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  • Jun 10, 2020Special Needs Spotlight Webinar Series: Creating a Letter of Intent and a Life Plan

    The law firm Norris McLaughlin, P.A., is pleased to present this Special Needs Spotlight Webinar Series. In the fourth session, “Creating a Letter of Intent and a Life Plan,” Abbey M. Horwitz, a Member of the firm, will speak with Elizabeth McKenna, CFP and Chartered Special Needs Consultant, and Heidi Rome, an internationally-recognized expert on the autism journey for mothers.

    Creating a Letter of Intent and a Life Plan

    When: Wednesday, June 17, 2020

    noon – 1:00 p.m.

    Registration: Eventbrite

    About the Presenters

    Abbey Horwitz, Esq.

    Abbey practices exclusively in the area of estate planning and administration. She assists individuals and families with estate and tax planning in both New Jersey and New York, preparing both simple and complex estate plans for her clients as appropriate to ensure their assets are distributed consistent with their wishes. Abbey is experienced in preparing wills, insurance trusts, revocable trusts, qualified domestic trusts, grantor-retained annuity trusts, qualified personal residence trusts, charitable trusts, supplemental benefits trusts, durable powers of attorney, and advance directives for health care.

    In addition, Abbey handles all aspects of trust and estate administration in New Jersey and New York. Her estate administration practice includes preparing estate, trust, and guardianship pleadings, estate and trust accountings, estate and inheritance tax returns, and preparing releases and waivers for distributions from estates and trusts; and handling estate and inheritance tax audits,

    As a parent of a child with special needs, Abbey is uniquely qualified to relate to and advise clients with planning for their special needs child. She prepares special needs trusts and other estate planning documents that are available to clients in planning for their children’s futures. Abbey is an active volunteer with P.G. Chambers School in Cedar Knolls, New Jersey. The school, which serves ten counties in northern New Jersey, helps children with disabilities lead full, productive lives; develop confidence in their own unique abilities; and engage in the community through education and therapy. She is a member of the P.G. Chambers Board of Trustees and serves on the Development Committee.

    Elizabeth McKenna, ChSNC™, CFP®

    Elizabeth of Merrill Lynch Wealth Management has over 20 years of experience in the financial services industry and has been in practice as a financial advisor since 2000. In 2008, she earned her CERTIFIED FINANCIAL PLANNER™ certification. Elizabeth also holds the Chartered Special Needs Consultant® designation. As a Portfolio Manager, she can help clients pursue their objectives by managing on a discretionary basis my own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies.

    Through wealth management and education, Elizabeth strives to work with clients and their families to overcome life’s financial challenges and help them develop a financial design that will offer them an opportunity to sleep better at night. She takes a collaborative approach to develop a personalized plan that addresses the client’s unique financial goals. While she has the capability to address the needs of any investor, Elizabeth has a particular emphasis on serving the families and individuals with special needs and eldercare who have unique financial challenges. She also offers guidance on investment portfolios, liquidity issues, risk tolerance, concentrated stock and restricted stock management, retirement transition, and wealth transfer strategies.

    Heidi Rome, MBA

    Heidi has just launched her book, “You Just Have to Love Me: Mothering Instructions from My Autistic Child,” which became the #1 New Release bestseller in three categories on Amazon during the pre-order period before it was even released. The book is based on a profound exchange with her autistic, nonverbal son Ethan, in which he described via typing his own experience of his autism as a spiritual journey. This encounter soothed her soul and transformed her attitude out of a suffering state and into a peaceful purpose.

    Heidi is the Autism Mom Coach and founder of Moms Spectrum Oasis. As Mom to Ethan and his remarkable older brother, Eric, her guidance is for all moms who have children with any difficulty, not only autism. After all, every human child has challenges; autism just ramps up the intensity of the challenge and the level of strength and resilience parents need in the face of it. Heidi has shared about her experiences, challenges, and successes getting Ethan’s needs met in all kinds of settings over the years, determined to reach and encourage anyone connected with someone touched by autism.

    About the Special Needs Spotlight Webinar Series

    Throughout this series, Shana Siegel, a Member of the firm and Chair of its Elder Care & Special Needs Law Practice Group, and her guests will address legal, financial, care, and psychosocial issues, such as guardianship, public benefits, ABLE accounts, life care planning, supported decision-making, residential options, etc. To save the dates for future segments, please click here.

    Posted in: Abbey M. Horwitz, Elder Care & Special Needs Law, Events | Tags: , ,

  • Jun 05, 2020Special Needs Spotlight Webinar Series: When and How to Use an ABLE Account

    The law firm Norris McLaughlin, P.A., is pleased to present the Special Needs Spotlight Webinar Series. In the third session, “When and How to Use an ABLE Account,” Shana Siegel, a Member of the firm and Chair of its Elder Care & Special Needs Law Practice Group, will be joined once again by Elizabeth McKenna, ChSNC™, CFP®, of Merrill Lynch Wealth Management.

    When and How to Use an ABLE Account

    When: Tuesday, June 9, 2020

    noon – 1:00 p.m.

    Registration: Eventbrite

    About the Special Needs Spotlight Webinar Series

    Throughout this series, Shana and her guests will address legal, financial, care, and psychosocial issues, such as guardianship, public benefits, ABLE accounts, life care planning, supported decision-making, residential options, etc.

    To save the dates for future segments, please click here.

    About Elizabeth McKenna

    Elizabeth has over 20 years of experience in the financial services industry and has been in practice as a financial advisor since 2000. In 2008, she earned my CERTIFIED FINANCIAL PLANNER™ certification. Elizabeth also holds the Chartered Special Needs Consultant® designation. As a Portfolio Manager, she can help clients pursue their objectives by managing on a discretionary basis my own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies.

    Through wealth management and education, Elizabeth strives to work with clients and their families to overcome life’s financial challenges and help them develop a financial design that will offer them an opportunity to sleep better at night. She takes a collaborative approach to develop a personalized plan that addresses the client’s unique financial goals. While she has the capability to address the needs of any investor, Elizabeth has a particular emphasis on serving the families and individuals with special needs and eldercare who have unique financial challenges. She also offers guidance on investment portfolios, liquidity issues, risk tolerance, concentrated stock and restricted stock management, retirement transition, and wealth transfer strategies.

    About Shana Siegel

    Shana Siegel concentrates her practice in the area of elder law, focusing on representing seniors, individuals with special needs, and their families in connection with life care planning, public benefits, trust and estate planning, and long-term care advocacy. As one of the few Certified Elder Law Attorneys (CELA) in northern New Jersey to be certified by the National Elder Law Foundation (NELF), she has extensive experience in probate and estate administration, asset preservation, supplemental and special needs trusts, planning for disability, guardianship and estate litigation, resident rights, health care decision making, Medicare, Medicaid, and health insurance appeals.

    Shana has been involved in health and long-term care issues for over 25 years. She is a past president of the New Jersey Chapter of the National Academy of Elder Law Attorneys (NAELA), where she regularly met with legislators and government officials on behalf of the elder law bar and their clients. In 2015, Shana was invited to join NAELA’s prestigious Council of Advanced Practitioners (CAP). Additionally, Shana is a member of the New Jersey Women Lawyers Association, the New Jersey State Bar Elder & Disability Law Section, and the Life Care Planning Law Firms Association.

    Posted in: Elder Care & Special Needs Law, Events, Shana Siegel | Tags: , ,

  • May 26, 2020Special Needs Spotlight Webinar Series: Integrating Financial & Legal Planning for Families with a Child with a Disability

    The law firm Norris McLaughlin, P.A., is pleased to present the Special Needs Spotlight Webinar Series. In this second session, “Integrating Financial & Legal Planning for Families with a Child with a Disability,” Shana Siegel, a Member of the firm and Chair of its Elder Care & Special Needs Law Practice Group, will be joined by Elizabeth McKenna, CFP and Chartered Special Needs Consultant.

    Integrating Financial & Legal Planning

    Discussion topics will include:

    • Designing the right Special Needs Trust
    • Protecting your child with special needs through your estate plan
    • Outlining changes under the SECURE ACT and its impact on your estate plan
    • Determining how much money you will need for your child’s future
    • Integrating your life insurance and beneficiary designations with your legal documents
    • Weighing potential funding sources
    • Breaking down child support issues

    When: Monday, June 1, 2020

    noon – 1:00 p.m.

    Registration: Eventbrite

    To save the dates for future segments, please click here.

    About Your Speakers

    Elizabeth McKenna, ChSNC™, CFP®

    Elizabeth of Merrill Lynch Wealth Management has over 20 years of experience in the financial services industry and has been in practice as a financial advisor since 2000. In 2008, she earned my CERTIFIED FINANCIAL PLANNER™ certification. Elizabeth also holds the Chartered Special Needs Consultant® designation. As a Portfolio Manager, she can help clients pursue their objectives by managing on a discretionary basis my own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies.

    Through wealth management and education, Elizabeth strives to work with clients and their families to overcome life’s financial challenges and help them develop a financial design that will offer them an opportunity to sleep better at night. She takes a collaborative approach to develop a personalized plan that addresses the client’s unique financial goals. While she has the capability to address the needs of any investor, Elizabeth has a particular emphasis on serving the families and individuals with special needs and eldercare who have unique financial challenges. She also offers guidance on investment portfolios, liquidity issues, risk tolerance, concentrated stock and restricted stock management, retirement transition, and wealth transfer strategies.

    Shana Siegel, Esq., CELA, CAP

    Shana Siegel concentrates her practice in the area of elder law, focusing on representing seniors, individuals with special needs, and their families in connection with life care planning, public benefits, trust and estate planning, and long-term care advocacy. As one of the few Certified Elder Law Attorneys (CELA) in northern New Jersey to be certified by the National Elder Law Foundation (NELF), she has extensive experience in probate and estate administration, asset preservation, supplemental and special needs trusts, planning for disability, guardianship and estate litigation, resident rights, health care decision making, Medicare, Medicaid, and health insurance appeals.

    Shana has been involved in health and long-term care issues for over 25 years. She is a past president of the New Jersey Chapter of the National Academy of Elder Law Attorneys (NAELA), where she regularly met with legislators and government officials on behalf of the elder law bar and their clients. In 2015, Shana was invited to join NAELA’s prestigious Council of Advanced Practitioners (CAP). Additionally, Shana is a member of the New Jersey Women Lawyers Association, the New Jersey State Bar Elder & Disability Law Section, and the Life Care Planning Law Firms Association.

    About the Special Needs Spotlight Webinar Series

    Throughout this series, Shana and her guests will address legal, financial, care, and psychosocial issues, such as guardianship, public benefits, ABLE accounts, life care planning, supported decision-making, residential options, etc.

    Posted in: Elder Care & Special Needs Law, Events, Shana Siegel | Tags: , ,

  • May 11, 2020How to Represent Your Client in a Virtual Mediation

    The Hon. Emil Giordano (Ret.), a Member of law firm Norris McLaughlin, P.A., and Co-Chair of its Litigation Law Practice Group, will co-present the webinar, “How to Represent Your Client in a Virtual Mediation,” as part of the Northampton County Bar Association (NCBA) Lunch Lectures.

    About the Virtual Mediation Webinar

    Mediation has become a critical part of every litigator’s dispute resolution toolbelt. Are your skills and knowledge up to date? Judge Giordano, as well as other local attorneys, will explain why effective advocacy in mediation requires much more than a persuasive legal argument. It requires an understanding of the objectives of mediation, familiarity with the mediation process, and well-honed negotiation skills. Designed for civil litigators who may have limited or no experience in virtual mediation, this program will cover the following:

    • The decision whether and when to mediate
    • Mediating on Zoom Platform
    • Selecting a mediator (e.g., mediator style; background)
    • Preparing a mediation memo
    • Approaching pre-mediation calls with the mediator
    • Opportunities and pitfalls of the “joint session”
    • Deploying negotiation skills at the bargaining table
    • Working productively with the mediator
    • Ethical dilemmas in mediation
    • How to “follow-up” when the parties are unable to reach a settlement

    When: Thursday, May 21, 2020

    noon – 1:00 p.m.

    Registration: norcobar.org

    • NCBA Members admitted before November 1, 2014: $25.00
    • All BALC Members: $25.00
    • NCBA Members Admitted after November 1, 2014: $25.00
    • All other attendees: $40.00

    This course is pending approval for one hour of CLE by the Supreme Court of Pennsylvania.

    About Judge Giordano

    Judge Giordano focuses his practice on estate and commercial litigation, and mediation and arbitration. As an arbitrator and mediator, he is certified through Harvard Law School Negotiation Institute in Advanced Mediation, is a fellow of the American College of Civil Trial Mediators, and is affiliated with the American Arbitration Association (AAA) Mediation. Judge Giordano serves as an arbitrator and mediator to the Judicial Roster, Real Estate, and Pennsylvania at Large ADR Panels of Distinguished Neutrals for the International Institute for Conflict Prevention & Resolution.

    For fifteen years, Judge Giordano served as judge for many jury trials and non-jury trials, hearings and motions, and a wide range of disputes under Pennsylvania and Federal Law, including construction, commercial litigation, professional malpractice, CERCLA, Civil Rights, condemnations, labor and land use appeals, criminal, and domestic relations. He served as a presiding judge on the Court of Common Pleas of Northampton County, Third Judicial District, from 2004 through 2018. Judge Giordano was Northampton County’s first administrative Judge of the Orphans’ County Division, overseeing estates and trusts of the county, and was named to the Statewide Orphans’ Court Task Force, an organization charged with implementing changes to Orphans’ Court. He was also the first Judge in Pennsylvania to institute guardianship certification requirements for the protection of senior citizens.

    Judge Giordano is Vice-Chair of the Orphans’ Court Procedural Rules Committee for the Supreme Court of Pennsylvania. He is a Diplomate Member for mediation for the Pennsylvania Chapter of the National Academy of Distinguished Neutrals, a member of the Board of Governors for Saint Thomas More Society, and a member of the Northampton County Bar Association Wills and Trusts Committee Lecturer. In 2005, Judge Giordano was the first judicial recipient to receive the Lehigh Valley Crime Victims Council Award for Outstanding Commitment to Victim’s Rights. He was also a recipient of the Bethlehem Catholic High School Distinguished Graduate Award.

    Posted in: Alternative Dispute Resolution, Events, Hon. Emil Giordano (Ret.) | Tags: , ,

  • May 08, 2020Back to Work: COVID-19 Employment Law Issues

    Norris McLaughlin, P.A., is pleased to present “Back to Work: COVID-19 Employment Law Issues,” a webinar hosted by the Somerset County Business Partnership (SCBP) to address critical employment issues affecting the workforce as businesses prepare to reopen during this COVID-19 pandemic.

    About COVID-19 Employment Issues

    Please join Norris McLaughlin Members Charles A. Bruder, Co-Chair of the firm’s Executive Compensation and Employee Benefits Law Practice Group; Patrick T. Collins, Chair of the firm’s Labor & Employment Law Practice Group; Annmarie Simeone; and the Hon. Rebecca L. Warren (Ret.) as they cover the following employment law issues developed from the COVID-19 pandemic:

    • CARES Act
    • EEOC Concerns
    • FFCRA
    • Furloughs, Layoffs, and RIFS
    • OSHA Guidelines on Preparing Workplaces
    • PPP Loans
    • Salary Reductions/Unemployment
    • Tax Credits and Assistance Available for Employers
    • Updates on State Leave Laws
    • WARN Act
    • Other Employment Issues on Reopening

    When: Thursday, May 21, 2020

    2:00 – 3:00 p.m.

    Registration: scbp.org

    This webinar is free to SCBP members and $20 for non-members. If you wish to join the SCBP, please click here to learn more.

    We strongly encourage you to submit questions in advance of the town hall to be sure we address your specific needs. Please submit your questions by 1:00 p.m. ET, Wednesday, May 20, 2020, via email to marketing@norris-law.com with “SCBP TOWN HALL QUESTION” in the subject line.

    About the Presenting Attorneys

    Charles Bruder

    Charles focuses his practice in the areas of ERISA, executive compensation, and taxation. Possessing a wealth of experience in all aspects of employee benefits arrangements, he frequently provides counsel to both for-profit and not-for-profit entities regarding numerous employee benefit and retirement benefit arrangements. Charles is regularly involved with issues involving defined contribution and defined benefit pension plans, Code Section 403(b) plans, multiemployer pension plans, ESOPs, and other equity-based and incentive compensation arrangements.

    As many of his clients maintain both tax-qualified and non-qualified arrangements, Charles is often called upon to provide compliance and drafting guidance for deferred compensation arrangements, Code Section 457(b) and 457(f) plans, and similar executive compensation vehicles. Recognizing that education is a key to maintaining successful employee benefit plans, he regularly advises his clients with respect to their group health insurance arrangements, including the ever-changing aspects of compliance with the Patient Protection and Affordable Care Act of 2010. Charles’s compliance expertise extends to ERISA fiduciary issues, prohibited transaction and controlled group analyses, and government-sponsored correction programs, such as the Employee Plan Compliance Resolution System (EPCRS), the Delinquent Filer Voluntary Correction Program (DFVCP), and the Voluntary Fiduciary Correction Program (VFCP).

    Pat Collins

    Pat practices labor, employment, and personnel law on behalf of employers and management personnel. He has a wide range of experience in all areas of litigation in both federal and state courts, defending discrimination and sexual harassment claims, wrongful discharge and whistleblower suits, and claims brought under the Americans With Disabilities Act, the Family and Medical Leave Act, and the multitude of other civil rights and anti-discrimination laws. In addition, Pat represents parties in breach of contract claims and in actions involving unfair competition, restrictive covenants, and confidentiality agreements.

    Pat has appeared before state human rights agencies throughout the country, as well as the EEOC, the National Labor Relations Board, and various wage and hour agencies. He has represented employers in numerous labor grievance/arbitration proceedings and in a variety of other matters relating to the unionization of employees and collective bargaining. He has also worked extensively with employers on public works contracts to ensure compliance with prevailing wage laws.

    A great deal of Pat’s practice concentrates on counseling employers in making workplace decisions, which will reduce or avoid entirely the risk of litigation. He regularly counsels his clients on issues concerning independent contractors and contingent workers, employment policies, employee discipline and terminations, reductions in workforce, and plant closings. Pat has conducted sexual harassment investigations and employment law audits, and has drafted numerous employee handbooks and substance abuse and workplace privacy policies. He has also conducted management and employee training and legal compliance sessions in a variety of areas, including the performance appraisal process and anti-harassment.

    Annmarie Simeone

    Annmarie concentrates her practice on labor and employment counseling and litigation. She has a wide range of experience in state and federal courts, as well as in alternative dispute resolution venues, primarily defending management in claims made by employees under state and federal employment laws, including whistleblower claims, as well as claims alleging harassment and discrimination based on race, gender, religion, national origin, and disability. Her work includes the defense of corporate defendants, as well as individual officers, directors, and employees, addressing issues unique to small businesses, as well as challenges faced by larger companies.

    In addition, Annmarie provides advice and counseling to human resource professionals and in-house counsel with respect to a wide range of employment issues, including employee leaves of absence, employee discipline, and layoff and termination issues, including the negotiation and design of severance agreements. She also drafts employee manuals and employment-related policies and procedures. Annmarie has significant experience protecting businesses from liability by conducting training for supervisors and employees. She has presented programs on handling workplace investigations; on acceptable workplace behavior which includes issues of harassment, bullying, and other workplace conduct rules; and on how to properly craft and implement employee handbooks. She also has significant experience in complex commercial litigation, focusing on business disputes such as shareholder actions, commission disputes, and breach of contract matters.

    Rebecca Warren

    Rebecca devotes her practice to labor and employment, business and corporate matters, and general liability litigation. As a former in-house corporate attorney and having counseled businesses for over 25 years, she is acutely aware of the unique and varied legal needs of business clients. Rebecca has created thousands of customized legal documents for corporations, partnerships, LLCs, and sole proprietors. She is also well-versed in providing legal strategy and guidance regarding daily business issues and concerns ranging from employment matters to third-party disputes.

    As a former prosecutor, Rebecca is well-positioned to counsel clients in crisis management, internal and governmental investigations, and regulatory and business compliance. She has represented prominent clients in high-stakes and multi-million-dollar cases at the county, state, and federal levels in multiple states. In addition, Rebecca has extensive experience in insurance defense, white-collar crime, election law, health care, commercial law, estate planning and administration, family law, and real estate.

    Posted in: Annmarie Simeone, Charles A. Bruder, Events, Executive Compensation and Employee Benefits, Hon. Rebecca L. Warren (Ret.), Labor & Employment, Patrick T. Collins | Tags: , , , , , ,

  • May 07, 2020Business Preparedness for Workforce Return

    Michelle M. Forsell and the Hon. Rebecca L. Warren (Ret.), Members of law firm Norris McLaughlin, P.A., will present the free webinar, “Business Preparedness for Workforce Return,” hosted by the Upper Perkiomen Valley Chamber of Commerce.

    Being Prepared for Workforce Return in Pennsylvania

    With Pennsylvania Governor Wolf reclassifying of certain counties to “yellow” status as of Friday, May 8, many businesses are unsure of the legal and practical requirements to prepare their physical location, workforce, customers, and clients for the return to work. Michelle and Rebecca will discuss how business owners can best plan for the resumption of business operations, as well as address employee retention and compensation, unemployment issues, and available coronavirus relief loan programs.

    When: Thursday, May 14, 2020

    10:00 – 11:00 a.m.

    Registration: upvchamber.org/events

    About Your Presenting Attorneys

    Michelle Forsell

    Michelle focuses her practice primarily on estate planning and administration, and municipal law. She represents clients in all aspects of estate planning, including the preparation of wills, trusts, powers of attorney, and health care directives, and careful analysis to minimize the tax liabilities resulting from such planning.

    Former Solicitor to the Borough of East Greenville, Michelle is experienced in drafting and implementing resolutions and ordinances, complying with the Right to Know law, and dealing with zoning and land use issues and tax appeals. She serves as a Montgomery County Arbitrator, and teaches a number of law courses at Cedar Crest College. Michelle is also accredited by the Veteran’s Administration (VA) and provides advice to veterans, helps with the preparation of VA paperwork, and represents veterans before the VA.

    Michelle is a board member of The Gulack Foundation, the Upper Perkiomen YMCA, and the Project Live Upper Perk. She is 2nd Vice-Chair for the Upper Perkiomen Valley Chamber of Commerce and is secretary of the Board of Directors and Chair of the Governance Committee of Frederick Living, a Mennonite Health Services not-for-profit continuing care retirement community.

    About Rebecca Warren

    Rebecca devotes her practice to labor and employment, business and corporate matters, and general liability litigation. As a former in-house corporate attorney and having counseled businesses for over 25 years, she is acutely aware of the unique and varied legal needs of business clients. Rebecca is also well-versed in providing legal strategy and guidance regarding daily business issues and concerns ranging from employment matters to third-party disputes.

    As a former prosecutor, Rebecca is well-positioned to counsel clients in crisis management, internal and governmental investigations, and regulatory and business compliance. She has represented prominent clients in high-stakes and multi-million-dollar cases at the county, state, and federal levels in multiple states.

    In addition, Rebecca has extensive experience in insurance defense, white-collar crime, election law, health care, commercial law, estate practice and administration, family law, and real estate. She handles all aspects of litigation for her clients, having appeared in court on thousands of hearings, proceedings, arbitrations, jury and non-jury trials, and appeals. Rebecca was formerly appointed Solicitor for various non-profit organizations and government agencies and had regularly served as a county Arbitration panel member and Chairperson.

    Rebecca was elected as the first female District Attorney of Montour County by a 3:1 margin, serving from 2012 to 2016. In that role, she designed and implemented an intensive, personalized victim rights program; created the Multi-Disciplinary Investigative Team for child abuse cases to minimize trauma for minor victims; and collaborated with agencies to provide services and treatment for offenders.

    Posted in: Business Law, Events, Hon. Rebecca L. Warren (Ret.), Labor & Employment, Michelle M. Forsell | Tags: , , , ,

  • May 07, 2020Special Needs Spotlight Webinar Series: Taking Control – Harnessing Anxiety and Turning it Into a Plan

    The law firm Norris McLaughlin, P.A., is pleased to present the Special Needs Spotlight Webinar Series. In this introductory session, “Taking Control – Harnessing Anxiety and Turning it Into a Plan,” Shana Siegel, a Member of the firm and Chair of its Elder Care & Special Needs Law Practice Group, will be joined by Trish Colucci Barbosa, RN and Care Manager, and Elizabeth McKenna, CFP and Chartered Special Needs Consultant.

    Turning Your Anxiety Into a Plan

    Discussion topics will include:

    • Advocacy efforts for your child with special needs if he or she must be hospitalized during the coronavirus (COVID-19) pandemic
    • Ways to receive more support at home and how you may be able to be paid as a caregiver during this crisis
    • The preparation of contingency plans if you or your child’s caregiver becomes ill

    When: Thursday, May 21, 2020

    noon – 1:00 p.m.

    Registration: Eventbrite

    To save the dates for future segments, please click here.

    About Your Speakers

    Trish Colucci Barbosa, RN-BC, CCM, LNCP-C

    Trish is the President and Principal Care Manager of Peace Aging Care Experts, LLC, a geriatric/life care management practice based in
    Chester, New Jersey. Since starting “PeACE” more than 14 years ago, Trish and her staff of nurses and social workers have assisted hundreds of individuals and their families in understanding and successfully navigating the aging process and its related health care challenges.

    A past president of the New Jersey chapter of the Aging Life Care Association, as well as a recent veteran of its National Board of Directors, Trish, is well known both locally and nationally as a knowledgeable and skillful care provider in the field of geriatric/aging life care.

    Elizabeth McKenna, ChSNC™, CFP®

    Elizabeth of Merrill Lynch Wealth Management has over 20 years of experience in the financial services industry and has been in practice as a financial advisor since 2000. In 2008, she earned my CERTIFIED FINANCIAL PLANNER™ certification. Elizabeth also holds the Chartered Special Needs Consultant® designation. As a Portfolio Manager, she can help clients pursue their objectives by managing on a discretionary basis my own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies.

    Through wealth management and education, Elizabeth strives to work with clients and their families to overcome life’s financial challenges and help them develop a financial design that will offer them an opportunity to sleep better at night. She takes a collaborative approach to develop a personalized plan that addresses the client’s unique financial goals. While she has the capability to address the needs of any investor, Elizabeth has a particular emphasis on serving the families and individuals with special needs and eldercare who have unique financial challenges. She also offers guidance on investment portfolios, liquidity issues, risk tolerance, concentrated stock and restricted stock management, retirement transition, and wealth transfer strategies.

    Shana Siegel, Esq., CELA, CAP

    Shana Siegel concentrates her practice in the area of elder law, focusing on representing seniors, individuals with special needs, and their families in connection with life care planning, public benefits, trust and estate planning, and long-term care advocacy. As one of the few Certified Elder Law Attorneys (CELA) in northern New Jersey to be certified by the National Elder Law Foundation (NELF), she has extensive experience in probate and estate administration, asset preservation, supplemental and special needs trusts, planning for disability, guardianship and estate litigation, resident rights, health care decision making, Medicare, Medicaid, and health insurance appeals.

    Shana has been involved in health and long-term care issues for over 25 years. She is a past president of the New Jersey Chapter of the National Academy of Elder Law Attorneys (NAELA), where she regularly met with legislators and government officials on behalf of the elder law bar and their clients. In 2015, Shana was invited to join NAELA’s prestigious Council of Advanced Practitioners (CAP). Additionally, Shana is a member of the New Jersey Women Lawyers Association, the New Jersey State Bar Elder & Disability Law Section, and the Life Care Planning Law Firms Association.

    About the Special Needs Spotlight Webinar Series

    Throughout this series, Shana and her guests will address legal, financial, care, and psychosocial issues, such as guardianship, public benefits, ABLE accounts, life care planning, supported decision-making, residential options, etc.

    Posted in: Elder Care & Special Needs Law, Events, Shana Siegel | Tags: , ,

  • May 04, 2020Back to Work: COVID-19 Employment Law Issues

    Norris McLaughlin, P.A., is pleased to present “Back to Work: COVID-19 Employment Law Issues,” a free, virtual town hall addressing the latest COVID-19 employment law issues facing employers as workplaces begin to reopen and employees begin returning to work.

    About the COVID-19 Employment Law Issues

    Please join Norris McLaughlin Members Charles A. Bruder, Co-Chair of the firm’s Executive Compensation and Employee Benefits Law Practice Group; Patrick T. Collins, Chair of the firm’s Labor & Employment Law Practice Group; Annmarie Simeone; and the Hon. Rebecca L. Warren (Ret.) as they address topics such as:

    • OSHA Guidelines on Preparing Workplaces
    • CARES Act
    • FFCRA
    • Updates on State Leave Laws
    • WARN Act
    • EEOC Concerns
    • PPP Loans
    • Tax Credits and Assistance Available for Employers
    • Salary Reductions/Unemployment
    • Furloughs, Layoffs, and RIFS
    • Other Employment Issues on Reopening Your Workforce

    When: Wednesday, May 20, 2020

    1:00 – 2:00 p.m.

    Registration: Eventbrite

    We strongly encourage you to submit questions in advance of the town hall to be sure we address your specific needs. Please submit your questions by 1:00 p.m., Tuesday, May 19, 2020, via email to marketing@norris-law.com with “TOWN HALL QUESTION” in the subject line.

    About the Presenting Attorneys

    Charles Bruder

    Charles focuses his practice in the areas of ERISA, executive compensation, and taxation. Possessing a wealth of experience in all aspects of employee benefits arrangements, he frequently provides counsel to both for-profit and not-for-profit entities regarding numerous employee benefit and retirement benefit arrangements. Charles is regularly involved with issues involving defined contribution and defined benefit pension plans, Code Section 403(b) plans, multiemployer pension plans, ESOPs, and other equity-based and incentive compensation arrangements.

    As many of his clients maintain both tax-qualified and non-qualified arrangements, Charles is often called upon to provide compliance and drafting guidance for deferred compensation arrangements, Code Section 457(b) and 457(f) plans, and similar executive compensation vehicles. Recognizing that education is a key to maintaining successful employee benefit plans, he regularly advises his clients with respect to their group health insurance arrangements, including the ever-changing aspects of compliance with the Patient Protection and Affordable Care Act of 2010. Charles’s compliance expertise extends to ERISA fiduciary issues, prohibited transaction and controlled group analyses, and government-sponsored correction programs, such as the Employee Plan Compliance Resolution System (EPCRS), the Delinquent Filer Voluntary Correction Program (DFVCP), and the Voluntary Fiduciary Correction Program (VFCP).

    Pat Collins

    Pat practices labor, employment, and personnel law on behalf of employers and management personnel. He has a wide range of experience in all areas of litigation in both federal and state courts, defending discrimination and sexual harassment claims, wrongful discharge and whistleblower suits, and claims brought under the Americans With Disabilities Act, the Family and Medical Leave Act, and the multitude of other civil rights and anti-discrimination laws. In addition, Pat represents parties in breach of contract claims and in actions involving unfair competition, restrictive covenants, and confidentiality agreements.

    Pat has appeared before state human rights agencies throughout the country, as well as the EEOC, the National Labor Relations Board, and various wage and hour agencies. He has represented employers in numerous labor grievance/arbitration proceedings and in a variety of other matters relating to the unionization of employees and collective bargaining. He has also worked extensively with employers on public works contracts to ensure compliance with prevailing wage laws.

    A great deal of Pat’s practice concentrates on counseling employers in making workplace decisions, which will reduce or avoid entirely the risk of litigation. He regularly counsels his clients on matters concerning independent contractors and contingent workers, employment policies, employee discipline and terminations, reductions in workforce, and plant closings. Pat has conducted sexual harassment investigations and employment law audits, and has drafted numerous employee handbooks and substance abuse and workplace privacy policies. He has also conducted management and employee training and legal compliance sessions in a variety of areas, including the performance appraisal process and anti-harassment.

    Annmarie Simeone

    Annmarie concentrates her practice on labor and employment counseling and litigation. She has a wide range of experience in state and federal courts, as well as in alternative dispute resolution venues, primarily defending management in claims made by employees under state and federal employment laws, including whistleblower claims, as well as claims alleging harassment and discrimination based on race, gender, religion, national origin, and disability. Her work includes the defense of corporate defendants, as well as individual officers, directors, and employees, addressing issues unique to small businesses, as well as challenges faced by larger companies.

    In addition, Annmarie provides advice and counseling to human resource professionals and in-house counsel with respect to a wide range of employment issues, including employee leaves of absence, employee discipline, and layoff and termination issues, including the negotiation and design of severance agreements. She also drafts employee manuals and employment-related policies and procedures. Annmarie has significant experience protecting businesses from liability by conducting training for supervisors and employees. She has presented programs on handling workplace investigations; on acceptable workplace behavior which includes issues of harassment, bullying, and other workplace conduct rules; and on how to properly craft and implement employee handbooks. She also has significant experience in complex commercial litigation, focusing on business disputes such as shareholder actions, commission disputes, and breach of contract matters.

    Rebecca Warren

    Rebecca devotes her practice to labor and employment, business and corporate matters, and general liability litigation. As a former in-house corporate attorney and having counseled businesses for over 25 years, she is acutely aware of the unique and varied legal needs of business clients. Rebecca has created thousands of customized legal documents for corporations, partnerships, LLCs, and sole proprietors. She is also well-versed in providing legal strategy and guidance regarding daily business issues and concerns ranging from employment matters to third-party disputes.

    As a former prosecutor, Rebecca is well-positioned to counsel clients in crisis management, internal and governmental investigations, and regulatory and business compliance. She has represented prominent clients in high-stakes and multi-million-dollar cases at the county, state, and federal levels in multiple states. In addition, Rebecca has extensive experience in insurance defense, white-collar crime, election law, health care, commercial law, estate planning and administration, family law, and real estate.

    Posted in: Annmarie Simeone, Charles A. Bruder, Events, Executive Compensation and Employee Benefits, Hon. Rebecca L. Warren (Ret.), Labor & Employment, Patrick T. Collins | Tags: , , , , , ,

  • May 04, 2020Contracts & COVID-19: What Restaurants Need to Know

    Jeanne Hamburg and Deanna L. Koestel, Members of law firm Norris McLaughlin, P.A., will present the free webinar, “Contracts & COVID-19: What Restaurants Need to Know,” hosted by the New York State Restaurant Association.

    What Restaurants Need to Know About Contracts & COVID-19

    Discussion topics will include:

    • When restaurants can’t perform on its contractual obligations due to the current COVID-19 business climate
    • The language in supply chain, distribution, and client contracts
    • Critical clauses in contracts relevant to the current COVID-19 pandemic
    • Clauses that must be included in supply chain, distribution, and client contracts going forward

    When: Thursday, May 7, 2020

    2:00 – 3:00 p.m.

    Registration: Zoom Video Communications

    About Jeanne Hamburg

    Jeanne focuses her practice in all aspects of copyright and trademark law, both in litigation and in the transactional area, assisting clients in the food, beverage, and restaurant industries with their intellectual property needs. Each year since 2009, she has been recognized in New York Super Lawyers® for Intellectual Property and Intellectual Property Litigation. Only 5% of New York attorneys receive this honor. Jeanne is also ranked in the 2019 World Trademark Review 1000 – The World’s Leading Trademark Professionals (WTR 1000). Among a group of fewer than 90 trademark professionals in New York, she was named a top trademark attorney in the areas of enforcement and litigation.

    Jeanne has litigated in federal courts across the country, acting as national counsel to bring and defend infringement claims for clients both foreign and domestic. Most recently, she litigated through appeal to the Federal Circuit a food trademark case that has been described as generating one of the most important trademark decisions in 2018.

    In the transactional area, Jeanne counsels clients on intellectual property aspects of mergers and acquisitions. She is experienced in copyright and trademark clearance, prosecution, and enforcement, and has particular expertise with contentious and transactional issues arising from the Internet.

    Jeanne frequently speaks and writes about intellectual property topics for food, beverage, restaurant, and hospitality trade groups, and is a member of the Specialty Food Association, New York State Restaurant Association, New Jersey Food Processors, and Brewers Association. She is also a member of the Copyright Society of the USA and the International Trademark Association (INTA), currently serving on its Leadership Development Committee. Jeanne is a co-author of the firm’s trademark, copyright, and unfair competition law blog, More Than Your Ma®k.

    About Deanna Koestel

    Deanna is a commercial litigator who focuses on complex commercial and construction litigation, shareholder disputes, and general business law matters in New Jersey and New York. She has represented clients in a variety of industries with significant experience in the food and beverage, construction, and health care industries. Deanna has represented both companies and individuals in the food and beverage industry including restaurants, supermarkets, winemakers, distilleries, wholesalers, importers, and producers.

    Deanna has experience litigating matters including breach of contract, breach of warranty, fraud and consumer fraud actions, breach of fiduciary duty, and other business disputes, product defect and liability, and professional negligence claims. She is experienced in all aspects of commercial litigation from commencement through trial, including sophisticated fact and expert discovery, motion practice, argument, arbitration and trial, and post-judgment collection and regularly assists clients with responses to all types of subpoenas.

    Deanna brings a practical and business-savvy approach to the law and she serves as general “outside counsel” for several businesses. In this role, she proactively provides advice and strategy to these businesses with the goal of accommodating both business and legal needs while minimizing or avoiding future litigation risks.

    Deanna has been named a New Jersey “Rising Star” by the Business Litigation section of Super Lawyers®. She currently serves as Board Member and Fundraising Development Chair for the non-profit organization Girls on the Run NYC. Deanna has been recognized as a Volunteer of the Year for her work with H.A.R.K. (Healthy Active Responsible Kids), where she was a founding board member and trustee, and Girls on the Run of Central New Jersey. She is active in community outreach and fundraising for various charities in New Jersey and New York.

    Posted in: Deanna L. Koestel, Events, Food, Beverage & Hospitality, Jeanne Hamburg | Tags: , , ,

  • May 04, 2020Mo Bauer to Be Panelist on TMA/NJBIA Webinar for Business Owners “Surviving COVID-19: Now and Beyond”

    Morris S. Bauer, a Member of law firm Norris McLaughlin, P.A., will be a panelist for the free, virtual webinar for business owners, “Surviving COVID-19: Now and Beyond,” on Wednesday, May 6, 11:30 a.m. – 12:30 p.m.

    “As an active member of the NJTMA, and with Norris McLaughlin being involved in the NJBIA, I felt it was critical to get to be a part of this legal, lending, and turnaround team to assist business owners to address operating in the current COVID-19 environment, as well as what it will take and the help they’ll need in getting back up on their feet,” said Bauer.

    About the COVID-19 Webinar for Business Owners

    Co-hosted by the New Jersey Turnaround Management Association (NJTMA) and the New Jersey Business & Industry Association (NJBIA), Bauer will join Michele Siekerka, President and CEO of the NJBIA, who will moderate; Sharon Bender, Managing Director of Sterling National Bank; and Nick Jalowski, Founder and Managing Director of Cambridge Financial Services, LLC, on the panel.

    Discussion topics will include surviving this uniquely devastating event in the short-term, planning for a return to operations as lockdowns are gradually lifted, implementing the protocols and procedures that will necessarily be part of the “new normal,” and navigating these challenges for any business seeking to successfully recover and thrive. For more information and to register, visit turnaround.org.

    About Mo Bauer

    A resident of Long Valley, Bauer is a member of the Bankruptcy & Creditors’ Rights Group at Norris McLaughlin. He represents debtors, creditor committees, banks, and other secured creditors, trade creditors, and landlords in Chapter 11 proceedings, and is a New Jersey bankruptcy mediator. Bauer has also been appointed by the Court as a Chapter 11 trustee, a liquidating trustee, an assignee for the benefit of creditors, and a bankruptcy mediator.

    In addition to his bankruptcy practice, Bauer has represented banks, equipment lessors, and one of the nation’s largest utility providers in commercial foreclosure and commercial collection matters. He has been an instructor for the New Jersey Skills and Methods Course and the New Jersey Bankruptcy Inn of Court, and a panelist for the annual New Jersey Bankruptcy Bench-Bar Conference, the American Bankruptcy Institute, and local bar associations in New Jersey and Pennsylvania.

    Bauer has been involved in civic activities as a corporate advisory board member of Homeless Solutions, Inc.; and a board member of Team for Kids Foundation, Inc., a non-profit that provides funding for children of low-income families to play team sports. He is Vice-Chairman of the Washington Township, Morris County Zoning Board of Adjustment, and has served as a member of the Washington Township Economic Development Committee from 1996 to 2003 as well as President of the Jewish Center of Northwest Jersey.

    Bauer is included in the Bankruptcy and Creditor-Debtor Rights Law section of the current edition of The Best Lawyers In America and the Bankruptcy & Creditor/Debtor Rights section of New Jersey Super Lawyers, including selection to the 2019 New Jersey Super Lawyers Top 100. He earned his J.D. from Hofstra University School of Law and his B.S. from Dickinson College.

    Posted in: Morris S. Bauer, News | Tags: , ,

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