Shows
OK at WorkIncentivizing Employees with Phantom EquityIn this episode of OK at Work, attorneys Sarah Sawyer and Russell Berger from Offit Kurman discuss the concept of phantom equity and its role in incentive compensation. As year-end approaches, businesses evaluate bonuses and future incentives. Phantom equity, a form of compensation for executive-level employees, operates like actual equity without involving ownership or entanglements. It serves as a mechanism to align company and individual goals, especially during events like a business sale, by promising bonuses based on hypothetical ownership stakes. Ideal for fostering an ownership mindset without the complexities of real equity, phantom equity offers a flexible and...
2025-12-1704 minOK at WorkNavigating Workplace Investigations and Follow-UpsIn this week's episode of OK at Work, attorneys Sarah Sawyer and Russell Berger from Offit Kurman discuss the crucial steps employers need to take after concluding a workplace investigation. They explore practical and legal considerations when addressing findings of misconduct, retaliation, or policy violations, including remediation for affected employees and disciplinary actions. The conversation emphasizes the importance of acting on investigation results to manage risk and maintain a healthy work environment.00:00 Introduction to Workplace Investigations00:17 Types of Investigations and Common Issues00:58 Addressing Findings and Immediate Actions01:29 Disciplinary Actions and Considerations
2025-12-0905 minOK at WorkBalancing Fun and Professionalism at Holiday PartiesIn this episode of OK at Work, attorneys Sarah Sawyer and Russell Berger from Offit Kurman discuss the key considerations for employers during the holiday season. They emphasize that while holiday parties are a great time for employees to celebrate and have fun, they remain work events where workplace rules and behavioral standards still apply. They share practical tips on planning and executing these events to ensure a balanced, enjoyable, and professional environment. Tune in for valuable advice on managing holiday get-togethers while maintaining a positive and respectful workplace culture.00:00 Introduction to Holiday Parties01:02 Workplace Rules...
2025-12-0203 minOK at WorkEnd-of-Year Policy and Training CheckupIn this week's episode of OK at Work, attorneys Sarah Sawyer and Russell Berger from Offit Kurman discuss the importance of reviewing company policies and procedures as the year closes. With a focus on ensuring compliance and refreshing employee training, they emphasize the need for harassment and cybersecurity training, especially as flu season and holiday gatherings can lead to increased absenteeism and germ spread. Ensuring all employees are informed about current policies and best practices is crucial for a smooth transition into the new year.00:00 Introduction and Year-End Reflections00:31 Importance of Policy Review and Training00:58...
2025-11-2503 minOK at WorkCrafting Motivational Bonus PlansIn this episode of OK at Work, attorneys Sarah Sawyer and Russell Berger from Offit Kurman discuss the importance of thoughtfully structured bonus plans for employees and executives. The discussion covers the goals behind bonus plans, such as motivation and retention, and emphasizes the importance of aligning these plans with organizational objectives for 2026. They highlight the need for clear and effective communication to avoid legal risks and ensure that employees are properly incentivized. As the end of the year approaches, they encourage employers to reassess and potentially update their compensation plans to support their strategic goals for the coming...
2025-11-1804 minOK at WorkDefining Roles and Responsibilities within an OrganizationIn this episode of OK at Work, attorneys Sarah Sawyer and Russell Berger from Offit Kurman discuss the importance of clear organizational structures and effective board governance. They highlight the need for well-defined roles and responsibilities within an organization, the significance of precise legal documents, and proactive policies and procedures. By addressing these elements, organizations, whether large or small, can avoid operational chaos and make agile, confident decisions. The conversation also touches on the importance of periodically reviewing and adapting these structures as businesses evolve.00:00 Introduction to Organizational Structure00:13 Board Governance and Operations01:10...
2025-11-1105 minOK at WorkHow to Plan Ahead with Employment AgreementsIn this episode of OK at Work, attorneys Sarah Sawyer and Russell Berger from Offit Kurman discuss executive level compensation and employment agreements. They explain the significance of these agreements for both executives and companies, particularly in scenarios involving business marketability, sales, and investor interactions. Key considerations include restrictive covenants, non-competes, and intellectual property protection. They also emphasize the importance of planning these agreements well in advance of major business transitions.00:00 Introduction to Executive Compensation Agreements00:58 Key Clauses in Executive Agreements01:29 Importance of Term Employment02:00 Considerations for Founders and Growing Businesses
2025-11-0404 minOK at WorkAI's Impact on Professional PracticesIn this week's episode of OK at Work, attorneys Sarah Sawyer and Russell Berger from Offit Kurman discuss the implications of using AI tools like ChatGPT in the workplace. They explore the benefits and risks, emphasizing the importance of understanding legal boundaries and the potential loss of privileged information. They also highlight the need for professional guidance in leveraging AI effectively, comparing it to the necessity of technical expertise in various fields.00:00 Introduction to AI in the Workplace00:21 The Growing Use of AI Tools00:48 Legal Considerations for Using AI01:38 The Importance...
2025-10-2805 minOK at WorkInsights into Best Pre-Litigation Negotiation PracticesJoin attorneys Sarah Sawyer and Russell Berger from Offit Kurman in this episode of OK at Work as they discuss the intricacies of pre-litigation negotiations. Learn about the critical steps, strategies, and mindsets necessary for successfully resolving conflicts before escalating to litigation. Whether you're used to the negotiation process or new to it, this discussion will provide valuable insights into creating leverage, understanding your position, and anticipating the moves of the opposing party. Be prepared for a thorough and practical look at achieving resolutions that work for all parties involved.00:00 Introduction to Pre-Litigation Negotiations01:18 Understanding...
2025-10-2106 minOK at WorkManaging Workforce Challenges During ShutdownsJoin attorneys Sarah Sawyer and Russell Berger from Offit Kurman as they discuss preparing for economic uncertainty during government shutdowns. Learn critical insights for employers on managing workforce issues, ensuring cash flow for wages, and making strategic decisions during times of market and governmental volatility. This episode focuses on practical advice for business owners to navigate employment challenges, furloughs, and maintaining a non-discriminatory approach in workforce changes.00:00 Introduction to Government Shutdown and Economic Uncertainty00:24 Impact of Volatility on Businesses00:53 Employer Strategies During Economic Uncertainty02:25 Legal Considerations for Furloughs and Workforce Reductions
2025-10-1404 minOK at WorkThe Art of the Cease and DesistIn this week's episode of OK at Work, Sarah Sawyer and Russell Berger, attorneys at Offit Kurman, discuss the intricacies of cease and desist letters. They delve into when and why these letters are used, the practical realities of deploying them, and the importance of a case-specific analysis. The conversation highlights the strategic considerations necessary before sending a cease and desist letter, such as whether it will stop the unwanted behavior or potentially escalate the situation. They also discuss the timing and potential consequences of such actions, emphasizing the need for a thoughtful approach to achieve desired outcomes.
2025-09-3004 minOK at WorkHow to Handle Employee Misconduct When It Impacts Your BusinessJoin Sarah Sawyer and Russell Berger, attorneys at Offit Kurman, in this week's episode of OK at Work, as they discuss the challenges employers face when employees engage in misconduct that harms the business. Learn about the legal options available for dealing with issues ranging from negligence and embezzlement to reputational harm. Sarah and Russell provide insights on insurance coverage, employment actions, and proactive measures employers can take to mitigate ongoing damage caused by rogue employees.00:00 Introduction: Addressing Employee Misconduct00:48 Types of Employee Misconduct01:06 Insurance and Employee Negligence02:17 Employment Actions and...
2025-09-2304 minOK at WorkPartnering for Business SuccessIn this week's episode of OK at Work, hosts Sarah Sawyer and Russell Berger from Offit Kurman discuss the details and crucial considerations when forming business partnerships or joint ventures. They explore the importance of alignment in vision and goals, the necessity of structured agreements, and the potential challenges that may arise over time. Tune in to understand how to evaluate the value of a business relationship, the importance of planning for future changes, and key self-assessment questions to consider before taking on a partner.00:00 Introduction to Business Relationships01:16 Key Questions Before Partnering01:37...
2025-09-1604 minOK at WorkBuilding a Team of Trusted AdvisorsJoin attorneys Sarah Sawyer and Russell Berger from Offit Kurman in this week's episode of OK at Work as they discuss the critical role of trusted professionals for business owners. They emphasize the significance of forming a comprehensive team of advisors—legal, accounting, tax, banking, and insurance—to provide well-rounded, strategic advice. Russell highlights the need for alignment and thorough understanding of a business’s goals by advisors, while Sarah underscores the importance of open communication to ensure advisors can offer the best guidance. Learn how to build effective professional relationships to benefit your business.00:00 Introduction to Truste...
2025-09-0204 minOK at WorkProtect Yourself and Your Business with Indemnification UnderstandingJoin attorneys Sarah Sawyer and Russell Berger from Offit Kurman as they discuss indemnification clauses in contracts. They explain what indemnification means, its implications, and the importance of carefully reviewing and customizing these clauses in various contexts such as employment, mergers, and acquisitions. Learn why these often-overlooked boilerplate sections in a contract could be key to understanding potential liabilities and protecting yourself in business dealings.00:00 Introduction to Indemnification00:28 Understanding Indemnification Clauses01:05 Contexts and Limitations of Indemnification01:48 Importance of Indemnification in Contracts02:14 Risk Transfer in Employment and Construction02:44 Key Takeaways on Indemnification02:58...
2025-08-2603 minOK at WorkHow to Balance Diverse Views in the OfficeIn this week's episode of OK at Work, attorneys Sarah Sawyer and Russell Berger from Offit Kurman discuss the challenges surrounding workplace communications on controversial topics. They explore the impact of such conversations on productivity and the importance of balancing employee freedom with maintaining a conducive work environment. They also provide insights into navigating anti-discrimination and anti-harassment laws while creating policies to manage discussions that may cause discomfort among employees.00:00 Introduction to Workplace Communications01:06 Navigating Anti-Discrimination and Anti-Harassment Laws01:34 Managing Sensitive Topics in the Workplace02:04 Balancing Productivity and Employee Comfort
2025-08-1904 minOK at WorkStrengthening Your Hiring ProcessJoin attorneys Sarah Sawyer and Russell Berger from Offit Kurman in this week's episode of OK at Work as they discuss essential recruiting and hiring practices. Learn about the importance of having a structured process to ensure compliance with state laws and avoid discriminatory practices. Discover key considerations for job postings, proper candidate classification, and conducting fair and equitable interviews. This episode emphasizes the critical role of maintaining a consistent, legally sound hiring process.00:00 Introduction to Recruiting and Hiring Practices00:38 Understanding the Need for a Hiring Process01:27 Creating Accurate Job Descriptions02:06...
2025-08-1205 minOK at WorkNon-Disparagement Tips for EmployersIn this episode of OK at Work, attorneys Sarah Sawyer and Russell Berger from Offit Kurman discuss the nuances of non-disparagement clauses in separation agreements. They explain the difference between disparagement and defamation and emphasize the importance of careful drafting to ensure enforceability. The conversation includes practical considerations on maintaining positive communication, protection from damaging opinions, and the necessity of a structured messaging plan when employees depart.00:00 Introduction to Non-Disparagement01:02 Understanding Disparagement vs. Defamation01:51 Non-Disparagement in Separation Agreements02:54 Practical Considerations and Internal Communication04:25 Conclusion and Final Thoughts
2025-08-0504 minOK at WorkThe Journey of LitigationIn this week's episode of OK at Work, attorneys Sarah Sawyer and Russell Berger from Offit Kurman discuss various aspects of litigation. They highlight that most litigation cases don't go to trial, benefiting both courts and taxpayers. The conversation covers critical exit points in civil litigation, such as motions to dismiss and summary judgments, which can resolve cases before reaching trial. They also touch on the role of settlements and the complexities involved in the litigation process.00:00 Introduction to Litigation00:15 The Lengthy Process of Litigation00:49 Resolution Before Trial01:18 Legal Motions: Dismissal...
2025-07-2904 minOK at WorkMaryland's Sales Tax on IT and Data ServicesIn this episode of OK at Work, attorneys Sarah Sawyer and Russell Berger from Offit Kurman discuss the newly implemented sales tax on IT and data services in Maryland. They explore the implications for business owners in the IT sector, detailing the need for registration, tax collection, and the nuanced questions that arise from the new legislation. Understand how this 3% tax could impact pricing models, long-term contracts, and interstate business competition. Stay informed on how to navigate this significant change that was effective on July 1st.00:00 Introduction to Maryland's New Sales Tax on IT Services00:47...
2025-07-2203 minOK at WorkEssential Steps to Sell Your BusinessJoin attorneys Sarah Sawyer and Russell Berger from Offit Kurman as they discuss the essential steps business owners need to take to prepare for selling their business. Topics include ensuring your business operations are in order, securing intellectual property, compliance with employment laws, and developing a tax strategy. Learn the importance of early preparation and detailed due diligence to position your business for a successful sale.00:00 Introduction to Selling Your Business00:47 Preparing Your Business for Sale01:15 Ensuring Compliance and Efficiency02:02 Ownership and Intellectual Property03:19 Tax Strategies and Planning
2025-07-0804 minOK at WorkSummer Strategies for Work SuccessIn this week's episode of OK at Work, attorneys Sarah Sawyer and Russell Berger from Offit Kurman discuss the unique challenges that summer brings for employers and businesses. With school out and vacation plans increasing, they highlight key considerations such as managing PTO, maintaining workflow continuity, addressing cybersecurity risks during travel, and ensuring worker safety in extreme weather conditions. Tune in for practical advice on preparing your business for the summer months.00:00 Introduction and Summer Overview00:40 Managing PTO During Summer01:13 Ensuring Continuity of Work01:46 Cybersecurity Concerns with Employee Travel03:56...
2025-06-2405 minOK at WorkCrafting Effective Flexible Leave Policies for EmployersIn this week's episode of OK at Work, attorneys Sarah Sawyer and Russell Berger from Offit Kurman discuss the nuances of flexible leave policies, often mistakenly referred to as unlimited PTO. They explore the critical distinctions between terms like 'unlimited' and 'flexible,' the challenges in managing such policies, and the necessity of clear boundaries and approval processes. The conversation also covers the interaction between flexible leave and other types of protected leave, such as FMLA, emphasizing the importance of well-structured policies to ensure both employee respect and employer control. Join the discussion to gain insights into effectively implementing...
2025-06-1704 minOK at WorkLegal and Practical Considerations of Adapting Employment ContractsIn this week's episode of OK at Work, attorneys Sarah Sawyer and Russell Berger from Offit Kurman explore the essential aspects of employment agreements. They discuss the importance of these agreements both at the beginning of an employment relationship and throughout its duration. The conversation includes considerations for at-will employment, the impact of state laws, and the practical and legal nuances of updating employment terms. Employers are urged to stay adaptable and thoughtful about their employment agreements, especially when circumstances change, such as promotions or policy updates. Join Sarah and Russell as they provide valuable insights on how to...
2025-06-0304 minOK at WorkYour Guide to Dealing with SubpoenasIn this week's episode of OK at Work, attorneys Sarah Sawyer and Russell Berger from Offit Kurman delve into the topic of subpoenas. They discuss what a subpoena is, who can receive one, and the proper steps to take when served. The episode highlights the importance of addressing subpoenas promptly, understanding what documents and testimonies are required, and the potential risks involved. They also explain the differences between being served with a subpoena vs. a lawsuit, and the significance of being prepared and precise when testifying under oath. This informative session is essential for anyone looking to navigate the...
2025-06-0304 minOK at WorkOK at Work: Safeguarding Your Business DataIn this week's episode of OK at Work, attorneys Sarah Sawyer and Russell Berger from Offit Kurman discuss the importance of protecting sensitive business information such as client lists and proprietary data. Using the 'everlasting gobstopper' from Willy Wonka as a metaphor, they emphasize the need for businesses to treat their confidential information as trade secrets by implementing robust security measures. The discussion covers strategies like setting up IT alerts to monitor data access, ensuring appropriate storage practices, and understanding the functionality of monitoring technologies. Tune in for practical guidance on safeguarding your business's valuable information.00:00 Introduction...
2025-05-2704 minOK at WorkStrategies for Business Resilience in Uncertain TimesIn this week's episode of OK at Work, Sarah Sawyer and Russell Berger from Offit Kurman discuss the impact of current economic uncertainty on business transactions. They share insights on how businesses can protect themselves, with a focus on tightening contracts, securing interests, and creative financing strategies. Whether you’re buying or selling a business, this episode offers practical advice on minimizing risk and making informed decisions in a volatile market.00:00 Introduction and Overview00:17 Current Market Conditions and Uncertainty01:13 Legal Considerations for Businesses02:17 Contracting and Risk Management03:36 Final Thoughts and Creative Approaches03:48 Co...
2025-05-2004 minOK at WorkNavigating Contractor vs. Employee ClassificationIn this episode of OK at Work, Sarah Sawyer and Russell Berger from Offit Kurman delve into the intricate and often confusing topic of independent contractor classification. They discuss the various tests and criteria used at both federal and state levels, including IRS, unemployment, workers' compensation, and FLSA wage laws. The episode highlights recent updates from the Trump administration, which have reverted back to previous Department of Labor guidelines, contrasting with the changes made during the Biden administration. The hosts emphasize the importance of a thorough and thoughtful analysis when classifying individuals as independent contractors to ensure compliance with...
2025-05-1304 minOK at WorkThe Changing Landscape of EEOC Enforcement and Disparate ImpactIn this week's episode of OK at Work, attorneys Sarah Sawyer and Russell Berger from Offit Kurman discuss a new executive order directing the EEOC not to pursue or investigate claims of disparate impact. They explain the concept of disparate impact, its relevance under Title VII, and how this executive order changes EEOC's enforcement practices. The discussion clarifies that while the law remains intact, enforcement priorities may shift, and underscores the importance for employers to remain aware and compliant with both federal and state laws regarding discrimination.00:00 Introduction to This Week's Topic00:36 Understanding Disparate Impact01:25...
2025-05-0604 minOK at WorkEnsuring Success with Executive AgreementsIn this week's episode of OK at Work, attorneys Sarah Sawyer and Russell Berger from Offit Kurman discuss the importance of executive employment agreements for key employees such as CEOs, CFOs, and COOs. They cover why these agreements are crucial, what organizations should consider, and the balance of protecting business interests while offering incentives to top executives. Tune in to learn about bonus structures, equity incentives, severance terms, and strategies to ensure smooth transitions and set a solid foundation for impactful leadership.00:00 Introduction to Executive Employment Agreements00:56 Key Considerations for Executive Roles01:07 The Importance of...
2025-04-2904 minOK at WorkEssentials for Balancing Taxes and Legal RiskIn this week's episode of OK at Work, attorneys Sarah Sawyer and Russell Berger from Offit Kurman discuss the essentials for balancing taxes and legal risk. They explore how tax considerations play a critical role in various legal contexts, including business setups, settlements, lawsuits, and ownership changes. The conversation emphasizes the importance of consulting with accountants and tax attorneys to ensure compliance and make informed decisions. Discover strategies for integrating tax planning into your legal and business frameworks to mitigate risks and optimize outcomes.00:00 Introduction to Tax Season00:50 The Importance of Considering Tax Consequences
2025-04-1503 minOK at WorkThe Power of Lawyer LettersJoin attorneys Sarah Sawyer and Russell Berger from Offit Kurman in this week's episode of OK at Work as they delve into the topic of pre-litigation letters. They explore the different types of lawyer letters, such as demand letters and cease and desist letters, and discuss how these letters can be strategic tools to resolve conflicts before heading to court. Learn about the nuances, purposes, and potential impacts of sending such letters and why they might be a valuable step in mitigating disputes.00:00 Introduction to Pre-Litigation Letters00:57 Understanding Lawyer Letters01:24 Types of Lawyer Letters: Demand...
2025-04-0805 minOK at WorkCrafting Effective Performance Improvement PlansJoin attorneys Sarah Sawyer and Russell Berger from Offit Kurman as they discuss the essential role of documentation in progressive discipline and performance plans for employees. Learn the steps involved in creating effective performance plans, how to tailor documentation to specific issues, and how proper documentation aids in both legal protection and improving employee performance. Understand the importance of communication tools and strategies to guide employees towards success or manage them out when necessary.00:00 Introduction to Progressive Discipline00:50 Steps in Progressive Discipline01:32 Flexibility in Disciplinary Actions02:11 Using Documentation and Forms
2025-04-0104 minOK at WorkKeeping Up with Exemption Threshold RegulationsJoin attorneys Sarah Sawyer and Russell Berger from Offit Kurman on this week's episode of OK at Work as they delve into the intricacies of the salary basis test for overtime exemptions under the FLSA. They discuss the current federal requirements, clarify the confusion around recent changes and litigation, and offer insights on how to navigate this evolving legal landscape. Learn about the current salary threshold, potential steps for compliance, and the limitations of relying on online information for legal guidance.00:00 Introduction to This Week's Topic00:13 Understanding the Salary Basis Test01:04 Current State of the...
2025-03-2504 minOK at WorkStaying Ahead with Federal Government's Impact on BusinessJoin Sarah Sawyer and Russell Berger, attorneys at Offit Kurman, as they discuss the significant impact of recent federal government changes on businesses, especially those engaging in government contracts and federal purchasing. They explore potential economic effects, the importance of adapting business strategies, and the likelihood of contract disputes arising from rapid executive orders. Tune in for key insights to help business owners stay prepared and responsive in a rapidly evolving landscape.00:00 Introduction to Federal Government Impact on Businesses00:51 Potential Economic Effects of Federal Spending Changes01:49 Preparing for Industry Shifts and Opportunities
2025-03-1804 minOK at WorkBuilding and Exiting Business PartnershipsJoin attorneys Sarah Sawyer and Russell Berger from Offit Kurman as they discuss the dynamics of business relationships. In this episode of OK at Work, they explore the importance of proactive planning in partnerships, the challenges of business 'divorces,' and the necessity of clear roles and exit strategies to help businesses thrive even when conflicts arise.00:00 Introduction to Business Relationships00:54 The Dynamics of Business Partnerships01:15 Planning for Business Exits02:26 Proactive Measures in Business03:09 Handling Business Conflicts04:30 Conclusion and Final Thoughts
2025-03-1104 minOK at WorkThe Litigation Landscape ExplainedIn this week's episode of OK at Work, attorneys Sarah Sawyer and Russell Berger from Offit Kurman delve into the complexities of business litigation. They discuss various types of litigation that business owners might face, such as commercial arbitration, class actions, and equitable relief. The conversation highlights the importance of strategic planning, understanding different litigation forums, and early professional engagement to navigate the legal landscape effectively. Whether you're looking to avoid litigation or find efficient recovery paths, this episode offers valuable insights for business owners.00:00 Introduction to Litigation00:38 Types of Litigation Business Owners Face
2025-03-0405 minOK at WorkRecruitment in a Changing Federal LandscapeIn this week's episode of OK at Work, Sarah Sawyer and Russell Berger, attorneys at Offit Kurman, discuss the recruitment of new hires in light of recent changes in federal government employment under the new presidential administration. The discussion includes strategies for attracting experienced federal workers affected by job terminations, layoffs, or changes in remote work policies. Given the unique impact on the DMV area, the conversation highlights the potential for private sector employers to create stable, flexible, and appealing work environments to attract these talented individuals. They also explore the added value these seasoned professionals could bring to...
2025-02-1803 minOK at WorkPreparing Employers for ICE EnforcementIn this week's episode of OK at Work, attorneys Sarah Sawyer and Russell Berger from Offit Kurman discuss the recent surge in ICE enforcement actions and changes in immigration policy under the Trump administration. They provide crucial advice for employers on how to handle ICE inspections and deportation warrants, emphasizing the importance of I-9 compliance and the option of using E-Verify. Tune in to stay informed and ensure your business is prepared.00:00 Introduction to OK at Work00:05 ICE Enforcement Actions and Immigration Policy Changes00:34 Employer Concerns and Procedures for ICE Visits02:01...
2025-02-1104 minOK at WorkSuccessful Strategies for Employee TransitionsIn this week's episode of OK at Work, attorneys Sarah Sawyer and Russell Berger from Offit Kurman discuss essential strategies for managing employee transitions. As the new year prompts organizational changes, they offer guidance on planning restructures, handling terminations, and ensuring stability. Learn how to navigate these changes effectively for a smoother workflow.00:00 Introduction to Employee Transitions00:51 Planning for Organizational Restructuring01:32 Managing Employee Roles and Severance02:19 Communicating Changes Effectively03:00 Formalizing Transitions and Agreements03:49 Conclusion and Final Thoughts
2025-02-0404 minOK at WorkAdapting to Changes in a New Presidential EraIn this week's episode of OK at Work, attorneys Sarah Sawyer and Russell Berger from Offit Kurman discuss the legal implications following the recent inauguration. They break down the roles of various branches of government, the impact of executive orders, and what businesses should consider amidst the barrage of headlines. Emphasizing caution over reactionary measures, they advise companies to analyze laws and understand the positions of federal agencies and courts before making decisions. Additionally, they highlight the importance of considering state laws and staying informed about changes in agency priorities.00:00 Introduction and Inauguration Overview00:45 Understanding...
2025-01-2804 min
Trust Us: Estate Planning WisdomHow Long Should a Trust Last?In Episode 3: "Transcript: How Long Should a Trust Last?" hosts Danielle Friedman, Herb Fineburg, and Charles "Max" McCauley III delve into the considerations and implications of establishing trusts, particularly regarding their duration. The discussion revolves around scenarios where trusts terminate at a specific age, leading to unintended consequences such as divorce settlements affecting trust assets. The hosts emphasize the importance of crafting trusts that endure for the beneficiary's lifetime, highlighting the benefits of protecting assets from creditors, divorce, and taxation. They stress the need for flexibility in trust documents to adapt to changing circumstances and advocate for dynasty trusts...
2024-05-1319 min
The Sandwich Generation Survival GuideProactive Planning Strategies with Geriatric Care Managers with Christine DavisIn episode 12, "Part 2: Proactive Planning Strategies with Geriatric Care Managers," The Sandwich Generation Survival Guide's Candace Dellacona continues her conversation with Christine Davis Richmond, LMSW, CMC, CDP, the co-founder of Care Collective Nursing Care & Management. The episode delves into the importance of planning ahead for care and discusses how to initiate conversations with loved ones about setting up a care plan before a crisis occurs. Candace and Christine emphasize the significance of documents like the health care proxy, living will, and medical orders for life-sustaining treatment in outlining one's medical wishes and ensuring they are carried out eff...
2024-04-3027 minThe Sandwich Generation Survival GuideGeriatric Care Managers with Christine DavisIn episode 11, "Part 1: Geriatric Care Managers," The Sandwich Generation Survival Guide's Candace Dellacona welcomes Christine Davis Richmond, LMSW, CMC, CDP, the co-founder of Care Collective Nursing Care & Management. The episode delves into the pivotal role of geriatric care managers, professionals adept in nursing, social work, or gerontology, specializing in aiding older adults with healthcare management. Christine, drawing from her social work background, elaborates on care managers' responsibilities, which encompass orchestrating diverse aspects of care for clients.The discussion explores critical scenarios where care manager intervention proves indispensable, such as discharge planning from medical facilities and orchestrating home ca...
2024-04-1726 minTrust Us: Estate Planning WisdomPassing Your Wealth to Your Children- How to Ensure Your Children Benefit from Your Hard WorkIn Episode 2, "Passing Your Wealth to Your Children: How to Ensure Your Children Benefit from Your Hard Work," hosts Danielle Friedman, Herb Fineburg, and Charles "Max" McCauley III, the complexities of estate planning through a poignant case study. Explore the repercussions of neglecting trusts in a $24 million estate, revealing how the absence of this vital component led to unintended consequences. Gain insights into the benefits of trusts, debunk common misconceptions, and discover the importance of comprehensive estate planning. Don't miss this episode for a concise guide to safeguarding your assets and securing your legacy. If y...
2024-03-1209 minThe Sandwich Generation Survival GuideDeath and Dying with Eileen SpillaneIn episode 10, "Death and Dying," The Sandwich Generation Survival Guide's Candace Dellacona welcomes Eileen Spillane, the founder of Befriending Death. Eileen discusses her background and how growing up in a family that normalized discussions around death influenced her perspective. She shares her experiences as a critical care nurse, particularly at Sloan-Kettering Cancer Center in New York City, gaining a unique perspective on life and death.Eileen explains how her encounters with death prompted her to start Befriending Death. The organization aims to facilitate open conversations about death and dying, providing people with the tools to approach these to...
2024-03-0432 minTrust Us: Estate Planning WisdomPreserving Your Trust: How to Preserve Trust Funds for CouplesIn Episode 1 of "Trust Us: Estate Planning Wisdom," hosts Danielle Friedman, Herb Fineburg, and Charles “Max” McCauley III focus on preserving trust funds for couples. They explore a case where parents established an irrevocable trust for their son, who now wishes to buy a home for his family with the trust's $450,000 in assets. The hosts discuss options, favoring the trust buying the house to ensure asset protection. They also consider the trust lending money to the couple, cautioning against making distributions that could deplete assets and make the house marital property. The episode concludes with a Q&A on join...
2024-02-2306 minThe Sandwich Generation Survival GuideFinancial Planning with Ryan RosegartenIn episode 9, "Financial Planning," Jodi Argentino and Candace Dellacona of The Sandwich Generation Survival Guide interview Ryan Rosegarten, a Senior Wealth Strategy Associate and Certified Financial Planner'™ at UBS Katz Wealth Management. The conversation explores challenges faced by the "Sandwich Generation" with a focus on financial planning, including saving for children's education while simultaneously saving for retirement.Ryan emphasizes the expanded role of financial planners, going beyond traditional investment management. He highlights their involvement in considering a client's overall financial situation, aiding in the creation of both short and long-term wealth-building and risk-management strategies.Jodi an...
2024-02-1430 minThe Sandwich Generation Survival GuideEpisode 9: Financial Planning featuring Ryan RosegartenIn episode 9, "Financial Planning," Jodi Argentino and Candace Dellacona of The Sandwich Generation Survival Guide interview Ryan Rosegarten, a Senior Wealth Strategy Associate and Certified Financial Planner™ at UBS Katz Wealth Management. The conversation explores challenges faced by the "Sandwich Generation" with a focus on financial planning, including saving for children's education while simultaneously saving for retirement. Ryan emphasizes the expanded role of financial planners, going beyond traditional investment management. He highlights their involvement in considering a client's overall financial situation, aiding in the creation of both short and long-term wealth-building and risk-management strategies. Jodi an...
2024-02-0530 minThe Sandwich Generation Survival GuideCommunication Strategies in High Conflict SituationsIn episode 8, "Communication Strategies in High Conflict Situations," The Sandwich Generation's Jodi Argentino and Candace Dellacona discuss effective communication in high-conflict situations, particularly relevant to the Sandwich Generation dealing with family issues.Jodi and Candace emphasize the pivotal role of communication across various aspects of life. They highlight a communication method called "B.I.F.F.," which stands for Brief, Informative, Friendly, and Firm. The hosts discuss the challenges of written communication, such as text messages, cautioning against blame, unsolicited advice, admonishments, and unnecessary apologies to sustain a constructive dialogue.Resources referenced in this episode:
2023-12-0128 min