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.
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In late April I attended a Portland Women in Leadership symposium, “Women Blazing Trails, presented by The Pacific Northwest Diversity Council”. The five speakers and moderator were both educational and inspiring, and when listening to how intelligence, emotions and adaptability are an important combination for strong and successful leadership, it dawned on me that one should be looking for that same recipe when choosing a lawyer. Learning more about this alphabet soup of intelligence and ability puts a new focus on the characteristics you may want for your legal team.
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.
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.
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 SYK attorney Victoria Blachly, who has been appointed by Governor Kate Brown to the Oregon Commission on Uniform State Laws. The Oregon Commission drafts uniform state laws in all states, for various fields of law. The members of the Commission appear before legislators, where they must explain and promote the passage of those laws. Blachly said, “It is an honor to be appointed, and I look forward to working with the bright and diligent Commissioners that works so hard to make the law easier to navigate.” Her term will run until 2020.
SYK attorney Van White will be this year’s guest speaker for the Building Material Dealer’s Association (BMDA) Washington and Oregon Lien Law Seminar. White’s presentation will include information on: preliminary notices, perfecting lien claims, bond claims, post lien requirements, and licensing requirements.
Samuels Yoelin Kantor attorney Bob Banks was featured again in the Oregonian this Sunday. The article, by Jeff Manning, focuses on the the ongoing Aequitas debacle. Also highlighted in the piece is latest case that Banks filed in Seattle last week for a group of investors who lost $11 million.
Samuels Yoelin Kantor LLP is pleased to announce that partner Victoria Blachly has been appointed to the Alzheimer’s Association Oregon Chapter Leadership Board. Victoria’s history of advocacy work makes her a strong addition to the Leadership Board. Together, she and the Alzheimer’s Association Oregon Chapter hope to strengthen the momentum of the Alzheimer’s disease movement by increasing concern and awareness about Alzheimer’s disease and other dementias. Samuels Yoelin Kantor LLP has been helping businesses, entrepreneurs & families build and protect their legacies since 1927.