Events

Attorney Terrance Reilly is a course planner for "Money Market Fund Reform: What You Need to Know."  The lunchtime CLE program will feature speaker Joan Ohlbaum Swirsky, Esq. from Stradley Ronon Stevens & Young. She will explain how the added obligations of the new money market fund rule amendments, adopted by the U.S. Securities and […]

Partner Christopher S.D’Angelo will a speak on information governance during the International Corporate Counsel College. Information governance is the new, critical corporate discipline and obligation affecting businesses. It can impose potential liabilities on businesses and their boards and officers. D'Angelo is also on the advisory board of the Counsel College. November 13, 2014 at 12:00 PM – […]

Partner Tim Bergère will be a speaker at the Marine Pollution USA seminar presented by Lloyd's Maritime Academy. He will provide a regulatory overview on understanding the marine pollution regulations. The seminar will outline marine pollution compliance, best practice claims management and effective emergency response. Visit lloydsmaritimeacademy.com for more information. November 17, 2014 at 9:00 AM – […]

Nonprofit Issues® and Montgomery McCracken will present the 24th annual "This Year in Nonprofit Law." The seminar will bring you up to date with the most important legal issues affecting nonprofits in the last year. The program will provide 5 hours of continuing legal education credit for lawyers in Pennsylvania and 5 hours of continuing professional […]

Partner Howard Vigderman will present "Fiduciary Income Tax Returns" at the American Institute of Certified Public Accountant's Sophisticated Tax Planning for Your Wealthy Clients conference. With the American Taxpayer Relief Act of 2012, Net Investment Income Tax (NIIT), Affordable Care Act and Tangible Property Repair Regulations in full effect, time is of the essence in […]

Partner Michael B. Hayes will be a presenter for "In-House Counsel and Attorney-Client Privilege" presented by Strafford Publications, Inc. This CLE webinar will prepare in-house counsel to minimize potential damage to the corporation during business communications, depositions and litigation through proper exercise of the attorney-client privilege to protect confidential information. The in-house attorney's dual role as legal […]

Partner Steven Pachman will present "Concussions and the Law" to physicians, athletic trainers, physical therapists, physician assistants, occupational therapists, and other health care professionals at the Sooner Sports Medicine Symposium in Norman, Oklahoma. For additional information and to purchase tickets, click here.  January 9, 2015 at 8:00 AM – 3:00 PM Download Event Attachment

Social entrepreneurs and other individuals often ask for help in starting a nonprofit organization.  This webinar will discuss many of the most important questions one should ask before proceeding and provide a checklist of legal and practical requirements for getting the organization up and running. Some of the initial questions are:  What do you really […]

Montgomery McCracken's Class Action Defense practice group will present "TCPA Update: The Year in Review and Trends for 2015" webinar on February 26. Hundreds of class action lawsuits have been brought and this has become a serious risk to companies. The webinar is geared toward companies that use text messages, auto-dialers, and prerecorded messages to […]

Partner Steven Pachman will be a presenter at the Third Matthew Gfeller Sport-Related Neurotrauma Symposium being held at UNC-Chapel Hill. For additional information, click here. March 6, 2015 at 8:00 AM – March 7, 2015 at 5:00 PM The University of North Carolina at Chapel Hill Chapel Hill, NC

Don Kramer serves as course planner and Karl Emerson as faculty for Protecting Your Charity in Charitable Giving, part of PBI Nonprofit Series. The program includes: Examining the fundamentals of charitable giving Learning special rules for "quid pro quo" gifts, autos, copyrights, inventories, and other "stuff" Spelling out IRS requirements for acknowledgment and substantiation Reviewing what your […]

Partner Joel B. Rosen will be a panelist for the 2015 Labor and Employment Law Forum sponsored by the New Jersey Institute for Continuing Legal Education. He will discuss employment mediation at the forum. Visit njicle.org for more information. March 11, 2015 at 9:00 AM – 4:00 PM New Jersey Law CenterOne Constitution SquareNew Brunswick, NJ

Of Counsel Donald W. Kramer, editor of Nonprofit Issues, is scheduled to present at the Pennsylvania Association of Nonprofit Organizations' "Small Games of Chance and Other Fundraising Legal Requirements" seminar taking place on March 18 in Philadelphia, PA. Please click here for additional information. March 18, 2015 at 6:00 PM – 8:00 PM Resources for Human Development, […]

Of Counsel Donald W. Kramer, editor of Nonprofit Issues, is scheduled to present a webinar in partnership with the Pennsylvania Association of Nonprofit Organizations. The webinar will discuss the important issues you should consider in creating a gift acceptance policy, how to allocate responsibility for performing "due diligence" on unusual gifts you are willing to accept, and providing […]

Partner Christopher Scott D'Angelo will be a featured speaker at the 12th National Conference on Class Actions: Recent Developments in Quebec, in Canada and the United States. The seminar, hosted by Le Barreau du Quebec (The Quebec Bar Association), is scheduled to take place in Montreal on March 26 - 27. D'Angelo will present "What […]

Partner Jeremey D. Mishkin is scheduled to present during the Pennsylvania Bar Institute's seminar, "Internet Law Update 2015" on March 30 at the CLE Conference Center in Philadelphia. The seminar will be simulcast in multiple locations. Please click here for more information and to register. March 30, 2015 at 9:00 AM – 4:00 PM CLE Credits […]

Of Counsel Donald W. Kramer is scheduled to present during the Pennsylvania Bar Instiute's webinar, "Nonprofit Series: Protecting Your Charity in Charitable Giving" on March 31. Please click here for additional information. March 31, 2015 at 12:00 PM – 4:15 PM CLE Credits : CLE Credits will be provided.

Partner Joel B. Rosen will present "Nuts and Bolts of Federal Practice" at the New Jersey Institute for Continuing Legal Education on April 14 in Mt. Laurel, NJ. Please visit njicle.com for more information and to register for the seminar. April 14, 2015 at 9:00 AM – 1:00 PM CLE Credits : CLE credits will be […]

Of counsel Donald W. Kramer will serve as a faculty member during the two-day Planned Giving Course presented by The Partnership for Philanthropic Planning of Greater Philadelphia on Friday, April 17 and Friday, April 24 at Montgomery McCracken in Philadelphia. For more information and to register, click here. 123 South Broad St.Philadelphia, PennsylvaniaUnited States CLE […]

Partner Michael B. Hayes will be a panelist on "Internal Investigations: Perspectives, Immediate Steps & The Long Haul" at the second annual Northeast Corporate Counsel Forum in Atlantic City on April 20. For more information and to register, click here. April 20, 2015 at 8:00 AM – 5:00 PM CLE Credits : Credits will be provided. […]

Partner Steven Pachman will be a presenter at the Sports Neuropsychology Concussion Symposium in Atlanta, Georgia. The symposium provides an annual update on the science and practice of sports concussion with the goal of promoting evidence-based management. This symposium is intended for clinical neuropsychologists, physicians, certified athletic trainers, and other medical professionals who treat athletes. The […]

Partners Stephen A. Grossman and Michael B. Hayes will be presenting during the New York E-Discovery Workshop in New York City on May 13, 2015. Visit ediscovery.com for more information and to register for the workshop. May 13, 2015 at 8:30 AM – 5:30 PM CLE Credits : NY: 6.5 (1.0 Ethics & Professionalism; 5.5 […]

The attorneys of Montgomery McCracken's Tax Practice invite you to join them for a complimentary seminar series on recent tax cases, rulings and regulations relevant to the needs and demands of your clients. The first installment of Montgomery McCracken's 2015 Tax Law Update Series will be held on Monday, May 18. Partners Gary M. Edelson […]

Partner Joel B. Rosen will be a speaker at the New Jersey Defense Association's ADR Seminar.  He will present "Issues and Approaches to Mediation." Visit njdefenseassoc.com for more information. May 22, 2015 at 6:00 PM – 8:00 PM The Mansion3000 Main StreetVoorhees, NJ

Partner Steven Pachman is scheduled to present at the University of Michigan NeuroSport's "All Eyes on Concussion" seminar taking place May 29 at the Junge Center at Michigan Stadium in Ann Arbor, Mich. May 29, 2015 at 8:00 AM – 4:00 PM 333 E. Stadium Blvd.Ann Arbor, MI 48104

CLE Credits : The conference will provide up to 12 CLE credits, including 1 Ethics credit. Partner Charles B. Casper will be presenting "National Class Action Trends: Where is the Case Law Taking Us?" at the 11th Annual Comprehensive Conference on Class Actions on June 4-5 in Seattle, WA. This presentation will address evolving class […]

Join Greater Philadelphia's influential nonprofit leaders and philanthropists for a networking breakfast to discuss Giving USA's Annual Report on Giving and issues facing American philanthropy.    Speakers: Karl E. Emerson, Partner, Montgomery McCracken Robert I. Evans, President, Evans Consulting Group Patrick M. Rooney, Associate Dean, Lilly Family School of Philanthropy at Indiana University Space is limited. To […]

Cybersecurity is a top concern for GCs across industries. According to some estimates, as more corporate infrastructure moves online, the impact of data breaches will cost $2.1 trillion globally by 2019, almost four times the estimated cost of breaches in 2015. Join Montgomery McCracken's Michael B. Hayes and David M. Brown and Capsicum Group’s Leeza […]

Partner Sidney S. Liebesman will be presenting "Litigation Strategies" at Practising Law Institute's Class Action Litigation 2015 on July 8 in New York City. Visit pli.edu for more information and to register. July 8, 2015 at 9:00 AM – 5:00 AM PLI New York Center1177 Avenue of the Americas 2nd floor (entrance on 45th Street) New York, […]

Partner Steven Pachman will be presenting "The Legal Landscape of Concussion" at the Third Annual Big Ten/Ivy League Traumatic Brain Injury Research Collaboration Summit hosted by the Committee on Institutional Cooperation. The summit is being held at The Big Ten Center in Rosement, Illinois. For additional information, click here. July 15, 2015 at 2:00 PM – 3:00 PM The […]

Partner Sidney S. Liebesman presented during the Practising Law Institute's Class Action Litigation 2015 webinar on Jully 22, 2015. Liebesman presnted "Recent Developments in Securities Class Actions." Visit pli.edu for more information.

The attorneys of Montgomery McCracken's Tax Practice invite you to join them for a complimentary seminar series on recent tax cases, rulings and regulations relevant to the needs and demands of your clients.   Keeping your clients' business in compliance with local, national and international tax rules and regulations involving employee benefits and foreign assets […]

Partner Alfred J. Kuffler will be presenting "Environmental Salvage: Places of Refuge," at Maritime Salvage 2015 in Stamford, Connecticut on September 22, 2015. For more information on Maritime Salvage 2015, click here. September 22, 2015 at 8:00 AM – September 24, 2015 at 4:00 PM Hilton StamfordStamford, CT

Partner Steven Pachman will be a presenter at the University of Michigan Injury Center Sport Concussion Summit in Ann Arbor, Michigan. Pachman will be presenting "The Legal Aspects of Concussions" to clinicians, medical doctors, physician assistants, and athletic trainers, as well as coaches, researchers, and legislators. For more information on the Summit, click here. September […]

The 10th Annual International Maritime Law Seminar will be held in London on October 1, 2015. The half-day seminar "Recent Developments in Maritime Law: A Multi-Jurisdictional Perspective" will feature 15 speakers from 14 different countries, addressing recent developments in maritime law within their respective jurisdictions. Visit internationallawseminar.com for more information. October 1, 2015 at 8:00 AM – 5:00 PM […]

For a PDF of the event agenda, click here.  Event materials can be found in the links below: Data Security Outline and Resources (Hayes, Roy) Protect Yourself and Your Identity IFAP Dear Colleague Letter - Protecting Student Information 7.29.15  Assistance and Support Animals (Gillespie) University of Nebraska at Kearney  - Consent Order 9.3.15 Housing Policy […]

Partner Joel B. Rosen will serve as Keynote Speaker during the 2015 NJ Commission on Professionalism Awards luncheon on Thursday October 29, 2015 in Somerset, New Jersey.The luncheon pays tribute outstanding lawyers who exemplify the values in the legal profession. Visit tcms.njbsa.com for more information and to register. October 29, 2015 at 12:00 PM – […]

Partner Stephen A. Grossman and Associate David F. Herman will be presenting on Cybersecurity for Nonprofits on Tuesday, November 17, 2015. Visit nonprofitissues.com for more information and to register for the webinar.

Montgomery McCracken partner Karl E. Emerson will present "State Charitable Solicitation Compliance," at the 27th Annual Nonprofit Finance & Accounting Symposium on December 3, 2015 in Washington, DC. Visit gwscpa.com for more information and to register. December 2, 2015 at 1:00 PM – December 4, 2015 at 5:00 PM CLE Credits : 20 DC Convention […]

Montgomery McCracken partner Charles B. Casper presented a lecture on Superfund to faculty, graduate students and post-doctoral fellows at the Superfund Research and Training Center in the Perelman School of Medicine at University of Pennsylvania. The Center has a five-year grant from the National Institutes of Health for research into asbestos exposure. Topics Included: Superfund […]

Nonprofit Issues® and the Philadelphia law firm of Montgomery McCracken will present the 25th annual “This Year in Nonprofit Law” on Monday, December 7, 2015. Pedro A. Ramos , the newly-minted President and CEO of The Philadelphia Foundation, will provide the keynote talk on “A 360-degree View of Nonprofit Leadership.”  Mr. Ramos has served as […]

Montgomery McCracken partner Charles B. Casper presented a lecture on "Cost-Benefit Analysis in Superfund Site Remediation" at the Superfund Research and Training Center in the Perelman School of Medicine at University of Pennsylvania. The Center has a five-year grant from the National Institutes of Health for research into asbestos exposure. Topics Included: Superfund Sites How […]

Partner Steven Pachman will be a presenter at the 25th Annual National Catholic Winter Meeting in Phoenix, Arizona on January 24-26, 2015. Pachman will be speaking about lessons learned in the courtroom defending concussion cases, ways in which future litigation risk may be minimized, and an update on recent guideline changes and additions that affect […]

Montgomery McCracken Partner Vince M. DeOrchis will be the moderator and a panel speaker at the American Conference Institue's 5th Annual Forum on Admiralty & Maritime Claims and Litigation. Vince will be speaking on topics related to recent developments in Maritime law along with discussing matters pertaining to Maritime case considerations. January 27, 2016 at […]

Partner Steven Pachman will be a presenter at the Second Safety in College Football Summit co-sponsored by the NCAA Sport Science Institute and the College Athletic Trainers Society. The conference will feature NCAA Conference Commissioners, collegiate football principals and other administrators, physicians, athletic trainers, and other health care professionals. February 10, 2016 – February 11, […]

Montgomery McCracken partner Peter Breslauer served as a moderator for a roundtable discussion on class actions in Europe. An international panel of practitioners discussed recent cases of interest and predictions as to future developments. The introduction was presented by Tonna Farrar of Bonnett, Friedman & Balint, PC. Along with Montgomery McCracken partner Christopher Scott D'Angelo, […]

Montgomery McCracken partner Kathleen O'Brien will be speaking at the National Business Institute's seminar on "Buying and Selling a Business: Start-to-Finish," on February 25, 3016. O'Brien will discuss pre-closing, closing and post-closing considerations and checklists for financing, tax-saving strategies, and purchase/sale agreements. February 24, 2016 at 9:00 AM – February 25, 2016 at 4:30 PM […]

Montgomery McCracken Partner Stephen A. Grossman will be speaking at the MCDC Education 2 Business Seminar. The seminar will examine best practices for managing cybersecurity risks. Topics include: Why cybersecurity is important for your business? What information to protect and why? Managing risks with third-party contractors and vendors Best practices for an effective cybersecurity program […]

Montgomery McCracken partner Alfred J. Kuffler will be speaking at the Connecticut Maritime Association Shipping 2016 on March 22, 2016 at the Stamford Hilton, Stamford, CT. Fred will be addressing salvage issues and the challenges of finding a port of refuge. To view more information on the event and agenda, please click here.  March 22, […]

Montgomery McCracken partners Gary M. Edelson and David Dormont will be speaking at the Chester County Bar Association's Spring Bench Bar Conference on Thursday, March 31, 2016. Edelson and Dormont will discuss tax issues for litigators. For more information on the conference and to register, click here.

856.482.0620 CLE Credits : 1.5 Montgomery McCracken partner Joel B. Rosen will be speaking at Camden County Bar Association's Extreme CLE '16 on Thursday, April 7, 2016. He will be addressing topics on federal practice including ADR and new federal rules.

The New York City Bar will be hosting a program on the effects of short term rentals in general and the sharing economy in particular upon real estate. The program will address the legal, regulatory and policy frameworks within which to evaluate the issues relating to short term rentals, including the restrictions under rental and […]

Of counsel Donald W. Kramer will serve as a faculty member for the two-day Planned Giving Course presented by The Partnership for Philanthropic Planning of Greater Philadelphia on Friday, April 8 and April 15, at Montgomery McCracken in Philadelphia. For more information and to register, click here.  April 15, 2016 at 8:00 AM – 5:00 […]

Montgomery McCracken partner Charles B. Casperwill be speaking at the 12th Annual Comprehensive Conference on Class Actions on May 5. He will be discussing national class action trends and topics including evolving class certification standards; ascertaining class membership; removing cases under CAFA; offering judgment under Rule 68 to moot claims; voluntarily dismissing a case; and […]

Montgomery McCracken of counsel Donald W. Kramer and partnerWilliam W. Keffer will be present a webinar on the IRS Form 990 on Tuesday, May 17, from 1:30 pm to 3:00 pm (EDT). Tish Mogan, Standards for Excellence Director for Pennsylvania Association of Nonprofit Organization, will also be joining the webinar.   The Form 990 tax […]

Montgomery McCracken partner Tim Bergère will be speaking on a seminar focused on fill management issues faced by the development community. The breakfast seminar is being hosted by Langan on May 18, 2016 at Davio's Restaurant. The program's panel of experts will relate practical experiences, good and bad, concerning the challenges of imported and exported […]

732.214.8500 CLE Credits: 7.2 Montgomery McCracken partner Joel B. Rosen will be a speaker on two seminars at the New Jersey Institute for Continuing Legal Education's 2016 Summer CLEfest. 9:00 a.m. to 12:15 p.m. – Litigating Wrongful Death Actions Wrongful death actions are a unique type of personal injury action. The parties and the damages that […]

Join Montgomery McCracken alumni for an ethics CLE presentation on local and national legal ethical issues on Wednesday, September 21, 2016. Partners Michael B. Hayes and John M. Myers will present “Ripped from the Headlines: Ethics Issues in the News.” The event will be held at Montgomery McCracken's Justice Roberts Room. 5:00 -  5:30 p.m. […]

Partner Steven Pachman will be a presenter at Villanova University Charles Widger School of Law's Concussion and the Law speaker event sponsored by the Sports Law Society. The topic of concussion litigation will be explored from the perspective of litigators and agents. There will be a Q & A at the end of the discussion. Click […]

Montgomery McCracken attorneys Steven Pachman and Arianna Goodman will be presenters at The National Catholic Risk Retention Group’s Risk Management and Legal Defense Workshop in Newark, New Jersey on October 26, 2016. They will be presenting “Concussions, CTE, and the Law: Implications, Lessons, and Minimizing Risk.” Learn more

The 11th Annual International Maritime Law Seminar will be held in London on October 27, 2016. The half-day seminar "Recent Development in Maritime Law Around the World” will feature 15 speakers from 14 different countries, addressing recent developments in maritime and transport law within their respective jurisdictions. Visit internationallawseminar.com for more information. October 27, 2016 […]

To view our agenda for the event, please click here. Event materials can be found in the links below: Planning for and Reacting to Politics, Protest & Student Sixers invite Sevyn Streeter to sing after protest debate 10.28.16 (ESPN) Social Media “On Campus" Freedom of Expression On Campus – New Issues with Social Media Presentation […]

Montgomery McCracken of counsel Terrance James Reilly will be co-moderator and a speaker on the Investment Adviser Current Events panel at the Philadelphia Bar Association for the “2016 Securities Litigation & Regulatory Update” on Thursday, November 10, 2016. The program is co-sponsored by the Philadelphia Bar Association Securities Regulations Committee and the New Jersey Bar Association […]

View the 2016 program brochure. To view the 2016 agenda, please click here. Nonprofit Issues® and the Philadelphia law firm of Montgomery McCracken will present the 26th annual “This Year in Nonprofit Law” on Thursday, November 10, 2016. Nadya K. Shmavonian, Director of the Nonprofit Repositioning Fund in Philadelphia, will provide the keynote presentation on […]

Please join us for informational panel event aimed at bringing entrepreneurs together to share their experiences, exchange resources, and celebrate the growing start up community in Philadelphia. Our panel will feature representatives from various stages in their entrepreneurial ventures, as well as showcase key resources available to start ups in the area. Panelists Johnathan Grzybowski- […]

To view the video recording of this event, please click here. To view the speakers' talking points, please click here. Please join us for an informative panel discussion on business succession planning with CMS Wealth Management, Isdaner & Company, Montgomery McCracken and The Woodward Group. Topics will include: Preparing Today for a Sale or Transfer of Business What is […]

Montgomery McCracken attorneys Steven Pachman and Arianna Goodman will be presenters at The National Catholic Risk Retention Group’s Risk Management and Legal Defense Workshop in Boston, Massachusetts on November 30, 2016. They will be presenting “Concussions, CTE, and the Law: Implications, Lessons, and Minimizing Risk.” Learn more

Partner Steven Pachman will be a presenter at the Eastern Athletic Trainers' Association (EATA) Annual Convention in Philadelphia, Pennsylvania on January 7, 2017. They will present “Concussions and CTE: Legal Implications to the Athletic Trainer” to more than 1,000 athletic trainers. Learn more

Montgomery McCracken partner Timothy J. Bergère will be a panelist at the Philadelphia Bar Association for a CLE on Tuesday, January 17, 2017. The CLE program, which is hosted by the Environmental and Energy Law Committee, will examine the legal issues arising out of the presence of traditional and emerging contaminants in drinking water. Panelists, who include […]

Montgomery McCracken attorneys John Levy and Wook Chung presented at the American Conference Institute 6th Annual Forum on Admirality & Maritime Claims and Litigation in Miami, Florida. John Levy presented on "Marine Casualty Investigations: What Are the Breadth and Scope of the National Transportation Safety Board, Surface Transportation Board, and Coast Guards’ Marine Casualty Investigations?" […]

Montgomery McCracken partner Joel B. Rosen will be a panelist for the 2017 Labor and Employment Law Forum sponsored by the New Jersey Institute for Continuing Legal Education at the New Jersey Law Center on March 8, 2017. Learn more

Montgomery McCracken partner Timothy J. Bergère was a speaker at the Villanova ICMA Panel: Effective Management of an Environmental Crisis on March 16, 2017. Panelists presented "How Intergovernmental Cooperation and Community Mobilization Resolved a Water Pollution Emergency." Panelists included: Timothy J. Bergère - Special Environmental Counsel for Warrington and Warminster Municipal Authorities Barry Luber - Township Manager […]

Montgomery McCracken of counsel Catherine H. Gillespie gave a presentation to a group of administrators at Holy Family University on March 21, 2017. She spoke on compliance with the Americans with Disabilities Act. Catherine discussed a range of issues including campus access, transportation to separate campus locations, curriculum accommodations, and online course access.

Montgomery McCracken partner Michael J. Fekete was a presenter for the Rutgers S.A.F.E.T.Y. Clinic (Sports Awareness for Educating Today's Youth ™) on March 22, 2017. The three-hour program meets the "Minimum Standards for Volunteer Coaches Safety Orientation and Training Skills Programs" and provides partial civil immunity protection to volunteer coaches under the "Little League Law."

Join Montgomery McCracken attorneys Stephanie K. Benecchi, Janice G. Dubler and Paul H. Zoubek at the Association of Corporate Counsel’s In-House Conference on April 27. Stephanie, Janice and Paul will present on a panel titled “Before the Whistle Blows: Managing Ethical Concerns and Creating a Compliance Culture” from 4:00-5:00 p.m. Panelists: Leslie S. Cohn, EVP […]

Montgomery McCracken attorneys Peter Breslauer and Jeremy A. Gunn presented on a webinar titled "Telephone Consumer Protection Act (TCPA) Update: The Year in Review and Trends for 2017" from 12:00-1:00 p.m. Topics: Developments on the Class Action Front Defenses: Ascertainability, Superiority, Predominance Is prior express consent an element or an affirmative defense? How are the courts defining […]

Montgomery McCracken attorney Steven Pachman will be speaking at the College of Athletic Trainers' Society 2017 Spring Symposium for Athletic Trainers & Team Physicians in Las Vegas, Nevada taking place May 18-20, 2017. He will be presenting “Concussions, CTE, and the Law: 2017 Update.” Learn more

Montgomery McCracken partner Kathleen O'Brien will be speaking on an expert panel discussing innovative approaches regarding business strategy from 8:30-10:00 a.m. Panelists: David A. Applebaum, J.D., LL.M., Founding Shareholder, Friedman Schuman, P.C. Francis P. Brown, J.D., LL.M, MIM, CM&AA®, Director, Family Wealth Strategy, Key Private Bank Kathleen O’Brien, J.D., Partner, Montgomery McCracken Mario O. Vicari, CPA, […]