Overview

Our lawyers provide the following services:

  • Advise on regulatory compliance, disclosure, and fiduciary matters
  • Advise and assist in the preparation of trust and custodial agreements, collective investment fund documents, and disclosure documents
  • Provide technical assistance to our litigation lawyers who are defending our clients

Team

News & Resources

Publications

  • IRS Guidance on SECURE 2.0 EPCRS Expansion | SECURE 2.0 Technical Corrections | Closing Time for COVID-19 HDHP Relief
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