The January 2019, Volume 22 issue of the Oregon State Bar Elder Law Newsletter featured articles by two of SYK’s outstanding attorneys. Laura Nelson, whose practice includes estate planning, trust administration, and guardianship and conservatorship cases was featured on the first page of the newsletter. Darlene Pasieczny’s article, New Tools Help Financial Professionals Prevent Elder Abuse, examines mandatory and permissive conduct for Oregon securities professionals when there is reasonable suspicion of financial abuse. Pasieczny is a fiduciary and securities litigator. She represents clients in both Oregon and Washington in trust and estate disputes, elder financial abuse, securities litigation, and investors nationwide in FINRA arbitration.
Darlene Pasieczny will moderate “Hybrid Advisers” panel, Tuesday October 9th. They will be exploring issues in regulation and customer dispute resolution when a culpable financial adviser “wears two hats” as both a FINRA‐licensed broker and SEC‐licensed registered investment adviser. When is the brokerage firm responsible for conduct by its dual‐registered associated person? How do FINRA and the SEC parse enforcement issues for these hybrid advisers? The panel will discuss trends in customer arbitration cases, recent case law decisions, compliance and enforcement.
Find registration information in the full article!
The 2018 edition of Administering Trusts in Oregon is set to be released this month, and many of the authors are familiar. Of the prestigious group of contributors for this new edition, Samuels Yoelin Kantor was well represented. Attorneys Eric Wieland, Walker Clark, Caitlin Wong, and Valerie Sasaki were all contributing authors, and both Stephen Kantor and Jeffrey Cheyne, prior to his passing, were editors for this edition.
The new version of Administering Trusts in Oregon is a guide for lawyers in the areas of estate planning, elder law, family law, and general practice. This is the first update since the last edition was released in 2012.
SYK attorney, and commissioner on senior services, Victoria Blachly is an outspoken advocate for the Oregon Alzheimer’s Association, and the people whose lives have been touched by Alzheimer’s.
Today Victoria’s letter to the editor was published, with a call to action for Congress to protect those effected by Alzheimer’s.
“Today, there are more than 5 million Americans living with Alzheimer’s and more than 15 million serving as unpaid caregivers. Too often Alzheimer’s is treated as an aging issue, ignoring the public health consequences of a disease that someone in the United States develops every 66 seconds… Alzheimer’s is the most expensive disease in America at an estimated cost of $259 billion annually. And with Medicare and Medicaid covering two-thirds of its annual costs, Alzheimer’s demands more attention from our government.”
Congratulations to SYK litigator Darlene Pasieczny. Darlene was recently awarded an Outstanding Service Award from the Public Investors Arbitration Bar Association (PIABA) for 2017, as co-chair of the PIABA Self-Regulatory Organization (SRO) Committee. As well as the award, Darlene was also elected to the PIABA Board of Directors, a position she will serve for a three year term.
Play it Forward received a call for help from Kelly Wells, former Portlander and current Houston resident, when Kingwood High was flooded by Hurricane Harvey and their music program was completely destroyed. Join us as we answer the call to replace their instruments, raise money and… Play It Forward for Houston!
SYK encourages you to come watch (…or sing with) some of their attorneys at Karaoke For A Cause. Proceeds benefit the MBF Civic Education Fund.
Friday, Chambers and Partners released their annual rankings for their Chambers High Net Worth publication. Chambers HNW is objective, independent and research-based; the guide recognizes the world’s leading high net worth advisers.
Congratulations to the Samuels Yoelin Kantor LLP attorneys recognized by Best Lawyers in America 2018 – including one “Lawyer of the Year.” Bob Banks, Victoria Blachly, Chris Costantino, Stephen Kantor, Van White, and Eric Wieland were selected as “Best Lawyers” this year.
The Statesman Journal quoted SYK partner, and appointed member of both the Oregon Uniform State Law Commission and the Governor’s Commission on Senior Services, Victoria Blachly on her thoughts regarding Oregon Senate Bill 95.
The new legislation would allow investment advisers to freeze assets and report to authorities if they suspect someone is misappropriating, misusing or transferring without authorization the money of a vulnerable elderly person.