer of complexity to the already labyrinthine rules governing perfection of security interests under the UCC. A lender that is unaware of the nuances created by the opt in (may find its security interest vulnerable to being primed by another party that has taken steps to perfect in a superior manner under the circumstances.
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  • Strategy vs. Tactics: Two Sides of a Difficult Coin
    With each successive large-scale cyber attack, it is slowly becoming clear that ransomware attacks are targeting the critical infrastructure of the most powerful country on the planet. Understanding the strategy, and tactics of our opponents, as well as the strategy and the tactics we implement as a response are vital to victory.
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  • Foreseeability as a Bar to Proof of Patent Infringement
    The doctrine of equivalents is a rule of equity adopted more than 150 years ago by the U.S. Supreme Court. Prosecution history estoppel is a rule of equity that controls access to the doctrine. In May 2002, the Court was called upon to revisit the doctrine and the estoppel rule in <i>Festo Corp. v. Shoketsu Kinzoku Kogyo Kabushiki Co. Ltd.</i> Ultimately the Court reaffirmed the doctrine and expanded the estoppel rule, but not without inciting heated debate over the Court's rationale &mdash; especially since it included a new and controversial foreseeability test in its analysis for estoppel.
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