If you need additional information, or would like to RSVP for the seminar, please contact BakerHostetlerEvents@bakerlaw.com and include your name, company, and title.

This webinar will explore some common personal data collection blind spots to help in-house counsel effectively identify and manage associated risks. Topics will include:

• Finding overlooked personal data – where to search, what questions to ask SMEs, and when to raise concerns
• Understanding how SDKs and other third-party data collection mechanisms can create notice obligations, restrict personal data uses, and complicate responding to privacy rights requests
• Onboarding data brokers and other third-party data sources to prevent problematic personal data ingestion
• How combining data sources can lead to profiling, generate inferences, or otherwise alter privacy compliance requirements

1.0 CLE credit hour approved for CA, NY, PA, and TX. Approval pending for CO, DE, IL, GA, FL, OH, NJ, and WA. Other states may be available upon request following the webinar.

For questions please contact DADMEvents@bakerlaw.com

Presenters:

• Jonathan M. Forster, Partner
• John F. DeStefano, Of Counsel
• Baillie McCormack, Private Wealth Specialist

Register for Parts 1 and 2 below. There are two convenient dates for each.

For questions, please contact TaxEvents@bakerlaw.com

A Smarter, Simpler Way to Plan, Protect and Optimize Generational Wealth

In Part 1, we will discuss a new philosophical bent to estate planning and the use of fintech.

The webinar will present real-world examples and success stories of how FinClar enables families to improve advisor collaboration, promote clear decision-making, reduce long-term costs and empower the next generation to understand and steward the family legacy with confidence.

Key Takeaways:

• Improve clarity in decision-making during the planning phase
• Increase efficiency in implementation and ongoing plan maintenance
• Minimize post-mortem administration delays and costs
• Equip the next generation to understand and manage the family legacy
• Unite financial, legal and tax advisors into a collaborative team

Creating Tailwinds for the Successful Family

In Part 2, we will examine the intersection between tactical wealth optimization and galvanizing family core values, traditions and shared experiences.

Key Takeaways:

• Value alignment with the legacy management paradigm
• Developing and supporting a family wellbeing framework
• Designing the purposeful trust
• The family bank concept
• Shared resources (homes, private equity)

Agenda

• What Tariff Changes Mean for Non-U.S. Businesses
• Managing Supply Chain Risk with Third Parties
• Mitigating Competitor, Whistleblower and Qui Tam Complaints to U.S. Authorities
• Communicating with Authorities to Limit Exposure
• Q&A

Panelists:

• Artie McConnell, Partner, BakerHostetler
• Jennifer G. Solari, Partner, BakerHostetler
• Lloyd Fallesen, CEO, Karve

In collaboration with

This webinar will provide 1.0 CLE credit hour.

Join our 60-minute webinar to gain an understanding of FARA’s reach and the types of activities that trigger a registration requirement. We will also cover various exceptions that may exempt certain activities from registration, with a focus on the acceptance of grants or other financial support from foreign principals. The session will conclude with a Q&A segment, providing an opportunity to address your specific questions.

Speakers

Alexander L. Reid
Leader, Tax-Exempt Organizations and Charitable Giving Team

Lee A. Casey
Partner

1.0 CLE credit hours pending approval.

For questions please contact taxevents@bakerlaw.com.

Panelists: Jonathan Forman, Justin Yedor, and Whitney Schneider-White

1.0 CLE credit hour approved for CA, NY, PA, and TX. Approval pending for CO, DE, IL, GA, FL, OH, NJ, and WA. Other states may be available upon request following a post-webinar survey.

This webinar will provide 1.0 CLE credit hour.

Georgia’s CLE deadline is coming fast. Earn last-minute credits in a series of sessions on hot legal topics led by BakerHostetler attorneys.

Breakfast and lunch will be provided – a full schedule for the day is below.

Event Schedule:
 

This CLE is pending approval for 5.0 hours of credit in Georgia.

For more information, please contact Emily Spiller.

The program offers insight and guidance from members of our Labor and Employment Practice Group on how to best prepare for the year ahead. If you are interested in attending in Cleveland on February 26, follow the registration link to learn more about the sessions being offered and the exciting programming included.

CLE credit is pending. HRCI and SHRM credits are also available.

If you have any questions, please contact Emily Hillman at MasterClass@bakerlaw.com.